2021-05-14T11:39:31-05:00 2020-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-07-01 521884438 NATURESERVE NATU 7039081800 2550 SOUTH CLARK STREET NO 930 ARLINGTON VA 22202 SEAN T O'BRIEN PRESIDENT & CEO 7039081800 2021-05-14 1 RICHARD J LOCASTRO CPA P00288314 3019519090 2019 2022-09-23 18:48:47Z SEAN T O'BRIEN 2550 SOUTH CLARK STREET NO 930 ARLINGTON VA 22202 8523516 0 X WWW.NATURESERVE.ORG X 1994 VA NATURESERVE IS THE GLOBAL LEADER IN DATA, SCIENCE AND TECHNOLOGY TO CONSERVE BIODIVERSITY. 13 13 79 83 0 0 5894800 5660192 1682927 1915596 311699 334192 33047 -231386 7922473 7678594 0 0 0 0 5770152 5100665 0 0 409171 2740634 2304542 8510786 7405207 -588313 273387 9270584 9879091 3346011 3721657 5924573 6157434 X TO PROTECT THREATENED BIODIVERSITY, WE WORK WITH NEARLY 100 NETWORK ORGANIZATIONS & 1,000+ CONSERVATION SCIENTISTS TO COLLECT, AGGREGATE, AND STANDARDIZE BIODIVERSITY STATISTICS IN THE WESTERN HEMISPHERE, PROVIDING DATA TO THE PUBLIC FOR STATEGIC CONSERVATION EFFORTS. 0 0 1527002 227758 CONSERVATION PRODUCTS AND SERVICES: NATURESERVE AND OUR NETWORK PARTNERS DEVELOP AND MANAGE THE MOST COMPREHENSIVE DATA FOR OVER 100,000 SPECIES AND ECOSYSTEMS, ANSWERING FUNDAMENTAL QUESTIONS ABOUTWHAT EXISTS, WHERE IT IS FOUND, AND HOW IT IS DOING. AS A CONSERVATION ORGANIZATION, WE MAINTAIN BIODIVERSITY DATA IN OUR BIOTICS 5 SOFTWARE, AND SHARE IT VIA A PUBLIC DATABASE, NATURESERVE EXPLORER, THE AUTHORITATIVE SOURCE FOR THE CONSERVATION STATUS OF PLANTS, ANIMALS, AND ECOSYSTEMS IN THE AMERICAS. WE DEVELOP CONSERVATION DATA AND TECHNOLOGY TO MAP AND TRACK RARE AND INVASIVE SPECIES; EXPEDITE THE ENVIRONMENTAL REVIEW PROCESS; MODEL HABITAT SUITABILITY; ASSESS VULNERABILITY OF SPECIES AND ECOSYSTEMS TO CLIMATE CHANGE; AND MEASURE PROGRESS TOWARD INTERNATIONAL BIODIVERSITY GOALS. 1566049 SCIENTIFIC DATA AND METHODS: NATURESERVE ESTABLISHES UNIFORM METHODS FOR COLLECTING FIELD DATA ABOUT BIODIVERSITY, MAPPING AND CLASSIFYING ECOSYSTEMS, ASSESSING THE CONDITION OF BOTH SPECIES AND ECOSYSTEMS, AND MANAGING THE INFORMATION PRODUCED. BY SPECIFYING STANDARDS FOR GATHERING AND MANAGING BIODIVERSITY DATA, THE EFFORTS OF INDIVIDUALS AND INSTITUTIONS ARE COHESIVE AND COMPREHENSIVE. NATURESERVE'S METHODOLOGY IS WIDELY RECOGNIZED AS THE GOLD STANDARD IN BIODIVERSITY DATA MANAGEMENT, AND USERS RELY ON ITS SCIENTIFIC RIGOR AND CONSERVATION VALUE ACROSS GEOGRAPHICAL BOUNDARIES. NATURESERVE CONTINUES TO UPDATE AND REFINE OUR METHODOLOGY TO ADDRESS EMERGING ISSUES AND TO ACCURATELY INCORPORATE NEW SOURCES OF DATA INCLUDING CITIZEN SCIENCE AND REMOTELY SENSED OBSERVATIONS. 2028198 1687838 TECHNOLOGY RESEARCH AND DEVELOPMENT & TECHNOLOGY DATA MANAGEMENT: BECAUSE NATURESERVE DATA IS WIDELY RELIED UPON AS THE BEST SOURCE OF INFORMATION FOR BIODIVERSITY ASSESSMENTS, ACCESS TO THAT INFORMATION IS CRITICAL. NATURESERVE USES OUR CLOUD BASED BIODIVERSITY MANAGEMENT SOFTWARE TO COORDINATE DATA AMONG OUR NETWORK, AND WE PROVIDE THE WORLD ACCESS TO THAT DATA THROUGH OUR DYNAMIC ONLINE DATABASE, NATURESERVE EXPLORER. WE ARE A TECHNOLOGY ORGANIZATION FOR NATURE THAT DEVELOPSSOFTWARE AND APPLICATIONS TO GUIDE CONSERVATION EFFORTS, INVESTS IN THE IMPROVEMENT OF INFORMATION SYSTEMS USED TO CONDUCT ENVIRONMENTAL REVIEWS, TRACKS INVASIVE SPECIES, INTEGRATES CITIZEN SCIENCE DATA, AND TRACKS PROGRESS ON INTERNATIONAL BIODIVERSITY GOALS. 208603 NETWORK CAPACITY BUILDING AND PROGRAM DEVELOPMENT: NETWORK CAPACITY BUILDING INCLUDES PROJECTS RELATED TO SUPPORT OF MEMBER PROGRAMS IN OUR NETWORK THROUGHOUT THE UNITED STATES, CANADA, LATIN AMERICA AND THE CARIBBEAN. ACTIVITIES INCLUDE SPONSORING TRAININGS, HOSTING CONFERENCES AND WORKSHOPS, AND PROVIDING SCIENCE SUPPORT SERVICES, INCLUDING PROGRAM DEVELOPMENT. PROGRAM DEVELOPMENT FOCUS IS CENTRALIZED AROUND EMERGING PROGRAMS AND DEVELOPING INITIATIVES SUCH AS CORE METHODOLOGY TRAINING AND CITIZEN SCIENCE PROGRAMS, AS WELL AS ENHANCING OUR WEBSITE AND RELATED WEB-BASED TOOLS. 208603 5329852 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 79 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA CO NC NJ VA X X STEVE SELLERS COO 7039081800 2550 SOUTH CLARK STREET NO 930 ARLINGTON VA 22202 JAMES BRUMM CHAIR 5.00 X X 0 0 0 NICOLE FIRLOTTE VICE CHAIR 3.00 X X 0 0 0 SABRA TONN VICE CHAIR 3.00 X X 0 0 0 SAYLES BRAGA TREASURER 3.00 X X 0 0 0 JANE BRECKINRIDGE SECRETARY 3.00 X X 0 0 0 CAROLYN HENDRICKS DIRECTOR 2.00 X 0 0 0 LUCAS JOPPA DIRECTOR 2.00 X 0 0 0 URBAN LEHNER DIRECTOR 2.00 X 0 0 0 BRYCE MAXELL DIRECTOR 2.00 X 0 0 0 STEVE QUARLES DIRECTOR 2.00 X 0 0 0 ALBERTO SZEKELY DIRECTOR 2.00 X 0 0 0 JOHN TREZISE DIRECTOR 2.00 X 0 0 0 CARLOS ZAMBRANA-TORRELIO DIRECTOR 2.00 X 0 0 0 DICK RAINES DIRECTOR (UNTIL 1/15/2020) 2.00 X 0 0 0 SEAN T O'BRIEN PRESIDENT & CEO 35.00 X 222291 0 19784 STEPHEN CROCHET VICE PRESIDENT, DEVELOPMENT 35.00 X 116242 0 26324 KATHLEEN GOODIN VICE PRESIDENT, DATA AND METHODS 35.00 X 108449 0 6507 HEALY HAMILTON CHIEF SCIENTIST 35.00 X 147024 0 14751 LORI SCOTT CIO & VICE PRESIDENT, PRODUCTS 35.00 X 145670 0 16039 ALLISON GRATZ DIRECTOR OF NETWORK RELATIONS 35.00 X 100957 0 12418 FRANK MCLEAN IT MANAGER 35.00 X 107702 0 6533 PATRICK COMER CHIEF TERRESTRIAL ECOLOGIST 35.00 X 115549 0 22832 DAVID HAUVER PRINCIPAL SOFTWARE ENGINEER 35.00 X 112540 0 12668 1176424 0 137856 9 0 1 0 STEVE SELLERS 1848 WINSTON ROAD CHARLOTTESVILLE VA 22903 BUSINESS MANAGEMENT SERVICES 206875 1 59350 1939632 3661210 5660192 SOFTWARE SUPPORT&SVCS. 541700 1687838 1687838 DATA REQUESTS & MAPS 541700 227758 227758 1915596 209180 209180 78 78 251196 496879 -245683 -245683 -245683 473055 348043 125012 125012 125012 MISCELLANEOUS 900099 14219 14219 14219 7678594 1915596 0 102806 885324 461045 130101 294178 3420572 2812321 558709 49542 151339 127423 23874 42 313300 256244 52863 4193 330130 253074 52977 24079 7684 1525 6159 44955 44955 25599 25599 668246 263383 404863 8137 8132 5 76276 56483 16101 3692 773537 631428 142109 149395 116134 24515 8746 115513 90194 19350 5969 14018 7221 602 6195 5634 22 5612 77635 25353 52282 33634 33634 SUBAGREEMENTS (DATA) 211770 211770 PAYROLL FEES 33540 33540 DUES AND SUBSCRIPTIONS 17618 8060 5008 4550 BAD DEBT EXPENSE 13936 13936 27415 40 19395 7980 7405207 5329852 1666184 409171 621527 665498 247121 297566 1263269 2050549 117719 122039 1744078 1581333 140463 162745 6790900 6491109 89585 89585 9270584 9879091 880681 752378 1662948 1145997 150000 954700 802382 718582 3346011 3721657 X -347693 -949577 6272266 7107011 5924573 6157434 9270584 9879091 273387 -40526 0 X 0 1 X 1 1 1 X 7079251 6350583 6288047 5894800 5660192 31272873 7079251 6350583 6288047 5894800 5660192 31272873 3555609 27717264 209867 198812 222916 294973 460454 1387022 3451 4157 1457 6810 14219 30094 32689989 7651912 0.84790 0.96560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 7405207 7405207 520260 130065 0 0 571046 574918 575539 520260 2241763 3362645 3293 3293 142762 143730 143885 130065 560442 840663 6272266 750 245061 298206 6219871 6170810 621 406627 305792 6272266 7036455 350 367569 1233564 6170810 6824613 500 644341 432999 7036455 6763417 1175 -46841 -106862 6824613 0.00000 1.00000 0.00000 0 0 57227 37520 19707 595289 583237 12052 1091562 960576 130986 162745 DEFERRED RENT 699415 TENANT DEPOSITS 19167 718582 X 9112740 -40526 1003392 962866 8149874 25599 -496879 -471280 7678594 8879879 1003392 1003392 7876487 25599 -496879 -471280 7405207 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS FOR THE INVESTMENT RETURN TO BE USED TO HELP SUPPORT OPERATIONS. PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2020, THE ORGANIZATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SUBLEASE EXPENSE REPORTED AS AN EXPENSE ON THE AUDITED FINANCIAL STATEMENTS AND NETTED AGAINST SUBLEASE REVENUE ON FORM 990, PART VIII, LINE 6B. -496,879. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUBLEASE EXPENSE REPORTED AS AN EXPENSE ON THE AUDITED FINANCIAL STATEMENTS AND NETTED AGAINST SUBLEASE REVENUE ON FORM 990, PART VIII, LINE 6B. -496,879. NORTH AMERICA 0 0 PROGRAM SERVICES CONSERVATION PLANNING 94774 SOUTH AMERICA 0 1 PROGRAM SERVICES CONSERVATION PLANNING 107069 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CONSERVATION PLANNING 3354 EUROPE 0 0 PROGRAM SERVICES CONSERVATION PLANNING 17842 0 1 0 0 0 1 223039 0 223039 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X 0 0 0 0 0 0 0 0 0 SEAN T O'BRIEN PRESIDENT & CEO 222291 0 0 0 0 0 13337 0 6447 0 242075 0 0 0 HEALY HAMILTON CHIEF SCIENTIST 147024 0 0 0 0 0 8821 0 5930 0 161775 0 0 0 LORI SCOTT CIO & VICE PRESIDENT, PRODUCTS 145670 0 0 0 0 0 8740 0 7299 0 161709 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 NATURESERVE CHANGED ITS STATE OF INCORPORATION FROM DC TO VA EFFECTIVE MAY 20, 2020. FORM 990, PART VI, SECTION A, LINE 6 CONSTITUENT MEMBERS INCLUDE NATURESERVE'S NETWORK OF MORE THAN 80 BIODIVERSITY INFORMATION CENTERS, CONSISTING OF ORGANIZATIONS UTILIZING NATURESERVE'S STANDARD METHODOLOGY, APPROVING THE OBJECTIVES OF NATURESERVE, AND SERVING IN THE ROLE OF USING SCIENCE TO INFORM CONSERVATION ACTION. THESE MEMBERS HAVE THE RIGHT TO VOTE FOR REPRESENTATIVES TO THEIR SECTION COUNCIL, TO VOTE FOR THE SECTION REPRESENTATIVES TO THE BOARD OF DIRECTORS, AND TO VOTE ON RESOLUTIONS AT MEETINGS OF THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A FOUR SEATS ON THE BOARD OF DIRECTORS ARE SELECTED BY THE CONSTITUENT MEMBERS TO REPRESENT THE THREE SECTION COUNCILS: ONE SEAT FOR THE CANADIAN SECTION, ONE SEAT FOR THE LATIN AMERICA/CARIBBEAN SECTION, AND TWO SEATS FOR THE UNITED STATES SECTION. FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIPT OF A DRAFT FORM 990 FROM ITS ACCOUNTING AND TAX FIRM, THE ORGANIZATION PROVIDES COPIES TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS TO REVIEW. UPON SATISFACTORY REVIEW WITH THE ORGANIZATION MANAGEMENT AND THE AUDIT COMMITTEE, THE FINAL FORM 990 IS PROVIDED TO THE FULL BOARD FOR COMMENT IN A TIMELY FASHION AND THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF NATURESERVE'S BOARD OF DIRECTORS ANNUALLY SIGNS A STATEMENT DISCLOSING ANY AND ALL REAL, POTENTIAL, OR PERCEIVED CONFLICTS OF INTEREST. IN CASE OF ANY BOARD MEMBER DISCLOSED CONFLICT, THE BOARD, ABSENT THE MEMBER IN QUESTION, DETERMINES HOW TO RESOLVE THE CONFLICT; INCLUDING: (1) WHETHER THE BOARD MEMBER SHOULD BE REMOVED FROM THE DISCUSSION OF THE MATTER; AND (2) WHETHER THE RELATIONSHIP WITH THE INDIVIDUAL OR ENTITY PRESENTING THE CONFLICT SHOULD BE TERMINATED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE, A COMMITTEE COMPOSED OF INDEPENDENT DIRECTORS, MEETS ANNUALLY TO DETERMINE WHAT, IF ANY, MERIT INCREASE IS RECOMMENDED FOR THE CEO, TAKING INTO ACCOUNT COMPARABLE SALARY DATA BASED ON MARKET SURVEYS, AND CONTEMPORANEOUSLY DOCUMENTING ITS DELIBERATION AND DECISION-MAKING IN WRITING. THE EXECUTIVE COMMITTEE THEN RECOMMENDS THE SALARY TO THE BOARD AND THE INDEPENDENT BOARD MEMBERS THEN VOTE TO ADJUST THE SALARY, CONTEMPORANEOUSLY DOCUMENTING THEIR DELIBERATION AND DECISION-MAKING IN WRITING. THE REVIEW TOOK PLACE JANUARY 22, 2020. WHEN KEY EMPLOYEES ARE HIRED, THE PRESIDENT/CEO USES COMPARABLE SALARY SURVEY INFORMATION TO DETERMINE THEIR ANNUAL COMPENSATION. MERIT INCREASES, IF ANY, FOR THESE INDIVIDUALS ARE DETERMINED BY THE PRESIDENT/CEO ON AN ANNUAL BASIS. COMPARABLE SALARY SURVEY INFORMATION IS OBTAINED THROUGH A SUBSCRIPTION TO COMPENSATION ANALYTICS FROM AN INDEPENDENT SOFTWARE PROVIDER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS A PUBLIC DISCLOSURE POLICY WHICH STATES THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE TO BE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990 AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATIONS'S WEBSITE.