2020-02-19T13:39:33-06:00 2019-06-30 521197902 MULLEN SONDBERG WIMBISH & STONE PA 888 BESTGATE ROAD SUITE 310 ANNAPOLIS MD 21401 990 2018-07-01 521884438 NATURESERVE NATU 7039081800 2550 SOUTH CLARK STREET NO 930 ARLINGTON VA 22202 SEAN T O'BRIEN PHD PRESIDENT AND CEO 7039081880 2020-02-14 1 PHILIP J WIMBISH JR CPA P01285171 4102244920 2020-02-14 64.88.174.3 2020-02-14 16:38:29 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3A9F5B22C2AF52EF62788A30662C4D0E2380D5B0 2018 2020-09-23 17:36:50Z SEAN T O'BRIEN PHD 2550 SOUTH CLARK STREET NO 930 ARLINGTON VA 22202 8312537 0 X WWW.NATURESERVE.ORG X 1994 DC NATURESERVE IS THE GLOBAL LEADER IN DATA, SCIENCE AND TECHNOLOGY TO CONSERVE BIODIVERSITY. 14 14 81 11 0 0 6288047 5894800 1456420 1682927 421031 311699 16840 33047 8182338 7922473 0 0 0 0 5718288 5770152 0 0 244222 2780075 2740634 8498363 8510786 -316025 -588313 9532840 9270584 2506685 3346011 7026155 5924573 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 STRATEGIC CONSERVATION EFFORTS. 0 0 1884044 140240 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 ABOUT WHAT 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. 1919427 0 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. 2636161 1496910 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 DEVELOPS SOFTWARE 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. 133461 52587 NETWORK CAPACITY BUILDING AND PROGRAM DEVELOPMENT: NETWORK CAPACITY BUILING 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. 133461 52587 6573093 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 16 0 1 81 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA CA CO NC X X NATURESERVE 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 DOUGLAS RIPLEY SECRETARY 3.00 X X 0 0 0 DICK RAINES DIRECTOR 2.00 X 0 0 0 URBAN LEHNER DIRECTOR 2.00 X 0 0 0 ALBERTO SZEKELY DIRECTOR 2.00 X 0 0 0 CAROLYN B HENDRICKS DIRECTOR 2.00 X 0 0 0 LUCAS JOPPA DIRECTOR 2.00 X 0 0 0 STEVEN QUARLES DIRECTOR 2.00 X 0 0 0 JANE BRECKINRIDGE DIRECTOR 2.00 X 0 0 0 DJ EVANS DIRECTOR 2.00 X 0 0 0 JOHN TREZISE DIRECTOR 2.00 X 0 0 0 SEAN O'BRIEN PRESIDENT/CEO 35.00 X 68707 0 3212 LORI SCOTT CIO 35.00 X 165855 0 19548 HEALY HAMILTON CHIEF SCIENTIST & VP 35.00 X 138577 0 15178 LESLIE HONEY VP FOR CONSERVATION SERVICES (UNTIL 8/31/18) 35.00 X 108601 0 8265 MICHAEL CLAUSELL CONTROLLER (UNTIL 8/15/18) 35.00 X 90762 0 11863 CAMELIA COLIN DIRECTOR OF FINANCE (8/18 - 10/18) 35.00 X 22138 0 2540 ALVIN SEECHARAN FINANCE MANAGER (1/19 - 3/19) 35.00 X 2135 0 0 KATHY GOODIN VP DATA & METHODS 35.00 X 65739 0 3931 ROBERT SOLOMON SOFTWARE SUPPORT PROGRAM MANAGER 35.00 X 114487 0 17898 PATRICK COMER CHIEF ECOLOGIST 35.00 X 108436 0 25055 PATRICK CRIST DIRECTOR OF CONSERVATION PLANNING 35.00 X 104301 0 31375 DAVID HAUVER SOFTWARE ENGINEERING MANAGER 35.00 X 109384 0 13955 FRANK MCLEAN SOFTWARE ENGINEER 35.00 X 104205 0 6226 1203327 0 159046 8 0 1 0 0 59850 2316910 3518040 5894800 SOFTWARE REVENUE 541700 1496910 1496910 DATA REQUESTS, PRODUCT 541700 140240 140240 CONFERENCE REGISTRATIO 541700 45777 45777 1682927 212603 212603 87 87 82283 56133 26150 26150 26150 433027 333931 99096 99096 99096 MISCELLANEOUS 541700 6810 6810 6810 7922473 1689737 0 337936 727051 485121 228683 13247 3962174 3285487 540762 135925 194004 159330 27713 6961 524659 433303 73886 17470 362264 292285 58350 11629 18351 18351 40395 40395 375426 156279 219147 27991 175 2294 25522 116018 50200 62804 3014 650493 531514 117167 1812 556458 383509 153776 19173 170995 145187 19092 6716 41171 28196 12691 284 1635 1635 110097 57068 53029 32612 32612 SUBAGREEMENTS 536410 536410 MISCELLANEOUS 39447 18854 18280 2313 DUES AND SUBSCRIPTIONS 16344 10175 6013 156 TAXES, LICENSES, PERMIT 6791 6791 8510786 6573093 1693471 244222 593542 621527 922319 247121 976488 1263269 35222 117719 1644162 1503699 200525 140463 6764565 6790900 40179 89585 9532840 9270584 667102 880681 1604452 1662948 235131 802382 2506685 3346011 X 855345 -347693 209452 310287 5961358 5961979 7026155 5924573 9532840 9270584 X -588313 130572 -643841 X X 0 1 X 1 1 1 X 6867823 7079251 6350583 6288047 5894800 32480504 6867823 7079251 6350583 6288047 5894800 32480504 32480504 203297 209867 198812 222916 294973 1129865 11961 3451 4157 1457 6810 27836 33638205 6571804 0.96560 0.96910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 8510786 8510786 575539 143885 0 0 613289 571046 574918 575539 2334792 3502188 1381 3293 4674 153322 142762 143730 143885 583699 875549 6170810 621 406627 305792 6272266 7036455 350 367569 1233564 6170810 6824613 500 644341 432999 7036455 6763417 1175 -46841 -106862 6824613 7290928 250 133019 660780 6763417 0.95000 0.05000 0 0 50319 30789 19530 1593843 1472910 120933 140463 DEFERRED RENT 783215 TENANT DEPOSITS 19167 802382 X 9112567 130572 1003389 56133 1190094 7922473 0 7922473 9570308 1003389 56133 1059522 8510786 0 8510786 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS FOR THE INVESTMENT RETURN (REALIZED GAINS, DIVIDENDS AND INTEREST) TO BE USED TO HELP SUPPORT OPERATIONS. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE GUIDANCE OF ASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" WHICH CLARIFIES THE ACCOUNTING FOR THE RECOGNITION AND MEASUREMENT OF THE BENEFITS OF INDIVIDUAL TAX POSITIONS IN THE FINANCIAL STATEMENTS, INCLUDING THOSE OF NON-PROFIT ORGANIZATIONS. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION ANALYZES TAX POSITIONS TAKEN, INCLUDING THOSE RELATED TO THE REQUIREMENTS SET FORTH IN IRC SEC. 501(C) TO QUALIFY AS A TAX EXEMPT ORGANIZATION, ACTIVITIES PERFORMED BY VOLUNTEERS AND BOARD MEMBERS, THE REPORTING OF UNRELATED BUSINESS INCOME, AND ITS STATUS AS A TAX-EXEMPT ORGANIZATION UNDER DISTRICT OF COLUMBIA STATUTE. THE ORGANIZATION DOES NOT KNOW OF ANY TAX BENEFITS ARISING FROM UNCERTAIN TAX POSITIONS AND THERE WAS NO EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION OR CHANGES IN NET ASSETS AS A RESULT OF ANALYZING ITS TAX POSITIONS. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2016 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE ALLOCATION 56,133. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE ALLOCATION 56,133. NORTH AMERICA PROGRAM SERVICES CONSERVATION PLANNING 140702 SOUTH AMERICA PROGRAM SERVICES CONSERVATION PLANNING 138415 EUROPE PROGRAM SERVICES CONSERVATION PLANNING 37820 ASIA PROGRAM SERVICES CONSERVATION PLANNING 2343 0 0 0 0 0 0 319280 0 319280 0 0 0 0 0 0 1 X X X 0 0 0 0 0 0 0 0 0 LORI SCOTT CIO 165855 0 0 0 0 0 10176 0 9372 0 185403 0 0 0 HEALY HAMILTON CHIEF SCIENTIST & VP 138577 0 0 0 0 0 8142 0 7036 0 153755 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO CHANGE THE MEMBERSHIP REQUIREMENTS FOR THE LATIN AMERICAN AND CARIBBEAN SECTION CONSTITUENT MEMBERS OF NATURESERVE. 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 WILL SIGN A STATEMENT ANNUALLY DISCLOSING ANY AND ALL REAL, POTENTIAL, OR PERCEIVED CONFLICTS OF INTEREST WITH NATURESERVE. IN CASE OF ANY BOARD MEMBER DISCLOSED CONFLICT, THE BOARD, ABSENT THE MEMBER IN QUESTION, WILL DETERMINE 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 WHEN THE PRESIDENT/CEO WAS HIRED, THE SEARCH COMMITTEE , A COMMITEE COMPOSED OF INDEPENDENT DIRECTORS, DETERMINED ANNUAL COMPENSATION BY USING COMPARABLE SALARY SURVEY INFORMATION BASED ON MARKET CONDITIONS AS ADVISED BY THE EXECUTIVE SEARCH FIRM USED IN RECRUITING THE NEW PRESIDENT/CEO AND DOCUMENTED ITS DELIBERATION AND DECISION MAKING IN WRITING CONTEMPORANEOUSLY. THE EXECUTIVE COMMITTEE, A COMMITTEE COMPOSED OF INDEPENDENT DIRECTORS, MEETS ANNUALLY TO DETERMINE WHAT, IF ANY, MERIT INCREASES WILL BE GIVEN TO THIS INDIVIDUAL TAKING INTO ACCOUNT COMPARABLE SALARY DATA. 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. BECAUSE THE PRESIDENT CEO TOOK OFFICE DURING THE REPORT PERIOD, HIS FIRST ANNUAL COMPENSATION REVIEW USING THE ABOVE PROCEDURE OCCURRED AFTER THE END OF THE REPORTING PERIOD. 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. FORM 990, PART XI, LINE 9: LOSS ON SUBLEASE -643,841. PART XII LINE 2C THERE HAVE BEEN NO CHANGES IN THE REVIEW PROCESS DURING THE YEAR.