2019-11-15T16:33:04-06:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2018-01-01 800030060 SUSTAINABLE FORESTRY INITIATIVE INC SUST 2025963450 2121 K STREET NW NO 750 WASHINGTON DC 20037 BRIAN CROWE CHIEF FINANCIAL OFFICER 2025963450 2019-11-15 1 YUNG-HEE GALLINARO P00035293 5712279500 67.137.57.251 2019-11-15 15:30:56 ES P 3F26782FE4A8D097B8E6D44DA42E2066FBD559CC CB6B290C6942481B0FCA2AD70F62C9B967E77707 2018 2020-03-31 21:24:44Z KATHY ABUSOW 2121 K STREET NW NO 750 WASHINGTON DC 20037 9558761 0 X WWW.SFIPROGRAM.ORG X 2002 DC SFI INC. IS A SUSTAINABILITY LEADER THAT OPERATES A FOREST MANAGEMENT STANDARD AND AN ENVIRONMENTAL EDUCATION PROGRAM. 18 18 39 18 0 0 15529365 751575 0 8349148 6301 126877 651564 -57311 16187230 9170289 686883 1135349 0 0 2985611 3826621 0 0 172639 4003692 4923980 7676186 9885950 8511044 -715661 12164383 12134141 1767539 2455095 10396844 9679046 X SEE ATTACHED EXHIBIT 1. 1 0 3115204 0 98000 PROMOTION AND ANNUAL CONFERENCE:IN 2018, SFI HOSTED ITS ANNUAL CONFERENCE IN DENVER, COLORADO, AND ATTRACTED OVER 300 PARTICIPANTS. THE SFI ANNUAL CONFERENCE PROVIDES AN OPPORTUNITY FOR THE SFI COMMUNITY - FROM LANDOWNER TO BRANDOWNER, CONSERVATION AND COMMUNITY ORGANIZATIONS, UNIVERSITY PROFESSIONALS AND STUDENTS, GOVERNMENT AGENCIES TO RESOURCE PROFESSIONALS - TO COME TOGETHER AND LEARN ABOUT NEW RESEARCH IN CONSERVATION; RENEW PARTNERSHIPS AND MAKE NEW ONES; AND EXCHANGE IDEAS ABOUT HOW TO IMPROVE FORESTRY PRACTICES. SFI ALSO SHOWCASED ITS WORK AT DOZENS OF CONFERENCES AND TRADESHOWS HOSTED BY OTHER ORGANIZATIONS ACROSS THE US AND CANADA. 1347221 365668 29001 EDUCATION:SFI CONTINUED ITS SUCCESS WITH PROJECT LEARNING TREE (PLT), AN AWARD-WINNING INITIATIVE THAT HELPS EDUCATORS INTEGRATE ENVIRONMENTAL EDUCATION INTO LESSON PLANS AND USE THE OUTDOORS TO ENGAGE STUDENTS IN LEARNING ABOUT THE WORLD AROUND THEM. IN 2018, PLT CREATED LESSONS TO SUPPORT TEACHERS IN USING THE ONLINE "I-TREE" SOFTWARE, CREATED BY THE US FOREST SERVICE AND PARTNERS, AS A TOOL FOR OUTDOOR EDUCATION AND WON THE TEACHERS CHOICE AWARD FOR PLT'S ENERGY IN ECOSYSTEMS CURRICULUM. CUMULATIVELY, OVER 135 MILLION STUDENTS HAVE BEEN REACHED THROUGH 750,000 TEACHERS OVER FOUR DECADES. 1299633 0 7811266 STANDARDS:THE SFI 2015-2019 STANDARDS AND RULES ARE BASED ON CORE PRINCIPLES THAT PROMOTE SUSTAINABLE FOREST MANAGEMENT, INCLUDING MEASURES TO PROTECT WATER QUALITY, BIODIVERSITY, FISH AND WILDLIFE HABITAT, SPECIES AT RISK, AND FORESTS WITH EXCEPTIONAL CONSERVATION VALUE. SFI ON-PRODUCT LABELS HELP CONSUMERS MAKE RESPONSIBLE PURCHASING DECISIONS. BY THE END OF 2018, 305 MILLION ACRES ACROSS THE US AND CANADA WERE CERTIFIED TO THE SFI FOREST MANAGEMENT STANDARD, 251 COMPANIES WERE CERTIFIED TO THE SFI FIBER SOURCING STANDARD, AND 581 COMPANIES WERE CERTIFIED TO THE SFI CHAIN OF CUSTODY STANDARD.SFI CONTINUED ITS SUCCESS WITH THE SFI FOREST PARTNERS PROGRAM IN 2018. THIS INNOVATIVE INITIATIVE WORKS WITH MARKET LEADERS TO PROMOTE SUSTAINABILITY ACROSS THE ENTIRE SUPPLY-CHAIN WITH OUTREACH TO PRIVATE LANDOWNERS AND MILLS. BY THE END OF 2018, OVER 10 MILLION ACRES OF FORESTS WERE NEWLY CERTIFIED TO THE SFI FOREST MANAGEMENT STANDARD THROUGH THE FOREST PARTNERS PROGRAM, INCLUDING STATE LANDS BY THE VIRGINIA DEPARTMENT OF FORESTRY AND STATE FORESTS OF THE FLORIDA FOREST SERVICE. 1096071 411211 37880 CONSERVATION:IN 2018, SFI CONTINUED ITS INVESTMENT IN RESEARCH THAT ADVANCES FORESTRY PRACTICES AND CONSERVATION SCIENCE. THE SFI STANDARDS REQUIRE PROGRAM PARTICIPANTS TO INVEST IN RESEARCH TO ADVANCE FORESTRY PRACTICES. IN 2018, $59 MILLION WAS INVESTED IN RESEARCH BY SFI PROGRAM PARTICIPANTS IN MORE THAN 405 CONSERVATION-BASED PROJECTS WITH HUNDREDS OF PARTNER ORGANIZATIONS. THIS BRINGS THE TOTAL AMOUNT INVESTED IN RESEARCH BY SFI PROGRAM PARTICIPANTS TO $1.6 BILLION SINCE 1995. SFI IS SUPPORTING RESEARCH TO MEASURE OUTCOMES RELATIVE TO WATER QUALITY, BIODIVERSITY AND SPECIES AT RISK, AND CLIMATE CHANGE - RANGING FROM CARBON TO FOREST HEALTH. EIGHTEEN PROJECTS HAVE BEEN FUNDED, MEASURING EVERYTHING FROM WATER QUALITY TO CARIBOU HABITAT. SFI INC. CONVENED A "SOUNDING BOARD" OF DIVERSE SCIENTISTS AND LEADERS FROM THE CONSERVATION COMMUNITY TO ENSURE OBJECTIVITY AND RELEVANCE OF CONSERVATION IMPACT RESULTS. TWO MEETINGS WERE HELD IN 2018 TO SHARE RESULTS AND IDEAS. 917638 358470 341349 COMMUNITY:SFI'S UNIQUE NETWORK OF 34 REGIONAL, STATE AND PROVINCIAL SFI IMPLEMENTATION COMMITTEES (SICS) REPRESENTS 43 STATES AND PROVINCES ACROSS NORTH AMERICA. THESE ARE PRIMARILY VOLUNTEERS ENGAGED IN LOCAL COMMUNITY PROJECTS AND OUTREACH, MONITORING COMPLIANCE TO THE SFI STANDARD, AND PROVIDING LOGGER TRAINING AND LANDOWNER OUTREACH. IN 2018, SICS PROVIDED TRAINING TO OVER 11,000 RESOURCE AND LOGGING PROFESSIONALS, BRINGING THE TOTAL TRAINED TO OVER 192,000.SFI SUPPORTED 18 COMMUNITY GRANTS THAT FEATURED COLLABORATION BETWEEN SFI AND A DIVERSE RANGE OF PEOPLE FROM 102 ORGANIZATIONS TO SUPPORT COMMUNITY PROJECTS. 2013709 769681 379229 7775767 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 37 0 1 39 1 0 1 CA 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AR CA CO GA IL KS KY MD MA MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI FL X BRIAN CROWE 2025963450 2121 K STREET NW NO 750 WASHINGTON DC 20037 MARK RODGERS PHD CHAIRMAN 1.00 X X 0 0 0 GUY GLEYSTEEN VICE CHAIRMAN 1.00 X X 0 0 0 ROBERT ABERNETHY DIRECTOR 1.00 X 0 0 0 DAN LAMBE DIRECTOR 1.00 X 0 0 0 KARLA GUYN DIRECTOR 1.00 X 0 0 0 MICHAEL PARR DIRECTOR 1.00 X 0 0 0 JONATHAN JON HAUFLER DIRECTOR 1.00 X 0 0 0 GAIL WALLIN DIRECTOR 1.00 X 0 0 0 EBONIE ALEXANDER DIRECTOR 1.00 X 0 0 0 BOB MATTERS DIRECTOR 1.00 X 0 0 0 LAURA DOWNEY DIRECTOR 1.00 X 0 0 0 BETTINA K RING DIRECTOR 1.00 X 0 0 0 LENNARD JOE DIRECTOR 1.00 X 0 0 0 MICHAEL P DOSS DIRECTOR 1.00 X 0 0 0 JIM IRVING DIRECTOR 1.00 X 0 0 0 KEVIN EDGSON DIRECTOR 1.00 X 0 0 0 BRENT KEEFER DIRECTOR 1.00 X 0 0 0 JAIME YRAGUEN DIRECTOR 1.00 X 0 0 0 KATHY ABUSOW PRESIDENT AND CEO 40.00 X 593181 0 21679 NADINE BLOCK CHIEF OPERATIONS OFFICER 40.00 X 185888 0 53863 JASON METNICK SENIOR VP, CUSTOMER AFFAIRS 40.00 X 179125 0 51486 PAUL TRIANOSKY CHIEF CONSERVATION OFFICER 40.00 X 174763 0 28841 DANIEL PELLEGROM VP, COMMUNICATIONS 40.00 X 163042 0 16990 GORDON MOUW DIRECTOR, SFI PROGRAM PARTICIPANT RELATIONS 40.00 X 117300 0 42437 BARRY GRADEN DIRECTOR, FOREST PARTNERS 40.00 X 108630 0 35698 1521929 0 250994 7 0 1 0 NARRATIVE CONTENT GROUP DBA THE MOTHER N 191 PEACHTREE STREET SUITE 750 ATLANTA GA 30303 CONSULTING 187500 JAMES GRIFFITHS & ASSOCIATES 13 CHEMIN DU CHAMP GILBERT 1256 TR GENEVA GENEVA SZ CONSULTING 152464 WILCO SOURCE LLC 118 PIZARRO AVENUE NOVATO CA 94949 CONSULTING 115000 3 507938 243637 1888 751575 PROGRAM PARTICIPANT FE 900099 7468982 7468982 PEFC INCOME 900099 741631 741631 REGISTRATION FEES 900099 138535 138535 8349148 126877 126877 356820 388472 -31652 -31652 MULTI-CURRENCY LOSS 900099 -25659 -25659 -25659 9170289 8317496 0 101218 X 680533 680533 454816 454816 854611 619151 223163 12297 2184957 2060562 72306 52089 161515 157766 135 3614 446642 422497 14594 9551 178896 161110 14230 3556 78740 1143 77597 380855 380855 1421448 1217884 112184 91380 422138 418024 4114 216807 58232 158575 143309 55192 88117 452629 9735 442894 541176 463974 77202 455923 367755 88016 152 124095 124095 23034 23034 OTHER GRANT EXPENSES 496004 495751 253 PRINTING & REPRODUCTION 77030 72099 4931 DUES & SUBSCRIPTIONS 47975 22549 25426 INDIRECT ALLOCATION 0 9472 -9472 42817 27522 15295 9885950 7775767 1937544 172639 3403399 1586446 6247032 8371777 167424 1932189 1347382 179495 114052 859435 564690 328465 294745 178512 73803 73803 12164383 12134141 274309 704498 52136 211444 1252026 1267710 189068 271443 1767539 2455095 X 2422351 3178396 7974493 6500650 10396844 9679046 12164383 12134141 -715661 -2137 0 X 0 1 X 1 0 X 6674480 6726771 6593211 15530859 751575 36276896 429237 454660 334065 650073 8705968 10574003 7103717 7181431 6927276 16180932 9457543 46850899 2199083 2152546 1610855 8579820 425867 14968171 1999874 2040730 2361278 3833694 2581414 12816990 4198957 4193276 3972133 12413514 3007281 27785161 19065738 5201 3202 2737 6301 126877 144318 5201 3202 2737 6301 126877 144318 -25659 -25659 7108918 7184633 6930013 16187233 9558761 46969558 0.40590 0.47500 0.00310 0.00040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1600 0 0 1600 0 PART II-B LINE 1: SFI'S GOVERNMENT OUTREACH WORK IS HANDLED IN-HOUSE BY A SINGLE STAFF PERSON WHO IS NOT A REGISTERED LOBBYIST. SFI OVERALL OBJECTIVE FOR GOVERNMENT OUTREACH IS TO RAISE AWARENESS OF THE SFI PROGRAM AMONG THE EXECUTIVE AND LEGISLATIVE BRANCHES OF THE FEDERAL GOVERNMENT AND STATE GOVERNMENTS. SFI INC. LOBBYING ACTIVITY INCLUDES OUTREACH TO LEGISLATORS THROUGH LETTERS OR MEETINGS ON ISSUES INCLUDING MANAGEMENT OF FORESTLANDS AND PROCUREMENT OF FOREST PRODUCTS. TOTAL STAFF TIME SPENT ON LOBBYING IS TWENTY HOURS. NO EXPENSES BEYOND STAFF TIME HAVE BEEN INCURRED RELATED TO THIS ACTIVITY. SFI HAS NOT ENGAGED IN POLITICAL CAMPAIGN ACTIVITY. SFI INC.DOES NOT HAVE ANY CONTRACTS FOR OUTSIDE LOBBYING SUPPORT. 255221 131821 123400 604214 432869 171345 294745 HST TAX FROM PLTC 45484 DEFERRED RENT 225892 OTHER LIABILITIES 67 271443 X PART X, LINE 2: SFI IS EXEMPT FROM INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). SFI'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. SFI IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. SFI HAVE EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. 1 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES PROMOTE SUSTAINABLE FORESTRY 10370 EUROPE 1 0 PROGRAM SERVICES PROMOTE SUSTAINABLE FORESTRY 596811 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 20 1 PROGRAM SERVICES PROMOTE SUSTAINABLE FORESTRY 1487258 21 1 0 0 21 1 2094439 0 2094439 NORTH AMERICA CONSERVATION & COMMUNITY 5830 CHECK OR EFT NORTH AMERICA CONSERVATION & COMMUNITY 11642 CHECK OR EFT NORTH AMERICA CONSERVATION & COMMUNITY 7640 CHECK OR EFT NORTH AMERICA CONSERVATION & COMMUNITY 28697 CHECK OR EFT NORTH AMERICA CONSERVATION & COMMUNITY 7974 CHECK OR EFT NORTH AMERICA CONSERVATION & COMMUNITY 6900 CHECK OR EFT NORTH AMERICA CONSERVATION & COMMUNITY 16050 CHECK OR EFT NORTH AMERICA CONSERVATION & COMMUNITY 11458 CHECK OR EFT NORTH AMERICA CONSERVATION & COMMUNITY 114227 CHECK OR EFT NORTH AMERICA CONSERVATION & COMMUNITY 7253 CHECK OR EFT NORTH AMERICA CONSERVATION & COMMUNITY 22022 CHECK OR EFT NORTH AMERICA GREEN JOBS 215122 CHECK OR EFT 12 0 0 0 1 0 0 0 PART I, LINE 2: SFI REQUIRES PERIODIC AND FINAL REPORTS FROM GRANT RECIPIENTS. 0 ALABAMA FORESTRY FOUNDATION 555 ALABAMA STREET MONTGOMERY AL 36104 630756161 501(C)(3) 30000 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION AMERICAN BIRD CONSERVANCY PO BOX 249 THE PLANES VA 201980249 521501259 501(C)(3) 66000 FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. BLACK FAMILY LAND TRUST INC PO BOX 2087 DURHAM NC 27702 043797149 501(C)(3) 17500 CAPACITY BUILDING AND COMMUNITY ENGAGEMENT. FOCUS AREAS INCLUDE NATURAL RESOURCE PROFESSIONALS, UNDERSERVED COMMUNITITES, AND INDIGENOUS COMMUNITIES. BOARD OF REGENTS UNIVERSITY OF NEBRASKA FOR UN-LINCOLN 151 PREM S PAUL RESEARCH CENTER LINCOLN NE 685830861 470049123 501(C)(3) 12321 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION COLLEGE OF FORESTRY OREGON STATE UNIVERSITY FOREST RESEARCH LABORATORY CORVALLIS OR 973315704 611730890 501(C)(3) 9000 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION COLORADO STATE UNIVERSITY 601 S HOWES FORT COLLINS CO 80525 846000545 501(C)(3) 10000 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION CONNECTICUT FOREST & PARK ASSOCIATION 16 MERIDEN ROAD ROCKFALL CT 06481 060613430 501(C)(3) 7500 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION ENVIRONMENTAL EDUCATION ASSOCIATION OF ILLINOIS 1505 N BROADWAY AVENUE URBANA IL 61801 362837731 501(C)(3) 10000 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION ENVIRONMENTAL EDUCATION ASSOCIATION OF NEW MEXICO PO BOX 36958 ALBUQUERQUE NM 87176 850435778 501(C)(3) 12500 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION FLORIDA- STATE IMPLEMENTATION COMMITTEE PO BOX 1696 TALLAHASSEE FL 32302 590975338 501(C)(6) 10000 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION GREENBLUE INSTITUTE 600 EAST WATER STREET CHARLOTTESVILLE VA 22902 010706799 501(C)(3) 21875 FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. HAWAII DIVISION OF FORESTRY AND WILDLIFE 1151 PUNCHBOWL STREET ROOM 325 HONOLULU HI 96813 990266119 GOVERNMENT 10000 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION IDAHO FOREST PRODUCTS COMMISSION 350 N 9TH SUITE 102 BOISE ID 83702 820454604 GOVERNMENT 12500 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION KANSAS ASSOCIATION FOR CONSERVATION AND ENVIRONMENTAL EDUCATION 2610 CLAFLIN MANHATTAN KS 66502 480850919 501(C)(3) 15000 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION KENTUCKY ASSOCIATION FOR ENVIRONMENTAL EDUCATION 396 CRISSY STREET UPTON KY 42784 611208924 501(C)(3) 18940 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION MARYLAND ASSOCIATION FOR ENVIRONMENTAL & OUTDOOR EDUCATION (MAEOE) 3430 2ND STREET SUITE 300 BROOKLYN MD 21225 521900328 501(C)(3) 17200 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION MAINE TREE FOUNDATION 535 CIVIC CENTER DRIVE AUGUSTA ME 04330 010453264 501(C)(3) 14000 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION MANOMET PO BOX 1770 MANOMET MA 023451770 223051362 501(C)(3) 25500 FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. MISSISSIPPI FORESTRY FOUNDATION 620 N STATE STREET SUITE 201 JACKSON MS 392023398 646038093 501(C)(3) 7354 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION MSU EXTENSION FORESTRY 2 CAMPUS DRIVE MS 0606 MISSOULA MT 598120606 816010045 501(C)(3) 8000 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION NATURE CONSERVANCY - ATLANTA 100 PEACHTREE STREET NW SUITE 2250 ATLANTA GA 303031913 530242652 501(C)(3) 25600 CAPACITY BUILDING AND COMMUNITY ENGAGEMENT. FOCUS AREAS INCLUDE NATURAL RESOURCE PROFESSIONALS, UNDERSERVED COMMUNITITES, AND INDIGENOUS COMMUNITIES. NATURESERVE 2550 SOUTH CLARK STREET SUITE 930 ARLINGTON VA 22202 521884438 501(C)(3) 45000 FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. NC STATE UNIVERSITY EXTENSION FORESTRY BOX 8008 RALEIGH NC 276958008 566000756 501(C)(3) 7056 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION CALIFORNIA SAF PO BOX 1034 MURPHYS CA 95247 530204630 501(C)(3) 10000 CAPACITY BUILDING AND COMMUNITY ENGAGEMENT. FOCUS AREAS INCLUDE NATURAL RESOURCE PROFESSIONALS, UNDERSERVED COMMUNITITES, AND INDIGENOUS COMMUNITIES. OREGON STATE UNIVERSITY PO BOX 1086 CORVALLIS OR 97339 611730890 501(C)(3) 13333 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION PACIFIC EDUCATION INSTITUTE 724 COLUMBIA STREET NW OLYMPIA WA 98501 753108166 501(C)(3) 25000 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION PROJECT LEARNING TREE - OHIO 2045 MORSE ROAD BLDG H-1 COLUMBUS OH 43229 311286951 501(C)(3) 13000 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION ROANOKE ECONOMIC DEVELOPMENT INC PO DRAWER 1326 AHOSKIE NC 27910 562182551 501(C)(3) 10000 CAPACITY BUILDING AND COMMUNITY ENGAGEMENT. FOCUS AREAS INCLUDE NATURAL RESOURCE PROFESSIONALS, UNDERSERVED COMMUNITITES, AND INDIGENOUS COMMUNITIES. SIERRA NEVADA JOURNEYS 190 E LIBERTY STREET RENO NV 89501 010881587 501(C)(3) 14919 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION SOUTH CAROLINA FORESTRY COMMISSION PO BOX 21707 COLUMBIA SC 29221 570702583 501(C)(3) 7405 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION SOUTH CAROLINA FORESTRY FOUNDATION 4901 BROAD RIVER ROAD COLUMBIA SC 29212 570702583 501(C)(3) 14516 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION SOUTH DAKOTA PROJECT LEARNING TREE 2218 JACKSON BLVD SUITE 10 RAPID CITY SD 57702 800046020 501(C)(3) 12405 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION TEXAS FORESTRY ASSOCIATION PO BOX 1488 LUFKIN TX 759021488 272501071 501(C)(3) 11476 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION UGA RESEARCH FOUNDATION INC 310 EAST CAMPUS ROAD TUCKER HALL ROOM 411 ATHENS GA 30602 581353149 501(C)(3) 14951 FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. UNIVERSITY OF CALIFORNIA 2801 SECOND STREET DAVIS CA 95618 946036494 501(C)(3) 7000 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION UNIVERSITY OF MAINE OFFICE OF RESEARCH ADMINISTRATION 5717 CORBETT HALL ORONO ME 04469 016000769 501(C)(3) 30000 FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. UTAH SOCIETY FOR ENVIRONMENTAL EDUCATION PO BOX 721 SALT LAKE CITY UT 84110 942792054 501(C)(3) 14242 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY NORTH END CENTER MC 0312 SUITE 3300 300 TURNER STREET NW BLACKSBURG VA 24061 546001805 GOVERNMENT 20000 FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. VERMONT DEPARTMENT OF FORESTS PARKS AND RECREATION 1 NATIONAL LIFE DRIVE DEWEY 2 MONTPELIER VT 50620 036000274 501(C)(3) 9970 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION WYOMING PROJECT LEARNING TREE PO BOX 157 ALCOVA WY 82620 311581080 501(C)(3) 17910 CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION WENATCHEE VALLEY MUSEUM & CC 127 S MISSION STREET WENATCHEE WA 98801 916054055 501(C)(3) 10000 CAPACITY BUILDING AND COMMUNITY ENGAGEMENT. FOCUS AREAS INCLUDE NATURAL RESOURCE PROFESSIONALS, UNDERSERVED COMMUNITITES, AND INDIGENOUS COMMUNITIES. 38 3 X 1 0 X X X 0 0 0 0 0 0 0 0 0 KATHY ABUSOW PRESIDENT AND CEO 451359 0 141822 0 0 0 13418 0 8261 0 614860 0 0 0 NADINE BLOCK CHIEF OPERATIONS OFFICER 170000 0 15888 0 0 0 20264 0 33599 0 239751 0 0 0 JASON METNICK SENIOR VP, CUSTOMER AFFAIRS 163750 0 15375 0 0 0 19530 0 31956 0 230611 0 0 0 PAUL TRIANOSKY CHIEF CONSERVATION OFFICER 158875 0 15888 0 0 0 17561 0 11280 0 203604 0 0 0 DANIEL PELLEGROM VP, COMMUNICATIONS 148542 0 14500 0 0 0 13465 0 3525 0 180032 0 0 0 GORDON MOUW DIRECTOR, SFI PROGRAM PARTICIPANT RE 115000 0 2300 0 0 0 10446 0 31991 0 159737 0 0 0 PART I, LINE 1B KATHY ABUSOW'S TAXABLE COMPENSATION INCLUDES $9,627 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS SHE RECEIVED IN 2018. MICHAEL P DOSS PRESIDENT & CEO GRRAPHIC PACKAGING INTERNATIONAL INC BOARD MEMBER OF THE ORGANIZATION 171993 PROGRAM FEES FOR THE USE OF SFI'S FOREST MANAGEMENT OR FIBER SOURCING STANDARDS. 0 JIM IRVING CO-CEO JD IRVING LTD BOARD MEMBER OF THE ORGANIZATION 131350 PROGRAM FEES FOR THE USE OF SFI'S FOREST MANAGEMENT OR FIBER SOURCING STANDARDS. 0 KEVIN EDGSON PRESIDENT & CEO EACOM TIMBER CORPORATION BOARD MEMBER OF THE ORGANIZATION 51301 PROGRAM FEES FOR THE USE OF SFIS FOREST MANAGEMENT OR FIBER SOURCING STANDARDS. 0 BRENT KEEFER PRESIDENT HANCOCK TIMBER RESOURCE GROUP BOARD MEMBER OF THE ORGANIZATION 54473 PROGRAM FEES FOR THE USE OF SFIS FOREST MANAGEMENT OR FIBER SOURCING STANDARDS. 0 SCHEDULE L, PART IV MICHAEL P. DOSS, PRESIDENT & CEO GRAPHIC PACKAGING INTERNATIONAL, INC. - RECEIVED 1.8% OF TOTAL REVENUEJIM IRVING, CO-CEO, JD IRVING LTD. - RECEIVED 1.4% OF TOTAL REVENUE.KEVIN EDGSON, PRESIDENT & CEO EACOM TIMBER CORPORATION. - RECEIVED 0.6% OF TOTAL REVENUE.BRENT KEEFER, PRESIDENT, HANCOCK TIMBER RESOURCE GROUP. - RECEIVED 0.6% OF TOTAL REVENUE. FORM 990, PART III, LINE 2 PROVIDE FACILITIES, MANAGEMENT AND ADMINISTRATIVE SERVICES TO PROJECT LEARNING TREE CANADA, A NON-PROFIT INCORPORATED IN CANADA WITH A SIMILAR MISSION. SFI IS THE SOLE MEMBER OF PLT CANADA AND THE BOARD OF PROJECT LEARNING TREE (PLT) CANADA REPRESENTS A SUB-SET OF THE SFI BOARD. FORM 990, PART VI, SECTION B, LINE 11B OFFICERS, BOARD MEMBERS AND MANAGEMENT ALL REVIEW THE FULL 990 PRIOR TO FILING WITH THE IRS AND ARE GIVEN AN OPPORTUNITY FOR COMMENT. FORM 990, PART VI, SECTION B, LINE 12C SFI'S CONFLICT OF INTEREST POLICY FOR BOARD AND STAFF, WHICH ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES RECEIVE, PROVIDES THAT BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES HAVE A CONTINUING OBLIGATION TO REPORT CONFLICTS AND MUST PROMPTLY REPORT ANY CONFLICT THAT HAS NOT PREVIOUSLY BEEN REPORTED. BOARD DIRECTORS THAT ARE DEEMED TO HAVE A CONFLICT OF INTEREST BASED ON THE ABOVE PROCESSES MUST ABSTAIN FROM PARTICIPATING IN THE DISCUSSION AND VOTE ON ANY TRANSACTION OR ITEM WHEREIN A CONFLICT EXISTS. OFFICERS AND KEY EMPLOYEES ARE NOT PERMITTED TO PARTICIPATE IN A DECISION IN WHICH THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A SFI EVALUATES CEO AND EXECUTIVE MANAGEMENT COMPENSATION AGAINST PUBLISHED SOURCES APPLICABLE TO THE SECTOR. THE AUDIT & COMPENSATION COMMITTEE REVIEWS ANY COMPENSATION ADJUSTMENT FOR THE CEO. THE PRESIDENT/CEO DOES NOT PARTICIPATE IN THIS REVIEW AND ABSTAINS FROM THE MEETING OF THE COMMITTEE. AFTER THOROUGH REVIEW AND OTHER RELEVANT INFORMATION, INCLUDING PERFORMANCE REVIEW, THE AUDIT & COMPENSATION COMMITTEE DETERMINES CEO COMPENSATION. THIS PROCESS RECENTLY TOOK PLACE IN 2018. THE CEO, IN COMBINATION WITH THE SENIOR LEADERSHIP TEAM RETAINS THE RIGHT TO SET ALL OTHER EMPLOYEE COMPENSATION FORM 990, PART VI, SECTION C, LINE 19 SFI'S GOVERNING DOCUMENTS, COMPLAINT RESOLUTION, AND OPERATIONS AS A PUBLIC CHARITY, GOALS AND PRIORITIES AND STANDARDS TRANSPARENCY OPERATIONS POLICY ARE AVAILABLE ON SFI'S WEBSITE. THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND THE FEDERAL FORM 990 ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 60,032. MANAGEMENT AND GENERAL EXPENSES 22,452. FUNDRAISING EXPENSES 11,657. TOTAL EXPENSES 94,141. WARDLE CONSULTING: MARKETING AND COMMS CONSULTANT : PROGRAM SERVICE EXPENSES 69,133. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,133. LAST CALL ANALYTICS: PROGRAM SERVICE EXPENSES 98,718. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,718. JAMES GRIFFITHS & ASSOCIATES : PROGRAM SERVICE EXPENSES 142,152. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 142,152. OTHER CONTRACTORS/CONSULTANTS: PROGRAM SERVICE EXPENSES 847,849. MANAGEMENT AND GENERAL EXPENSES 89,732. FUNDRAISING EXPENSES 79,723. TOTAL EXPENSES 1,017,304. PROJECT LEARNING TREE CANADA 1306 WELLINGTON STREET WEST SUITE OTTAWA ON OTTAWA CA KY1Y 3B2 797462884 TO FOSTER COMMUNITY INTEREST IN THE BENEFITS OF ENVIRONMENTAL EDUCATION AND CA SUSTAINABLE FORESTRY INITIATIVE 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 PROJECT LEARNING TREE CANADA B 215122 PROJECT LEARNING TREE CANADA Q 349756