2019-11-11T15:45:22-06:00 2018-12-31 260321226 HATFIELD CPA LLC 5950 N CAMINO ARIZPE TUCSON AZ 85718 990 2018-01-01 866053779 TUCSON AUDUBON SOCIETY TUCS 5206290510 300 E UNIVERSITY BLVD NO 120 TUCSON AZ 85705 JONATHAN LUTZ EXECUTIVE DIRECTOR 5206290510 2019-11-06 1 CYNTHIA M VERDUIN P00386475 2165716707 2019-11-06 X 72.106.1.81 2019-11-06 10:11:30 US P 603F96CB07DA5DA6EF218AAABFF0B9B600339698 603F96CB07DA5DA6EF218AAABFF0B9B600339698 2018 2020-03-31 21:24:44Z MARY WALKER 300 E UNIVERSITY BLVD NO 120 TUCSON AZ 85705 3273925 0 X WWW.TUCSONAUDUBON.ORG X 1949 AZ TO INSPIRE RESIDENTS AND VISITORS IN SOUTHEASTERN ARIZONA TO ENJOY AND PROTECT BIRDS. 12 12 46 432 0 0 1705818 2517159 243303 376934 5661 3621 142674 126525 2097456 3024239 0 0 0 0 1350307 1336354 0 0 224922 587389 688246 1937696 2024600 159760 999639 3455986 4487052 41504 337543 3414482 4149509 X TO INSPIRE RESIDENTS AND VISITORS IN SOUTHEASTERN ARIZONA TO ENJOY AND PROTECT BIRDS THROUGH EDUCATION, RECREATION, CONSERVATION, AND RESTORATION OF THE ENVIRONMENT UPON WHICH WE ALL DEPEND. 0 0 738536 111340 CONSERVATIONPRIMARY ACCOMPLISHMENTS OF TUCSON AUDUBON'S CONSERVATION PROGRAM IN 2018 INCLUDED:1. THE LUCY'S WARBLER NESTBOX PROJECT REPORTED 200 YOUNG WARBLERS FLEDGED AS A RESULT OF COMMUNITY MEMBER ENGAGEMENT WITH SCIENTIFIC OBSERVATIONS. TWO PUBLIC SCHOOLS IN TUCSON CONTINUED TO BE A PART OF THIS PROJECT: OCHOA COMMUNITY SCHOOL AND ESCUELA MANZO ELEMENTARY SCHOOL. BETWEEN THE TWO SCHOOLS, 13 CLASSROOMS WERE ENGAGED WITH THE LUCY'S WARBLER NESTBOX PROJECT IN 2018, AND OVER 160 STUDENTS WERE INVOLVED WITH BUILDING AND MONITORING NESTBOXES ON SCHOOL GROUNDS. MORE BROADLY, OVER 200 SOUTHEAST ARIZONA RESIDENTS WERE INVOLVED WITH BUILDING AND MONITORING LUCY'S WARBLER NESTBOXES IN 2018. 2. DEDICATED PERSONNEL SUCCESSFULLY MONITORED AND GATHERED DATA ON SENSITIVE BAT SPECIES ACTIVITY AT 2 CAVE SITES AND 8 ABANDONED MINES ON PUBLIC LANDS. 3. CONSERVATION ADVOCACY EFFORTS ENGAGED WITH 30 PRIORITY CONSERVATION ISSUES AFFECTING SOUTHEAST ARIZONA, RANGING FROM LOCAL LAND USE TO FEDERAL POLICY; EFFORTS ALSO ENGAGED OVER 200 CITIZEN ACTIVISTS IN A POSTCARD CAMPAIGN MAILED TO DECISION-MAKERS IN SUPPORT OF PROTECTING THE SAN PEDRO RIVER; STAFF HELD 10 MEETINGS WITH ELECTED OFFICIALS TO DISCUSS BIRDS AND THEIR HABITATS. 261268 121278 RESTORATION PRIMARY ACCOMPLISHMENTS OF TUCSON AUDUBON'S RESTORATION PROGRAM IN 2018 INCLUDED: 1. INSTALLATION OF SEVEN RESIDENTIAL- AND NEIGHBORHOOD-SCALE NATIVE HABITAT PROJECTS. OVER 1,500 NATIVE PLANTS AND THOUSANDS OF NATIVE PLANT SEEDS WERE UTILIZED FOR THESE PROJECTS. APPROXIMATELY 75 PLANT SPECIES WERE SELECTED BASED ON A VARIETY OF FACTORS, INCLUDING BENEFITS TO MORE THAN 60 SPECIES OF BIRDS, AND MORE THAN 50 SPECIES OF BUTTERFLIES. 2. CONTINUED HABITAT RESTORATION EFFORTS ON SONOITA CREEK--A SENSITIVE TRIBUTARY OF THE SANTA CRUZ RIVER. RESTORATION EFFORTS INCLUDED THE PLANTING OF AN ADDITIONAL 550 NATIVE PLANTS IN THE RIPARIAN ZONE. 3. CONTINUED HABITAT RESTORATION EFFORTS IN THE LOWER SANTA CRUZ FLOODPLAIN, INCLUDING THE PLANTING OF 500 NATIVE TALLPOT MESQUITE TREES AT A 200 ACRE PROJECT SITE. 4. CONTINUED RESTORATION EFFORTS AT A VARIETY OF SITES THROUGHOUT SOUTHEAST ARIZONA, INCLUDING THE PLANTING OF AN ADDITIONAL 800-PLUS NATIVE PLANTS TO BENEFIT BIRDS AND WILDLIFE. 167169 PATON CENTER FOR HUMMINGBIRDS TUCSON AUDUBON HOSTED OVER 16,000 VISITORS TO THE PATON CENTER FOR HUMMINGBIRDS IN 2018--THE FIRST CONSTRUCTION-FREE YEAR OF VISITATION SINCE THE COMPLETION OF A CAPITAL PROJECT (BACKYARD VIEWING PAVILION). 2018 VISITATION REPRESENTED AN INCREASE OF APPROXIMATELY 1,500 VISITORS FROM THE PREVIOUS YEAR. VISITORS ORIGINATED FROM ALL 50 US STATES AND OVER A DOZEN FOREIGN COUNTRIES. AN ONGOING CAPITAL CAMPAIGN FOR THE REPLACEMENT OF THE MAIN HOUSE WAS COMPLETED AND THE CAMPAIGN GOAL OF $450,000 WAS REACHED. A STAKEHOLDER SESSION WAS HELD TO DETERMINE THE FUTURE OF THE PROPERTY, INCLUDING SITE PLANS, BUILDING DESIGN, AND LANDSCAPE NEEDS. TUCSON AUDUBON'S GOALS FOR THE CAPITAL PROJECT INCLUDE: PRESERVING THE PROPERTY AS AN INTIMATE SETTING FOR THE APPRECIATION OF WILD BIRDS, ESPECIALLY HUMMINGBIRDS; DEMONSTRATING BEST PRACTICES FOR FEEDING WILD BIRDS; DEMONSTRATING THE BENEFITS OF NATIVE PLANT LANDSCAPING AND WHAT CAN BE ACHIEVED AT A RESIDENTIAL SCALE; AND DEVELOPING THE PROPERTY IN A WAY THAT CAN SUSTAIN AN ANNUAL VISITATION OF 15,000-20,000 PEOPLE. 183 SPECIES OF BIRDS WERE OBSERVED AT THE PATON CENTER IN 2018--THE RESULT OF GEOGRAPHIC LOCATION, PROXIMITY TO SONOITA CREEK, AND TUCSON AUDUBON'S SITE STEWARDSHIP. 330864 238871 TUCSON AUDUBON SOCIETY: OTHER PROGRAM SERVICES RELATE TO OPERATION OF NATURE SHOPS AT TWO LOCATIONS IN TUCSON AND GENERAL MEMBER SERVICES SUCH AS EDUCATIONAL PROGRAMS, FIELD TRIPS, ETC. 330864 238871 1497837 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 46 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AZ X X TUCSON AUDUBON SOCIETY 5206290510 300 E UNIVERSITY BLVD STE 120 TUCSON AZ 85705 X LES COREY DIRECTOR 5.00 X X 0 0 0 MARY WALKER PRESIDENT 20.00 X X 0 0 0 DEB VATH SECRETARY 5.00 X X 0 0 0 RICHARD CARLSON TREASURER 5.00 X X 0 0 0 DOUG JOHNSON DIRECTOR 2.00 X 0 0 0 ED CURLEY DIRECTOR 2.00 X 0 0 0 KIMBERLYN DREW DIRECTOR 2.00 X 0 0 0 CYNTHIA VERDUIN DIRECTOR 3.00 X 0 0 0 TRICIA GERRODETTE VICE PRESIDENT 5.00 X 0 0 0 LAURENS HALSEY DIRECTOR 2.00 X 0 0 0 KATHY JACOBS DIRECTOR 5.00 X 0 0 0 CYNTHIA PRUETT DIRECTOR 5.00 X 0 0 0 0 0 0 0 0 0 0 0 95426 35170 47210 2339353 2517159 PROGRAM FEES 900099 148093 148093 LAND MANAGEMENT 531390 117501 117501 RESTORATION 541900 111340 111340 376934 3121 3121 500 0 500 500 500 53350 35170 21380 31970 31970 318307 228306 90001 90001 OTHER INCOME 900099 4554 4554 4554 3024239 471489 0 35591 73375 29350 7337 36688 1037138 840044 125600 71494 15474 7338 7670 466 117392 103200 4239 9953 92975 72194 11869 8912 276428 174830 74611 26987 2422 514 1908 1698 14 1684 11005 7263 32 3710 19455 14543 2329 2583 20674 10073 3989 6612 76113 52200 13475 10438 36909 30272 5527 1110 5010 959 3840 211 27319 16677 10563 79 21283 14191 4538 2554 MATERIALS AND SUPPLIES 92659 77735 7799 7125 MERCHANT FEES 29010 8427 0 20583 PRINTING AND PUBLICATIO 20623 12015 2115 6493 TELEPHONE 17310 9131 6458 1721 30328 16867 6258 7203 2024600 1497837 301841 224922 1351921 2383491 39846 49390 128767 124514 1100 5752 1543957 196059 1322299 1347898 612053 576007 3455986 4487052 27969 60240 13535 277303 41504 337543 X 1808483 1451947 1191437 2328066 414562 369496 3414482 4149509 3455986 4487052 X 999639 -4042 83 -260653 X 0 0 0 X 1260337 478589 930498 1705818 1304236 5679478 1260337 478589 930498 1705818 1304236 5679478 5679478 98 16 13981 5661 3121 22877 5702355 1830398 0.99600 0.99640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 2 290.00 1 1 95.00 2065 1 557897 18110 576007 194609 360225 5661 2598 557897 208011 36665 13735 24610 36665 2527 194609 209091 -1080 208011 220552 -6551 4910 209091 1.00000 1 0 969751 969751 201135 44208 156927 250949 87130 163819 122122 64721 57401 1347898 CREDIT CARD LIABILITY 742 PAYROLL WITHHOLDING TAXES AND BENEFITS 2788 DEFERRED FISCAL SPONSORSHIP 13120 DEFERRED REVENUE 260653 277303 PART II, LINE 9: THE CONSERVATION EASEMENT GENERATES NO REVENUE. THERE IS AN ESPERANZA EASEMENT ENDOWMENT FUND AND ITS INCOME, IF ANY, IS USED TO OFFSET EXPENSES INCURRED TO MONITOR AND MAINTAIN THE EASEMENT. EXPENSES RELATED TO MAINTAINING THE EASEMENT ARE INCLUDED IN RESTORATION PROGRAM EXPENSES. THE EASEMENT IS NOT CARRIED AS AN ASSET ON THE TAS FINANCIAL STATEMENTS. PART V, LINE 4: ENDOWMENT FUNDS ARE PERMANENTLY RESTRICTED FUNDS. INCOME FROM THE ESPERANZA ENDOWMENT EASEMENT FUNDS EXPENSES RELATED TO THE MAINTENANCE AND MONITORING OF THE EASEMENT. INCOME FROM THE OTHER RESTRICTED FUNDS SUPPORT THE TAS GENERAL OPERATIONS. X X X X X X X 0 AZ BIRDATHON 28513 28513 957 GALA 53350 53350 14423 4513 832 2 6657 6657 0 0 655 88520 35170 53350 14423 4513 2444 21380 31970 FORM 990, PART VI, SECTION A, LINE 6 THE TUCSON AUDUBON SOCIETY IS COMPRISED OF MEMBERS WHOSE SOLE REQUIREMENT IS TO PAY DUES IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE TUCSON AUDUBON SOCIETY ELECT NEW OFFICERS AND DIRECTORS, TO A THREE YEAR TERM,AT AN ANNUAL MEMBERS MEETING HELD IN MARCH. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE TREASURER AND BOARD PRESIDENT APPROVED THE FORM 990 FOR FILING AHEAD OF THE FILING DATE. DATA TO COMPLETE THE FORM 990 WAS PROVIDED BY CERTAIN BOARD MEMBERS AS WELL AS TAS STAFF. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD PRESIDENT IS RESPONSIBLE FOR MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IN PRACTICE, THE POLICY IS DISTRIBUTED ANNUALLY ALONG WITH A LIST OF VENDORS AND CUSTOMERS TO THE STAFF AND BOARD OF DIRECTORS AND THEY INDICATE IF THERE ARE ANY CONFLICTS OF INTEREST OR RELATIONSHIPS WITH THE PARTIES LISTED. FORM 990, PART VI, SECTION B, LINE 15A TUCSON AUDUBON SOCIETY'S (TAS) EXECUTIVE DIRECTOR CONDUCTS A PERIODIC REVIEW OF THE SALARY SCHEDULE FOR ALL POSITIONS USING THE BENCHMARK SALARY SURVEY CONDUCTED BY TREC (TRAINING RESOURCES FOR THE ENVIRONMENTAL COMMUNITY). THIS IS AN ANNUAL SURVEY WITH COMPREHENSIVE REGIONAL BREAKDOWNS SUCH THAT ONE CAN COMPARE SIMILAR POSITION RESPONSIBILITIES, BUDGET SIZE, AND BENEFITS OFFERED. THE SALARY SCHEDULE FOR THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE PERSONNEL COMMITTEE. THE EXECUTIVE DIRECTOR (ED) IS RESPONSIBLE FOR IMPLEMENTATION OF RAISES BASED ON EMPLOYEE PERFORMANCE AND MERIT. THE ED'S COMPENSATION WAS REVIEWED ANNUALLY BY THE PERSONNEL COMMITTEE OF THE TAS BOARD FOLLOWING THE PERFORMANCE REVIEW AND ALL CHANGES ARE VOTED ON BY THE TAS BOARD. THE ED'S COMPENSATION IS IN ALIGNMENT WITH INDUSTRY STANDARDS AND COMPENSATION INFORMATION AVAILABLE FROM NATIONAL AUDUBON FOR SIMILARLY STAFFED URBAN-BASED AUDUBON CHAPTERS. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION REGARDING THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE EXECUTIVE DIRECTOR OR A BOARD MEMBER. THE FORM 990 IS AVAILABLE ONLINE AT GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: RECLASSIFY DEFERRED INCOME TO LIABILITY VS TEMP RESTRICTED NET ASSET -260,653.