2017-03-29T17:41:34-07:00 2016-06-30 990 2015-07-01 411429149 PHEASANTS FOREVER INC PHEA 6517732000 1783 BUERKLE CIRCLE ST PAUL MN 551105254 James Koerber CFO 6517732000 2017-03-29 2015 2021-01-29 14:40:06Z James Koerber 1783 Buerkle Circle St Paul MN 551105254 94630592 0 X www.pheasantsforever.org X 1982 MN Pheasants Forever is dedicated to the conservation of pheasants, quail and other wildlife through habitat improvements, public awareness, education and land management policies and programs. 17 16 329 4000 877153 14211 37975475 49541515 5518649 7347855 833039 302160 9925135 10693933 54252298 67885463 0 0 0 0 13920367 15029011 0 0 7082266 39844270 50980855 53764637 66009866 487661 1875597 40418628 41638020 9373513 8827298 31045115 32810722 Pheasants Forever is dedicated to the conservation of pheasants, quail and other wildlife through habitat improvements, public awareness, education and land management policies and programs. 0 0 46967550 0 6057335 Wildlife Habitat Initiatives: During the year Pheasants Forever, Inc. completed 15,296 habitat projects impacting 382,031 acres. Since its inception in 1982, Pheasants Forever has expended approximately $534 million and completed 517,463 habitat projects on 8,428,350 acres of land. These projects include land acquisitions, shelterbelts, wetlands, food plots, nesting cover, maintenance and purchase of habitat equipment. Following are current yearend historical highlights of the various projects completed by Pheasants Forever: Land Acquisitions-Land acquired by or with the help of Pheasants Forever is generally donated to State and Federal wildlife agencies for public wildlife management areas. During the year, Pheasants Forever spent $21.6 million to help purchase 3,674 acres of land. Since inception, Pheasants Forever has helped purchase, and put into public domain, 187,949 acres of land at a cost of $165 million. Shelterbelts- A well designed shelterbelt can effectively protect buildings from exposure to harsh weather conditions, roadways from drifting snow and topsoil from wind erosion. Shelterbelts also provide loafing, feeding, roosting and escape cover for pheasants and other upland wildlife throughout the year. In harsh winters, shelterbelts become rescue cover, allowing a nucleus of breeding individuals to survive the winter and repopulate the rural landscape the next spring. During the year, Pheasants Forever expended $661,516 to plant trees and has spent $21.4 million on planted trees since 1982. Wetlands - Wetlands provide an excellent source of winter cover and provide the best overall survival rates for pheasants. A wetland's dense network of stems provides effective insulation from cold temperatures and wind chill, and provides shelter from blowing and drifting snow. Pheasants Forever restored 1,718 acres of wetlands during the year and 82,174 acres of wetlands since inception. Food Plots- Winter cover is much more effective with a high energy food source nearby. Well-placed food plots establish safe foraging patterns, restrict unnecessary movements, and provide a dependable food source. A dependable high energy food source is needed to carry female birds through harsh winters in good condition and leads to a reduction in mortality rate during the following spring nesting season. During the year, Pheasants Forever planted 78,907 acres of food plots and has planted 1,825,535 acres of food plots since 1982. Nesting Cover - Throughout the pheasant range, nesting cover is the single most important limiting factor for wildlife populations. Establishing the right vegetation and managing it properly will provide pheasants with concealment from predators and protection from various weather conditions. Additionally, Pheasants Forever habitat improvement also improves habitat for bees, butterflies and other pollinators and this year unveiled its newest program devoted to brood cover and pollinators - the Honey Bee & Monarch Butterfly Partnership. Pheasants Forever established or improved 77,608 acres of nesting cover during the year, and 3 million acres since 1982. Equipment - Pheasants Forever chapters purchase specialized habitat equipment which is either donated to local wildlife agencies or made available to local landowners to aid in establishing and/or maintaining their own habitat projects. During the year, Pheasants Forever expended $955,301 to purchase habitat equipment and has spent $16.4 million on habitat equipment since inception. Farm Bill Biologist Program - Pheasants Forever has developed a network of 120+ trained biologists that work directly with local landowners around the country. During the year these Farm Bill Biologists assisted more than 31,000 landowners in designing, developing, and funding habitat improvements on more than 1.3 million acres of private land. PF Farm Bill Biologists possess the knowledge of federal, state, and local programs to assist landowners in finding the right program to meet their personal habitat and land use goals. Through a unique partnership, Farm Bill Biologists are located in local USDA service centers in priority habitat areas throughout the pheasant and quail range. 6966992 0 1290520 Education and Outreach: The education and outreach component of Pheasants Forever provides year round youth programs that offer a pathway of activities that cultivate and grow land stewards and hunting conservationists of all ages. The focus is on hunter recruitment, retention, and reactivation. This initiative is carried on in part through the No Child Left Indoors(R) Initiative and other outreach activities. Additionally, the Pheasants Forever magazine, The Journal of Upland Conservation (published five times a year) and the Journal of Quail Conservation (published four times a year) as well as newsletters that go out to educators and chapter leaders. These periodicals contain information pertaining to the need for wildlife habitat development and restoration, the benefits of water and soil conservation, current issues and policies affecting conservation and the tradition of hunting, chapter activities and other special features. More than 150,000 youth and 50,000 adults were introduced to hunting, shooting sports and conservation through Pheasants Forever and Quail Forever youth programs and events that include workshops, educational materials and resources. The No Child Left Indoors(R) Initiative engages PF and QF chapters in community activities that connect youth and their families to the outdoors. Chapters host more than 2,700 events per year that include hunter safety classes, youth mentor hunts, summer camps, shooting programs, outdoor field days and habitat projects. Youth 17 or younger can become Ringnecks and/or Whistler members. Over 16,000 youth members receive the youth magazine Upland Tales four times a year. Youth leadership is encouraged at the local level and through state youth leadership councils and a National Youth Leadership Council comprised of about 20 active young leaders from across the country. Educational brochures also are available on subjects such as habitat and pheasant population dynamics. 1880867 0 0 Field Operations: Pheasants Forever's wildlife biologists provide support, information, hands-on education to the public, and work on implementation of wildlife habitat development and restoration. PF's biologists also assist members and chapter volunteers to improve wildlife habitat in the most efficient and effective way. 1220289 0 Pheasants Forever provides support for and informs and updates, the more than 150,000 members and nearly 750 chapters, as to the need for ongoing work in wildlife conservation and provides assistance to accomplish that goal. 1220289 0 0 57035698 1 0 0 1 0 0 1 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 961 49 1 329 1 1 1 0 0 0 0 1 1 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AR CA CO IL IN KS KY MD MN MS NJ NY OH OK OR PA SC WI X X X James M Koerber 6517732000 1783 BUERKLE CIRCLE ST PAUL MN 551105254 Nancy Anisfield Director 3 0 X 0 0 0 Richard Bell Director 3 0 X 0 0 0 Tobias Buck Director 3 0 X 0 0 0 Jon Lee Director 3 0 X 0 0 0 Matt Kucharski Director 3 0 X 0 0 0 R Charles McLravy Director 3 0 X 0 0 0 Bill Webb Director 3 0 X 0 0 0 Leonard Sachs Director 3 0 X 0 0 0 Kent Forney Director 3 0 X 0 0 0 Paul Gross Director 3 0 X 0 0 0 Joseph Hosmer Director 3 0 X 0 0 0 Brett Reber Director 3 0 X 0 0 0 Shefali Mehta Vice Chair 5 0 X X 0 0 0 Marilyn Vetter Secretary 5 0 X X 0 0 0 Bruce Hertzke Treasurer 5 0 X X 0 0 0 Tim Kessler Chair 5 0 X X 0 0 0 Howard K Vincent President and CEO 50 0 X X 288132 0 31418 James M Koerber Chief Financial Officer 50 0 X 187216 0 17270 David E Nomsen VP of Governmental Affairs 50 0 X 184512 0 16185 Richard Young VP of Field Operations 50 0 X 151964 0 17215 David Bue VP Development 50 0 X 133840 0 23551 Cheryl Riley VP Education & Outreach 50 0 X 125140 0 12760 Robert St Pierre Vice President of Marketing 50 0 X 116868 0 13587 Timothy Schultz Director of Finance 50 X 101928 0 6129 Bradley Heidel Director of Sales 50 0 X 102797 0 10730 1392397 0 148845 9 0 1 0 Pinpoint 360 7407 Washington Avenue South Edina MN 554392410 Printing Services 1107591 FDC Enterprises Inc PO Box 189 New Albany OH 430540189 Conservation and Native Grass Planting 517415 Allendan Seed COmpany 1966 175th Street Winterset IA 50273 Native Grass Seed Provider 2278161 Star Seed Inc 101 Industrial Avenue Osborne KS 67473 Native Grass Seed Provider 920044 Wild Wings PO Box 451 Lake City MN 55041 Wildlife Art Retailer 455366 25 24943 4525863 0 0 36446946 8543763 577852 49541515 Habitat Project Revenue 900099 6057335 6057335 0 0 Membership Dues 900099 1283845 1283845 0 0 Youth Conservation Education Revenue 900099 6675 6675 0 0 0 0 0 0 7347855 -51361 0 0 -51361 0 0 0 0 308501 0 0 308501 130862 0 30135 0 100727 0 100727 0 0 100727 6242004 375285 6263768 0 -21764 375285 353521 375285 0 -21764 11342476 0 7375194 3967282 0 3967282 9606091 6245688 3360403 0 0 3360403 9009912 6830344 2179568 1945685 233883 0 Advertising - Publications 541800 619370 0 619370 0 Advertising - Web 541800 23900 0 23900 0 Misc Support 900099 54932 54932 0 0 79250 79250 0 0 777452 67885463 9803007 877153 7663788 0 0 0 0 0 0 0 0 1032493 579412 247152 205929 0 0 0 0 11524864 8673797 857290 1993777 582042 400517 81693 99832 974102 764602 66250 143250 915510 681730 73021 160759 115515 6953 38362 70200 21633 0 17909 3724 134251 0 134251 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1344664 0 0 1344664 2208204 1545638 98285 564281 0 0 0 0 0 0 0 0 52403 20454 3763 28186 1434311 1009603 33102 391606 0 0 0 0 160872 73043 76731 11098 32774 0 32774 0 0 0 0 0 340384 240862 28265 71257 386648 272694 27550 86404 Habitat Conservation 37912302 37912302 0 0 Conservation Education 3777016 3777016 0 0 Direct Mail 1181696 0 0 1181696 Equipment Rental & Maintenance 481641 421524 38978 21139 1396541 655551 36526 704464 66009866 57035698 1891902 7082266 15689333 10779812 490935 8709035 471085 416543 5158300 5578093 0 0 0 0 0 0 1678945 1537578 666694 966324 5224777 3699865 1838508 1524912 8349258 6187053 0 0 4707813 4430813 0 0 1367757 1507857 40418628 41638020 5642293 6941704 0 0 196813 225352 0 0 0 0 0 0 1228643 0 0 0 2305764 1660242 9373513 8827298 X 23782615 25278262 6555425 6819447 707075 713013 31045115 32810722 40418628 41638020 1875597 -109990 0 0 0 0 X 0 1 X 1 1 1 X 32026137 38792265 53714201 39221315 50825360 214579278 0 0 0 0 0 0 0 0 0 0 0 0 32026137 38792265 53714201 39221315 50825360 214579278 0 214579278 1496843 1082069 1388389 3878142 6630006 14475449 2021943 2299038 3137529 2951046 3126034 13535590 138274 102639 232228 132135 130182 735458 243325775 0.88186 0.88720 X Schedule A, Part II, Line 10 Calendar & Rooster Road Trip sponsorship and Misc other income 0 834296 834296 56201402 57035698 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 576226 734911 830442 834296 2975875 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 X X 4 672 0 0 0 3 1 60 3000 1 1465741 583283 -60112 0 45062 0 1943850 1275768 235221 -10298 0 34950 0 1465741 970267 185184 149379 0 29062 0 1275768 696064 214469 82578 0 22844 0 970267 538593 124433 34715 0 1677 0 696064 0.487 0.367 0.146 0 0 0 410000 410000 0 967625 306415 661210 0 45605 8909 36696 0 3801547 3384541 417006 0 0 0 0 1524912 Land held for resale 4430813 F 4430813 0 Unearned Revenue 1456277 Charitable Gift Annuity Liability 203965 1660242 X 87038556 -109990 13434301 0 -760288 12564023 74474533 0 -6589070 -6589070 67885463 85542908 13434301 0 0 6589070 20023371 65519537 0 490329 490329 66009866 Schedule D, Part II, Line 5 Pheasants Forever, Inc. believe that the long-term control of wildlife habitat is often in the best interest of both the public and wildlife. Conservation easements provide one mechanism by which the organization can facilitate long-term control without the upfront expense and long term operational costs of land ownership. On-going monitoring and enforcement are important components of successful conservation easements. The following steps will be conducted for each Pheasant Forever owned conservation easement. Baseline survey - Pheasants Forever staff will evaluate the property with the owners to document the property's resource values (current and potential), boundaries, and potential threats and hazards. The Baseline Survey will be conducted using The Forever Land Trust Baseline Documentation Checklist. The Baseline Survey should be conducted within one year of acquiring the interest and the landowner should be involved whenever possible. Monitoring - Pheasants Forever staff and/or volunteers will conduct annual on-site or aerial monitoring of all conservation easements to evaluate current resource conditions and to document existing or potential threats to the easement. To the extent practicable, the persons involved in monitoring should have pertinent information from the Baseline Survey for comparison with current conditions. A monitoring report will be filed and maintained along with the Baseline Survey in Pheasant Forever's files at the National Office. The Public Finance Director will immediately be notified of any perceived threats. Enforcement - Any necessary enforcement action is to be undertaken by Pheasants Forever's Public Finance Director in conjunction with local staff. Easement Modifications - Easements may be modified only if the protected resources will benefit from a modification. Any modification request should be sent to the Public Finance Director for evaluation. The Chief Executive Officer must approve any modification. Schedule D, Part II, Line 9 A conservation easement is a voluntary, legal enforceable agreement between a landowner and another entity in which the landowner gives up certain rights to use or modify their land subject to the terms of the easement. The entity agrees to monitor and enforce conditions within the agreement throughout the life of the easement (usually in perpetuity). In certain cases, the Organization acquires, or accepts as a donation, easements that provide conservation benefits consistent with the Organization's mission. Conservation easements that are purchased are recorded as program expense in the year acquired. Contributed easements are recorded as contribution income and program expense based on appraisal or other estimated value. Schedule D, Part V, Line 4 Wildlife Conservation Experience Fund - The Wildlife Conservation Experience Fund is meant to perpetually fund an annual Conservation Career Day for high school aged students in the host community of Pheasants Fest or other national events. Students are provided the opportunity to explore a variety of careers in conservation and the outdoor recreation industry. Resource professionals and representatives from the outdoor recreation industry provide sessions that emphasize the opportunities and career paths students can pursue. Students are provided the opportunity to visit the Youth Village and the show floor to experience "hands on" activities. Forever Shooting Sports Fund - The Forever Shooting Sports Fund will perpetually fund the Chapter incentive portion of PF & QF's Forever Shooting Sports Program. The chapter incentive program consists of an ammunition match grant that partially reimburses chapters for ammunition costs associated with local shooting events for kids and their families. Chapters are required to submit a post event report form, ammo grant request form and a copy of the ammo receipt. Dependent upon organizational chapter priorities, this program may provide other incentives for shooting sports initiatives in the future. Forever Stewardship Fund - The Forever Stewardship Fund is used to fund the obligation that Organization has for on-going monitoring and enforcement of the easements acquired. Schedule D, Part X, Line 2 The Organization has been granted exempt status for federal and state corporate income taxes purposes under Section 501(c)(3) of the Internal Revenue Code and applicable state codes. It has been classified as an organization that is not a private foundation. Therefore, charitable contributions are tax deductible. The Organization follows the guidance outlined in the Income Tax Topic of FASB Accounting Standards Codification. The Organization is subject to unrelated business income tax on advertising revenues and merchandise sales. The two single member limited liability companies owned by Organization are disregarded entities for income tax purposes and follow the same tax treatment as the Organization. Schedule D, Part XI, Line 2d Cost of membership premiums -$490,329; Change in temporarily restricted net assets -$264,021; Change in permanently restricted assets -$5,938. Schedule D, Part XI, Line 4b Cost of habitat seed sold -$6,589,070. Schedule D, Part XII, Line 2d Cost of habitat seed sold $6,589,070 Schedule D, Part XII, Line 4b Cost of membership premium $490,329 Pheasant Fest 850568 0 850568 0 39602 95041 122038 0 281821 Ingham County 38500 0 38500 0 37432 0 19467 0 20698 587 10453408 0 10453408 0 3137696 0 1470622 0 2150777 11342476 0 11342476 0 3214730 95041 1612127 0 2453296 7375194 3967282 0 0 0 0 0 0 0 0 0 0 0 0 9606091 0 6245688 0 0 1 0.99 9606091 0 6245688 0 0 6245688 3360403 AK AR AZ CA CO FL GA IA ID IL IN KS KY LA MI MN MO MT NC ND NE NM NY OH OK PA SD TN TX UT VA WA WI WY 1 0 0 0 0 1 Various Volunteers at local chapter 1783 Buerkle Circle St Paul MN 55110 0 Various volunteers at local chapter 0 0 3360403 X X X X 0 1 0 0 0 0 0 0 0 Howard K Vincent President and CEO 260548 0 11411 0 16173 0 13587 0 17832 0 319551 0 0 0 James M Koerber Chief Financial Officer 183114 0 0 0 4102 0 9144 0 8127 0 204487 0 0 0 David E Nomsen VP of Governmental Affairs 182763 0 0 0 1749 0 9117 0 7068 0 200697 0 0 0 Richard Young VP of Field Operations 151118 0 0 0 846 0 7516 0 9699 0 169179 0 0 0 David Bue VP Development 133075 0 0 0 764 0 6642 0 16908 0 157389 0 0 0 Schedule J, Part I, Line 3 Compensation for the President/CEO is set by the executive committee and is based on the review of compensation data from other nonprofit organizations of similar size and scope as well as data from several published compensation surveys. The Committee reviews the President/CEOs achievement of goals for the year along with the compensation data described above to determine salary adjustments as well as any inventive compensation to be awarded. This review process takes place annually. Compensation for other officers and key employees is set by the President/CEO and is performed using the same compensation data sources described above for the applicable positions. Schedule J, Part I, Line 4 Pheasants Forever has a split dollar life insurance benefit that is available to executive leadership. Both the eligible employees and Pheasants Forever contribute to the premium costs of the policies. For calendar year 2015 the following amounts were included in these employees' compensation: Howard Vincent - $11,831; James Koerber - $4,102; Dave Nomsen - $1,749; Richard Young - $846; & David Bue - $764. X 5204 Retail Value X 1 32000 FMV X 1 454 FMV X 1 -5385 FMV X 12 545580 FMV 2 0 1 0 Form 990, Part VI, Section B, Line 11b The Form 990 was prepared by qualified staff and reviewed by upper management for accuracy. All members of the Board of Directors received a copy prior to filing and were given an overview by management and were provided an opportunity to ask questions of management before the return was filed. Form 990, Part VI, Section B, Line 12c Responsible Persons with respect to the conflict of interest policy include (a) any person who is, or was at any time during the past five years, in a position to exercise substantial influence over the affairs of the Corporation, or (b) a member of the family (spouses, children, grandchildren, great grandchildren, brothers and sisters, and spouses to any of them, and ancestors) or business partners or associates of an individual described in (a) above, or (c) a 35% controlled entity (a corporation, partnership, or trust or estate for which person(s) described in (a) or (b) above, control more than 35% of the voting rights, profit interests, and beneficial interests , respectively.) In addition, all voting members of the Board of Directors, presidents, CEOs, CFOs, COOs, treasurers, and other persons who have or share similar powers or responsibilities shall automatically be considered Responsible Persons by this policy with respect to this policy. All responsible persons are required to annually disclose in writing any potential conflicts of interest in accordance with the policy as well as disclosing any family or business relationships that they have with another Responsible Person. A responsible Person is immediately required to disclose to the Chief Executive Officer or the Chair of the Board of Directors any material transaction that he or she has entered into, or is contemplating entering into with the Corporation. If the transaction involves the Chief Executive Officer, he or she must disclose to the Chair of the Board of Directors or the Secretary of the Board of Directors the potential conflict. If the transaction involves the Chair of the Board of Directors, he or she shall disclose to the Chief Executive Officer or the Secretary of the Board of Directors the potential conflict. The person(s) receiving notice that a potential conflict of interest exists shall review the facts and circumstances of the transaction or matter and make a determination as to whether a conflict of interest exists as defined above. Contemporaneous documentation of the facts, circumstances and the decision reached shall be made in the minutes of the Board of Directors, or a Committee of the Board of Directors, or in other written documentation to be retained in the Corporation's permanent records. Upon the determination that a conflict of interest involving a Responsible Person does in fact exist, that person shall be notified as such, and he or she shall be precluded from voting on, or otherwise making, participating in, or attempting to influence a decision related to the transaction for which the conflict of interest exists. Form 990, Part VI, Section B, Line 15 Compensation for President/CEO is set by the Executive Committee of the Board, and is based on review of compensation data from other nonprofit organizations of similar size and scope as well as data from several published compensation surveys. The Committee reviews the President/CEO's achievement of goals for the year along with the compensation data described above to determine salary adjustments as well as any incentive compensation to be awarded. This review process takes place annually. Compensation for other officers and key employees is set by the President/CEO and is performed using the same compensation data sources described above for the applicable positions. Form 990, Part VI, Section C, Line 19 - The organizing documents and financial statements are available to the public upon request. Habitat Forever LLC 1783 Buerkle Circle St Paul MN 55110 205803961 Wildlife Habitat Development and Improvement DE 40960 1102305 N/A The Forever Land Trust LLC 1783 Buerkle Circle St Paul MN 55110 205803401 Long-term Land Protection DE 3689 253775 N/A