2017-11-02T16:35:33-05:00 2016-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2016-01-01 942474731 JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION JANE 7036829220 1595 SPRING HILL ROAD NO 550 VIENNA VA 22182 ISAAC M MINTZ VICE PRESIDENT, FINANCE 7036829220 2017-11-02 1 ROBERT ALBRECHT CPA P01003783 3019519090 75.103.231.202 2017-11-02 17:35:24 ED P 24E2B1EDDFB7997E904F8C8AA54720A5F314F67A 068D0DD846B416A7517A2310CC3FAAEE0B85174E 2016 2021-01-29 14:40:06Z CARLOS DREWS 1595 SPRING HILL ROAD NO 550 VIENNA VA 22182 20146419 0 X WWW.JANEGOODALL.ORG X 1977 CA SEE PART III, LINE 1. 16 15 32 250 0 0 11921674 11668749 688161 356104 205723 220039 305702 216237 13121260 12461129 218000 131387 0 0 4678486 5743406 301663 274059 1570697 6700278 7879694 11898427 14028546 1222833 -1567417 11972689 12006853 1673030 3177600 10299659 8829253 X THE JANE GOODALL INSTITUTE'S MISSION IS TO: CONTRIBUTE TO THE PRESERVATION OF GREAT APES AND THEIR HABITATS THROUGH CONSERVATION, EDUCATION AND PROMOTION OF SUSTAINABLE LIVELIHOODS IN LOCAL COMMUNITIES; IMPROVE GLOBAL UNDERSTANDING AND TREATMENT OF GREAT APES THROUGH RESEARCH, PUBLIC EDUCATION AND ADVOCACY; AND CREATE A WORLDWIDE NETWORK OF YOUNG PEOPLE WHO CARE DEEPLY FOR HUMANS, ANIMALS AND THE ENVIRONMENT AND WILL TAKE RESPONSIBLE ACTION TO CARE FOR THEM. 0 0 8722171 131387 ANIMAL WELFARE AND CONSERVATION: CONSERVATION ACTIVITIES ENSURE THE LONG-TERM PRESERVATION OF WILDLIFE HABITATS, INCLUDING REFORESTATION AND AN EXTENSIVE COMMUNITY-CENTERED CONSERVATION PROGRAM. EXPENSES INCLUDE THOSE RELATED TO THE TACARE (LAKE TANGANYIKA CATCHMENT REFORESTATION AND EDUCATION) PROGRAM IN TANZANIA AND SIMILAR INITIATIVES IN OTHER AFRICAN COUNTRIES, AS WELL AS THE INSTITUTES TANZANIAN ROOTS & SHOOTS PROGRAM. ANIMAL WELFARE ACTIVITIES ENSURE THE PHYSICAL AND PSYCHOLOGICAL WELL-BEING OF ANIMALS IN GENERAL, PARTICULARLY CHIMPANZEES. ANIMAL WELFARE AND CONSERVATION ACTIVITIES INCLUDE THE INSTITUTE'S SANCTUARY IN THE REPUBLIC OF CONGO. IN THE UNITED STATES, THE INSTITUTE LENDS ASSISTANCE TO ORGANIZATIONS SEEKING TO ADDRESS THE WELFARE OF CAPTIVE CHIMPANZEES KEPT FOR PETS, ENTERTAINMENT AND MEDICAL TESTING. 2154329 356104 EDUCATION: EDUCATION EFFORTS HEIGHTEN GLOBAL AWARENESS OF THE ISSUES FACING WILD AND CAPTIVE GREAT APES, PARTICULARLY CHIMPANZEES, AND FOSTER AN AWARENESS AND UNDERSTANDING OF THE INTERDEPENDENCE OF ALL LIFE, AND EMPOWER YOUTH TO TAKE ACTION ON BEHALF OF PEOPLE, ANIMALS AND THE ENVIRONMENT. THESE TYPES OF EXPENSES INCLUDE THOSE RELATED TO THE DR. GOODALL'S UNITED STATES TOURS, INCLUDING EFFORTS TO EDUCATE POLICY MAKERS, AND JANE GOODALL'S ROOTS & SHOOTS PROGRAM, THE INSTITUTE'S GLOBAL ENVIRONMENTAL AND HUMANITARIAN YOUTH PROGRAM. 597891 3948 COMMUNICATIONS AND MEMBERSHIP: COMMUNICATION EFFORTS PROMOTE THE INSTITUTE'S WORK TO THE GENERAL PUBLIC, INFORM IN REGULAR UPDATES THE PROGRESS AND OUTCOMES OF ITS EFFORTS IN CONSERVATION AND DEVELOPMENT, WILDLIFE RESEARCH, AND HUMANITARIAN AND ENVIRONMENTAL EDUCATION, AND SEEK TO HEIGHTEN GLOBAL AWARENESS OF THE THREATS FACING CHIMPANZEES AND OTHER CONSERVATION ISSUES. COMMUNICATION EFFORTS ALSO ENTAIL CREATION OF EDUCATIONAL MATERIALS AND THEIR DISTRIBUTION TO INSTITUTE MEMBERS AND THE GENERAL PUBLIC. THIS WORK IS DONE THROUGH THE INSTITUTE'S WEBSITE, PRINT MATERIALS, VIDEOS AND PROMOTION OF DR. JANE GOODALL'S LECTURE TOUR AND MEDIA APPEARANCES. 11474391 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 17 0 1 32 1 0 1 UG TZ CG CF 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA CT FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM NY OR PA RI SC TN UT VA WI WV X X ISAAC M MINTZ 7036829220 1595 SPRING HILL ROAD NO 550 VIENNA VA 22182 X BRIAN GRAFF CO-CHAIR & CO-TREASURER 5.00 X X 0 0 0 ELIZABETH STEVENS CO-CHAIR & CO-TREASURER 5.00 X X 0 0 0 JANE GOODALL FOUNDER (SEE SCHEDULE O) 15.00 X X 20821 0 15596 VIVIAN LOWERY DERRYCK BOARD MEMBER 1.00 X 0 0 0 ALAN FLEISCHMANN BOARD MEMBER 1.00 X 0 0 0 KEITH MARTIN BOARD MEMBER 1.00 X 0 0 0 BRADLEY MCLAIN BOARD MEMBER 1.00 X 0 0 0 GEORGE MACRICOSTAS BOARD MEMBER 1.00 X 0 0 0 MARY MAPES BOARD MEMBER 1.00 X 0 0 0 GERALDINE MCMANUS BOARD MEMBER 1.00 X 0 0 0 CINDY MERCER BOARD MEMBER 1.00 X 0 0 0 REED OPPENHEIMER BOARD MEMBER 1.00 X 0 0 0 TEDD SAUNDERS BOARD MEMBER 1.00 X 0 0 0 MADISON VORVA BOARD MEMBER 1.00 X 0 0 0 STEVE WOODRUFF BOARD MEMBER 1.00 X 0 0 0 LINDA BERDINE BOARD MEMBER 1.00 X 0 0 0 CHRSITINA FANNING VP FINANCE (THROUGH 10/16) 40.00 X 143905 0 25739 CAROL IRWIN INTERIM EXECUTIVE DIRECTOR 40.00 X 103401 0 22671 SUSANA NAME VP FOUNDER RELATION 40.00 X 120692 0 34235 TAMMY PALMER VP AFRICA PROGRAMS 40.00 X 156925 0 28124 LILIAN PINETEA VP CONSERVATION SCIENCE 40.00 X 116410 0 27837 ANNA GIBSON VP DEVELOPMENT AND MARKETING/COMMUNICATION 40.00 X 169909 0 19523 DEBBIE COPAN SENIOR DIRECTOR FINANCE 40.00 X 105380 0 18367 937443 0 192092 8 0 1 0 CHAPMAN CUBINE ADAMS HUSSEY 2005 15TH STREET NW 550 ARLINGTON VA 22201 FUNDRAISING - DIRECT MAIL 274059 BLACKBAUD PO BOX 930256 ATLANTA GA 31193 FUNDRAISING - DATABASE 245070 MARY LEWIS 8 QUEENSDALE RD LONDON UK W114 2D EXECUTIVE SERVICES 116667 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE 650N BETHESDA MD 20814 ACCOUNTING 102910 4 107458 1736874 9824417 11668749 LECTURE TOUR/HONORARIA 900099 332704 332704 EDUCATIONAL TRIP FEES 900099 23400 23400 356104 180186 180186 98317 98317 7712722 7672869 39853 39853 39853 16369 12421 3948 3948 MISCELLANEOUS INCOME 900099 51739 51739 EVENT PHOTO BOOTH REV. 900099 39600 39600 TRAVEL REIMBURSEMENTS 900099 22633 22633 113972 12461129 360052 0 432328 131387 131387 332133 49024 270502 12607 4448355 3608131 429150 411074 101052 82263 8304 10485 657119 499961 90160 66998 204747 149440 35447 19860 2349 2349 102909 97764 2058 3087 274059 274059 88062 63250 10862 13950 991092 828151 44855 118086 571495 255575 6780 309140 26626 25296 798 532 23945 18020 558 5367 430692 361781 4307 64604 796042 716798 4420 74824 102278 84073 645 17560 32017 22996 3949 5072 143611 131915 4178 7518 69700 50062 8597 11041 FIELD EXPENSES 2994338 2987962 6376 DIRECT MAIL 1058768 1003050 31063 24655 EQUIP. AND MAINT. 163369 150065 4752 8552 DATABASE MANAGEMENT 147760 50061 9034 88665 134641 105017 13039 16585 14028546 11474391 983458 1570697 X 1216324 912243 0 304081 721532 543673 465942 1564021 3051519 2591760 796146 808878 14685 7026 174740 95440 3161591 679651 2334851 2481940 4413274 3895638 0 18477 11972689 12006853 723327 809635 800000 2231375 149703 136590 1673030 3177600 X 5377786 3444924 4694095 4156551 227778 1227778 10299659 8829253 11972689 12006853 X -1567417 93854 3157 X 0 1 X 1 1 1 X 10400690 11195128 11049122 11921674 11668749 56235363 10400690 11195128 11049122 11921674 11668749 56235363 5562782 50672581 476898 388140 292550 330999 278503 1767090 2816 6141 2445 11402 388044 196427 110916 173409 113972 982768 58996623 2996150 0.85890 0.88420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 227778 1000000 14439 14439 1227778 227778 7739 7739 227778 217728 10050 227778 217728 2160 1782 378 217728 217728 11389 9645 1744 217728 0.00000 1.00000 0.00000 0 0 162706 46278 116428 2324929 120665 2204264 59720 56198 3522 614236 456510 157726 2481940 DEFERRED RENT ABATEMENT 136590 136590 X 14579573 93854 2024590 2118444 12461129 0 12461129 16053136 2024590 2024590 14028546 0 14028546 PART V, LINE 4: INCOME EARNED ON THE INVESTED BALANCE IS TO BE USED TO SUPPORT THE GENERAL OPERATIONS OF THE INSTITUTE. PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2016, THE INSTITUTE 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. 1 SUB-SAHARAN AFRICA 6 245 PROGRAM SERVICES PROGRAM WORK, INVOLVES PROTECTING CHIMPANZEES AND THEIR HABITAT 6939888 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 55115 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 28000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 23885 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 24387 6 245 0 0 6 245 7071275 0 7071275 EAST ASIA AND THE PACIFIC HONG KONG ROOTS AND SHOOTS SUPPORT 48990 WIRE SUB-SAHARAN AFRICA SOUTH AFRICA ROOTS AND SHOOTS SUPPORT 24387 WIRE SOUTH AMERICA ARTENTINA ROOTS AND SHOOTS SUPPORT 28000 WIRE EAST ASIA AND THE PACIFIC NEW ZEALAND ROOTS AND SHOOTS SUPPORT 6125 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) ROOTS AND SHOOTS IN EUROPE SUPPORT 23885 WIRE 5 0 1 0 0 0 0 0 PART I, LINE 2: PROJECT PROPOSALS ARE REQUIRED PRIOR TO FUNDING AND PROGRESS REPORTS AND MONTHLY CALLS ARE REQUIRED THROUGHOUT THE DURATION. X X X X X X X 1 CHAPMAN CUBINE ADAMS & HUSSEY 2000 15TH ST N SUITE 550 ARLINGTON VA 22201 DIRECT MAIL 0 2015562 274059 1741503 2015562 274059 1741503 AK AL AR CA CO CT FL GA IL KS KY LA MA MD ME MI MN MS MO NC ND NV NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV HI X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 CHRSITINA FANNING VP FINANCE (THROUGH 10/16) 143905 0 0 0 0 0 7195 0 18544 0 169644 0 0 0 SUSANA NAME VP FOUNDER RELATION 120692 0 0 0 0 0 6035 0 28200 0 154927 0 0 0 TAMMY PALMER VP AFRICA PROGRAMS 156925 0 0 0 0 0 7846 0 20278 0 185049 0 0 0 ANNA GIBSON VP DEVELOPMENT AND MARKETING/COMMUNI 169909 0 0 0 0 0 8495 0 11028 0 189432 0 0 0 PART I, LINE 1A JANE GOODALL FLIES FIRST CLASS WHEN TRAVELING AND IS REIMBURSED BY THE ORGANIZATION. THIS ARRANGMENT WAS APPROVED BY THE BOARD OF DIRECTORS. TAMMY PALMER IS A UNITED STATES CITIZEN WORKING IN UGANDA. HOUSING IS PROVIDED TO HER BY THE ORGANIZATION. THIS BENEFIT IS INCLUDED AS TAXABLE COMPENSATION ON HER W-2. JANE GOODALL, FOUNDER, RECEIVES PAYMENTS FROM JGI FOR THE USE OF HER HOME IN DAR ES SALAAM, TANZANIA. THIS BENEFIT IS INCLUDED AS TAXABLE COMPENSATION ON HER W-2. FORM 990, PART VI, SECTION B, LINE 11B 1. SENIOR MANAGEMENT OF THE ORGANIZATION IS RESPONSIBLE FOR THE TIMELY PREPARATION OF THE 990. 2. THE COMPLETED FORM 990 WAS PROVIDED TO THE AUDIT/GOVERNANCE COMMITTEE OF THE BOARD SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS OF THE COMMITTEE. ALL QUESTIONS, CONCERNS, ETC. OF THE FINANCE COMMITTEE MEMBERS WERE ADDRESSED BY THE CHIEF FINANCIAL OFFICER AND INCORPORATED INTO THE FORM 990, AS APPROPRIATE. 3. ALL MEMBERS OF THE BOARD WERE INVITED TO REVIEW THE COMPLETED FORM 990 IN ADVANCE OF THE FILING DEADLINE VIA A DEDICATED JGI WEBSITE OR SIMILAR MEANS. ALL QUESTIONS, CONCERNS, ETC. OF THE MEMBERS OF THE BOARD WERE ADDRESSED BY THE CHIEF FINANCIAL OFFICER AND INCORPORATED INTO THE FORM 990, AS APPROPRIATE. 4. AFTER ALL OF THE INPUT FROM THE BOARD AND THE AUDIT/GOVERNANCE COMMITTEE WAS APPROPRIATELY ADDRESSED, SENIOR MANAGEMENT OF THE ORGANIZATION FORWARDED A FINAL COPY TO THE BOARD AND FILED THE FINAL FORM 990. 5. A BOARD/COMMITTEE RESOLUTION IS REQUIRED IN ORDER FOR FORM 990 TO BE FILED. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, EACH INSTITUTE EMPLOYEE, OFFICER, DIRECTOR, FORMAL REPRESENTATIVE AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SIGNS A STATEMENT THAT AFFIRMS THAT SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THAT THE INSTITUTE IS A NON-PROFIT/CHARITABLE ORGANIZATION AND THAT, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. AFTER DISCLOSURE OF A FINANCIAL INTEREST, THE INTERESTED PERSON LEAVES THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE DISCLOSURE IS MADE TO THE PRESIDENT OF THE INSTITUTE, THE PRESIDENT GIVES INSTRUCTIONS TO THE INTERESTED PERSON FOR HOW THE MATTER WILL BE ADDRESSED. PROCEDURES FOR ADDRESSING A CONFLICT OF INTEREST: (A) THE PRESIDENT OF THE INSTITUTE OR THE CHAIRPERSON OF THE BOARD OR COMMITTEE, IF APPROPRIATE, APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE EXISTING OR PROPOSED TRANSACTION OR ARRANGEMENT. (B) AFTER EXERCISING DUE DILIGENCE, THE PRESIDENT OF THE INSTITUTE OR BOARD OR COMMITTEE DETERMINES WHETHER THE INSTITUTE CAN OBTAIN A MORE ADVANTAGEOUS (OR COMPARABLE) TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. (C) IF A MORE ADVANTAGEOUS (OR COMPARABLE) TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE DETERMINES BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS (OR COMMITTEE MEMBERS, AS THE CASE, MAY BE), OR THE PRESIDENT OF THE INSTITUTE DETERMINES, WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE INSTITUTE'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE INSTITUTE AND MAKES ITS DECISION AS TO WHETHER TO MAINTAIN OR ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15A PRIOR TO ADDRESSING THE CEO'S COMPENSATION, THE CHAIRMAN OF THE JGI BOARD OF DIRECTORS MET PERSONALLY WITH EACH MEMBER OF THE SENIOR MANAGEMENT TEAM AND CONDUCTED AN IN-PERSON REVIEW WITH THE CEO. THE GENERAL RESULTS OF THESE ACTIVITIES WERE SHARED WITH THE FULL BOARD AS PART OF THE DISCUSSION ABOUT COMPENSATION. JGI'S BOARD, WITH EXTERNAL CONSULTANTS, SET COMPENSATION FOR THE CEO AND THE LAST COMPENSATION REVIEW TOOK PLACE IN AUGUST 2015. THIS WAS PRESENTED TO THE WHOLE STAFF AND WAS USED TO GUIDE MANAGEMENT IN DETERMINING SALARY LEVELS. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN WRITING TO OUTSIDE H.R. PERSONNEL. MANAGERS COMPLETED SELF-EVALUATIONS. PERFORMANCE REVIEW FORMS WERE ALSO COMPLETED BY THE CEO FOR SENIOR MANAGERS AND BY MANAGERS FOR THEIR STAFF. IN-PERSON REVIEWS WERE ALSO CONDUCTED AT ALL LEVELS. COMPLETED EVALUATION FORMS ARE MAINTAINED IN THE INDIVIDUAL'S PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 JGI MAINTAINS COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS IN ITS OFFICE IN VIENNA, VIRGINIA. THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. A SUMMARY STATEMENT OF THE ORGANIZATION'S FINANCIAL POSITION IS INCLUDED IN THE ANNUAL REPORT, WHICH IS MAILED TO CONTRIBUTORS AND AVAILABLE ON JGI'S WEB SITE. FORM 990, PART VII, BOARD MEMBER COMPENSATION: JANE GOODALL, A BOARD MEMBER, WAS COMPENSATED $20,821. THE COMPENSATION WAS UNRELATED TO HER POSITION AS A BOARD MEMBER AND WAS PAID FOR HER SERVICES PROVIDED TO THE ORGANIZATION DURING THE YEAR. FORM 990, PART XI, LINE 9: EXCHANGE RATE GAIN 3,157.