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      <Desc>The Owl Research Institute, Inc. (ORI) is dedicated to wildlife conservation through research and education. Our efforts occur primarily in Montana, and secondarily in Alaska.ORIs program goals can be broken down into three areas: RESEARCH -ORI conducts long-term studies to understand species needs, vulnerabilities, and population trends. Length of study and level of comprehension set our research apart. These ongoing and complex research projects require a great deal of time, travel, and manpower, but are the foundation of our long-term research. EDUCATION -ORI actively engages and educates a global audience through owl research. Live cams, Q &amp; As, lectures, social media, TV, articles, and field tours are all tools we utilize. We know that when people learn about and connect with owls, they are more likely to become conservation minded citizens. We rarely turn down a request to share our knowledge with any group. CONSERVATION -ORI supplies partners, such as federal and state agencies, private conservation groups, and land owners, information to promote meaningful habitat management; such as a recent report we provided to state agencies documenting the importance of snag retention for owl nesting in western forests. Additionally, we distribute owl population data through scientific publications across the world.CURRENT RESEARCH PROJECTS Following are the current research projects ORI is conducting: Barn Owl - Barn Owls are not well-suited to tolerate cold, snowy climates and are irregular breeders in the Missoula and Mission valleys of western Montana. Every year we search old barns, structures, and natural cavities for evidence of Barn Owl activity. Although we found several roosts and investigated one reliable sighting, no nests or evidence of breeding was found in 2016. Flammulated Owl - Flammulated Owls are diminutive, insectivorous owls. Keeping up with them in the middle of the night on the steep slopes above Missoula proves a challenging affair. But the difficult task is occasionally rewarded with the discovery of a nest and seeing the cryptic camouflage of a female Flammulated Owl at a cavity entrance is always a joyful sight. We continue to monitor Flammulated Owls and gather information on habitat, snag, and cavity use in our study area in the Lolo National Forest and provide this information to foresters and land managers who use it to develop best management practices for this and other cavity dependent species. Snowy Owl - Snowy Owls have a circumpolar breeding distribution associated with Arctic tundra. They nest on the ground and, though they are capable of taking a wide variety of prey, they are dependent on lemmings for successful breeding. However, lemming numbers fluctuate widely throughout the Arctic in location and time. Thus, some Snowy Owls may not breed within a given year. When huge numbers of these owls migrate into southern Canada and the northern US, we know they had a good breeding season somewhere, as most of the owls are young, perhaps 5-6 months old. There is no indication that these winter irruptions are spurred by starvation or competition in the Arctic, as long-term winter studies suggest they arrive in good condition.Northern Hawk Owl - Northern Hawk Owls are distributed throughout northern North America and northern Europe. They are associated mostly with spruce forests of low tree density, and often found in boggy-type habitats. At the southern limits of their range, they can be found in mixed coniferous forests and recently-burned forests. When the ORI formally started our Northern Hawk Owl study in 2006, there were seven known nest sites in the lower 48 states. We have since added 15 known nest locations and a total of 29 instances of breeding. Northern Pygmy Owl - Northern Pygmy Owls are associated with a wide variety of coniferous and deciduous forest habitats in western North America. They can occur from near tree line to river bottoms. It was once believed that all owl species hatch their eggs asynchronously (in the order laid). However, some studies suggested Pygmy may hatch eggs synchronously or nearly so. Our observations in 1982 and our present study have confirmed this unusual behavior in Northern Pygmy Owls. Northern Saw-whet Owl Northern Saw-whet Owls are distributed throughout North America in a variety of habitats. They may be the most common and numerous owl species in the United States and Canada. Most breeding information on this species comes from nest box studies. Yet, one must wonder if data from nest box studies are true reflections of data from Saw-whet Owl populations nesting in natural sites, such as woodpecker holes. Indeed, nest boxes are usually placed somewhat systematically and conveniently for a variety of reasons. Natural nest sites may have more random or patchy distribution and may be limited in number. Furthermore, identifying key characteristics of natural nest sites is imperative for forest managers to maintain trees for cavity-nesting owls. Our data suggest different owls use different types of cavities. Our 55 natural Saw-whet Owl nest sites are the most found for this species in North America, and provide valuable data to help forest managers. Boreal Owl - Within North America, Boreal Owls were once thought to nest only in Canada. However, surveys in the 1980s and review of the historical literature suggested otherwise. Today, we know that this species is found throughout the west win high elevation spruce-fir forests from Alaska to New Mexico. There is also evidence they breed in northeastern Canada, and perhaps northern Maine. Like the Northern Saw-whet Owl, most breeding biology information comes from next box studies. We share the same concerns about our Boreal Owl nest box study as those highlighted for Northern Saw-whet Owls. Although interesting, our data may not reflect natural distribution or other aspects of their biology (such as mating systems), due to the artificial establishment of nest boxes. However, nest boxes are used with some predictability, and afford easy access for monitoring and data collection for specific questions, such as growth rates and plumage development. Migration - Northern Saw-whet Owls are well-known to be highly migratory. As with many species of owls, numbers fluctuate widely from year to year and place to place. Whether this species is an irruptive migrant responding to changing prey densities, similar to Snowy or Short-eared Owls, is currently unknown. Nonetheless, large scale migrations are known to occur from time to time. We are now in the 7th year of our Northern Saw-whet Owl migration study. To date we have captured over 1,100 individuals. Most captures (70%) are birds in their first year of life; however, a few individuals (about 5%) can be aged up to three years old or greater. Although recaptures of our previously banded individuals are rare, a few of these records are noteworthy. For example, owls banded here in Montana have been recaptured as far as Chico, CA; two owls were recaptured at Lucky Peak near Boise, ID; and two have been caught almost exactly a year later at the same site. These records are interesting, and over time a collection of these data can help understand the patterns and movements of Northern Saw-whet Owls, and perhaps identify important habitats and migration corridors. Long-eared Owl - The Long-eared Owl is widely distributed in North America. It lives in a wide variety of forest, shrub, and rangeland habitats, but is generally associated with open country. Here it forages on the wind, similar to Short-eared Owls. Unlike the Short-eared Owl, however, the Long-eared Owl is rarely seen, due to its almost exclusive nocturnal habits. Current bird survey methods are not geared to detect this species, so little is known about its population status in Canada and the United States. However, there is data to indicate a population decline. Short-eared Owl - The Short-eared Owl is widely distributed in North America and is associated with open-country habitats such as tundra, grasslands, and rangelands, where it nests and roosts on the ground. Although most tundra habitats appear intact, other habitats such as grasslands and rangelands have been lost or converted for other use. Consequently, Short-eared Owl populations appear to be in significant decline. We continue to work with private landowners and land managers from the US Fish and Wildlife Service to provide information about the locations and timing of Short-eared Owl nests. This information is used to help mitigate disturbance of management activities during the sensitive incubation and chick-rearing periods. EDUCATIONAlthough the ORI is primarily focused on research, we have also shown an ongoing commitment to education. Every year we host a number of experiential learning opportunities for a wide variety of people from kindergarten classrooms to senior citizen groups. These programs include: classroom visits, public lectures, intern</Desc>
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        <ProgramServicesAmt>43828</ProgramServicesAmt>
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      <FeesForServicesLegalGrp>
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        <FundraisingAmt>82</FundraisingAmt>
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        <ProgramServicesAmt>1166</ProgramServicesAmt>
        <ManagementAndGeneralAmt>2996</ManagementAndGeneralAmt>
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      <ConferencesMeetingsGrp>
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        <ProgramServicesAmt>690</ProgramServicesAmt>
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      <InterestGrp>
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      <PaymentsToAffiliatesGrp>
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      <DepreciationDepletionGrp>
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        <ProgramServicesAmt>1967</ProgramServicesAmt>
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      <InsuranceGrp>
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      <OtherExpensesGrp>
        <Desc>VEHICLE EXPENSE</Desc>
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        <ProgramServicesAmt>10356</ProgramServicesAmt>
        <ManagementAndGeneralAmt>610</ManagementAndGeneralAmt>
        <FundraisingAmt>1218</FundraisingAmt>
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        <Desc>SNOWY OWL PROJECT EXPENSES</Desc>
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        <ProgramServicesAmt>5513</ProgramServicesAmt>
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        <Desc>AWARDS</Desc>
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        <ProgramServicesAmt>4598</ProgramServicesAmt>
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      <OtherExpensesGrp>
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      <JointCostsInd>X</JointCostsInd>
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      <PledgesAndGrantsReceivableGrp>
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      <ReceivablesFromOfficersEtcGrp>
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      <RcvblFromDisqualifiedPrsnGrp>
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      <PrepaidExpensesDefrdChargesGrp>
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      <LandBldgEquipCostOrOtherBssAmt>242229</LandBldgEquipCostOrOtherBssAmt>
      <LandBldgEquipAccumDeprecAmt>153084</LandBldgEquipAccumDeprecAmt>
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      <OtherAssetsTotalGrp>
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      <TotalAssetsGrp>
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        <EOYAmt>223078</EOYAmt>
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      <AccountsPayableAccrExpnssGrp>
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        <EOYAmt>5575</EOYAmt>
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      <TotalLiabilitiesGrp>
        <BOYAmt>8074</BOYAmt>
        <EOYAmt>5575</EOYAmt>
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      <OrgDoesNotFollowSFAS117Ind>X</OrgDoesNotFollowSFAS117Ind>
      <RtnEarnEndowmentIncmOthFndsGrp>
        <BOYAmt>173852</BOYAmt>
        <EOYAmt>217503</EOYAmt>
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      <TotalNetAssetsFundBalanceGrp>
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      <TotLiabNetAssetsFundBalanceGrp>
        <BOYAmt>181926</BOYAmt>
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      <ReconcilationRevenueExpnssAmt>43651</ReconcilationRevenueExpnssAmt>
      <MethodOfAccountingCashInd>X</MethodOfAccountingCashInd>
      <AccountantCompileOrReviewInd>false</AccountantCompileOrReviewInd>
      <FSAuditedInd>false</FSAuditedInd>
      <FederalGrantAuditRequiredInd>false</FederalGrantAuditRequiredInd>
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      <PublicOrganization170Ind>X</PublicOrganization170Ind>
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        <CurrentTaxYearMinus3YearsAmt>167935</CurrentTaxYearMinus3YearsAmt>
        <CurrentTaxYearMinus2YearsAmt>218915</CurrentTaxYearMinus2YearsAmt>
        <CurrentTaxYearMinus1YearAmt>244500</CurrentTaxYearMinus1YearAmt>
        <CurrentTaxYearAmt>224331</CurrentTaxYearAmt>
        <TotalAmt>1035990</TotalAmt>
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      <GovtFurnSrvcFcltsVl170Grp>
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      <TotalCalendarYear170Grp>
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        <CurrentTaxYearMinus3YearsAmt>167935</CurrentTaxYearMinus3YearsAmt>
        <CurrentTaxYearMinus2YearsAmt>218915</CurrentTaxYearMinus2YearsAmt>
        <CurrentTaxYearMinus1YearAmt>244500</CurrentTaxYearMinus1YearAmt>
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        <TotalAmt>1035990</TotalAmt>
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      <SubstantialContributorsTotAmt>336324</SubstantialContributorsTotAmt>
      <PublicSupportTotal170Amt>699666</PublicSupportTotal170Amt>
      <GrossInvestmentIncome170Grp>
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          <AddressLine2>RESTRICTED</AddressLine2>
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      <TotalBookValueLandBuildingsAmt>89145</TotalBookValueLandBuildingsAmt>
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    <IRS990ScheduleO documentId="IRS990ScheduleO" softwareId="16000303" softwareVersionNum="2016v3.0">
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>Form 990, Part VI, Line 11b: Form 990 Review Process</FormAndLineReferenceDesc>
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      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>Form 990, Part VI, Line 19: Other Organization Documents Publicly Available</FormAndLineReferenceDesc>
        <ExplanationTxt>GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE ALWAYS AVAILABLE UPON REQUEST.</ExplanationTxt>
      </SupplementalInformationDetail>
    </IRS990ScheduleO>
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</Return>