2016-03-18T10:02:40-05:00 2015-09-30 521446779 JOHNSON LAMBERT LLP 700 SPRING FOREST RD STE 115 RALEIGH NC 27609 990 2014-10-01 530167933 THE WILDERNESS SOCIETY WILD 2028332300 1615 M STREET NW WASHINGTON DC 200363209 THOMAS F TEPPER JR VP FINANCE & ADMINISTRATION 2028332300 2016-03-17 1 JOHN HUSKINS P01081531 9197196400 2016-03-18 2014 2016-08-17 19:52:53Z JAMIE WILLIAMS 1615 M STREET NW WASHINGTON DC 200363209 31363196 0 X WWW.WILDERNESS.ORG X 1935 DC THE LEADING ORGANIZATION DEDICATED TO PROTECTING AMERICA'S WILD PLACES, THE WILDERNESS SOCIETY WORKS STRATEGICALLY AND COLLABORATIVELY WITH LAWMAKERS, LAND MANAGERS, LOCAL COALITIONS AND INTERESTED CITIZENS TO LEAD NATIONAL POLICY ISSUES ON WILDERNESS AND PUBLIC LANDS. TO FIND OUT MORE ABOUT OUR AMAZING 80-YEAR HISTORY OF SUCCESSES AND THE MANY PROGRAMS AND PLACES WE WORK, VISIT WWW.WILDERNESS.ORG. 32 32 171 125 0 0 28365453 25889895 85291 124301 1865575 1112106 1117103 155283 31433422 27281585 557407 678439 0 0 12899931 13853627 181454 120192 5013597 13058075 13420213 26696867 28072471 4736555 -790886 61039276 58524347 6649284 6127438 54389992 52396909 X FOUNDED IN 1935 BY CONSERVATION VISIONARIES ALDO LEOPOLD, BOB MARSHALL, AND OTHERS, THE WILDERNESS SOCIETY PROTECTS WILDERNESS AND INSPIRES AMERICANS TO CARE FOR OUR WILD PLACES AND PUBLIC LANDS. WE LED THE EFFORT TO ESTABLISH THE NATIONAL WILDERNESS PRESERVATION SYSTEM, CREATED BY THE WILDERNESS ACT IN 1964. THIS SYSTEM HAS GROWN TO 109 MILLION ACRES OF PERMANENTLY PROTECTED WILDLAND THAT PRESERVES AMERICA'S NATURAL HERITAGE. BUT AS FEDERAL PUBLIC LANDS FACE INCREASING THREATS, MILLIONS MORE ACRES REQUIRE CONSERVATION AND PROTECTION. 0 0 14151478 636389 59000 THE WILDERNESS SOCIETY IS FOCUSED ON PROTECTING 100 MILLION ADDITIONAL ACRES OF WILDERNESS THAT REMAIN AT-RISK ACROSS THE U.S. VAST TRACTS OF VULNERABLE WILDERNESS ON OUR FEDERAL LANDS GIVE OUR WORK A SHARP URGENCY. THE WILDERNESS SOCIETY BRINGS ALL OF ITS ADVOCACY, GOVERNMENT RELATIONS, AND SCIENTIFIC RESOURCES TO BEAR TO ENSURE THAT AMERICA'S WILD PUBLIC LANDS ARE PROTECTED IN THE FACE OF CONTINUING DEVELOPMENT, FRAGMENTATION AND CLIMATE CHANGE. THE PRESSURE TO DRILL, MINE OR LOG IN THESE PLACES WILL ONLY GROW IN THE YEARS AHEAD. WORKING FROM A DOZEN OFFICES IN EVERY CORNER OF THE NATION, WE PARTNER WITH LOCAL ORGANIZATIONS AND FORGE STRONG, DIVERSE COALITIONS TO PROTECT PUBLIC LANDS. WE ALSO DEVOTE CONSIDERABLE RESOURCES TO DEFENDING THE NATION'S BEDROCK CONSERVATION LAWS THAT HAVE COME UNDER ATTACK IN STATE LEGISLATURES AND CONGRESS. ANTI-CONSERVATIONISTS ATTACK THE VERY CONCEPT OF PUBLIC LAND OWNED BY ALL AMERICANS. WE ARE ALSO CONCERNED ABOUT THE PACE AND DISRUPTION OF CLIMATE CHANGE WHICH IS ALTERING ECOSYSTEMS THROUGHOUT THE NATION. CLIMATE CHANGE DEMANDS THAT WE APPLY SCIENTIFIC ANALYSIS AND A BROADER GEOGRAPHIC SCOPE TO IDENTIFY AND PROTECT LARGER AREAS THAT CONNECT AT-RISK LANDS, PROVIDE RESILIENCY AND OFFER MIGRATION CORRIDORS FOR WILD ANIMALS AND PLANTS.THE WILDERNESS SOCIETY IDENTIFIES AND WORKS TO PROTECT LANDS THAT ARE TOO WILD TO DRILL, LIKE THE ARCTIC NATIONAL WILDLIFE REFUGE IN ALASKA. ENERGY COMPANIES LEASE MILLIONS OF ACRES OF PUBLIC LANDS TO EXTRACT OIL, GAS AND COAL FROM THEM. THE EXTRACTION AND USE OF THESE FUELS CONTRIBUTES MORE THAN ONE-QUARTER OF ALL U.S. GREENHOUSE GAS EMISSIONS AND LEAVE PERMANENT SCARS ON THE LAND. OUTDATED ENERGY POLICIES ARE CONTRIBUTING TO GLOBAL CLIMATE CHANGE, POOR AIR AND WATER QUALITY, PUBLIC HEALTH PROBLEMS AND THE LOSS OF RECREATION AND CULTURAL OPPORTUNITIES. IT IS TIME TO MOVE ENERGY AND CONSERVATION INTO THE 21ST CENTURY, WITH LASTING BENEFITS FOR OUR LAND, OUR AIR, AND FUTURE GENERATIONS. AMERICA'S PUBLIC LANDS WILL CONTINUE TO PLAY AN IMPORTANT ROLE IN FIGHTING CLIMATE CHANGE AND THE TRANSITION TO CLEANER, RENEWABLE ENERGY LIKE WIND AND SOLAR, BUT WILDLANDS SUFFER WHEN ENERGY ISN'T DEVELOPED IN SMART WAYS AND IN APPROPRIATE PLACES. THE WILDERNESS SOCIETY BRINGS THE HIGHEST LEVEL OF EXPERTISE AND SCRUTINY TO LEASING PRACTICES TO MOVE ENERGY DEVELOPMENT AWAY FROM LAND THAT SHOULD BE PRESERVED FOR THEIR CONSERVATION, CLEAN WATER AND RECREATION VALUES. OVER THE NEXT 20 YEARS, MORE THAN 300 MILLION ACRES OF PUBLIC LAND WILL BE AT RISK OF ENERGY DEVELOPMENT. 7567496 42050 65301 THE WILDERNESS SOCIETY WORKS TO HELP ALL AMERICANS, ESPECIALLY IN URBAN AREAS, TO ENJOY AND BE ENGAGED WITH OUR WILDLANDS AND AMERICA'S GREAT OUTDOORS. WE HAVE MULTIPLE PROGRAMS AND CAMPAIGNS FOCUSED ON INSPIRING MORE AMERICANS TO CARE FOR OUR WILD PLACES INCLUDING URBAN GREEN SPACES, WILDLANDS AND CORRIDORS THAT CONNECT THEM. WE BUILD MEANINGFUL COALITIONS THAT ADVOCATE FOR MORE OUTDOOR RECREATION OPPORTUNITIES, HAND-ON EDUCATION AND BETTER ACCESS TO OUR TREASURED WILD PLACES FOR THOSE LIVING IN URBAN CENTERS. 21718974 1 1 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 129 0 1 171 1 0 0 0 0 0 0 0 0 0 0 X 32 32 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MS MO NC ND NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X THOMAS TEPPER 2028332300 1615 M STREET NW WASHINGTON DC 200363209 DOUGLAS W WALKER CHAIR 2.00 X X 0 0 0 MOLLY MCUSIC VICE CHAIR 2.00 X X 0 0 0 WILLIAM J CRONON VICE CHAIR 2.00 X X 0 0 0 KEVIN LUZAK TREASURER 2.00 X X 0 0 0 MARCIA KUNSTEL SECRETARY 2.00 X X 0 0 0 DAVID BONDERMAN AT-LARGE 2.00 X X 0 0 0 HANSJORG WYSS AT-LARGE 2.00 X X 0 0 0 CAROLINE M GETTY AT-LARGE 2.00 X X 0 0 0 BRENDA S DAVIS GOV COUNCIL MEMBER 2.00 X 0 0 0 THOMAS A BARRON GOV COUNCIL MEMBER 2.00 X 0 0 0 RICHARD C BLUM GOV COUNCIL MEMBER 2.00 X 0 0 0 CRANDALL C BOWLES GOV COUNCIL MEMBER 2.00 X 0 0 0 WILLIAM M BUMPERS GOV COUNCIL MEMBER 2.00 X 0 0 0 NORM CHRISTENSEN GOV COUNCIL MEMBER 2.00 X 0 0 0 DAVID CHURCHILL GOV COUNCIL MEMBER 2.00 X 0 0 0 WILLIAM COLEMAN GOV COUNCIL MEMBER 2.00 X 0 0 0 CHRISTOPHER J ELLIMAN GOV COUNCIL MEMBER 2.00 X 0 0 0 CARL FERENBACH GOV COUNCIL MEMBER 2.00 X 0 0 0 DAVID J FIELD GOV COUNCIL MEMBER 2.00 X 0 0 0 GEORGE T FRAMPTON JR GOV COUNCIL MEMBER 2.00 X 0 0 0 JERRY F FRANKLIN GOV COUNCIL MEMBER (TO SEP '15) 2.00 X 0 0 0 MARTINIQUE GRIGG GOV COUNCIL MEMBER (FROM JUN '15) 2.00 X 0 0 0 REGINALD FLIP HAGOOD GOV COUNCIL MEMBER 2.00 X 0 0 0 MICHAEL A MANTELL GOV COUNCIL MEMBER 2.00 X 0 0 0 JUAN MARTINEZ GOV COUNCIL MEMBER (FROM JUN '15) 2.00 X 0 0 0 DAVE MATTHEWS GOV COUNCIL MEMBER 2.00 X 0 0 0 JAIME A PINKHAM GOV COUNCIL MEMBER 2.00 X 0 0 0 REBECCA L ROM GOV COUNCIL MEMBER 2.00 X 0 0 0 THEODORE ROOSEVELT IV GOV COUNCIL MEMBER 2.00 X 0 0 0 GREGG SHERRILL GOV COUNCIL MEMBER (FROM JUN '15) 2.00 X 0 0 0 JENNIFER PERKINS SPEERS GOV COUNCIL MEMBER 2.00 X 0 0 0 CATHY DOUGLAS STONE GOV COUNCIL MEMBER 2.00 X 0 0 0 SARA VERA GOV COUNCIL MEMBER 2.00 X 0 0 0 JAMIE WILLIAMS PRESIDENT 40.00 X 327548 0 22923 THOMAS F TEPPER JR CFO 40.00 X 196125 0 20779 AMELIA HELLMAN VP PHILANTHROPY 40.00 X 186794 0 15699 MELYSSA L WATSON VP CONSERVATION 40.00 X 171150 0 17458 KATHARINE L THOMAS VP COMMUNICATIONS & MARKETING 40.00 X 166340 0 15566 SARA E BARTH SR REG DIR FOR THE PACIFIC AND SOUTHEAST 40.00 X 171950 0 16045 CATHLEEN GRAMS DEPUTY VP PHILANTHROPY 40.00 X 151254 0 17058 ALLEN MAY SR DIR OF PHILANTHROPY, MAJOR GIFTS 40.00 X 141077 0 15880 DANIEL A SMUTS SR REG DIR SAN FRANCISCO 40.00 X 130412 0 20181 CHARMEEN WING SR. DIR, LEGACY & PHILANTHROPIC GIVING 40.00 X 149668 0 12464 1792318 0 174053 20 0 1 0 AB DATA 600 AB DATA DRIVE MILWAUKEE WI 53217 DIRECT MAIL 2463977 BLACKBAUD INC 2 CANAL PARK SUITE 4300 CAMBRIDGE MA 02141 DATABASE 350037 MERKLE RESPONSE SERVICES 100 JAMISON COURT HAGERSTOWN MD 21740 CAGING 280330 JAMES MESSINA 1140 CONNECTICUT AVE SUITE 800 WASHINGTON DC 20036 CONSULTING 180000 KEY ACQUISITION PARTNERS LLC 2525 RIVA ROAD SUITE 104 ANNAPOLIS MD 21401 DIRECT MAIL 155627 10 50165 1087849 107511 24644370 654923 25889895 ADVOCATE TRIPS 900099 64247 64247 CONTRACTED SERVICES 900099 59000 59000 LIBRARY SUBSCRIPTION 900099 1054 1054 124301 373319 373319 7828 7828 389871 0 389871 389871 389871 4411266 1124 3672472 1131 738794 -7 738787 738787 38160 1087849 408008 -369848 -369848 MAILING LIST 900099 63042 63042 CREDIT CARD ROYALTIES 900099 18909 18909 45481 45481 127432 27281585 124301 0 1267389 X 662389 662389 16050 16050 1188627 947540 46944 194143 10111967 8058970 401549 1651448 508770 406695 18877 83198 1201477 960425 44578 196474 842786 673698 31270 137818 35535 25989 1591 7955 105943 77482 4744 23717 120192 120192 225059 225059 4645275 3695194 226270 723811 3214596 2031189 164357 1019050 2854129 2208717 95731 549681 1277798 1171483 22908 83407 3921 2783 423 715 424925 329099 13856 81970 77953 60317 2603 15033 DUES AND SUBSCRIPTIONS 152002 121969 2760 27273 MAILING LIST RENTAL 142759 82113 9069 51577 STAFF DEVELOPMENT 48435 34372 5227 8836 PERSONNEL ACQUISITIONS 10780 8111 128 2541 201103 144389 21956 34758 28072471 21718974 1339900 5013597 X 4228864 1047876 1862148 1318840 297 118 5811456 1687804 11541325 12817286 479856 478980 864784 528109 7201144 6592911 861340 608233 34273336 35990046 259469 267171 6947413 6146600 61039276 58524347 2029746 2220641 821653 31940 26030 0 3771855 3874857 6649284 6127438 X 8901267 8282893 33460829 31951576 12027896 12162440 54389992 52396909 61039276 58524347 X -790886 -642995 -559202 X 0 1 X 1 0 X 21120937 21136337 34840384 28365453 25889895 131353006 21120937 21136337 34840384 28365453 25889895 131353006 16501171 114851835 2091383 1436853 1516247 1478928 852969 7376380 23014 35311 17603 50545 45481 171954 138901340 396877 0.82690 0.80370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 98227 330048 428275 27644196 28072471 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 262111 158989 438098 428275 1287473 250000 250000 250000 250000 1000000 1500000 62598 19264 201531 98227 381620 X X 0 0 0 18877295 170728 106780 778983 18375820 19228340 573107 -308193 615959 18877295 16711871 89192 3016745 589468 19228340 13916517 112204 3203142 519992 16711871 13864750 5000 591539 544772 13916517 0.66190 0.33810 0 0 2251333 2100738 150595 4762266 4385763 376503 187545 106410 81135 608233 BENEFICIAL INTEREST 6146600 6146600 DEFERRED RENT 1380425 DEPOSITS 13750 PLANNED GIVING LIABILITIES 2480682 3874857 X 26821539 -642995 -642995 27464534 225059 -408008 -182949 27281585 28814622 0 28814622 225059 -967210 -742151 28072471 PART III, LINE 1A: THE SOCIETY'S COLLECTIONS INCLUDE ARTWORK AND PHOTOGRAPHS THAT ARE HELD FOR EDUCATIONAL PURPOSES. EACH ITEM IS PRESERVED AND CARED FOR IN A MANNER SIMILAR TO WORKS OF ART HELD FOR PUBLIC EXHIBITION. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH VARIOUS DONATIONS SINCE THE SOCIETY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PART V, LINE 4: THE SOCIETY MAINTAINS TWO TYPES OF ENDOWMENT FUNDS: GENERAL ENDOWMENT (DONOR-RESTRICTED) AND CAPITAL RESERVES. GENERAL ENDOWMENT FUNDS HAVE BEEN ESTABLISHED OVER THE YEARS TO PROVIDE DONORS WITH AN OPTION TO PROVIDE THE SOCIETY WITH A LONG-LASTING BENEFIT TO THE ORGANIZATION. GENERAL ENDOWMENT FUNDS ARE AGGREGATED FOR INVESTMENT PURPOSES AND THE ACCUMULATED EARNINGS AND LOSSES FROM THESE INVESTMENTS ARE ACCOUNTED FOR AS TERM ENDOWMENT FUNDS, WITH SPECIFIC TIME AND PURPOSE RESTRICTIONS GOVERNING THEIR USE. THE AVAILABILITY OF TERM FUNDS IS DETERMINED BY A GOVERNING COUNCIL APPROVED POLICY, SUBJECT TO PERIODIC REVIEW AND CHANGES DUE TO FINANCIAL CONDITIONS. SINCE 1998, THE POLICY HAS PROVIDED FUNDS TO FUND PROGRAM AND SUPPORT FUNCTIONS. WHERE SPECIFIC USE OF THESE EARNINGS HAS BEEN REQUESTED BY THE DONOR, SUCH AS IN SUPPORT OF A SPECIFIC REGION OR BODY OF WORK, THE FUNDS ARE HELD IN RESTRICTION UNTIL THE PURPOSE IS SATISFIED. PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THE SOCIETY HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THERE ARE NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2015. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS -408,008. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST -537,537. PLEDGE ALLOWANCE -21,665. FUNDRAISING EXPENSE -408,008. X X X X X X X 0 DONOR SERVICES GROUP LLC 6715 SUNSET BLVD HOLLYWOOD CA 90028 TELEMARKETING 0 154573 118873 35701 154573 118873 35701 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MS MO NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV GALA 1126009 1087849 38160 1609 32918 63955 222545 86981 1126009 1087849 38160 1609 32918 63955 222545 86981 408008 -369848 SCHEDULE G, PART I, LINE 2B, COLUMN (V) TWS USES DIFFERENT TELEMARKETING VENDORS FOR DIFFERENT TYPES OF FUNDRAISING CAMPAIGNS. WE EXPECT GAINS FORM VENDORS WHO DO REVEWAL CALLING AND VENDORS WHO DO APPEALS TO EXISTING MEMBERSHIP. BOTH PRODUCE SUBSTANTIAL, IMMEDIATE NET INCOME. OTHER TELEMARKETING VENDORSWORK ON DIFFERENT CAMPAIGNS SUCH AS LAPSED REINSTATEMENTS AND SUSTAINER (MONTHLY GIVING) INVITES WHICH ARE, BY DESIGN, BUDGETED AT AN INITIAL NET LOSS. THEY ARE INTENDED TO REINSTATE LAPSED DONORS OR RECRUIT MONTHLY CONTRIBUTORS AND NET INCOME IN FUTURE MONTHS AFTER THE CAMPAIGNS ARE OVER. THE AMOUNT PAID TO OR RETAINED BY FUNDRAISERS REFLECTS BOTH REIMBURSEMENT FOR EXPENSES AND FEES FOR FUNDRAISING SERVICES. 1 SOUTHERN APPALACHAIN WILDERNESS STEWARDS 12115 NEW HIGHWAY 68 TELLICO PLAINS TN 37385 472407669 501(C )3 300000 CONSERVATION PROJECT WILD CONNECTIONS INC 2168 PHEASANT PLACE COLORADO SPRINGS CO 80909 141899876 501(C )3 70030 CONSERVATION PROJECT BLACKFOOT CHALLENGE INC 405 MAIN STREET OVANDO MT 59854 810488863 501(C )3 47950 CONSERVATION PROJECT GREATER YELLOWSTONE COALITION INC 215 S WALLACE AVE BOZEMAN MT 59715 810414042 501(C )3 38434 CONSERVATION PROJECT SKY ISLAND ALLIANCE 300 E UNIVERSITY BLVD SUITE 270 TUSCON AZ 85717 860796748 501(C )3 20160 CONSERVATION PROJECT EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 941730465 501(C )3 20000 CONSERVATION PROJECT ELLIOTSVILLE PLANTATION INC PO BOX 148 PORTLAND ME 04112 134223002 501(C )3 20000 CONSERVATION PROJECT WILDERNESS WORKSHOP PO BOX 1442 CARBONDALE CO 81623 741900412 501(C )3 17015 CONSERVATION PROJECT WESTERN ORGANIZATION OF RESOURCE COUNCILS EDUCATION PROJECT 220 S 27TH STREET SUITE B BILLINGS MT 59101 841123481 501(C )3 15000 CONSERVATION PROJECT WINTER WILDLANDS ALLIANCE 910 MAIN STREET BOISE ID 83702 820523471 501(C )3 14750 CONSERVATION PROJECT CONSERVATION COLORADO EDUCATION FUND 1536 WYNKOOP ST STE 510 DENVER CO 80202 840614285 501(C )3 14000 CONSERVATION PROJECT CLIMATE CONSERVATION PO BOX 1587 BOZEMAN MT 59771 271226829 501(C )3 12500 CONSERVATION PROJECT AMERICAN RIVERS INC 1101 14TH STREET NW STE 1400 WASHINGTON DC 20005 237305963 501(C )3 10000 CONSERVATION PROJECT WEST VIRGINIA RIVERS COALITION 3501 MACCORKLE AVE SUITE 129 CHARLESTON CHARLESTON WV 25304 521736621 501(C )3 10000 CONSERVATION PROJECT VIRGINIA WILDERNESS COMMITTEE 423 SHEEP CREEK LANE FAIRFIELD VA 24435 311641293 501(C )3 10000 CONSERVATION PROJECT THE CONSERVATION CAMPAIGN 10 MILK STREETSUITE 810 BOSTON MA 02108 043515341 501(C )4 10000 CONSERVATION PROJECT LOS PADRES FOREST WATCH INC 16 W MISSION STREET SANTA BARBARA CA 93101 201531390 501(C )3 6800 CONSERVATION PROJECT CALIFORNIA WILDERNESS COALITION PO BOX 11094 OAKLAND CA 94611 510183228 501(C )3 6000 CONSERVATION PROJECT SAN LUIS VALLEY ECOSYSTEM COUNCIL 537 MAIN STREET ALAMOSA CO 81101 841434755 501(C )3 5250 CONSERVATION PROJECT 18 1 GLORIA BARRON WILDERNESS SOCIETY SCHOLARSHIP 2 10000 NELSON SCHOLARSHIP 1 6050 PART I, LINE 2: GRANT AND AWARDS TO OTHER ORGANIZATIONS ARE REQUESTED AND MONITORED BY PROGRAM STAFF. THE PRIMARY CRITERION FOR AN AWARD IS THE RECEIVING ORGANIZATION WILL USE THE FUNDS FOR ACTIVITIES WHICH SUPPORT THE SOCIETY'S MISSION. A REQUEST IS SENT TO THE TWS FINANCE DEPARTMENT WITH THE FOLLOWING INFORMATION: 1) AN OUTLINE OF THE PROPER USE OR RESTRICTIONS FOR THE USE OF THE FUNDS BY THE RECEIVING ORGANIZATION; 2) A LIST OF THE RECEIVING ORGANIZATIONS BOARD MEMBERSHIP; 3) ANY KNOWN OVERLAPPING BOARD OR EMPLOYEE RELATIONSHIPS; 4) A STATEMENT FROM THE TWS STAFF MEMBER STATING THAT THERE EXISTS NO CONFLICT OF INTEREST BETWEEN THE SOCIETY AND THE RECEIVING ORGANIZATION, BETWEEN THE EMPLOYEE OR THEIR FAMILY MEMBERS AND THE RECEIVING ORGANIZATION, OR ANY BOARD MEMBER; 5) A COPY OF THE RECEIVING ORGANIZATION'S ANNUAL BUDGET. REVIEWS ARE DONE BY FINANCE STAFF TO ENSURE THAT GRANTS ARE MADE IN COMPLIANCE WITH THE SOCIETY'S MISSION AND CONFLICT OF INTEREST POLICY. ONCE THE FUNDING IS APPROVED AND ISSUED, PROGRAM STAFF MONITOR THAT THE RECEIVING ORGANIZATION HAS USED THE FUNDS AS AGREED. ON ACCEPTANCE OF PROPOSAL, THE RECEIVING ORGANIZATION MUST SIGN A LETTER OF AGREEMENT, WHICH OUTLINES THE TERMS AND CONDITIONS FOR THE AWARD, RESTRICTIONS PLACED ON THE USE OF THE FUNDS, INCLUDING LOBBYING RESTRICTIONS, DUE DATES FOR INTERIM AND FINAL NARRATIVES, FINANICAL REPORTS, AND TANGIBLE SUCCESSES ACHIEVED WITH THE FUNDING, INCLUDING ANY UNEXPECTED CHALLENGES ENCOUNTERED DURNG THE GRANT PERIOD. THE NARRATIVE AND ACCOUNTING ARE REVIEWED BY TWS PROGRAM STAFF TO ENSURE PROPER USE AND ACCOMPLISHMENT OF GOALS. WHERE APPROPRIATE, A MORE DETAILED EXPLANATION FOR EXPENDITURE AND ACCOMPLISHMENTS MAY BE REQUESTED. X X X X 0 0 0 0 0 0 0 0 0 JAMIE WILLIAMS PRESIDENT 327548 0 0 0 0 0 15932 0 6991 0 350471 0 0 0 THOMAS F TEPPER JR CFO 196125 0 0 0 0 0 11781 0 8998 0 216904 0 0 0 AMELIA HELLMAN VP PHILANTHROPY 186794 0 0 0 0 0 11242 0 4457 0 202493 0 0 0 MELYSSA L WATSON VP CONSERVATION 171150 0 0 0 0 0 10281 0 7177 0 188608 0 0 0 KATHARINE L THOMAS VP COMMUNICATIONS & MARKETING 166340 0 0 0 0 0 10004 0 5562 0 181906 0 0 0 SARA E BARTH SR REG DIR FOR THE PACIFIC AND SOUTH 171950 0 0 0 0 0 10317 0 5728 0 187995 0 0 0 CATHLEEN GRAMS DEPUTY VP PHILANTHROPY 151254 0 0 0 0 0 9089 0 7969 0 168312 0 0 0 ALLEN MAY SR DIR OF PHILANTHROPY, MAJOR GIFTS 141077 0 0 0 0 0 8448 0 7432 0 156957 0 0 0 DANIEL A SMUTS SR REG DIR SAN FRANCISCO 130412 0 0 0 0 0 7832 0 12349 0 150593 0 0 0 CHARMEEN WING SR. DIR, LEGACY & PHILANTHROPIC GIVI 149668 0 0 0 0 0 8662 0 3802 0 162132 0 0 0 X 45000 COMPARISON X 49 609923 RESALE VALUE 0 1 0 PART I, COLUMN (B): COLUMN (B) REFLECTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 DAVID BONDERMAN AND RICHARD BLUM ARE RELATED THROUGH A BUSINESS RELATIONSHIP. CAROLINE GETTY AND MICHAEL MANTELL ARE RELATED THROUGH A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 AFTER PREPARATION OF FORM 990 IS COMPLETE, IT IS EXAMINED BY THE VICE PRESIDENT, FINANCE FOR ACCURACY AND COMPLETENESS. THE DOCUMENT IS THEN PRESENTED TO AND REWVIEWED BY THE PRESIDENT AND VICE PRESIDENT OF CONSERVATION, MEMBERSHIP AND DEVELOPMENT, AND FINANCE AND ADMINISTRATION. THE AUDIT COMITTEE WILL THEN MEET TO INSPECT FORM 990. SUBSEQUENT TO THE AUDIT COMITTEE MEETING, FORM 990 IS POSTED ON THE ORGANIZATION'S INTRANET PAGE FOR REVIEW BY THE GOVERNING COUNCIL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C TWS HAS A WRITTEN CONFLICT OF INTEREST POLICY. IT IS REVIEWED ANNUALLY. ALL STAFF, INCLUDING OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES, MUST CERTIFY ANUALLY THAT THEY HAVE READ AND FAMILIARIZED THEMSELVES WITH THE POLICY, AND DISCLOSE ANY POTENTIAL CONFLICTS. STAFF DISCLOSE WHETHER THEY SERVE AS BOARD MEMBERS OR OFFICERS OF ANY OTHER ORGANIZATION WHOSE MISSION AND ACTIVITIES MAY OVERLAP WITH THOSE OF TWS. FURTHER, ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES DISCLOSE ANY RELATED ORGANIZATION RELATIONSHIPS. COMPLETED FORMS ARE REVIEWED AND ANY POTENTIAL CONFLICTS ARE DISCUSSED ADN ADDRESSED AS APPROPRIATE TO ENFORCE COMPLIANCE WITH THE POLICY. ALL STAFF INCLUDING OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES, NOTIFY THE ORGANIZATION IF CIRCUMSTANCES CHANGE THROUGH TTHE COURSE OF THE FISCAL YEAR AND THE CHANGED CIRCUMSTANCES ARE DISCUSSED AND ADDRESSED AS APPROPRIATE TO REMAIN IN COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE WILDERNESS SOCIETY APPOINTED A COMMITTEE TO REVIEW EXECUTIVE COMPENSATION. THE COMMITTEE RETAINED A CONSULTING FIRM WHICH SPECIALIZED IN TAX-EXEMPT ENTITIES AND PREPARED A STUDY FOR TWS, COLLECTING AND ANALYZING MARKET DATA OF COMPARATIVELY SIZED AND LOCATED NGOS. THE COMMITTEE REVIEWED THE CONSULTANT'S REPORT AND ASSESSED AND CONFIRMED THE REASONABLENESS OF SALARIES OF SENIOR STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND FORM 990 AVAILABLE TO THE PUBLIC ON ITS WEBSITE. FORM 1023 AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G TEMPORARY AGENCY SERVICES: PROGRAM SERVICE EXPENSES 19,021. MANAGEMENT AND GENERAL EXPENSES 1,165. FUNDRAISING EXPENSES 5,204. TOTAL EXPENSES 25,390. VOLUNTEER EXPENSES: PROGRAM SERVICE EXPENSES 97,393. MANAGEMENT AND GENERAL EXPENSES 5,964. FUNDRAISING EXPENSES 26,644. TOTAL EXPENSES 130,001. WRITING/ EDITING: PROGRAM SERVICE EXPENSES 1,349. MANAGEMENT AND GENERAL EXPENSES 83. FUNDRAISING EXPENSES 369. TOTAL EXPENSES 1,801. DIRECT MAIL: PROGRAM SERVICE EXPENSES 371,335. MANAGEMENT AND GENERAL EXPENSES 22,738. FUNDRAISING EXPENSES 101,587. TOTAL EXPENSES 495,660. PRODUCTION/ DESIGN: PROGRAM SERVICE EXPENSES 160,183. MANAGEMENT AND GENERAL EXPENSES 9,809. FUNDRAISING EXPENSES 43,822. TOTAL EXPENSES 213,814. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 562. MANAGEMENT AND GENERAL EXPENSES 34. FUNDRAISING EXPENSES 154. TOTAL EXPENSES 750. COMPUTER SERVICE: PROGRAM SERVICE EXPENSES 604,171. MANAGEMENT AND GENERAL EXPENSES 36,995. FUNDRAISING EXPENSES 165,284. TOTAL EXPENSES 806,450. CONSULTANTS: PROGRAM SERVICE EXPENSES 2,441,180. MANAGEMENT AND GENERAL EXPENSES 149,482. FUNDRAISING EXPENSES 380,747. TOTAL EXPENSES 2,971,409. FORM 990, PART XI, LINE 9: PLEDGE ALLOWANCE -21,665. CHANGE IN BENEFICIAL INTEREST -537,537.