2015-03-26T12:39:51-07:00 2014-06-30 990 2013-07-01 411429149 PHEASANTS FOREVER INC PHEA 6517732000 1783 BUERKLE CIRCLE ST PAUL MN 551105254 James Koerber CFO 6517732000 2015-02-26 2013 2016-02-25 16:41:14Z James Koerber CFO 1783 Buerkle Circle St Paul MN 551105254 82325670 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. 15 14 345 4000 970942 -120329 37476901 52294539 3878567 5099703 1223397 238313 8011314 8990852 50590179 66623407 0 0 0 0 11566830 12890638 0 0 6109010 35692138 51080711 47258968 63971349 3331211 2652058 35435781 38343613 7549074 7646321 27886707 30697292 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 46523051 0 3673018 Wildlife Habitat Initiatives: During the year Pheasants Forever, Inc. spent $62.1 million completing 15,190 habitat projects impacting 436,768 acres. Since its inception in 1982, Pheasants Forever has expended approximately $508 million and completed 487,544 habitat projects on 7,463,625 acres of land. These projects include land acquisitions, shelterbelts, wetlands, food plots, nesting cover, maintenance and habitat equipment. Following are current year and 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 $26.1 million to help purchase 5,862 acres of land. Since inception, Pheasants Forever has helped purchase, and put into public domain, 179,660 acres of land at a cost of $130.6 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 $683,234 to plant trees and has spent $20 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 2,361 acres of wetlands during the year and 75,844 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 60,822 acres of food plots and has planted 1,681,881 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. Pheasants Forever established or improved 103,321 acres of nesting cover during the year, and 2.8 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 $624,081 to purchase habitat equipment and has spent $14.7 million on habitat equipment since inception. Farm Bill Biologist Program - Pheasants Forever has developed a network of 100+ trained biologists that work directly with local landowners around the country. These Farm Bill Biologists assist landowners in designing, developing, and funding habitat improvements on private lands. 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 range. 7058861 0 1426685 Education and Outreach: The education and outreach component of Pheasants Forever is carried out through the No Child Left Indoors(R) Initiative and the Pheasants Forever magazine, The Journal of Upland Conservation (published five times a year) and the Quail Forever magazine, The Journal of Quail Conservation (published four times a year) as well as newsletters that go out to educators and chapter leaders. Youth programs and events are part of the No Child Left Indoors(R) Initiative along with workshops, educational materials and resources. More than 120,000 magazines are mailed to members of Pheasants Forever and Quail Forever and 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. 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 1,000 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 20 active young leaders from across the country. Educational brochures also are available on subjects such as habitat and pheasant population dynamic. 1349810 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. 1048367 0 0 Pheasants Forever provides support for and informs and updates, the more than 140,000 members and nearly 750 chapters, as to the need for ongoing work in wildlife conservation and provides assistance to accomplish that goal. 1048367 0 0 55980089 1 1 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 1 814 30 1 345 1 1 1 0 0 0 0 1 1 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AZ CA CO IL KS KY LA MD MI MN NJ NY OH OK OR PA SC UT WA WI X X X James M Koerber 6517732000 1783 BUERKLE CIRCLE ST PAUL MN 551105254 Nancy Anisfield Director 3 0 X 0 0 0 Robert Brengman 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 Dr James Call Director 3 0 X 0 0 0 Bruce Hertzke 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 Shefali Mehta Director 3 0 X 0 0 0 Leonard Sachs Director 3 0 X 0 0 0 William Zehnder Secretary 5 0 X X 0 0 0 John Gottschalk Current Chair 5 0 X X 0 0 0 Jon Lee Treasurer 5 0 X X 0 0 0 Tim Kessler Vice Chair 5 0 X X 0 0 0 Howard K Vincent President and CEO 50 0 X X 243337 0 33951 James M Koerber Chief Financial Officer 50 0 X 142043 0 15578 David E Nomsen VP of Governmental Affairs 50 0 X 142146 0 15297 Joseph J Duggan VP of Corporate Relations 50 0 X 138011 0 13868 Richard Young VP of Field Operations 50 0 X 117318 0 14901 David Bue VP Development 50 0 X 122828 0 15777 Cheryl Riley VP Education & Outreach 50 0 X 102365 0 19963 1008048 0 129335 8 0 1 0 Pinpoint 360 7407 Washington Avenue South Edina MN 554392410 Printing Services 723982 Banta PO Box 730216 Dallas TX 753730216 Printing 452765 Swaggart Enterprises PO Box250 Hermiston OR 978380250 Habitat Restoration Services 372000 FDC Enterprises Inc PO Box 189 New Albany OH 430540189 Conservation and Native Grass Planting 240708 The Nerdery 9555 James Ave South Suite 245 Bloomington MN 554312547 IT Consulting 176253 11 33561 4268083 0 0 37495599 10497296 1995326 52294539 Habitat Project Revenue 900099 3673018 3673018 0 0 Membership Dues 900099 1419662 1419662 0 0 Conservation Education Revenue 900099 7023 7023 0 0 0 0 0 0 5099703 -36031 0 0 -36031 0 0 0 0 236787 0 0 236787 130616 0 34109 0 96507 0 96507 0 0 96507 1057017 200000 982673 0 74344 200000 274344 200000 0 74344 10275547 0 7145105 3130442 0 3130442 9251030 5887042 3363988 0 0 3363988 2849117 1653334 1195783 959958 235825 Advertising-Publications 541800 717872 0 717872 0 Advertising-Web 541800 17245 0 17245 0 Miscellaneous 900099 32141 32141 0 0 200087 200087 0 0 967345 66623407 6491889 970942 6866037 0 0 0 0 0 0 0 0 425636 186078 199684 39874 0 0 0 0 10176458 7474812 771032 1930614 458738 299101 63910 95727 1050807 822575 73283 154949 778999 567473 66738 144788 109935 18072 47880 43983 28107 0 28107 0 118763 0 118763 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 976029 0 0 976029 2166998 1582400 97524 487074 0 0 0 0 0 0 0 0 45617 10948 4074 30595 1407278 992619 43128 371531 0 0 0 0 210957 84514 121516 4927 7708 0 7708 0 0 0 0 0 403746 263482 39572 100692 294145 215538 19414 59193 Habitat Conservation 38574874 38574874 0 0 Conservation Education 4154778 4154778 0 0 Direct Mail 1161044 0 0 1161044 Equipment Rental & Maintenance 374791 315725 46056 13010 1045941 417100 133861 494980 63971349 55980089 1882250 6109010 15565078 17199618 842062 929946 443099 377540 6088334 4315977 0 0 0 0 0 0 1738877 1763106 471343 536203 5042575 2978579 1907260 2063996 4917811 5368659 0 0 2866052 4707813 0 0 595865 1080755 35435781 38343613 5598143 4941916 0 0 217878 298850 0 0 0 0 0 0 29090 18987 0 0 1703963 2386568 7549074 7646321 X 24265404 23807635 2937260 6193269 684043 696388 27886707 30697292 35435781 38343613 2652058 158527 0 0 0 0 X 0 1 X 1 1 1 X 24150768 31529400 32026137 38792265 53714201 180212771 0 0 0 0 0 0 0 0 0 0 0 0 24150768 31529400 32026137 38792265 53714201 180212771 0 180212771 1175095 3081267 1496843 1082069 1388389 8223663 1588207 2769108 2021943 2299038 3007728 11686024 44853 117819 138274 102639 232228 635813 200758271 64504510 0.89766 0.9895 X Schedule A, Part II, Line 10 Misc other income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 734911 734911 55245177 55980088 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 437034 358793 576226 734911 2106964 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 X 3 432 0 0 0 2 1 60 2500 1 970267 185184 149379 0 29062 0 1275768 696064 214469 82578 0 22844 0 970267 538593 124433 34715 0 1677 0 696064 33254 505000 440 0 101 0 538593 27254 6000 71 0 71 0 33254 0.313 0.546 0.141 0 0 0 410000 410000 0 967625 241906 725719 0 31180 3916 27264 0 3633770 2732757 901013 0 0 0 0 2063996 Land Held for Resale 4707813 C 4707813 0 Grant Advances 2166267 Long Term Portion of Charitable Gift Annuity 220301 2386568 X 78679273 158527 14187431 0 -3676162 10669796 68009477 0 -1386070 -1386070 66623407 79137042 14187431 0 0 1386070 15573501 63563541 0 407808 407808 63971349 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. At June 30, 2014 the Organization held three conservation easements covering 432 acres. These same three easements were held as of June 30 2013. 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. Schedule D, Part X, Line 2 The Organization has been granted exempt status relative to federal and state corporate income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state statutes. 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. As of June 30, 2014 and 2013, there was no liability recorded for unrelated business income tax as the income from those activities did not generate net income. The Organization has generated net operating losses which are offset 100% by valuation allowances. The organizations tax returns are subject to review and examination by federal authorities. The tax returns for the years 2011 through 2013 are currently under examination. 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 -$407,808; Change in temporarily restricted net assets -$3,256,009; Change in permanently restricted assets -$12,345. Schedule D, Part XI, Line 4b Cost of habitat seed sold -$1,386,070. Schedule D, Part XII, Line 2d Cost of habitat seed sold $1,386,070. Schedule D, Part XII, Line 4b Cost of membership premium $407,808. Pheasant Fest 696897 0 696897 0 50510 79006 104253 0 279782 Ingham County (MI) 38835 0 38835 0 48132 0 18737 0 19060 583 9539815 0 9539815 0 2632199 0 1353938 0 2559487 10275547 0 10275547 0 2730841 79006 1476928 0 2858329 7145104 3130443 0 0 0 0 0 0 0 0 0 0 9251030 0 5887042 0 0 1 0.992 9251030 0 5887042 0 0 5887042 3363988 AK AL AR AZ CA CO FL GA IA ID IL IN KS KY LA MD MI MN MO MS MT NC ND NE NJ NM NV NY OH OK OR PA SC SD TN TX UT WA WI 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 3363988 X X X 0 1 0 0 0 0 0 0 0 Howard K Vincent President and CEO 215967 0 17500 0 9870 0 12167 0 21784 0 277288 0 0 0 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. Howard Vincent, Pheasants Forever CEO, participates in the split dollar plan. For the calendar year 2013 $5,528 was included in Howard's W-2 as taxable compensation. X 1 26500 FMV X 1 390 FMV X 2 1967000 Appraised Value X Firearms 2 1435 Retail value 1 0 1 0 Form 990, Part VI, Section B, Line 11b The Form 990 was prepared by Management and reviewed for accuracy. All members of the Board of Directors received a copy prior to filing and were provided the opportunity to review and ask questions. Form 990, Part VI, Section B, Line 12c 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 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 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 -188800 1464771 N/A The Forever Land Trust LLC 1783 Buerkle Circle St Paul MN 55110 205803401 Long-term Land Protection DE -511 246921 N/A