2015-05-14T15:05:36-05:00 2014-12-31 270851983 SPONSEL CPA GROUP LLC 251 N ILLINOIS ST STE 450 INDIANAPOLIS IN 46204 990 2014-01-01 300224549 UNITED STATES FRIENDS OF THE DAVID SHELDRICK WILDLIFE TRUST INC UNIT 3176103245 201 N ILLINOIS ST 16TH FL-S TOWER INDIANAPOLIS IN 46204 ROBERT BRIAN MILLER PRESIDENT 3176103245 2015-05-14 1 MICHAEL D BEDEL CPA P01214018 3176086699 2014 2016-02-25 16:41:14Z ROBERT BRIAN MILLER 201 N ILLINOIS ST 16TH FL-S TOWER INDIANAPOLIS IN 46204 2713998 0 X SHELDRICKWILDLIFETRUST.ORG X 2004 IN TO PROVIDE FINANCIAL SUPPORT TO PROGRAMS WHICH SPECIALIZE IN WILDLIFE PRESERVATION. 8 8 3 20 0 0 1792603 2547975 0 0 57407 -720 -1216 240 1848794 2547495 1694541 1644284 0 0 76180 120507 0 0 49158 74674 155847 1845395 1920638 3399 626857 583855 1443783 1898 305760 581957 1138023 X TO PROVIDE FINANCIAL SUPPORT TO PROGRAMS WHICH SPECIALIZE IN THE PRESERVATION OF WILDLIFE IN THEIR NATURAL HABITAT AND THE DISSEMINATION OF KNOWLEDGE FOR THE FURTHERANCE OF WILDLIFE PRESERVATION. THE MOST IMPORTANT ACTIVITY (CONTINUED ON SCHEDULE O) OF THE CORPORATION IN FURTHERANCE OF THIS PURPOSE WILL BE TO PROVIDE FINANCIAL, TECHNICAL, AND OTHER SUPPORT FOR THE PROGRAMS OF THE DAVID SHELDRICK WILDLIFE TRUST (THE "TRUST"). 0 0 1699706 1644284 240 THE ORGANIZATION'S MOST IMPORTANT PROGRAM EFFORT IS FUNDING THE DAVID SHELDRICK WILDLIFE TRUST ("DSWT") WHICH, TO-DATE, HAS SUCCESSFULLY HAND-RAISED OVER 150 INFANT ELEPHANTS, ALONG WITH ACCOMPLISHING ITS LONG-TERM CONSERVATION PRIORITY BY EFFECTIVELY REINTEGRATING ORPHANS BACK INTO THE WILD. DSWT FOCUSES ON THE PRESERVATION AND PROTECTION OF WILDLIFE THROUGH ANTI-POACHING, SAFE GUARDING THE NATURAL ENVIRONMENT, ENHANCING COMMUNITY AWARENESS, ADDRESSING ANIMAL WELFARE ISSUES, PROVIDING VETERINARY ASSISTANCE TO ANIMALS IN NEED, AND RESCUING AND HAND REARING ELEPHANTS AND RHINO ORPHANS. 1699706 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 1 0 AZ CA GA IN OK X NANCY HATTABAUGH 3176103423 201 N ILLINOIS STREET INDIANAPOLIS IN 46204 ANGELA M SHELDRICK DIRECTOR 2.00 X 0 0 0 ANNE EISELE DIRECTOR 2.00 X 0 0 0 ROBERT CARR-HARTLEY DIRECTOR 2.00 X 0 0 0 MARILYN MARCHETTI SECRETARY 10.00 X X 0 0 0 ANGELA GODINHO TREASURER 10.00 X X 0 0 0 STEPHEN D SMITH VICE PRESIDENT 10.00 X X 0 0 0 ROBERT BRIAN MILLER PRESIDENT 10.00 X X 0 0 0 JACKIE CITTONE-MAGID DIRECTOR 2.00 X 0 0 0 DREW FELLMAN DIRECTOR 2.00 X 0 0 0 JACK V ROBERTSON DIRECTOR 2.00 X 0 0 0 ROBERT BRANDFORD DIRECTOR 2.00 X 0 0 0 MELISSA SCIACCA EXECUTIVE DIRECTOR 40.00 X 29167 0 0 NANCY HATTABAUGH ASSIST. SECRETARY & TREASURER 50.00 X 51500 0 0 80667 0 0 0 0 0 0 0 2547975 145677 2547975 902 902 164384 166006 -1622 -1622 -1622 672 497 175 175 MISCELLANEOUS INCOME 900099 65 65 65 2547495 240 0 -720 1644284 1644284 80666 36901 21554 22211 31730 14515 8478 8737 8111 3711 2167 2233 34403 34403 30878 30878 17251 10983 6268 17810 17810 9213 9213 1613 1613 2404 2404 OPERATING EXPENSES 16254 16254 MERCHANT FEES 16017 16017 FUNDRAISING EXPENSES 9709 9709 TRAINING AND TUITION 295 295 1920638 1699706 171774 49158 553982 1437211 4518 0 1974 1539 11521 6488 4505 5033 18876 583855 1443783 1898 5760 300000 1898 305760 X 577439 1113023 4518 25000 581957 1138023 583855 1443783 X 626857 1446 -72237 X X 0 1 X 1 0 X 358668 1523485 930165 1792603 1828888 6433809 358668 1523485 930165 1792603 1828888 6433809 74505 6359304 3814 1437 1354 2089 902 9596 390 65 455 6443860 162492 0.98690 0.97800 X SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH CONTRIBUTION DATE: 12/31/14 AMOUNT: 719087. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11521 6488 5033 5033 X 2568941 1446 20000 21446 2547495 0 2547495 1940638 20000 20000 1920638 0 1920638 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. NO INTEREST OR PENALTIES WERE INCURRED AS OF DECEMBER 31, 2014, AND 2013. 0 SUB-SAHARAN AFRICA 0 0 GRANTMAKING THE ORGANIZATION SUPPORTS THE WILDLIFE ACTIVITIES OF THE DAVID SHELDRICK WILDLIFE TRUST, AS DESCRIBED ON PAGE 2 OF THE 990. 1644284 0 0 0 0 0 0 1644284 0 1644284 SUB-SAHARAN AFRICA WILDLIFE PRESERVATION AND COMMUNITY AWARENESS 1644284 ELECTRONIC TRANSFER 0 0 0 0 0 0 X 9 145677 FMV AT DATE OF TRANSFER 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 NON-VOTING BOARD MEMBERS ROBERT CARR-HARTLEY AND ANGELA SHELDRICK ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE AND EXECUTIVE DIRECTOR REVIEW THE FORM 990 IN DETAIL PRIOR TO FILING. THE BOARD IS PROVIDED AN ELECTRONIC COPY BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR BASED ON INDEPENDENT COMPARABLE DATA. THE BOARD REVIEWS THE COMPENSATION ANNUALLY DURING THE EXECUTIVE DIRECTOR'S PERFORMANCE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT DUE TO FINANCIAL STATEMENT AUDIT -72,237. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A SEPARATE AUDIT COMMITTEE CONSISTING OF THE PRESIDENT, VICE PRESIDENT, SECRETARY, AND TREASURER. THIS COMMITTEE IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS. THIS COMMITTEE IS RESPONSIBLE FOR SELECTING THE INDEPENDENT AUDITOR, OVERSEEING THE AUDIT, AND REPORTING THE AUDIT FINDINGS TO THE FULL BOARD FOR REVIEW AND APPROVAL. THERE HAVE BEEN NO CHANGES TO THIS PROCESS FROM THE PRIOR YEAR.