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OWL RESEARCH INSTITUTE INC: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
OWL RESEARCH INSTITUTE INC (EIN 81-0453479)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-13
IRS object ID
201412259349201406
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-08-13T11:50:05-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Boyle Deveny & Meyer PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1305 South 4th East Suite 200AddressLine1
CityMissoulaCity
StateMTState
ZIP Code59801ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810453479EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OWL RESEARCH INSTITUTE INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlOWLRBusinessNameControlTxt
Phone4066446412PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 39AddressLine1
CityCHARLOCity
StateMTState
ZIP Code59824ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENVER HOLTPersonNm
Person TitlePresidentPersonTitleTxt
Signature2014-08-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINA TWOHIG CPAPreparerPersonNm
PTINP00542354PTIN
Phone4067213555PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressWWW.OWLINSTITUTE.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$167,963GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$167,935ContributionsGiftsGrantsEtcAmt
Investment Income$28InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$167,963TotalRevenueAmt
Salaries Other Comp Empl Bnft$139,995SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$2,167FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$13,096OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$9,263PrintingPublicationsPostageAmt
Other Expenses Total$37,356OtherExpensesTotalAmt
Total Expenses$201,877TotalExpensesAmt
Excess Or Deficit For Year-$33,914ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$159,578NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$125,664NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$59,711BOYAmt
EOY$35,747EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$97,013BOYAmt
EOY$95,046EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$6,203BOYAmt
EOY$1,148EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$162,927BOYAmt
EOY$131,941EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,349BOYAmt
EOY$6,277EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$159,578BOYAmt
EOY$125,664EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeRESEARCH AND PUBLIC EDUCATION ON OWLS AND WILDLIFE CONSERVATIONPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomThe Owl Research Institute is dedicated to wildlife conservation through research and education. Our efforts occur primarily in Montana, and secondarily in Alaska.ResearchBarn OwlWe sustained a ninth year of surveys for Barn Owls.Flammulated OwlWe logged our sixth year of research in Flammulated Owl breeding ecology.Snowy OwlWe also completed the 22nd year of the Snowy Owl study their relative populations, breeding ecology, and predator-prey interactions in Barrow, Alaska. Our prey study, primarily the Brown Lemming, is the longest-running in North America. These data will be examined against climate change.Northern Hawk OwlORI continued surveys and nest searches for Northern Hawk Owls in Flathead National Forest and Glacier National Park. Long-eared OwlORI conducted a 27th year of the Long-eared Owl Project, a longitudinal study of owls and their prey species in western Montana. This year-round study is one of the longest-running and most comprehensive Long-eared Owl studies in the world.Short-eared Owl2013 marked our fifth year of testing survey protocols, both visual and auditory, for Short-eared Owls during the breeding season.Small Cavity Nesting OwlsORI maintained its spring surveys of Boreal, Northern Pygmy-, and Saw-whet owls.Migration StudyWe conducted a Fall migration study in western Montana. EducationField ClassesORI donated 700 hours of class instruction to about 1,000 people (a donation of approximately $25,000 in salary, simply for class time).Volunteer OpportunitiesA core group of six volunteers contributed approximately 2,000 hours to ORI research and education. We also supported two high school interns and two undergraduate researchers.Day in the Field DonationWe donated a day in the field to the following community groups: Glacier Institute, Kalispell Regional Medical Center ALERT Program (Helicopter Rescue Program), KSKC Public Television, Montana Audubon, National Public Radio, New York City Audubon, and Salish & Kootenai College (Flathead Indian Reservation). The donation assists with their fundraising.Indoor LecturesWe provided indoor lectures to the Barrow Arctic Science Consortium, Barrow Rotary, Bridger Raptor Festival, Five Valleys Audubon, Montana Audubon, and Montana Natural History Center.Conservation OutreachForest RestorationOur Flammulated Owl project is assisting with forest restoration efforts in the Rattlesnake National Recreation Area, in conjunction with the U.S. Forest Service and Lolo Restoration Committee. We are helping to sustain and/or improve forest conditions for the Flammulated Owl, listed as Sensitive in much of the West.Data SharingWe continue to contribute our Montana wildlife distribution records to the Montana Natural Heritage Program. Further, we assisted the US Fish and Wildlife Stellers Eider program in Barrow, Alaska, where we reported eider observations and found one of two nests discovered all summer. We share our research with a number of federal employees each year.Agency and Academic OutreachWe provided field classes to members of Montana Fish, Wildlife and Parks and the U.S. Forest Service, to discuss conservation of owls and their habitats. We also partnered with the Avian Science Center at University of Montana, to teach avian research techniques.PublicationsORI has authored nearly 90 scientific and technical papers.DescriptionProgramSrvcAccomTxt
Grants And Allocations$201,877GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$201,877TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DENVER HOLT
President40.00$62,635
JOHN LORTIE
Vice President1.00$0
ROBERT ERICKSON
Treasurer1.00$0
JOHN BOYLE
Secretary10.00$0
GEOFFREY ROBERTSON
Director1.00$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDENVER HOLTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 39AddressLine1
CitycharloCity
StateMTState
ZIP Code59824ZIPCode
FieldValueIRS element (for citing)
Phone4066446412PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$167,899CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$197,695CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$201,505CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$180,309CurrentTaxYearMinus1YearAmt
Current Tax Year$167,935CurrentTaxYearAmt
Total$915,343TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$167,899CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$197,695CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$201,505CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$180,309CurrentTaxYearMinus1YearAmt
Current Tax Year$167,935CurrentTaxYearAmt
Total$915,343TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$344,790SubstantialContributorsTotAmt
Public Support Total170$570,553PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$129CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44CurrentTaxYearMinus1YearAmt
Current Tax Year$28CurrentTaxYearAmt
Total$341TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$915,684TotalSupportAmt
Public Support CY1700.62310PublicSupportCY170Pct
Public Support PY1700.64430PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (19 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1005Travel $4660
Other Expenses.1007Conferences, Conventions, and Meetings $2955
Other Expenses.1009Depreciation $3722
Other Expenses.1VEHICLE EXPENSE $10766
Other Expenses.2RESEARCH SUPPLIES $7489
Other Expenses.5TELEPHONE $1654
Other Expenses.6FOOD $1550
Other Expenses.7OUTSIDE SERVICES $1505
Other Expenses.8WORK COMP $1377
Other Expenses.9DUES & FEES $595
Other Expenses.10PROPERTY TAXES $480
Other Expenses.11LICENSES & PERMITS $300
Other Expenses.12BANK CHARGES $213
Other Expenses.13OFFICE EXPENSE $90
Other Assets.1001Automobiles - Beginning $2469 Automobiles - Ending $909
Other Assets.1003Machinery and Equipment - Beginning $434 Machinery and Equipment - Ending $239
Other Assets.1EMPLOYEE ADVANCE - Beginning $3300 EMPLOYEE ADVANCE - Ending $0
Total Liabilities.1PAYROLL LIABILITIES - Beginning $3349 PAYROLL LIABILITIES - Ending $5007
Total Liabilities.2CREDIT CARD PAYABLE - Beginning $0 CREDIT CARD PAYABLE - Ending $1270

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