2014-11-13T14:32:02-06:00 2013-12-31 270851983 SPONSEL CPA GROUP LLC 251 N ILLINOIS ST STE 450 INDIANAPOLIS IN 46204 990 2013-01-01 300224549 UNITED STATES FRIENDS OF THE DAVID SHELDRICK WILDLIFE TRUST INC UNIT 3176103245 201 N ILLINOIS ST 16TH FL-S TOWER INDIANAPOLIS IN 46204 NANCY HATTABAUGH SECRETARY/TREASURER 3176103423 2014-11-07 1 MICHAEL D BEDEL CPA P01214018 3176086699 2013 2015-11-30 17:44:51Z X ROBERT BRIAN MILLER 201 N ILLINOIS ST 16TH FL-S TOWER INDIANAPOLIS IN 46204 2017959 0 X SHELDRICKWILDLIFETRUST.ORG X 2004 IN TO PROVIDE FINANCIAL SUPPORT TO PROGRAMS WHICH SPECIALIZE IN WILDLIFE PRESERVATION. 8 8 3 11 0 0 930165 1792603 0 0 1354 57407 22686 -1216 954205 1848794 529635 1694541 0 0 57193 76180 0 0 36183 56737 74674 643565 1845395 310640 3399 573303 583855 1518 1898 571785 581957 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 1730628 1694541 -1216 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. 1730628 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 1 0 3 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 IN 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 DIRECTOR 2.00 X 0 0 0 ANGELA GODINHO DIRECTOR 2.00 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 10.00 X 0 0 0 NANCY HATTABAUGH SECRETARY - TREASURER 50.00 X 48851 0 2649 ANGIE SMITH ASSISTANT SECRETARY 26.00 X 17410 0 0 66261 0 2649 0 0 0 0 0 1792603 1792603 2098 2098 207882 152573 55309 55309 55309 14986 16592 -1606 -1606 MISCELLANEOUS INCOME 900099 390 390 390 1848794 -1216 0 57407 1694541 1694541 68910 32611 17514 18785 2045 978 512 555 5225 2498 1308 1419 2061 2061 1464 1464 14183 9243 4940 13471 13471 5296 5296 1301 1301 2356 2356 OPERATING EXPENSES 15636 15636 PRINTING AND COPYING 8316 499 7817 CREDIT CARD PROCESSING 7923 7923 FUNDRAISING EXPENSES 2667 2667 1845395 1730628 78584 36183 568734 553982 0 4518 0 1974 9380 4875 4569 4505 0 18876 573303 583855 1518 1898 1518 1898 X 571785 577439 0 4518 571785 581957 573303 583855 X 3399 -2580 9353 X X 0 1 X 1 0 X 691387 358668 1523485 930165 1792603 5296308 691387 358668 1523485 930165 1792603 5296308 103515 5192793 4098 3814 1437 1354 2089 12792 390 390 5309490 249704 0.97800 0.84470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9380 4875 4505 4505 X 1846214 -2580 -2580 1848794 0 1848794 1845395 0 1845395 0 1845395 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, 2013, 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, 2013. 1 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. 1694541 0 0 0 0 0 0 1694541 0 1694541 SUB-SAHARAN AFRICA WILDLIFE PRESERVATION AND COMMUNITY AWARENESS 1694541 ELECTRONIC TRANSFER 0 0 0 0 0 0 X 10 120261 FMV AT DATE OF TRANSFER 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE PRESIDENT REVIEWS FORM 990 BEFORE IT IS FILED. 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 9,353. FORM 990, PART XII, LINE 1 THE ORGANIZATION CHANGED ITS METHOD OF ACCOUNTING FROM THE OVERALL CASH METHOD TO THE OVERALL ACCRUAL METHOD. BOTH INTERNAL BOOK AND TAX RETURN USE THE SAME METHOD FOR FINANCIAL REPORTING. THE ORGANIZATION REPORTED THE NET CHANGE ON FORM 990, PAGE 12, PART XI, LINE 9. FORM 3115 IS ATTACHED TO THIS RETURN. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITEE WHICH IS RESPONSIBLE FOR THE OVERSIGHT OF THE FINANCIAL STATEMENTS. IN 2014, THE ORGANIZATION ENGAGED AN INDEPENDENT PUBLIC ACCOUNTING FIRM TO PERFORM A FINANCIAL STATEMENT AUDIT FOR THE PERIODS ENDING DECEMBER 31, 2012 AND DECEMBER 31, 2013. MANAGEMENT RECEIVED A NUMBER OF PROPOSALS PRIOR TO MAKING ITS SELECTION OF A CPA FIRM. THIS WAS THE FIRST TIME THE ORGANIZATION HAD A FINANCIAL STATEMENT AUDIT. FORM 990, PAGE 1, PART B, AMENDED RETURN: THE ORGANIZATION ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PERFORM A FINANCIAL STATEMENT AUDIT FOR THE YEARS ENDING DECEMBER 31, 2012, AND DECEMBER 31, 2013. THE RETURN IS BEING AMENDED TO REFLECT CHANGES MADE TO THE STATEMENTS OF INCOME AND FINANCIAL POSITION BASED ON THE RESULTS OF THE AUDIT, AS WELL AS A CHANGE IN ACCOUNTING METHOD SO THAT THE 990 IS FILED ON THE SAME BASIS AS THE BOOKS (ACCRUAL METHOD). ADDITIONALLY, MINOR PRESENTATION ITEMS HAVE BEEN CORRECTED, AS WELL AS THE CLASSIFICATION OF CERTAIN REVENUE SOURCES. FORM 990, PAGES 1, 2, 3, 4, 5, 6, 7, 9, 10, 11, 12, SCHEDULE A PAGE 2, SCHEDULE D PAGES 2 & 4, AND SCHEDULE F, PAGE 2 HAVE BEEN UPDATED. SCHEDULE G WAS REMOVED BASED ON RECLASSIFICATION OF REVENUE SOURCES TO REFLECT ACTUAL ACTIVITIES. SCHEDULE M WAS ADDED TO REPORT CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES.