CHESAPEAKE BAY FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHESAPEAKE BAY FOUNDATION INC (EIN 52-6065757)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-06-11
- IRS object ID
- 201341629349300739
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-11T15:39:47-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521392008 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 650N | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208142930 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526065757 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHESAPEAKE BAY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHES | NameControl |
| Phone | 4102688816 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HERNDON AVENUE | AddressLine1 |
| City | ANNAPOLIS | City |
| State | MD | State |
| ZIP Code | 214034503 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM C BAKER | Name |
| Title | President | Title |
| Phone | 4102688816 | Phone |
| Date Signed | 2013-06-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019519090 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | William C Baker | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HERNDON AVENUE | AddressLine1 |
| City | ANNAPOLIS | City |
| State | MD | State |
| ZIP Code | 214034503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 46574076 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CBF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | The Chesapeake Bay Foundation's (CBF) mission, simply stated, is to Save the Bay. See Schedule O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 236 | TotalNbrEmployees |
| Total Nbr Volunteers | 20073 | TotalNbrVolunteers |
| Total Gross UBI | 214271 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 23051 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 21991668 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 30974164 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1295944 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1318649 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 434526 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3729920 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 231781 | OtherRevenuePriorYear |
| Other Revenue Current Year | 257870 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 23953919 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36280603 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4160340 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 498896 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12797648 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12938374 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 134648 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 158845 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2917754 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10137937 | OtherExpensePriorYear |
| Other Expenses Current Year | 10296013 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 27230573 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23892128 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3276654 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 12388475 | RevenuesLessExpensesCY |
| Total Assets BOY | 80380033 | TotalAssetsBOY |
| Total Assets EOY | 89855112 | TotalAssetsEOY |
| Total Liabilities BOY | 11671377 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11709117 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 68708656 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 78145995 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Chesapeake Bay Foundation's (CBF) mission, simply stated, is to Save the Bay. See Schedule O for Contination (page 52) | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5594633 | Expense |
| Revenue | 1033464 | Revenue |
| Description | Education CBF provided over 35,423 days of service to over 29,000 students and teachers with field-based, hands-on education programs at 15 centers in VA, MD, PA, and DC; trained 300 teachers through 24 professional development immersion courses; engaged over 70 principals in environmental leadership courses; and taught leadership skills to a select group of 55 students who were interested in taking action on behalf of the Bay. See Schedule O for Continuation (page 53) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9594393 | Expense |
| Grants | 498896 | Grants |
| Revenue | 285185 | Revenue |
| Description | Environmental Protection and Restoration (EPR) CBF's top priorities were supporting and implementing the 2010 federal/state plan to reduce water pollution in the Chesapeake Bay and its tributaries by 2025, and defeating efforts to weaken or stop the plan.See Schedule O for Continuation (page 53) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2741554 | Expense |
| Description | CommunicationsCBF explained the 2010 federal/state plan and defended it from opposition attacks in the press, in digital media, and through the development and distribution of reports and other collateral materials. See Schedule O for Continuation (page 54) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 17930580 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 152 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 236 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | VI | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAY R NANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4102688816 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HERNDON AVENUE | AddressLine1 |
| City | ANNAPOLIS | City |
| State | MD | State |
| ZIP Code | 214034503 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (51 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Simon Sidamon-Eristoff | |||||||
| Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| Alan R Griffith | |||||||
| Vice Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| James E Rogers | |||||||
| Vice Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| Susan S Phillips | |||||||
| Secretary (until 1/31/2012) | 1.00 | X | X | 0 | 0 | 0 | |
| Alan L Wurtzel | |||||||
| Treasurer (until 1/31/2012)/Trustee | 1.00 | X | X | 0 | 0 | 0 | |
| S Decker Anstrom | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jane P Batten | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Joanne S Berkley | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Donald F Boesch PhD | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| W Russell G Byers Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| John T Casteen III | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Thomas M Davis III | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Amanda Deaver | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Richard L Franyo | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| G Waddy Garrett | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Lauren Gleason | |||||||
| Trustee (Stanley) | 1.00 | X | 0 | 0 | 0 | ||
| Carolyn Groobey | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Janet F Haas MD | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Ann Fritz Hackett | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Anna Johnson | |||||||
| Trustee (Stanley) | 1.00 | X | 0 | 0 | 0 | ||
| Robert A Kinsley | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Matthew J Klein | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Burks B Lapham | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Byron F Marchant | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| H Turney McKnight | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Charles W Moorman | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| W Tayloe Murphy Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Arnold I Richman | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Marie W Ridder | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Alexis G Sant | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Truman T Semans | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Anne B Shumadine | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jennifer Stanley | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Bishop Eugene Taylor Sutton | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Anthony A Williams | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Susan P Wilmerding | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Peter L Woicke | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Adrian M Fenty | |||||||
| Ex-Officio Trustee (until 1/31/2012) | 1.00 | X | 0 | 0 | 0 | ||
| Edward G Rendell | |||||||
| Ex-Officio Trustee (until 1/31/2012) | 1.00 | X | 0 | 0 | 0 | ||
| Joanne S Berkley | |||||||
| Ex-Officio Trustee (until 1/31/2012) | 1.00 | X | 0 | 0 | 0 | ||
| Martin J O'Malley | |||||||
| Ex-Officio Trustee (until 1/31/2012) | 1.00 | X | 0 | 0 | 0 | ||
| Robert F McDonnell | |||||||
| Ex-Officio Trustee (until 1/31/2012) | 1.00 | X | 0 | 0 | 0 | ||
| William C Baker | |||||||
| President | 40.00 | X | X | 173579 | 0 | 31905 | |
| Mary Tod Winchester | |||||||
| Secretary (Starting 2/1/12) | 40.00 | X | 119430 | 0 | 25923 | ||
| Fay R Nance | |||||||
| Treasurer (Starting 2/1/12) | 40.00 | X | 146500 | 0 | 12681 | ||
| Charles D Foster Jr | |||||||
| Asst. Treasurer | 40.00 | X | 93977 | 0 | 24301 | ||
| Vollie D Melson | |||||||
| Vice Pres.- Development | 40.00 | 115248 | 0 | 17943 | X | ||
| Donald R Baugh | |||||||
| Vice Pres.- Education | 40.00 | 119258 | 0 | 29739 | X | ||
| Elizabeth Buckman | |||||||
| Vice Pres.- Communications | 40.00 | 127322 | 0 | 19528 | X | ||
| Jon A Mueller | |||||||
| Vice Pres.-Litigation | 40.00 | 136350 | 0 | 15266 | X | ||
| Kimberly L Coble | |||||||
| Vice Pres.- Env. Protection | 40.00 | 133701 | 0 | 9595 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1165365 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 186881 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| The Production Advantage Inc | |||||
| 13873 Park Center Rd | Oak Hill | VA | 20171 | Mass Production & Printing | 905385 |
| Citizens Campaign Inc | |||||
| 23885 Denton St Suite B | Clinton Township | MI | 48036 | Public Outreach & Advocacy | 556150 |
| Whitmore Print & Imaging Inc | |||||
| 1982 Moreland Parkway | Annapolis | MD | 21401 | Mass Production & Printing | 372135 |
| Carol Enters List Co Inc | |||||
| PO Box 2409 | Fairfax | VA | 22031 | List Management & Brokerage | 234364 |
| Newport Creative | |||||
| 33 Railroad Avenue | Duxbury | MA | 02332 | Mass Production & Printing | 117175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Federated Campaigns | 429093 | FederatedCampaigns |
| Fundraising Events | 310451 | FundraisingEvents |
| Government Grants | 2044604 | GovernmentGrants |
| All Other Contributions | 28190016 | AllOtherContributions |
| Noncash Contributions | 862099 | NoncashContributions |
| Total Contributions | 30974164 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and Education | 900099 | 1033464 | 1033464 |
| Farm Income | 900099 | 171713 | 171713 |
| Contract Income | 900099 | 93791 | 93791 |
| Workshop Income | 900099 | 2795 | 2795 |
| Tour Income | 900099 | 730 | 730 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16156 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16156 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1318649 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1273126 | TotalRevenueColumn |
| Unrelated Business Revenue | 792 | UnrelatedBusinessRevenue |
| Exclusion | $1,272,334 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46881 | TotalRevenueColumn |
| Exclusion | $46,881 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 270731 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 270731 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 270731 | TotalRevenueColumn |
| Unrelated Business Revenue | 213479 | UnrelatedBusinessRevenue |
| Exclusion | $57,252 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8764319 | Securities |
| Other | 3831782 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8277424 | Securities |
| Other | 1861883 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 486895 | Securities |
| Other | 1969899 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2456794 | TotalRevenueColumn |
| Exclusion | $2,456,794 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 94424 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 310451 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 154166 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -59742 | TotalRevenueColumn |
| Exclusion | -$59,742 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36280603 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1318649 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 214271 | UnrelatedBusinessRevenue |
| Exclusion | $3,773,519 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 498896 | Total |
| Program Services | 498896 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1423918 | Total |
| Program Services | 633732 | ProgramServices |
| Management And General | 643929 | ManagementAndGeneral |
| Fundraising | 146257 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8022486 | Total |
| Program Services | 6250489 | ProgramServices |
| Management And General | 791899 | ManagementAndGeneral |
| Fundraising | 980098 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299379 | Total |
| Program Services | 230840 | ProgramServices |
| Management And General | 30026 | ManagementAndGeneral |
| Fundraising | 38513 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2490963 | Total |
| Program Services | 1818708 | ProgramServices |
| Management And General | 353929 | ManagementAndGeneral |
| Fundraising | 318326 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 701628 | Total |
| Program Services | 515693 | ProgramServices |
| Management And General | 101865 | ManagementAndGeneral |
| Fundraising | 84070 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81375 | Total |
| Program Services | 56822 | ProgramServices |
| Management And General | 13600 | ManagementAndGeneral |
| Fundraising | 10953 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123853 | Total |
| Management And General | 123853 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121622 | Total |
| Program Services | 121622 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158845 | Total |
| Fundraising | 158845 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138356 | Total |
| Management And General | 138356 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2087441 | Total |
| Program Services | 1830212 | ProgramServices |
| Management And General | 182044 | ManagementAndGeneral |
| Fundraising | 75185 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62693 | Total |
| Program Services | 46925 | ProgramServices |
| Fundraising | 15768 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2982679 | Total |
| Program Services | 2231540 | ProgramServices |
| Management And General | 84051 | ManagementAndGeneral |
| Fundraising | 667088 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367781 | Total |
| Program Services | 249715 | ProgramServices |
| Management And General | 77938 | ManagementAndGeneral |
| Fundraising | 40128 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183747 | Total |
| Program Services | 124891 | ProgramServices |
| Fundraising | 58856 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317925 | Total |
| Program Services | 306540 | ProgramServices |
| Management And General | 6757 | ManagementAndGeneral |
| Fundraising | 4628 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 393216 | Total |
| Program Services | 343730 | ProgramServices |
| Management And General | 25619 | ManagementAndGeneral |
| Fundraising | 23867 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215182 | Total |
| Program Services | 148794 | ProgramServices |
| Management And General | 52853 | ManagementAndGeneral |
| Fundraising | 13535 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524373 | Total |
| Program Services | 271491 | ProgramServices |
| Management And General | 197797 | ManagementAndGeneral |
| Fundraising | 55085 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 840795 | Total |
| Program Services | 725960 | ProgramServices |
| Management And General | 75635 | ManagementAndGeneral |
| Fundraising | 39200 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308662 | Total |
| Program Services | 250495 | ProgramServices |
| Management And General | 37737 | ManagementAndGeneral |
| Fundraising | 20430 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Allocation of G&A | 0 | 912116 | -1057863 | 145747 |
| Taxes (See Schedule O) | 1097251 | 1097251 | ||
| Repairs & Maintenance | 259338 | 224214 | 32784 | 2340 |
| Boat Charter | 43383 | 43383 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146341 | Total |
| Program Services | 93772 | ProgramServices |
| Management And General | 33734 | ManagementAndGeneral |
| Fundraising | 18835 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23892128 | Total |
| Program Services | 17930580 | ProgramServices |
| Management And General | 3043794 | ManagementAndGeneral |
| Fundraising | 2917754 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2424347 | Total |
| Program Services | 1586472 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 837875 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8162 | BOY |
| EOY | 8219 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10342204 | BOY |
| EOY | 8494985 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6718373 | BOY |
| EOY | 15093537 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1520910 | BOY |
| EOY | 1195942 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103000 | BOY |
| EOY | 102900 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 401161 | BOY |
| EOY | 462566 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 34063860 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13423553 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20220335 | BOY |
| EOY | 20640307 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20746644 | BOY |
| EOY | 24855138 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20251493 | BOY |
| EOY | 18939187 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67751 | BOY |
| EOY | 62331 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80380033 | BOY |
| EOY | 89855112 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2090908 | BOY |
| EOY | 1511915 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157838 | BOY |
| EOY | 282467 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7030000 | BOY |
| EOY | 6620000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 609051 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1783580 | BOY |
| EOY | 3294735 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11671377 | BOY |
| EOY | 11709117 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20515896 | BOY |
| EOY | 19136675 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9109509 | BOY |
| EOY | 15236052 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39083251 | BOY |
| EOY | 43773268 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68708656 | BOY |
| EOY | 78145995 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80380033 | BOY |
| EOY | 89855112 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 12388475 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2951136 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17300141 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18249743 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27715053 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21991668 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30974164 | CurrentTaxYear |
| Total | 116230769 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17300141 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18249743 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27715053 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21991668 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30974164 | CurrentTaxYear |
| Total | 116230769 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3139122 | AmountsSubstContributorsTotal |
| Public Support Total170 | 113091647 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2558678 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 960505 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 646593 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 587166 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1376467 | CurrentTaxYear |
| Total | 6129409 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12161 | CurrentTaxYearMinus4Years |
| Total | 12161 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 122372339 | TotalSupport |
| Gross Receipts From Admissions Etc | 6741984 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.92420 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.90850 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 92098 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 253559 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 345657 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 22450220 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 22795877 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 282314 | CurrentYearMinus3 |
| Current Year Minus2 | 565479 | CurrentYearMinus2 |
| Current Year Minus1 | 318065 | CurrentYearMinus1 |
| Current Year | 345657 | CurrentYear |
| Total | 1511515 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 56257 | CurrentYearMinus3 |
| Current Year Minus2 | 220533 | CurrentYearMinus2 |
| Current Year Minus1 | 108954 | CurrentYearMinus1 |
| Current Year | 92098 | CurrentYear |
| Total | 477842 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 37 | TotalNumberOfEasements |
| Total Acreage | 4774.00 | TotalAcreage |
| Nmbr Easements Modified | 1 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 2 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 16.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 668 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43282028 | BeginningOfYearBalance |
| Contributions | 6324069 | Contributions |
| Investment Earnings Or Losses | -984676 | InvestmentEarningsOrLosses |
| Other Expenditures | 2022993 | OtherExpenditures |
| End Of Year Balance | 46598428 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38609306 | BeginningOfYearBalance |
| Contributions | 88324 | Contributions |
| Investment Earnings Or Losses | 6577274 | InvestmentEarningsOrLosses |
| Other Expenditures | 1992876 | OtherExpenditures |
| End Of Year Balance | 43282028 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36906252 | BeginningOfYearBalance |
| Contributions | 376609 | Contributions |
| Investment Earnings Or Losses | 3382255 | InvestmentEarningsOrLosses |
| Other Expenditures | 2055810 | OtherExpenditures |
| End Of Year Balance | 38609306 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46463008 | BeginningOfYearBalance |
| Contributions | 658266 | Contributions |
| Investment Earnings Or Losses | -7871577 | InvestmentEarningsOrLosses |
| Other Expenditures | 2343445 | OtherExpenditures |
| End Of Year Balance | 36906252 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.22290 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.74650 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03060 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10315412 | OtherCostOrOtherBasis |
| Book Value | 10315412 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15836188 | OtherCostOrOtherBasis |
| Depreciation | 8025802 | Depreciation |
| Book Value | 7810386 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7912260 | OtherCostOrOtherBasis |
| Depreciation | 5397751 | Depreciation |
| Book Value | 2514509 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 20640307 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Partnerships/Alternative Investments | 16014837 | F |
| Beneficial Interest in Perpetual Trust | 2924350 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 18939187 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Split Interest Agreement | $932,507 |
| Interest Rate Swap Obligation | $1,276,494 |
| Income taxes payable on sale of debt financed property | $1,085,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3294735 | TotalOfAmounts |
| Total Revenue | 36280603 | TotalRevenue |
| Total Expenses | 23892128 | TotalExpenses |
| Excess Or Deficit For Year | 12388475 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2576601 | NetUnrealizedGLOnInvestments |
| Other | -$374,535 | OtherAmount |
| Total Adjustments | -2951136 | TotalAdjustments |
| Excess Or Deficit Per FS | 9437339 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 33962416 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2576601 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1702873 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -217216 | OtherRevenues |
| Revenue Not Rptd F990 | -1090944 | RevenueNotRptdF990 |
| Revenue Subtotal | 35053360 | RevenueSubtotal |
| Investment Expenses Not Included | 138356 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1088887 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1227243 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 36280603 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24525077 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1702873 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 154166 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1857039 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22668038 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 138356 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1085734 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1224090 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 23892128 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of How Organization Reports Conservation Easements: | Part II, Line 9: | A monetary value has not been placed on conservation easements; therefore, they are not included in financial statements. |
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Endowment funds are used for donor restricted projects as well as to fund unrestricted activities. Donor restricted endowments are used for education in general, field education, farm operations, support and maintenance of facilities and boats, and restoration projects. It is the policy of the Foundation to spend 5% of a twelve quarter trailing average of the sum of accumulated investments. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | In June 2006, the Financial Accounting Standards Board (FASB) released FASB ASC 740-10, Income Taxes, that provides guidance for reporting uncertainty in income taxes. For the years ended June 30, 2012 and 2011, the Foundation has documented its consideration of FASB ASC 740-10 and determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements. The Federal Form 990, Return of Organization Exempt from Income Tax, is subject to examination by the Internal Revenue Service, generally for three years after it is filed. |
| Part XI, Line 8 - Other Adjustments: | Partnership revenue not included in the financial -3,153. statements but included in revenue for unrelated business tax calculation Unrealized loss on interest rate swap -371,382. Total to Schedule D, Part XI, Line 8: -374,535. | |
| Part XII, Line 2d - Other Adjustments: | Special Event Expenses 154,166. Unrealized loss on interest rate swap -371,382. | |
| Part XII, Line 4b - Other Adjustments: | Income taxes on sale of debt financed property 1,085,734. Partnership revenue not included in the financial 3,153. statements but included in revenue for unrelated business tax calculation | |
| Part XIII, Line 2d - Other Adjustments: | Special Event Expenses 154,166. | |
| Part XIII, Line 4b - Other Adjustments: | Income taxes on sale of debt financed property 1,085,734. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 4604899 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 4604899 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 4604899 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| Newport Creative Communications | ||||||||
| 524 Seaward Drive | Severna Park | MD | 21146 | Direct Mail Member Acq. Consulting | 0 | 1731557 | 26917 | 1704640 |
| Charity Dynamics Inc | ||||||||
| 3420 Executive Center Dr Livingst | Austin | TX | 78731 | Online Consulting | 0 | 649852 | 16650 | 633202 |
| Citizens Campaign Inc | ||||||||
| 23885 Denton St Suite B | Clinton Township | MI | 48036 | Public Outreach | 1 | 368089 | 62170 | 305919 |
| Avalon Consulting | ||||||||
| 2030 M St NW 700 | Washington | DC | 20036 | Membership Consulting | 0 | 0 | 53108 | -53108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2749498 | TotalGrossReceipts |
| Total Retained By Contractors | 158845 | TotalRetainedByContractors |
| Total Net To Organization | 2590653 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BandInSand | NameOfEvent1 |
| Gross Receipts Event1 | 176175 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 133151 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 43024 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 20555 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 19566 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 4050 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 24666 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF | NameOfEvent2 |
| Gross Receipts Event2 | 228700 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 177300 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 51400 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 2869 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 23940 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 16972 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 300 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 41248 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 404875 | GrossReceiptsTotal |
| Charitable Contributions Total | 310451 | CharitableContributionsTotal |
| Gross Revenue Total Events | 94424 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 2869 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 44495 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 36538 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 4350 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 65914 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 154166 | DirectExpenseSummaryEvents |
| Net Income Summary | -59742 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Bradford County Conservation District | |||||||
| 200 Lake Rd Suite E | Towanda | PA | 18848 | 232703892 | government | 28881 | Implement Agricultural Best Management Practices |
| Center for Watershed Protection Inc | |||||||
| 8390 Main Street 2nd Floor | Ellicott City | MD | 21043 | 541644387 | 501(c)(3) | 8686 | Implement Agricultural Best Management Practices |
| Comprehensive Land Services | |||||||
| 1911 Barren Road | Oxford | PA | 19363 | 232963038 | 10555 | Implement Agricultural Best Management Practices | |
| DNDC Applications Research and Training LLC | |||||||
| 87 Packers Falls Road | Durham | NH | 03824 | 273429680 | 26361 | Greenhouse Gas Project | |
| Elizabeth River Project | |||||||
| 475 Water Street Suite 103A | Portsmouth | VA | 23704 | 541663058 | 501(c)(3) | 13941 | MD & VA Reef Ball Expansion |
| Environmental Defense Fund | |||||||
| 1875 Connecticut Ave NW Suite 600 | Washington | DC | 20009 | 116107128 | 501(c)(3) | 12250 | Greenhouse Gas Project |
| LandStudies Inc | |||||||
| 315 North Street | Lititz | PA | 17543 | 232618961 | 13527 | Implement Agricultural Best Management Practices | |
| Langenfelder Marine Inc | |||||||
| 400 Pier Avenue | Stevensville | MD | 21666 | 331013145 | 83892 | MD Alternative Substrate | |
| Red Barn Inc | |||||||
| 1383 Arcadia Rd STE 001 | Lancaster | PA | 17601 | 412024936 | 13234 | Implement Agricultural Best Management Practices | |
| Team Ag Inc | |||||||
| 120 Lake St | Ephrata | PA | 17522 | 233102803 | 182047 | Implement Agricultural Best Management Practices | |
| The Downstream Project | |||||||
| PO Box 1000 | Berryville | VA | 22611 | 260310939 | 501(c)(3) | 6750 | Implement Agricultural Best Management Practices |
| UVA Institute for Environmental Negotiation | |||||||
| 104 Emmet Street North | Charlottesville | VA | 22903 | 546001796 | 6345 | Facilitate environmental collabortion sessions | |
| Virginia Tech Cooperative Extension | |||||||
| 201 Southgate Center | Blacksburg | VA | 24061 | 546001805 | 49047 | Implement Agricultural Best Management Practices | |
| Whitescarver Natural Resources Mgmt | |||||||
| 120 Trimbles Mill Road | Swoope | VA | 24479 | 275233176 | 27852 | Provide Techncal Assistance to Landowners | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 9 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Grant agreements require detailed project reports that are reviewed by departmental Financial Managers before payments are made. Program Managers will also review and approve the Grantee's Project Performance according to the details of the grant. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| William C Baker | |||||||||||||
| 173423 | 0 | 0 | 0 | 156 | 0 | 7330 | 0 | 24575 | 0 | 205484 | 0 | 0 | 0 |
| Fay R Nance | |||||||||||||
| 146344 | 0 | 0 | 0 | 156 | 0 | 6086 | 0 | 6595 | 0 | 159181 | 0 | 0 | 0 |
| Jon A Mueller | |||||||||||||
| 136194 | 0 | 0 | 0 | 156 | 0 | 6010 | 0 | 9256 | 0 | 151616 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 7 | ReturnReference |
| Explanation | Kimberly L. Coble received a bonus of $7,550. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JMI Equity Fund IV LP | |||
| Board of Trustees | 606972 | TrusteeWilliam C. Baker is a compensated CEO and member of CBF's Board of Trustees. Truman T. Semans (Vice Chairman of Brown Advisory, Inc.) is a non-compensated member of the CBF Board of Trustees. Both listed serve on the Board of Directors for Brown Advisory, Inc., which serves as the investment manager for the JMI Equity Fund IV, L.P. CBF invested funds through Brown Advisory on terms and conditions identical to those available to other clients of Brown Advisory. The amount reflected in Column C is the total amount of assets held with the investment company. | 0 |
| Accel VIII LP | |||
| Board of Trustees | 68583 | TrusteeWilliam C. Baker is a compensated CEO and member of CBF's Board of Trustees. Truman T. Semans (Vice Chairman of Brown Advisory, Inc.) is a non-compensated member of the CBF Board of Trustees. Both listed serve on the Board of Directors for Brown Advisory, Inc. which serves as the investment manager for the Accel VIII, L.P. CBF invested funds through Brown Advisory on terms and conditions identical to those available to other clients of Brown Advisory. The amount reflected in Column C is the total amount of assets held with the investment company. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6756 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 85 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 692892 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (8 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Riprap rocks | 2 | 119806 | Fair market value |
| X | Auction items | 30 | 13325 | Sales price |
| X | Table saw | 1 | 500 | Fair market value |
| X | PC and monitor | 1 | 500 | Fair market value |
| X | Plane tickets | 1 | 9840 | Fair market value |
| X | Toilet trailer rental | 1 | 1680 | Fair market value |
| X | Golf hole signs | 1 | 1100 | Fair market value |
| X | Boat engine | 1 | 13500 | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | When necessary, licensed boat brokers are used to sell donated boats that are not used for operations. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Organization Mission Statement | Form 990, Part I, Line 1 | Continued from page 2: The Chesapeake Bay and its tributary rivers are broadly recognized as a national treasure. But, they are fouled by excess nitrogen, phosphorus, and sediment pollution. In fact, the Bay and most of its tidal tributaries are listed on the Clean Water Act's 303(d) list of "impaired waters." The Chesapeake Bay Foundation's (CBF) mission, simply stated, is to Save the Bay and keep it saved. We define a saved Bay as having a score of 70 (out of 100) on CBF's State of the Bay health index. Thanks largely to a dramatic reduction in the amount of pollution entering the system, at 70 the Chesapeake Bay and its tributary rivers will be highly productive and in good health as measured by established water-quality standards. The result will be clear water, free of the impacts from toxic contaminants, and healthy oxygen levels, able to support living resources in all parts of the Bay. Founded in 1966, CBF is the largest regional conservation organization dedicated solely to saving a national treasure-the Chesapeake Bay and its rivers and streams. With headquarters in Annapolis, MD; state offices in MD, VA, PA, and DC; and educational centers and programs across the region; CBF works throughout the 64,000-square mile Chesapeake watershed to educate-build an informed citizenry; advocate-advance pollution reduction; litigate-encourage enforcement of environmental law; and restore-rebuild the Bay system's natural filters such as oysters, underwater grasses, and streamside forests. CBF is supported by more than 200,000 members and e-subscribers and has a staff of 174 full-time employees. |
| Program Service Statement | Form 990, Part III, Line 4a | Education, continued from page 2: As a result of the environmental literacy graduation requirement in Maryland, CBF worked closely with Anne Arundel County public schools to help make them a statewide leader in outdoor education, with plans to provide outdoor learning experiences every year for all students in kindergarten through 12th grade. CBF has continued to work closely with Virginia Beach City Public Schools to implement a model systemic environmental literacy program that is providing hands-on field experiences and classroom activities for students and training for teachers. |
| Program Service Statement | Form 990, Part III, Line 4b | Environmental Protection and Restoration (EPR), continued from page 2: CBF planted 15.4 million oyster spat and over 1,450 acres of stream-side trees. In PA, CBF and partners installed 149 water quality improvement projects on 30 farms and worked to improve the regulation of the natural gas industry in the Marcellus Shale. In MD, CBF successfully pressed for legislation to reduce stormwater pollution in the state's 11 most populous jurisdictions. CBF also worked successfully to expand the amount of productive oyster bottom in sanctuaries protected from harvest, in addition to working with partners to increase the number of oyster spat-on-shell planted precisely on three-dimensional restoration reefs. In VA, CBF began a targeted campaign to restore the health of the Lafayette River in Norfolk, including improvements to stormwater systems and concentrated oyster restoration. In the General Assembly, CBF backed improving tax incentives for farmers who implement conservation practices; and successfully advocated for $28 million in agricultural assistance. Litigation CBF uses carefully chosen legal action as another tool for advancing the restoration and protection of the Chesapeake Bay and its tributaries. During FY12, CBF continued to pursue legal actions on the federal and state levels aimed at reducing pollution to the Bay. CBF was involved in several significant matters: the Farm Bureau's legal challenge of the Chesapeake Clean Water Blueprint, litigation regarding the Sparrows Point steel mill, several state land use cases, a number of Clean Air Act matters, and legal issues concerning impacts from drilling for natural gas in the Marcellus Shale region. |
| Program Service Statement | Form 990, Part III, Line 4c | Communications, continued from page 2: CBF was quoted or named in 1,716 print, broadcast, and online news stories or 4.7 times per day. CBF researched, wrote, and released Debunking the "Job Killer" Myth: How Pollution Limits Encourage Jobs in the Chesapeake Bay Region, and produced over 60 additional publications including the Save the Bay magazine, annual report, brochures, and informational materials. Over 500,000 unique visitors used cbf.org, and 16,000 advocacy messages were sent to key decision makers. CBF's bimonthly electronic newsletter was distributed to over 100,000 e-members. CBF's Facebook fans increased 30% to nearly 22,000. CBF's award-winning Bay Daily blog was visited by more than 55,000 unique visitors. CBF's more than 20,000 volunteers donated over 102,000 hours. Using the Independent Sector scale, their value is greater than $2 million. |
| Form 990, Part VI, Section A, line 4 | The corporation's Bylaws were amended in June 2011 in a number of respects. Significant changes include: eliminate elected officials as ex officio trustees; add the president and the Clagett Trustee as ex officio regular trustees; decrease number of regular trustees from no less than 30 to no less than 25; add two youth trustees; allow regular trustees to serve beyond three consecutive terms if trustee is serving as Chair or Vice Chair; change quorum requirement for governing board meetings to reflect state law; allow officers who are employees to be compensated for services; create a second Vice-Chair; eliminate position of Executive Vice President; revise indemnification provisions to conform to state law; eliminate provision on Chapters. | |
| Form 990, Part VI, Section B, line 11 | An independent audit firm was engaged to conduct the financial statements' audit and to assist in preparing the Form 990. The Chief Financial Officer and Finance staff directly participated in preparing the form, drafting responses to questions and reviewing the Form 990 in draft. The Chief Financial Officer then reviewed it with the President and Chairman of the Audit and Finance Committee. The 990 was provided to the Audit and Finance Committee, comprised of Board of Trustee members, for their review and comments, after which it was sent to the full Board before being electronically filed with the IRS. | |
| Form 990, Part VI, Section B, line 12c | Each Trustee, officer, key employee and employees in positions to obligate CBF are required to review a copy of the conflict of interest policy annually and complete a disclosure form identifying any relationship positions or circumstances in which he or she believes could contribute to a conflict. The conflict of interest disclosure form is completed, signed and returned to the Chief Financial Officer who notifies the Chairman of the Audit and Finance Committee and the General Counsel of any concerns. This process is also covered in orientation sessions held for new Trustees as well as for new employees. If items arise during Board meetings that are conflicts of interest, the board member having possible conflicts of interest cannot vote or participate in Board or Committee deliberations on the subject or be counted toward meeting a quorum. However, they may answer questions. | |
| Form 990, Part VI, Section B, line 15 | During the annual budget approval meeting of the Audit and Finance Committee of the Board of Trustees, the Committee reviews and approves the salary and any proposed pay increase for the President. Compensation related decisions are documented within the minutes. The President's last compensation review took place on May 7, 2012. Generally, compensation for all staff is independently reviewed and determined annually based on performance evaluation, and analysis of comparable data obtained from industry resources and peer organizations. An overall increase pool, based on market data, is approved by the Committee for use in the process. In addition, the President, Chief of Staff and Director of Human Resources review and approve all staff alignment to ensure consistency and continuity of various positions within the appropriate pay grades and ranges. The board also reviews the compensation of all key employees. | |
| Form 990, Part VI, Section C, line 19 | CBF's governing documents and conflict of interest policy are available to the public upon request using contact information on the website. Audited financial statements, the Form 990, and the Annual Report can be found on CBF's website. Audited financial statements and the Form 990 are also filed with state charitable solicitation registrations, and are also available through not-for-profit internet portals such as Guidestar and Charity Navigator. | |
| Form 990, Part IX, Line 24b: | During the year, the organization accrued federal and state tax expenses, related to unrelated business income generated from the sale of its interest in a partnership. The total amount of tax expenses accrued for both federal and state taxes was $1,097,251. | |
| Changes in Net Assets or Fund Balances: | Form 990, Part XI, line 5: | Net unrealized losses on investments: -2,576,601. Partnership revenue not included in the financial -3,153. statements but included in revenue for unrelated business tax calculation Unrealized loss on interest rate swap -371,382. Total to Form 990, Part XI, Line 5: -2,951,136. |
| Form 990, Amended Return: The original 990 was amended to correct the compensation inadvertently overstated for an employee as reported on Part VII. Due to this revision, Part VII, Schedule J and Schedule O were updated. |
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