2012-07-11T10:29:58-05:00 2011-12-31 135381590 BDO USA LLP 7101 WISCONSIN AVE SUITE 800 BETHESDA MD 208144827 990 2011-01-01 530196544 AMERICAN FORESTS AMER 2027371944 734 FIFTEENTH STREET NW SUITE 800 WASHINGTON DC 20005 SCOTT STEEN 2027371944 2012-07-11 1 MICHAEL SORRELLS CPA P00001737 3016544900 2011 2016-02-24 21:20:13Z SCOTT STEEN 734 FIFTEENTH STREET NW SUITE 800 WASHINGTON DC 20005 5193735 0 X WWW.AMERICANFORESTS.ORG X 1875 DC AMERICAN FORESTS PROTECTS AND RESTORES FORESTS, PRESERVING THE HEALTH OF OUR PLANET AND THE WELL-BEING OF ITS INHABITANTS. 8 8 32 5787 58371 0 6268991 4003956 156090 143939 130107 250850 23006 148259 6578194 4547004 2110216 2050412 0 0 1706999 1990537 50200 0 563275 1459325 1110311 5326740 5151260 1251454 -604256 10411420 9195925 1700366 1173083 8711054 8022842 X AMERICAN FORESTS PROTECTS AND RESTORES FORESTS, PRESERVING THE HEALTH OF OUR PLANET AND THE WELL-BEING OF ITS INHABITANTS. FOUNDED IN 1875, THE ORGANIZATION HAS SERVED AS A CATALYST FOR MANY OF THE MOST IMPORTANT MILESTONES IN THE CONSERVATION MOVEMENT, INCLUDING THE FOUNDING OF THE U.S. FOREST SERVICE, THE NATIONAL FOREST AND PARK SYSTEMS, THE CREATION OF THE MODERN ENVIRONMENTAL MOVEMENT, AND SIGNIFICANT IMPROVEMENTS IN ENVIRONMENTAL LEGISLATION AND FOREST MANAGEMENT PRACTICES. SINCE 1990, AMERICAN FORESTS HAS PLANTED NEARLY 40 MILLION TREES IN FOREST ECOSYSTEM RESTORATION PROJECTS AROUND THE GLOBE, RESULTING IN CLEANER AIR AND DRINKING WATER, RESTORED HABITAT FOR WILDLIFE AND FISH, AND THE REMOVAL OF MILLIONS OF TONS OF CARBON FROM THE ATMOSPHERE. 1 1 2871657 2050412 CONSERVATION AND PUBLIC POLICY - RESTORING FOREST ECOSYSTEMS, SUPPORTING URBAN FOREST RESEARCH AND WORK, ADVOCATING FOR SOUND NATIONAL FOREST POLICIES AND FUNDING, PROMOTING SCIENCE AND RESEARCH, AND WORKING WITH LOCAL AND COMMUNITY PARTNERS ARE THE LYNCHPINS OF AMERICAN FORESTS' CONSERVATION AND PUBLIC POLICY WORK. IN THE LAST 20 YEARS, OUR GLOBAL RELEAF PROGRAM HAS HELPED RESTORE FORESTS IN ALL 50 STATES AND 38 COUNTRIES AROUND THE WORLD, PLANTING MORE THAN 40 MILLION TREES. FOR ALMOST TWO DECADES, AMERICAN FORESTS HAS WORKED WITH CITIES AND RESEARCHERS AROUND THE COUNTRY TO ANALYZE FOREST COVER IN URBAN ENVIRONMENTS AND TO HELP PROMOTE THE BENEFITS THAT TREES IN CITIES CAN PROVIDE. FOR MORE THAN A CENTURY, AMERICAN FORESTS HAS BEEN AT THE FOREFRONT OF FOREST POLICY, MEETING WITH KEY POLICYMAKERS AND ARGUING FOR APPROPRIATE PLANS AND LEVELS OF FUNDING TO SUPPORT NEEDED WORK IN OUR NATION'S FORESTS. THROUGHOUT THE COURSE OF ITS HISTORY, AMERICAN FORESTS HAS GROUNDED ITS WORK IN THE BEST SCIENCE OF THE TIME, AND WITH THE 2011 CREATION OF ITS SCIENCE ADVISORY BOARD, AMERICAN FORESTS HAS ALIGNED ITSELF WITH SOME OF THE NATION'S PREMIERE SCIENTISTS TO CONTINUE DEVELOPING ITS WORK IN AND AROUND THE LATEST SCIENCE. FOR DECADES, AMERICAN FORESTS HAS WORKED WITH LOCAL PARTNERS TO HELP RESTORE AND PROTECT FORESTS AND HAS SERVED ON MANY LOCAL AND REGIONAL COALITIONS AND COMMUNITY GROUPS TO PROMOTE STRONG LOCAL FORESTRY PRACTICES AND PARTNERSHIPS. 374415 85568 STRATEGIC INITIATIVES AND PUBLIC OUTREACH - FORESTS AND TREES IMPACT THE LIVES OF EVERY INDIVIDUAL ON THE PLANET. BY ENGAGING A STRONG, ACTIVE COMMUNITY OF RESEARCH AND ENGAGEMENT THROUGH ITS STRATEGIC INITIATIVES AND PUBLIC OUTREACH PROGRAM, AMERICAN FORESTS IS ABLE TO BETTER ACCOMPLISH ITS MISSION OF PROTECTING AND RESTORING FORESTS. IN THE AREA OF RESEARCH, AMERICAN FORESTS IS DEVELOPING A NUMBER OF NEW INITIATIVES AND PROGRAMS THAT WILL HELP SUPPORT NEW AND CONTINUING SCIENTIFIC ENDEAVORS, INCLUDING A RESEARCH INSTITUTE. TO ENGAGE PEOPLE IN ITS WORK, AMERICAN FORESTS PARTNERS ON PUBLIC EVENTS, LIKE ITS 2011-2012 PROJECT WITH JAPANESE EMBASSIES ACROSS AMERICA FOR CHERRY TREE PLANTINGS IN THEIR RESPECTIVE CITIES, AND IS DEVELOPING VOLUNTEERING ACTIVITIES AROUND KEY CAMPAIGNS. SOME OTHER MAJOR INITIATIVES BRIDGE RESEARCH AND ENGAGEMENT, SUCH AS A CAMPAIGN FOCUSED ON AMERICA'S ENDANGERED WESTERN FORESTS, IN WHICH AMERICAN FORESTS IS PARTNERING WITH LEADING SCIENTISTS STUDYING THESE FORESTS WHILE ALSO CREATING EVENTS FOR INDIVIDUALS TO HELP AID THE EFFORTS TO SAVE THESE FORESTS. 438887 COMMUNICATIONS - BEYOND SUPPORTING THE WORK OCCURRING IN THE CONSERVATION AND PUBLIC POLICY AND STRATEGIC INITIATIVES AND PUBLIC OUTREACH PROGRAMS, AMERICAN FORESTS' COMMUNICATIONS PROGRAM FOCUSES ON EDUCATING ITS COMMUNITY ABOUT THE ISSUES, CHALLENGES AND DEVELOPMENTS IN THE FORESTRY WORLD. THIS GOAL IS ACCOMPLISHED THROUGH THE DAILY BLOG, LOOSE LEAF; THE MONTHLY E-NEWSLETTER, FOREST FILES; AND QUARTERLY MAGAZINE, AMERICAN FORESTS. IN ADDITION, AMERICAN FORESTS' NATIONAL BIG TREE PROGRAM IS A PRIME EDUCATION EFFORT, PROMOTING MORE THAN 700 OF AMERICA'S BIGGEST TREES ACROSS HUNDREDS OF SPECIES. EVERY YEAR, THE PROGRAM RECEIVES HUNDREDS OF NOMINATIONS FOR BIG TREES AND USES THE PUBLICATION OF ITS NATIONAL REGISTER OF BIG TREES TO COMMUNICATE THE IMPORTANT ROLE BIG TREES PLAY IN ECOSYSTEMS ACROSS AMERICA. 3684959 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 35 0 1 32 1 1 1 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NC NJ OR OH PA RI SC TN TX UT VA WI WA WV AL AZ CA CO CT DC FL GA IL ME MN MD MI MD MI MO MA MS NM X X X REBECCA WALKER 2027371944 734 FIFTEENTH STREET NW SUITE 800 WASHINGTON DC 20005 LYNDA WEBSTER 1.00 X X 0 0 0 ANN NICHOLS 1.00 X X 0 0 0 RODERICK A DEARMENT 1.00 X X 0 0 0 ZIM BOULOS 1.00 X 0 0 0 MICHAEL CHENARD 1.00 X 0 0 0 STEVE MARSHALL 1.00 X 0 0 0 BOYD MATSON 1.00 X 0 0 0 SUSAN SARFATI 1.00 X 0 0 0 SCOTT STEEN 40.00 X 261393 0 4556 REBECCA WALKER 40.00 X 115620 0 19 GERALD GRAY 40.00 X 158800 0 7940 PETER HUTCHINS 40.00 X 124961 0 3445 GREG MEYER 40.00 X 115646 0 167 776420 0 16127 5 0 1 0 0 85601 47631 26863 3843861 59112 4003956 HISTORIC TREE SALES 900099 85568 85568 MAGAZINE ADVERTISING 541800 58371 58371 143939 173434 173434 1000 1000 722817 1330 644695 2036 78122 -706 77416 77416 CANCELLED GRANTS 900099 128916 128916 MISCELLANEOUS 900099 18343 18343 147259 4547004 85568 58371 399109 1481279 1481279 569133 569133 945415 531816 296667 116932 905446 428492 281367 195587 16418 14342 1098 978 48771 26283 13182 9306 74487 32650 29208 12629 19645 2980 8485 8180 26870 26870 27986 27986 456037 289585 63268 103184 212451 124703 29457 58291 188752 108797 44960 34995 81286 37527 40660 3099 46518 26510 11251 8757 20800 10862 5484 4454 BAD DEBTS EXPENSE 23083 23083 STATE REGISTRATIONS 6883 6883 5151260 3684959 903026 563275 160 500 3767276 3261880 2062535 1263365 8528 31750 69758 714042 632238 102909 81804 4433414 4496714 13376 13376 10411420 9195925 180325 133249 1323355 926439 43312 4212 153374 109183 1700366 1173083 X 5064121 4989678 3616933 3002497 30000 30667 8711054 8022842 10411420 9195925 X -604256 -83956 X X 0 1 1 X 0 X 3210752 3755281 8873827 6268991 4003956 26112807 116576 215141 711147 156090 143939 1342893 3327328 3970422 9584974 6425081 4147895 27455700 0 0 0 27455700 74447 39560 33857 124837 173434 446135 74447 39560 33857 124837 173434 446135 148259 148259 3401775 4009982 9618831 6549918 4469588 28050094 0.97880 0.98750 0.01590 0.01250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 181710 147453 34257 159294 140655 18639 373038 344130 28908 81804 DEFERRED RENT 109183 109183 4547004 5151260 -604256 -83956 -83956 -688212 4369260 -83956 35128 -48828 4418088 128916 128916 4547004 5057472 35128 35128 5022344 128916 128916 5151260 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: AF IS A NOT-FOR PROFIT ORGANIZATION INCORPORATED IN THE DISTRICT OF COLUMBIA AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT HAS BEEN DETERMINED THAT THE ORGANIZATION IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A). AF IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ON ANY NET ADVERTISING AND SALES REVENUE RELATED TO ITS PUBLICATIONS. AF DID NOT HAVE ANY MATERIAL UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2011. PART XII, LINE 4B - OTHER ADJUSTMENTS: CANCELLATION OF GRANT REVENUE 128,916. PART XIII, LINE 4B - OTHER ADJUSTMENTS: CANCELLATION OF GRANT REVENUE 128,916. 1 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION REFORESTATION FOR MONARCH BUTTERFLIES, WATERSHED PROTECTION, ETC. 171779 ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION REFORESTATION, MANGROVE PROTECTION,URBAN PLANTINGS, GROUND WATER ISSUES, AND COMMUNITY PLANTINGS. 226154 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION REFORESTATION AND GROUND WATER ISSUES. 8800 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION REFORESTATION AND WATERSHED RESTORATION 70397 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION REFORESTATION AND COMMUNITY PLANTINGS. 82784 0 0 0 0 0 0 559914 0 559914 ASIA REFORESTATION 118695 WIRE ASIA REFORESTATION 100000 WIRE ASIA REFORESTATION 27805 WIRE ASIA REFORESTATION 25000 WIRE ASIA REFORESTATION 12454 WIRE ASIA REFORESTATION AND EDUCATION 6000 WIRE NORTH AMERICA AND ASIA REFUND CARBON SEQUESTRATION GRANT TO PARTNER 35000 CHECK EUROPE REFORESTATION 25000 WIRE EUROPE REFORESTATION 25000 WIRE EUROPE REFORESTATION 19284 WIRE EUROPE REFORESTATION 13500 WIRE NORTH AMERICA REFORESTATION 71979 WIRE NORTH AMERICA REFORESTATION AND IMPROVE WATER QUALITY 25000 WIRE NORTH AMERICA REFORESTATION 25000 WIRE NORTH AMERICA REFORESTATION 19800 WIRE NORTH AMERICA REFORESTATION 12500 WIRE SOUTH AMERICA REFORESTATION 7800 WIRE SUB-SAHARAN AFRICA REFORESTATION 25000 WIRE SUB-SAHARAN AFRICA REFORESTATION 22597 WIRE SUB-SAHARAN AFRICA REFORESTATION 15000 WIRE 24 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: GRANTS FUNDS ARE GENERALLY DISBURSED AFTER RECEIPT AND REVIEW OF PHOTOS AND FORMAL PROJECT REPORTS DETAILING THE COMPLETION OF PROJECTS AND HOW FUNDS WERE EXPENDED. 1 USDA FOREST SERVICE 101B SUN AVE NE ALBUQUERQUE NM 87109 720564834 115 610262 FOREST SERVICE PROJECTS TO REFOREST MANY NATIONAL FORESTS. MUSKEGON CONSERVATION DISTRICT 940 N VAN EYCK MUSKEGON MI 49442 382333068 501C3 23883 LOCAL EDUCATIONAL OUTREACH AND HELP TO PLANT 16,600 TREES. CALCASIEU PARISH SCHOOL SYSTEM 600 S SHATTUCK ST LAKES CHARLES LA 70601 726000235 501C3 18707 PLANT 1,000 TREES ON LOCAL PUBLIC SCHOOL LANDS. DOGWOOD ARTS FESTIVAL INC 602 SOUTH GAY STREET KNOXVILLE TN 37902 626074113 501C3 12500 RESTORE THE DOGWOOD TREE'S POPULATION TO EAST TN. KESLING OUTDOOR EDUCATION PROGRAM 306 EAST 18TH STREET LA PORTE IN 46350 356006839 501C3 25000 HELP STUDENTS PLANT 220 TREES. TREE LAFAYETTE 1915 SCOTT STREET LAFAYETTE IN 47904 351896066 501C3 17250 EDUCATIONAL EVENTS AND URBAN TREE PLANTINGS. NATIONAL FOREST FOUNDATION 803 2ND STREET STE A DAVIS CA 95616 521786332 501C3 25000 PLANT 6,500 TREES TO HELP RESTORE PREVIOUSLY BURNED LAND. THE NATURE CONSERVANCY PO BOX 20246 CHARLESTON SC 29413 530242652 501C3 25000 PLANT 125,000 LONGLEAF PINE SEEDLINGS. NOOKSACK SALMON ENHANCEMENT ASSOCIATION 2445 E BAKERVIEW RD BELLINGHAM WA 98226 643104016 501C3 25000 PLANT 40,000 TREES TO IMPROVE SALMON HABITAT. TOWN OF MASSENA ELECTRIC DEPARTMENT 71 E HATFIELD ST MASSENA NY 13662 156001040 501C3 16000 IMPROVE URBAN FORESTS IN MASSENA, NY. TREES ATLANTA 225 CHESTER AVE SE ATLANTA GA 30316 581584758 501C3 25000 IMPROVE URBAN FORESTS IN ATLANTA, GA. WESTERN PENNSYLVANIA CONSERVANCY 800 WATERFRONT DRIVE PITTSBURGH PA 15222 251053485 501C3 25000 PLANT 6,800 TREES IN URBAN AREAS IN PITTSBURGH, PA. STATE OF CALIFORNIA - DEPARTMENT OF PARKS AND RECREATION 200 PALM CANYON DRIVE BORREGO SPRINGS CA 92004 680303606 115 373442 CUYAMACA RANCHO STATE PARK-RESTORE FORESTS IN PORTIONS OF THE STATE PARK. PINCHOT INSTITUTE 1616 P STREET NW SUITE 100 WASHINGTON DC 20036 521935342 501C3 33000 BETTER COORDINATE COMMUNICATIONS STRATEGIES AT THE NATIONAL LEVEL. LA CRUZ HABITAT PROTECTION PROJECT INC 404 VICTORIA AVENUE MCALLEN TX 78503 208448752 501C3 100000 PLANT 200,000 TREES TO IMPROVE MONARCH BUTTERFLY HABITAT. FRIENDS OF THE WILDLIFE CORRIDOR 3325 GREEN JAY RD ALAMO TX 78516 742847358 501C3 CONNECT FOREST FRAGMENTS-PROVIDE HABITAT FOR OCELOTS AND MIGRATORY BIRDS. MOJAVE DESERT RESOURCE CONSERVATION DISTRICT 14393 PARK AVENUE SUITE 200 VICTORVILLE CA 92392 330466656 501C3 48450 PLANT 51,000 TREES IN PREVIOUSLY BURNED AREAS. SUSTAINABLE HARVEST INTERNATIONAL 779 NORTH BEND ROAD SURRY ME 04684 432023182 501C3 PLANT 25,000 TREES. SUGAR PINE FOUNDATION 1458 MT RAINIER DRIVE SOUTH LAKE TAHOE CA 96150 251909869 501C3 7500 PLANT 10,000 TREES AROUND LAKE TAHOE. 19 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GLOBAL RELEAF GRANT AWARDS ARE GENERALLY REIMBURSABLE AWARDS FOR WHICH WE REQUEST AND RECEIVE A PROJECT REPORT FORM BEFORE PROVIDING PAYMENT TO GRANTEES. THE PROJECT REPORT FORM REQUESTS: 1. A NARRATIVE RESPONSE TO QUESTIONS ON WHETHER AND HOW WELL THE GRANTEE HAS CARRIED OUT THE PROPOSED GRANT ACTIVITIES AND ACHEIVED PROPOSED OBJECTIVES; AND, 2. FINANCIAL AND BUDGET INFORMATION ON HOW THE REQUESTED GRANT AMOUNTS WERE EXPENDED, AS WELL AS INFORMATION ABOUT OTHER FUNDS AND SUPPORT DIRECTED TO THE PROJECT; AND, 3. PHOTOS THAT PROVIDE FURTHER DETAIL ON PLANTING SITES. X X X X X 0 0 0 0 0 0 0 0 0 SCOTT STEEN 255738 0 0 0 5655 0 0 0 4556 0 265949 0 0 0 GERALD GRAY 149440 0 0 0 9360 0 0 0 7940 0 166740 0 0 0 X 1 10385 DONATION DATE VALUE X ADVERTISING 1 38727 STANDARD RATES X FURNITURE 1 10000 WHOLESALE PRICE 0 0 1 THIRD PARTY USE: PART I, LINE 32B: OUR INVESTMENT ADVISORS RECEIVE GIFTS OF STOCK TO AMERICAN FORESTS IN OUR ACCOUNT AND SELL THE SHARES IMMEDIATELY. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 WITH A CHANGE IN LEADERSHIP AND A SHIFT IN FOCUS, THIS YEAR AMERICAN FORESTS DEVELOPED STRATEGIC INITIATIVES AND PUBLIC OUTREACH, WHICH IS DESIGNED TO BETTER ENGAGE AND EDUCATE THE PUBLIC AS WELL AS FURTHER OUR WORK IN THE SCIENTIFIC FIELDS. CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 OUR PREVIOUS PROGRAM AREAS OF FOREST POLICY CENTER, URBAN FOREST CENTER AND GLOBAL RELEAF HAVE ALL BEEN INTEGRATED INTO THE NEW PROGRAM OF CONSERVATION AND PUBLIC POLICY. BECAUSE NATURE KNOWS NO BOUNDS BETWEEN URBAN AND RURAL SETTINGS, IT WAS IMPORTANT TO CENTRALIZE ALL OF OUR FOREST RESTORATION AND POLICY WORK, ALLOWING THE VARIOUS COMPONENTS TO BETTER INFORM AND GUIDE ONE ANOTHER. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE RECEIVES THE COMPLETED IRS FORM 990 TO REVIEW. AFTER THEY REVIEW IT, THE FORM IS DISTRIBUTED TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, EMPLOYEES AND VOLUNTEERS ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICTS QUESTIONNAIRE. ANY CONFLICTS DISCLOSED IN THIS PROCESS ARE RESOLVED. FORM 990, PART VI, SECTION B, LINE 15A CEO COMPENSATION REVIEW INCLUDED REVIEWING 990S OF SIMILAR ORGANIZATIONS, INCLUDING THREE OF OUR TOP COMPETITORS: AMERICAN FOREST FOUNDATION, NATIONAL FOREST FOUNDATION, AND THE ARBOR DAY FOUNDATION. NON-PROFIT SALARY SURVEYS WERE ALSO CONSULTED. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S 990 IS MADE AVAILABLE ON ITS OWN WEBSITE, ANOTHER'S WEBSITE, AND UPON REQUEST. THE FORM 1023 AND 990-T ARE MADE AVAILABLE ONLY UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -83,956. OVERSIGHT OF AUDIT: FORM 990, PART XI, LINE 2C THERE HAVE BEEN NO CHANGES DURING THE YEAR IN THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS.