2012-11-14T10:17:14-06:00 2012-06-30 391173131 SCHENCK SC PO BOX 23819 GREEN BAY WI 543053819 990 2011-07-01 391415070 WHITETAILS UNLIMITEDINC WHIT 9207436777 PO BOX 720 STURGEON BAY WI 542350720 WILLIAM GERL 9207436777 2012-11-09 1 JASON KIEHNAU P00766933 9204367800 2012-11-08 2011 2016-02-24 21:20:13Z WILLIAM GERL JR PO BOX 720 STURGEON BAY WI 54235 12591457 0 X WWW.WHITETAILSUNLIMITED.COM X 1984 WI OUR MISSION IS TO PRESERVE THE HUNTING TRADITION FOR FUTURE GENERATIONS, PROMOTE THE ACQUISITION, ENHANCEMENT, AND MANAGEMENT OF WILDLIFE HABITAT, AND DEVELOP AND PROMOTE EDUCATIONAL PROGRAMS RELATED TO WILDLIFE CONSERVATION. 3 0 32 1200 40904 -18111 2047436 2274229 453855 428911 87955 9679 3016324 3247816 5605570 5960635 122913 194703 0 0 2302019 2474816 0 0 213682 2799843 2773964 5224775 5443483 380795 517152 5647507 6253067 1391739 1473641 4255768 4779426 X OUR MISSION IS TO PRESERVE THE HUNTING TRADITION FOR FUTURE GENERATIONS, PROMOTE THE ACQUISITION, ENHANCEMENT, AND MANAGEMENT OF WILDLIFE HABITAT, AND DEVELOP AND PROMOTE EDUCATIONAL PROGRAMS RELATED TO WILDLIFE CONSERVATION. 0 0 2578810 386105 DEER PROGRAM - FOR OVER A QUARTER-CENTURY, WHITETAILS UNLIMITED HAS BEEN ONE OF THE NATION'S CONSERVATION LEADERS IN PROMOTING PUBLIC WILDLIFE EDUCATION AND RECREATION IN THE GREAT OUTDOORS. OUR DEER PROGRAM BUILDS BRIDGES AMONG OUTDOOR RECREATIONISTS AND MAINTAINS ITS TRADITIONAL INTEREST IN HUNTER ETHICS AND FIREARM SAFETY. SPONSORED ACTIVITIES INCLUDE: EDUCATIONAL SCHOLARSHIPS, YOUTH OUTDOOR DAYS, SHOOTING SPORTS PROGRAMS, WOMEN'S OUTDOORS PROGRAM, DEER HUNT CLINICS, AND NATIONAL HUNTING AND FISHING DAY EVENTS. 776573 108721 PRESERVING THE HUNTING TRADITION - DURING THE AGE OF RISEN ANTI-HUNTING SENTIMENT, SOME WOULD CLASSIFY THE HUNTER AS AN ENDANGERED SPECIES. WHITETAILS UNLIMITED IS WORKING DAILY TO COMBAT THIS PUBLIC MISCONCEPTION AND PRESERVE THE HUNTING TRADITION. SINCE 1982, WE HAVE BEEN SERVING THE NATIONWIDE NEEDS OF OVER 55,000 VOLUNTEER HUNTER EDUCATION INSTRUCTORS CHALLENGED WITH TEACHING OUR CHILDREN SAFE AND ETHICAL HUNTING SKILLS. OUR MANAGEMENT PROGRAMS ARE BACKED BY OVER SIXTY-FIVE YEARS OF RESEARCH, SUPPORTING HUNTING AS THE MOST BENEFICIAL TOOL THAT STATE WILDLIFE AGENCIES HAVE TO CONTROL DEER POPULATIONS. 1220714 GRASSROOTS PROGRAM - THIS PROGRAM PROVIDES THE PRIMARY FINANCIAL SUPPORT FOR MANY OF THE LOCAL PROJECTS FUNDED BY WHITETAILS UNLIMITED. SINCE 1982, WHITETAILS UNLIMITED HAS REMAINED VIGILANT IN ACHIEVING OUR MISSION AND HAS MADE TREMENDOUS STRIDES TOWARD ACCOMPLISHING OUR MISSION STATEMENT. THE GRASSROOTS PROGRAM EXPENDITURES ARE BROKEN DOWN INTO FIVE MAJOR CATEGORIES INCLUDING; HUNTING TRADITION, CONSERVATION EDUCATION, HABITAT ENHANCEMENT, HUMANITARIAN SERVICES, AND WILDLIFE SERVICES. OUR MEMBERSHIP TAKES PRIDE IN THE FACT THAT ONE HALF OF ALL NET PROCEEDS GENERATED AT AN EVENT GO DIRECTLY BACK TO THEIR COMMUNITY FOR CONSERVATION-RELATED ACTIVITIES/PROGRAM ARE AS FOLLOW; HUNTING TRADITION - $480,460, CONSERVATION EDUCATION - $321,124, HABITAT ENHANCEMENT - $149,531, HUMANITARIAN SERVICES - $174,044, AND WILDLIFE SERVICES - $100,505. 85982 85982 PATRON CHAPTER PROGRAM - THIS PROGRAM PROVIDES THE PRIMARY FINANCIAL SUPPORT FOR A SMALL SEGMENT OF THE LOCAL PROJECTS FUNDED BY WHITETAILS UNLIMITED. THE PATRON CHAPTER PROGRAM EXPENDITURES ARE CATEGORIZED AS GRANTS BACK TO THE LOCAL COMMUNITIES VIA OUR PARTON CHAPTERS AND ARE EXPENDED TO FINANCIALLY SUPPORT THE FOLLOWING PROGRAMS; HUNTING TRADITION, CONSERVATION EDUCATION, HABITAT ENHANCEMENT, HUMANITARIAN SERVICES, AND WILDLIFE SERVICES. DURING THE PAST FISCAL YEAR OUR PARTON CHAPTER PROGRAM EXPENDITURES TOTALED - $81,032. 139842 WHITETAILS UNLIMITED CONSERVATION PROGRAMS - FOLLOWING IS A CURRENT LIST OF WHITETAILS UNLIMITED PROGRAMS AND SERVICES AVAILABLE TO THE GENERAL PUBLIC; KIDS ON TARGET ARCHERY PROGRAM, WHITETAIL WATCH PROGRAM, PROJECT POLITE, COMPREHENSIVE DEER MANAGEMENT PROGRAM, KIDS ON TARGET FIREARM PROGRAM, AND MY FIRST DEER PROGRAM. 202041 WHITETAILS UNLIMITED MAGAZINE - WHITETAILS UNLIMITED MAGAZINE IS A QUARTERLY PUBLICATION PROVIDED TO MEMBERS OF THE ORGANIZATION. OUR READERS DEMAND INSIGHTS INTO DEER HUNTING METHODOLOGY AND DEER BIOLOGY, AS WELL AS INFORMATION ABOUT OTHER HUNTING AND OUTDOOR ACTIVITIES. THE MAGAZINE ALSO KEEPS OUR MEMBERSHIP ABREAST OF ALL ORGANIZATIONAL ACTIVITIES. MAGAZINE CIRCULATION IS OVER 80,000, WITH A READERSHIP BASE OF OVER 200,000.THE DEERSTAND NEWSLETTER - THIS NEWSLETTER IS PUBLISHED TWICE A YEAR AND IS PROVIDED "FREE OF CHARGE" TO CHAPTER ASSOCIATES AND COMPANIES WITHIN THE HUNTING AND SHOOTING INDUSTRY. NEWSLETTER CIRCULATION IS OVER 7,500. 427865 85982 5003962 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 71 0 1 32 1 1 1 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 WI AR CT IL IN IA KS KY ME MA MI MN NY OH PA SC SD TN WV ND TX X WILLIAM GERL JR 9207436777 2100 MICHIGAN AVE STURGEON BAY WI 542350720 PETER GERL 50.00 X X 168577 0 11708 WILLIAM GERL JR 50.00 X X 161144 0 11135 JEFFREY SCHINKTEN 15.00 X X 66719 0 3833 396440 0 26676 2 0 1 0 0 648446 980055 645728 145265 2274229 MEMBERSHIP DUES 511120 399200 399200 MAGAZINE ADV. INCOME 511120 29711 29711 428911 9679 9679 9309181 980055 6165092 3144089 3144089 300894 257879 43015 43015 205949 207851 -1902 -13095 11193 MISCELLANEOUS 448000 62614 62614 62614 5960635 386105 40904 3259397 192703 192703 2000 2000 431162 356587 54893 19682 1768396 1620951 57244 90201 120664 110662 3873 6129 8605 7745 430 430 145989 131390 7300 7299 8367 6694 1673 27699 22159 5540 35077 28061 7016 44024 39622 2201 2201 844759 757579 47220 39960 63679 50943 6368 6368 142302 128072 7115 7115 2284 2170 114 88023 70418 11003 6602 97978 88180 7349 2449 GRASSROOTS II PROGRAM R 1220714 1220714 PUBLICATIONS 154145 130098 617 23430 DUES & LICENSES 16984 15286 849 849 MISCELLANEOUS 13557 8134 4745 678 14372 13794 289 289 5443483 5003962 225839 213682 80303 248633 2861067 3093886 65859 65373 186785 141785 658986 890448 141778 198325 2636542 1229291 1455535 1407251 197194 207366 5647507 6253067 1391739 1473641 1391739 1473641 X 4255768 4779426 4255768 4779426 5647507 6253067 X 517152 6506 X 0 1 0 X 0 X 382699 363355 3284971 2047436 2274229 8352690 4039277 3970151 572258 549399 530530 9661615 4421976 4333506 3857229 2596835 2804759 18014305 0 0 0 18014305 103154 70199 52621 10156 9679 245809 103154 70199 52621 10156 9679 245809 2572529 2265041 1291632 2976904 3228008 12334114 1717 1968 14913 61336 62614 142548 7099376 6670714 5216395 5645231 6105060 30736776 0.58610 0.62920 0.00800 0.00940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 193267 193267 1341457 285341 1056116 1026190 920376 105814 75628 23574 52054 1407251 5960635 5443483 517152 6506 6506 523658 12535610 6506 6568469 6574975 5960635 0 5960635 12011952 6568469 6568469 5443483 0 5443483 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: WHITETAILS UNLIMITED, INC. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN INCOME TAXES. ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10 ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UBTI. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION ACCOUNTS FOR ANY INTEREST AND PENALTIES RELATED TO IRS ASSESSMENTS AS INCOME TAX EXPENSE. THE ORGANIZATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING 2009, 2010, 2011 AND 2012 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY THREE YEARS AFTER THEY ARE FILED. PART XII, LINE 2D: THE TOTAL AMOUNT OF $6,568,469 REFLECTS $6,630,822 COSTS OF MERCHANDISE AND WHITETAILS UNLIMITED EVENTS NETTED WITH REVENUE ON THE STATEMENT OF ACTIVITIES AND $62,353 OF MISCELLANEOUS REVENUE MOVED FROM THE STATEMENT OF FUNCTIONAL EXPENSES. PART XIII, LINE 2D: THE TOTAL AMOUNT OF $6,568,469 REFLECTS $6,630,822 COSTS OF MERCHANDISE AND WHITETAILS UNLIMITED EVENTS NETTED WITH REVENUE ON THE STATEMENT OF ACTIVITIES AND $62,353 OF MISCELLANEOUS REVENUE MOVED FROM THE STATEMENT OF FUNCTIONAL EXPENSES. CHAPTER GRASSROOT II BANQUETS 10289236 980055 9309181 3483153 97061 1251382 39918 1293578 10289236 980055 9309181 3483153 97061 1251382 39918 1293578 6165092 3144089 300894 257879 1 1.00000 300894 257879 257879 43015 IL IA ME MI MN NY OH WI MO NE 1 0 0 0 0 0 1 WHITETAILS UNLIMITED-MARSHFIELD WI 11003 MAIN STREET MARSHFIELD WI 54449 391537839 501(C)(3) 8466 PROGRAM WHITETAILS UNLIMITED-ONTONAGON CTY MI 206 N BIRCH STREET EWEN MI 49925 363460154 501(C)(3) 7705 PROGRAM WHITETAILS UNLIMITED-WASHINGTON CTY WI 2787 COUNTY ROAD NN WEST BEND WI 53095 391628493 501(C)(3) 6992 PROGRAM WHITETAILS UNLIMITED-WISCONSIN RIVER VALLEY WI 18014 GRIFFITH ROAD BUTTERNUT WI 54514 391608252 501(C)(3) 6191 PROGRAM MIDWAY USA FOUNDATION 5875 W VAN HORN TAVERN ROAD COLUMBIA MO 65203 261573088 501(C)(3) 53222 PROGRAM WHITETAILS UNLIMITED-NORTHEAST IA 948 GOLDEN ROD ROAD LUANA IA 52156 421280306 501(C)(3) 7999 PROGRAM 6 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PATRON CHAPTER GRANTS ARE DISPERSED BASED ON A PROJECT APPLICATION REQUEST SUBMITTED FROM THE FIELD DIRECTORS. THE APPLICATION PROVIDES DETAILS OF HOW GRANT WILL BE UTILIZED AT THE LOCAL LEVEL. THE ORGANIZATION WILL RECEIVE FEEDBACK FROM THE PATRON CHAPTERS FOLLOWING THE UTILIZATION OF THE FUNDS FOR INCLUSION IN THE ORGANIZATIONS MAGAZINE AND NEWSLETTER. X X 0 0 0 0 0 0 0 0 0 PETER GERL 152003 0 6374 0 10200 0 11708 0 0 0 180285 0 0 0 WILLIAM GERL JR 144967 0 5977 0 10200 0 11135 0 0 0 172279 0 0 0 X HUNT PACKAGES 16 19400 FAIR MARKET VALUE X HUNT EQUIPMENT 18 73310 FAIR MARKET VALUE X ATVS 4 34355 FAIR MARKET VALUE X BOWS 55 18200 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 PETER GERL AND WILLIAM GERL JR ARE BROTHERS. FORM 990, PART VI, SECTION B, LINE 11 BEFORE THE TAX RETURN FORM 990 IS FILED WITH THE IRS, THE ORGANIZATION'S GOVERNING BODY HAS A CORPORATE MEETING AT HEADQUARTERS TO REVIEW AND DISCUSS THE CURRENT TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C BUSINESS RELATIONSHIPS BETWEEN OUTSIDE INTERESTS AND THE ORGANIZATION'S BOARD OF DIRECTORS ARE CONSTANTLY SCRUTINIZED TO INSURE THAT THERE IS NOT A CONFLICT OF INTEREST. BASED ON THE RELATIVELY SMALL NUMBER OF DIRECTORS THERE IS A CONTINUAL REVIEW OF BUSINESS RELATIONSHIPS. TO DETERMINE A COMPETITIVE LEVEL OF COMPENSATION, THE ANNUAL REVIEW PROCESS INCLUDES; 1.) A WRITTEN PERFORMANCE EVALUATION, 2.) ANALYSIS OF REPUTABLE SALARY SURVEY SOURCES TO GATHER COMPARATIVE DATA ON VARIOUS NOT-FOR-PROFIT ORGANIZATIONS INCLUDING: GEOGRAPHIC LOCATION, SIZE, AND CHARITABLE MISSION, 3.) FORMAL APPROVAL BY THE EXECUTIVE BOARD OF DIRECTORS. THE ORGANIZATION DOES NOT HAVE AN INDEPENDENT COMMITTEE REVIEW ITS COMPENSATION LEVELS. ANNUAL PERFORMANCE REVIEWS/WAGE INCREASE RECOMMENDATIONS ARE APPROVED BY THE BOARD OF DIRECTORS. GENERALLY THE ANNUAL WAGE INCREASES HAVE BEEN TIED TO THE CONSUMER PRICE INDEX AS A PRIMARY REFERENCE. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES AND AUDITED FINANCIAL STATEMENTS ARE KEPT AT CORPORATE HEADQUARTERS IN STURGEON BAY, WI AND ARE AVAILABLE TO MEMBERS AND THE PUBLIC DURING GENERAL BUSINESS HOURS. COPIES ARE ALSO AVAILABLE UPON REQUEST FOR A NOMINAL FEE TO COVER PRINTING AND POSTAGE EXPENSE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 6,506.