2012-05-14T10:21:38-07:00 2011-06-30 990 2010-07-01 411429149 PHEASANTS FOREVER INC PHEA 6517732000 1783 BUERKLE CIRCLE ST PAUL MN 551105254 James Koerber 6517732000 2012-05-14 2010 2016-02-24 21:20:13Z James Koerber CFO 1783 Buerkle Circle St Paul MN 55110 62137381 0 X www.pheasantsforever.org X 1982 MN Pheasants Forever is dedicated to the conservation of pheasants, quail and other wildlife through habitat improvements, public awareness, education and land management policies and programs. 17 16 232 4000 911011 -75756 23033700 30273213 4184977 6013358 1010206 764752 5564935 7978438 33793818 45029761 0 0 0 0 7420730 8494308 17064 0 3398374 26249877 33340299 33687671 41834607 106147 3195154 24418334 27550292 5848135 5771624 18570199 21778668 Pheasants Forever is dedicated to the conservation of pheasants, quail and other wildlife through habitat improvements, public awareness, education and land management policies and programs. 0 0 29535766 0 4741675 Wildlife Habitat Initiatives: During the year Pheasants Forever, Inc. spent $29.5 million completing over 17,000 habitat projects impacting 375,000 acres. Since its inception in 1982, Pheasants Forever has expended approximately $357 million and completed 443,538 habitat projects on 6.5 million acres of land. These projects include land acquisitions, shelterbelts, wetlands, food plots, nesting cover, maintenance and habitat equipment. Following are current year and historical highlights of the various projects completed by Pheasants Forever: Land Acquisitions-Land acquired by or with the help of Pheasants Forever is generally donated to State and Federal wildlife agencies for public wildlife management areas. During the year, Pheasants Forever spent $16 million to help purchase 12,680 acres of land. Since inception, Pheasants Forever has helped purchase, and put into public domain, 161867 acres of land at a cost of $76.5 million. Shelterbelts- A well designed shelterbelt can effectively protect buildings from exposure to harsh weather conditions, roadways from drifting snow and topsoil from wind erosion. Shelterbelts also provide loafing, feeding, roosting and escape cover for pheasants and other upland wildlife throughout the year. In harsh winters, shelterbelts become rescue cover, allowing a nucleus of breeding individuals to survive the winter and repopulate the rural landscape the next spring. During the year , Pheasants Forever expended $315,943 to plant 544,783 trees and has spent $18 million and planted over 31.5 million trees since 1982. Wetlands - Wetlands provide an excellent source of winter cover and provide the best overall survival rates for pheasants. A wetland's dense network of stems provides effective insulation from cold temperatures and wind chill, and provides shelter from blowing and drifting snow. Pheasants Forever restored 6,161 acres of wetlands during the year and 69,842 acres of wetlands since inception. Food Plots- Winter cover is much more effective with a high energy food source nearby. Well-placed food plots establish safe foraging patterns, restrict unnecessary movements, and provide a dependable food source. A dependable high energy food source is needed to carry female birds through harsh winters in good condition and leads to a reduction in mortality rate during the following spring nesting season. During the year, Pheasants Forever planted 75,366 acres of food plots and has planted 1,476,034 acres of food plots since 1982. Nesting Cover - Throughout the pheasant range, nesting cover is the single most important limiting factor for wildlife populations. Establishing the right vegetation and managing it properly will provide pheasants with concealment from predators and protection from various weather conditions. Pheasants Forever established or improved 215,133 acres of nesting cover in during the year, and 2.5 million acres since 1982. Equipment - Pheasants Forever chapters purchase specialized habitat equipment which is either donated to local wildlife agencies or made available for use to local landowners to aid in establishing and/or maintaining their own habitat projects. During the year, Pheasants Forever expended $632,309 to purchase habitat equipment and has spent $12.9 million on habitat equipment since inception. Farm Bill Biologist Program - Pheasants Forever has developed a network of 90+ trained biologists that work directly with local landowners around the country. These Farm Bill Biologists assist landowners in designing, developing, and funding habitat improvements on private lands. PF Farm Bill Biologists possess the knowledge of federal, state, and local programs to assist landowners in finding the right program to meet their personal habitat and land use goals. Through a unique partnership, Farm Bill Biologists are located in local USDA service centers in priority habitat areas throughout the pheasant range. 4423782 1271683 Education and Outreach: The education and outreach component of Pheasants Forever is carried out through the No Child Left Indoors® Initiative and the Pheasants Forever magazine, The Journal of Upland Conservation (published five times a year) and the Quail Forever magazine, The Journal of Quail Conservation (published four times a year) as well as newsletters that go out to educators and chapter leaders. Youth programs/events and the Leopold Education Project are part of the No Child Left Indoors® Initiative along with workshops, educational materials and resources. More than 135,000 magazines are mailed to members of Pheasants Forever and Quail Forever and contain information pertaining to the need for wildlife habitat development and restoration, the benefits of water and soil conservation, current issues and policies affecting conservation and the tradition of hunting, chapter activities and other special features. The No Child Left Indoors® Initiative engages PF and QF chapters in community activities that connect youth and their families to the outdoors. Chapters host more than 400 events per year that include hunter safety classes, youth mentor hunts, summer camps, shooting programs, outdoor field days and habitat projects. The Leopold Education Project instills a strong land stewardship message from the ideas and essays of Aldo Leopold. Workshops provide educators with training and materials to carry out school and community lessons and activities. Youth 17 or younger can become Ringnecks and/or Whistler members. Almost 20,000 youth members receive the youth magazine Upland Tales four times a year. Youth leadership is encouraged at the local level and through state youth leadership councils and a National Youth Leadership Council comprised of 20 active young leaders from across the country. Educational brochures also are available on subjects such as habitat and pheasant population dynamics. 2281502 0 Field Operations: Pheasants Forever's twenty-five wildlife biologists provide support, information, hands-on education to the public, and work on implementation of wildlife habitat development and restoration. PF's biologists also assist members and chapter volunteers to improve wildlife habitat in the most efficient and effective way. (25 professionals) 912119 0 Pheasants Forever provides support for and informs and updates, the more than 135,000 members and nearly 750 chapters, as to the need for ongoing work in wildlife conservation and provides assistance to accomplish that goal. 912119 0 0 37153169 1 1 0 1 0 0 1 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 1 465 60 1 232 1 1 1 0 0 0 0 1 1 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AZ CA CO IL KS KY LA MD MI MN NJ NY OH OK OR PA SC UT WA WI X X X James M Koerber 6517732000 1783 Buerkle Circle St Paul MN 55110 Robert Brengman 3 X 0 0 0 Richard Bell 3 X 0 0 0 Tobias Buck 3 X 0 0 0 Dr James Call 3 X 0 0 0 Jeffrey Finden 3 X 0 0 0 John Gottschalk 3 X 0 0 0 Paul Hanson 3 X 0 0 0 Tim Kessler 3 X 0 0 0 Jon Lee 3 X 0 0 0 Diane Lueck 3 X 0 0 0 R Charles McLravy 3 X 0 0 0 Dan Wells 3 X 0 0 0 William Zehnder 3 X 0 0 0 Bruce Hertzke 5 X X 0 0 0 Robert Larson 5 X X 0 0 0 Kim Price 5 X X 0 0 0 Howard K Vincent 50 X X 200958 0 27876 James M Koerber 50 X 121716 0 12068 David E Nomsen 50 X 108974 0 23616 Joseph J Duggan 50 X 110183 0 6267 Richard Young 50 X 104334 0 11476 David Bue 50 X 106573 0 13165 752738 0 94468 6 0 1 0 Medica PO Box 1450 Minneapolis MN 55485 Medical Insurance Coverage 732613 FDC Enterprises PO Box 189 New Albany OH 430540189 Habitat Restoration Services 521073 Banta PO Box 809284 Chicago IL 60680 Printing 398174 Moore Wallace PO Box 93514 Chicago IL 60673 Printing Services 309847 RJF Agencies 7225 Northland Dr N Ste 300 Minneapolis MN 554281516 Insurance 271410 12 57822 3863196 0 0 18099983 8252212 846079 30273213 Habitat Project Revenue 900099 4741675 4741675 0 0 Membership Dues 900099 1256187 1256187 0 0 Conservation Education Revenue 900099 15496 15496 0 0 0 0 0 0 6013358 22730 0 0 22730 0 0 0 0 252056 0 0 252056 123948 0 26907 0 97041 0 97041 0 0 97041 2682533 677975 2616272 2214 66261 675761 742022 671975 0 70047 8638232 0 5835746 2802486 0 2802486 9466414 6426691 3039723 0 0 3039723 3169890 2199790 970100 758302 211798 0 Advertising - Publications 541800 694213 0 694213 0 Web Advertising 900004 5000 0 5000 0 Miscellaneous 900099 117819 117819 0 0 0 0 0 0 817032 45029761 7561454 911011 6284083 0 0 0 0 0 0 0 0 366399 161015 170880 34504 0 0 0 0 6766270 5492245 469601 804424 294350 210440 45181 38729 520258 438710 33699 47849 547031 435328 48172 63531 61068 30435 16411 14222 11748 0 11748 0 103970 0 103970 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 779523 0 0 779523 1728885 1349376 61388 318121 0 0 0 0 0 0 0 0 43734 10918 3702 29114 939055 818759 37782 82514 0 0 0 0 114024 21710 90419 1895 32777 18564 14213 0 0 0 0 0 337158 212683 29625 94850 288641 221531 13950 53160 Habitat Projects 25080795 25080795 0 0 Conservation Education 2086158 2086158 0 0 Direct Mail 725566 0 0 725566 Equipment Rental & Maintenance 262717 243912 18564 241 Membership Premiums 184578 0 0 184578 559902 320590 113759 125553 41834607 37153169 1283064 3398374 4839767 11337134 4589756 675868 424593 409376 2246493 2401768 0 0 0 0 0 0 1530360 1534881 196061 374551 3944403 1765442 2214210 2178961 5380977 4246663 2694437 3948412 301680 442678 24418334 27550292 3118811 3779369 0 0 259286 149073 0 0 0 0 0 0 704981 120123 0 0 1765057 1723059 5848135 5771624 X 17464563 19566722 1072382 1673692 33254 538254 18570199 21778668 24418334 27550292 X 3195154 13315 X 0 1 1 X 1 1 X 16388230 15961268 15242405 23033700 30273213 100898816 26450080 23280497 23768893 22114371 27287894 122901735 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 42838310 39241765 39011298 45148071 57561107 223800551 111800 76000 49300 166242 50000 453342 0 0 0 0 0 0 111800 76000 49300 166242 50000 453342 223347209 864799 718565 560249 213190 398734 2755537 0 0 0 0 0 0 864799 718565 560249 213190 398734 2755537 0 0 0 0 0 0 35446 61132 112725 44853 148097 402253 43738555 40021462 39684272 45406114 58107938 226958341 0.98409 0.98256 0.01214 0.01414 X General Explanation - Schedule A, Part lll, Section B, Line 12, Miscellaneous Income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 437034 437034 41397573 41834607 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 327682 254083 334428 437034 1353227 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 X 2 178 0 0 0 2 1 56 2507 1 33254 505000 440 0 101 0 538593 27254 6000 71 0 71 0 33254 21254 6000 339 0 339 0 27254 0 1 0 0 0 0 410000 410000 0 967625 145144 822481 0 0 0 0 0 2566778 1620298 946480 0 0 0 0 2178961 Land Held For Coservation or Trade Purposes 3948412 C 3948412 0 Grant Advances 1471948 Charitable Gift Annuity 251111 1723059 45029761 41834607 3195154 13315 0 0 0 0 13315 3208469 56859916 13315 11150377 0 -1290888 9872804 46987112 0 -1957351 -1957351 45029761 54757757 11150377 0 0 1957351 13107728 41650029 0 184578 184578 41834607 SchD_P02_S00_L05 Schedule D, Part II, Line 5 Pheasants Forever, Inc. and its subsidiaries believe that the long-term control of wildlife habitat is often in the best interest of both the public and wildlife. Conservation easements provide one mechanism by which the organization can facilitate long-term control without the up-front expense and long-term operational costs of land ownership. On-going monitoring and enforcement are important components of successful conservation easements. The following steps will be conducted for each Pheasants Forever owned conservation easement * Baseline Survey, Pheasants Forever staff will evaluate the property with the owner(s) to document the property's resource values (current and potential), boundaries, and potential threats and hazards. The Baseline Survey will be conducted using the Baseline Documentation Checklist. The Baseline Survey should be conducted within one year of acquiring the interest and the landowner should be involved whenever possible. * Monitoring, Pheasants Forever staff and/or volunteers will conduct annual on-site or aerial monitoring of all conservation easements to evaluate current resource conditions and to document existing or potential threats to the easement. To the extent practicable, the persons involved in monitoring should have pertinent information from the baseline survey for comparison with current conditions. A monitoring report will be filed and maintained with the baseline survey in Pheasants Forever's files at the National Office. The Public Finance Director will immediately be notified of any perceived threats. * Enforcement, Any necessary enforcement action is to be undertaken by Pheasants Forever's Public Finance Director in conjunction with local staff. * Easement Modification, Easements may be modified only if the protected resources will benefit from a modification. Any modification request should be sent to the Public Finance Director for evaluation. The Chief Executive Officer must approve any modification. SchD_P02_S00_L09 Schedule D, Part II, Line 9 Audited Financial Statements Footnote: A conservation easement is a voluntary, legally enforceable agreement between a landowner and another entity in which the landowner gives up certain rights to use or modify their land subject to the terms of the easement. The entity agrees to monitor and enforce conditions within the agreement throughout the life of the easement (usually in perpetuity). In certain cases, the Organization acquires, or accepts as a donation, easements that provide conservation benefits consistent with the Organization's mission. Conservation easements that are purchased are recorded as program expense in the year acquired. Contributed easements are recorded as contribution income and program expense based on appraisal or other estimates of value. At June 30, 2011, the Organization held 2 conservation easements covering a total of 178 acres. The Organization held no conservation easements at June 30, 2010. SchD_P05_S00_L04 Schedule D, Part V, Line 4 * WILDLIFE CONSERVATION EXPERIENCE FUND The Wildlife Conservation Experience Fund is meant to perpetually fund an annual Conservation Career Day for high school aged students in the host community of Pheasant Fest or other national events. Students are provided the opportunity to explore a variety of careers in conservation and the outdoor recreation industry. Resource professionals and representatives from the outdoor rec industry provide sessions that emphasize the opportunities and career paths students can pursue. Students are provided the opportunity to visit the Youth Village and the show floor to experience "hands-on" activities. * FOREVER SHOOTING SPORTS FUND The Forever Shooting Sports Fund will perpetually fund the chapter incentive portion of PF & QF's Forever Shooting Sports Program. The chapter incentive program consists of an ammunition match grant that partially reimburses chapters for ammunition costs associated with local shooting sports events for kids and their families. Chapters are required to submit a post event report form, ammo grant request form and a copy of the ammo receipt. Dependent upon organizational and chapter priorities, this program may provide other incentives for shooting sports initiatives in the future.*LEOPOLD EDUCATION PROJECT ENDOWMENT is to support an environmental education program based on the classic writings of the renowned conservationist, Aldo Leopold. The LEP curriculum aligns with the essays in "A Sand County Almanac" as a springboard for observing the natural world, to instill a love and respect for the land and all that inhabit the land and to protect the earth's natural resources. SchD_P10_S00_L02 Schedule D, Part X, Line 2 TAX EXEMPT STATUS The Organization has been granted exempt status relative to federal and state corporate income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state codes. It has been classified as an organization that is not a private foundation. Therefore, charitable contributions are tax deductible. The Organization follows the guidance outlined in the Income Tax Topic of FASB Accounting Standards Codification. The Organization is subject to unrelated business income tax on advertising revenues and merchandise sales. As of June 30, 2011 and 2010, there was no liability recorded for unrelated business income taxes as the income from those activities was not significant. The Organization has generated net operating losses totaling approximately $321,000 over the past several years, the tax benefit of which has been offset 100% by a valuation allowance. The Organization's tax returns are subject to review and examination by federal authorities. The tax returns for the years 2008 through 2011 are open to examination by federal authorities. The two single member limited liabilities companies owned by Organization are disregarded entities for income tax purposes and follow the same tax treatment as the Organization. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Cost of memberhip premiums -184,578; Change in temporarily restricted net assets -601,310; Change in permanently restricted net assets -505,000. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Cost of wildlife habitat seed sold -1,942,923; Cost of Leopold Education Project materials sold -14,428. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Cost of wildlife habitat seed sold 1,942,923; Cost of Leopold Education Project materials sold 14,428. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Cost of membership premiums $184,578. Pheasant Fest 773690 0 773690 0 19282 71170 80859 0 196047 Ida County PF Banquet 113260 0 113260 0 38974 0 18942 0 7884 597 7751282 0 7751282 0 1006924 0 976688 0 3418976 8638232 0 8638232 0 1065180 71170 1076489 0 3622907 5835746 2802486 0 0 0 0 0 0 0 0 0 0 9466414 0 6426691 0 0 1 0.994 9466414 0 6426691 0 0 6426691 3039723 AL AZ CA CO GA IA ID IL IN KS KY LA MD MI MN MO MT ND NE NJ NY OH OK OR PA SC SD TN TX UT WA WI WY 1 0 0 0 0 1 Various Volunteers at Local Chapter 1783 Buerkle Circle St Paul MN 55110 0 Various Local Chapter Volunteers 0 Applying for gaming licenses, filing required gaming reports with the appropriate agency. 0 3039723 X X X 0 0 0 1 0 1 0 0 0 Howard K Vincent 188458 0 12500 0 0 0 11244 0 16632 0 228834 0 219199 0 SchJ_P01_S00_L05 Schedule J, Part I, Line 5 The President/CEO may be awarded a bonus, at the discretion of the executive committee, based on achievement of organizational goals as well as budget. This assessment includes, in part, achieving certain revenue levels. SchJ_P01_S00_L06 Schedule J, Part I, Line 6 The President/CEO may be awarded a bonus, at the discretion of the executive committee, based on achievement of organizational goals as well as budget. This assessment includes, in part, achieving the net earnings goals. X 1 2979 Avg Mkt Value X 2 176000 Appraisal X 11 667100 Appraisal/Assessed val 5 0 1 0 F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The Form 990 was prepared by management and reviewed for accuracy. All members of the Board of Directors received a copy of the Form prior to filing and were provided opportunity to comment and ask questions. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Monitoring Conflicts of Interest: Responsible Persons with respect the conflict on interest policy include (a) any person who is, or was at any time during the past five years, in a position to exercise substantial influence over the affairs of the Corporation, or (b) a member of the family (spouses, parents, children, grandchildren, great grandchildren, brothers and sisters, and spouses any of them, and ancestors) or business partner or associate of an individual described in (a) above, or (c) a 35% controlled entity (a corporation, partnership, or trust or estate for which person(s) described in (a) or (b) above, control more than 35% of the voting rights, profit interests, and beneficial interests, respectively.) In addition, all voting members of the Board of Directors, presidents, CEOs, CFOs, COOs, treasurers, and other persons who have or share similar powers or responsibilities shall automatically be considered Responsible Persons with respect to this policy. All responsible persons are required to annually disclose in writing any potential conflicts of interest in accordance with the policy as well as disclosing any family or business relationships that they have with another Responsible Person. A Responsible Person is immediately required to disclose to the Chief Executive Officer or the Chair of the Board of Directors any material transaction that he or she has entered into, or is contemplating entering into with the Corporation. If the transaction involves the Chief Executive Officer, he or she must disclose to the Chair of the Board of Directors or the Secretary of the Board of Directors the potential conflict. If the transaction involves the Chair of the Board of Directors, he or she shall disclose to the Chief Executive Officer or the Secretary of the Board of Directors the potential conflict. The person(s) receiving notice that a potential conflict of interest exists shall review the facts and circumstances of the transaction or matter and make a determination as to whether a conflict of interest exists as defined above. Contemporaneous documentation of the facts, circumstances and the decision reached shall be made in the minutes of the Board of Directors or a committee of the Board of Directors, or in other written documentation to be retained in the Corporation's permanent records. Upon the determination that a conflict of interest involving a Responsible Person does in fact exist, that person shall be notified as such, and he or she shall be precluded from voting on, or otherwise making, participating in, or attempting to influence a decision related to the transaction for which the conflict of interest exists. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Compensation for the President/CEO is set by the Executive Committee of the Board, and is based on review of compensation data from other nonprofit organizations of similar size and scope as well as data from several published compensation surveys. The Committee reviews the President/CEO's achievement of goals for the year along with the compensation data described above to determine salary adjustments as well as any incentive compensation to be awarded. This review process takes place annually, and last occurred in May 2011. Compensation for other officers and key employees is set by the President/CEO and is performed using the same compensation data sources described above for the applicable positions held. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The organizing documents and financial statements are available to the public upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Net unrealized gains on investments. Habitat Forever LLC 1783 Buerkle Circle St Paul MN 55110 205803961 Wildlife Habitat Development and Improvement DE -8677 1452970 N/A The Forever Land Trust LLC 1783 Buerkle Circle St Paul MN 55110 205803401 Long-term Land Protection DE 1645 242812 N/A