CHESAPEAKE BAY FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHESAPEAKE BAY FOUNDATION INC (EIN 52-6065757)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-22
- IRS object ID
- 202631129349300928
- Schema version
- 2024v5.5
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-22T12:44:46-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526065757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHESAPEAKE BAY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHES | BusinessNameControlTxt |
| Phone | 4102688816 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HERNDON AVENUE | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 214034503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Hilary H Falk | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 4102688816 | PhoneNum |
| Signature | 2026-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard J Locastro CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Hilary H Falk | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HERNDON AVENUE | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 214034503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $56,221,951 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CBF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | The Chesapeake Bay Foundation's (CBF) mission is to Save the Bay. See Schedule O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 283 | TotalEmployeeCnt |
| Total Volunteers | 35577 | TotalVolunteersCnt |
| Total Gross UBI | -$2,224 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,421,478 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,417,431 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,761,484 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,194,433 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,625,288 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,308,981 | CYInvestmentIncomeAmt |
| PY Other Revenue | $412,921 | PYOtherRevenueAmt |
| CY Other Revenue | $490,453 | CYOtherRevenueAmt |
| PY Total Revenue | $36,221,171 | PYTotalRevenueAmt |
| CY Total Revenue | $35,411,298 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $406,027 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $668,182 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,238,017 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,964,544 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $373,367 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $439,882 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,191,180 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,039,964 | PYOtherExpensesAmt |
| CY Other Expenses | $14,335,625 | CYOtherExpensesAmt |
| PY Total Expenses | $35,057,375 | PYTotalExpensesAmt |
| CY Total Expenses | $37,408,233 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,163,796 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,996,935 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $129,315,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,940,157 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,172,742 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,745,753 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $125,142,275 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $122,194,404 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Chesapeake Bay Foundation's (CBF) mission, simply stated, is to Save the Bay. See Schedule O for Continuation (page 48) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,438,557 | ExpenseAmt |
| Grant | $636,869 | GrantAmt |
| Revenue | $568,215 | RevenueAmt |
| Desc | Advocacy & RestorationThe Advocacy & Restoration Department's primary objective is to drive significant improvements in the health of Chesapeake Bay as measured by CBF's Bay Health Index. Consistent with the CBF strategic plan, this involves developing and recommending priorities for the organization's policy work, engaging our members and implementing restoration elements of the plan. The Program utilizes a combination of strategies to help achieve a reduction in Bay pollution, restoration of critical habitat, and better-managed fisheries. See Schedule O for Continuation (page 49) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,720,433 | ExpenseAmt |
| Grant | $31,313 | GrantAmt |
| Revenue | $578,596 | RevenueAmt |
| Desc | Education CBF's Education Department is responsible for leading students, teachers, and adults in hands-on, on-the-water, environmental education experiences about the Bay. Through education programs, our professional educators use innovative teaching methods to engage students in real-world issues and scientific inquiry, exciting and encouraging them to take action to protect our natural resources. Student Leadership courses during the summer further train student leaders from high schools across the region. See Schedule O for Continuation (page 49) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,697,553 | ExpenseAmt |
| Revenue | $47,622 | RevenueAmt |
| Desc | Marketing & CommunicationsThe Marketing & Communications Department's charge is to market CBF and its policy agenda, educate and engage the public, and mobilize support for organizational priorities and Bay restoration efforts. Marketing & Communications also manages internal communications and public opinion research. See Schedule O for Continuation (page 50) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $29,856,543 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 249 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 283 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tola Sanni | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4102688816 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HERNDON AVENUE | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 214034503 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Hilary H Falk | ||||||||
| President | 40.00 | Yes (X) | Yes (X) | $367,595 | $0 | $35,717 | ||
| Otis S Jones | ||||||||
| Chair | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ann Pelham | ||||||||
| Vice Chair | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Bruce R Bradley | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Joan P Brock | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| George B Clarke IV | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian Cobb | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Margaret M Freeman | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Alexandra Grayson | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jennifer E Green | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Harry S Gruner | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Ann D Horner | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert A Kinsley II | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan D Manekin | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Anne Mehringer | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mamie A Parker PHD | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Crystal Patterson | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Nick Pomponi | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Samara Pyfrom | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Christa Riepe | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Nathanial J Rose | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kathryn Gilchrist Simpson | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J Sedwick Sollers III | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| J Alex Ward | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Denice Heller Wardrop | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Preston M White | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert N Whitescarver | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen M Wolf | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Marnie Abramson | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dara C Bachman | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Hugh Evans | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Tola Sanni | ||||||||
| Treasurer, CFO | 40.00 | Yes (X) | $220,467 | $0 | $24,193 | |||
| William A Agee III | ||||||||
| Secretary; VP - Administration | 40.00 | Yes (X) | $200,333 | $0 | $7,559 | |||
| Katharene P Snavely | ||||||||
| Chief Development Officer | 40.00 | $230,289 | $0 | $30,329 | Yes (X) | |||
| Alison H Prost | ||||||||
| VP - Enviro. Protec. & Restor. | 40.00 | $219,558 | $0 | $29,910 | Yes (X) | |||
| Thomas W Ackerman | ||||||||
| VP - Education | 40.00 | $192,924 | $0 | $28,466 | Yes (X) | |||
| Everett S Marshall | ||||||||
| VP - People | 40.00 | $198,689 | $0 | $28,782 | Yes (X) | |||
| Paul W Smail | ||||||||
| VP - Litigation | 40.00 | $191,317 | $0 | $28,455 | Yes (X) | |||
| Robert J Beach | ||||||||
| VP - Communications | 40.00 | $192,512 | $0 | $27,707 | Yes (X) | |||
| Carmera S Thomas-Wilhite | ||||||||
| VP - Communities and Partnerships | 40.00 | $160,049 | $0 | $22,461 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,173,733 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $263,579 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Production Solutions Inc | |||||
| PO Box 26168 | Oklahoma City | OK | 731260618 | Mass production printing | $1,520,682 |
| Midship Marine | |||||
| 1029 Destrehan Ave | Harvey | LA | 70058 | Green boat builder | $1,078,400 |
| Jenack Construction | |||||
| 5 druid lane | malvern | PA | 19355 | Construction projects | $236,265 |
| SC&H Group Inc | |||||
| PO Box 64271 | Malvern | PA | 19355 | IT Consultants | $228,371 |
| Lautman Maska Neill & Co | |||||
| 1730 Rhode Island Ave NW Ste 301 | Washington | DC | 20036 | Fundraising content & consulting | $202,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $285,063 | FederatedCampaignsAmt |
| Fundraising | $474,997 | FundraisingAmt |
| Government Grants | $2,917,451 | GovernmentGrantsAmt |
| All Other Contributions | $23,739,920 | AllOtherContributionsAmt |
| Noncash Contributions | $1,921,528 | NoncashContributionsAmt |
| Total Contributions | $27,417,431 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and Education | 900099 | $578,596 | $578,596 |
| Contract Income | 900099 | $302,453 | $302,453 |
| Farm Income | 900099 | $265,762 | $265,762 |
| Store Income | 900099 | $47,622 | $47,622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,194,433 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,445,154 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,224 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,447,378 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,743 | TotalRevenueColumnAmt |
| Exclusion | $12,743 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $453,247 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $453,247 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $453,247 | TotalRevenueColumnAmt |
| Exclusion | $453,247 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,414,067 | SecuritiesAmt |
| Other | $300 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,550,540 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,863,527 | SecuritiesAmt |
| Other | $300 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,863,827 | TotalRevenueColumnAmt |
| Exclusion | $3,863,827 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $120,743 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $474,997 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $260,113 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$139,370 | TotalRevenueColumnAmt |
| Exclusion | -$139,370 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Miscellaneous | 900099 | $81,268 | $81,268 |
| Credit card rebate | 900099 | $79,472 | $79,472 |
| Settlement fee income | 900099 | $3,093 | $3,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $163,833 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,411,298 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,194,433 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,224 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,801,658 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,182 | TotalAmt |
| Program Services | $668,182 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,609,245 | TotalAmt |
| Program Services | $819,065 | ProgramServicesAmt |
| Management And General | $484,701 | ManagementAndGeneralAmt |
| Fundraising | $305,479 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,305,266 | TotalAmt |
| Program Services | $10,023,717 | ProgramServicesAmt |
| Management And General | $988,778 | ManagementAndGeneralAmt |
| Fundraising | $1,292,771 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,986 | TotalAmt |
| Program Services | $482,052 | ProgramServicesAmt |
| Management And General | $43,069 | ManagementAndGeneralAmt |
| Fundraising | $69,865 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,102,913 | TotalAmt |
| Program Services | $4,847,805 | ProgramServicesAmt |
| Management And General | $509,314 | ManagementAndGeneralAmt |
| Fundraising | $745,794 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,352,134 | TotalAmt |
| Program Services | $1,066,742 | ProgramServicesAmt |
| Management And General | $117,742 | ManagementAndGeneralAmt |
| Fundraising | $167,650 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,500 | TotalAmt |
| Program Services | $3,259 | ProgramServicesAmt |
| Management And General | $456 | ManagementAndGeneralAmt |
| Fundraising | $785 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,380 | TotalAmt |
| Management And General | $146,380 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,156 | TotalAmt |
| Program Services | $152,156 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,882 | TotalAmt |
| Fundraising | $439,882 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,427 | TotalAmt |
| Management And General | $264,427 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,503,168 | TotalAmt |
| Program Services | $2,252,640 | ProgramServicesAmt |
| Management And General | $99,768 | ManagementAndGeneralAmt |
| Fundraising | $150,760 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,219 | TotalAmt |
| Program Services | $200,781 | ProgramServicesAmt |
| Management And General | $28,097 | ManagementAndGeneralAmt |
| Fundraising | $48,341 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,688,151 | TotalAmt |
| Program Services | $3,912,561 | ProgramServicesAmt |
| Management And General | $178,049 | ManagementAndGeneralAmt |
| Fundraising | $597,541 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,112 | TotalAmt |
| Program Services | $97,956 | ProgramServicesAmt |
| Management And General | $1,307 | ManagementAndGeneralAmt |
| Fundraising | $1,849 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,883,596 | TotalAmt |
| Program Services | $1,695,097 | ProgramServicesAmt |
| Management And General | $101,248 | ManagementAndGeneralAmt |
| Fundraising | $87,251 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,639 | TotalAmt |
| Program Services | $367,115 | ProgramServicesAmt |
| Management And General | $40,287 | ManagementAndGeneralAmt |
| Fundraising | $21,237 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,409 | TotalAmt |
| Program Services | $330,540 | ProgramServicesAmt |
| Management And General | $72,085 | ManagementAndGeneralAmt |
| Fundraising | $44,784 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,124 | TotalAmt |
| Program Services | $3,479 | ProgramServicesAmt |
| Management And General | $21,519 | ManagementAndGeneralAmt |
| Fundraising | $126 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615,555 | TotalAmt |
| Program Services | $558,899 | ProgramServicesAmt |
| Management And General | $30,862 | ManagementAndGeneralAmt |
| Fundraising | $25,794 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,955 | TotalAmt |
| Program Services | $595,086 | ProgramServicesAmt |
| Management And General | $62,773 | ManagementAndGeneralAmt |
| Fundraising | $35,096 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Repairs & maintenance | $1,383,600 | $1,100,512 | $159,957 | $123,131 |
| Restoration Fees | $473,059 | $473,059 | ||
| Miscellanous Expense | $83,892 | $71,780 | $3,648 | $8,464 |
| Publications & Subscrip | $71,668 | $63,873 | $1,764 | $6,031 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,015 | TotalAmt |
| Program Services | $70,187 | ProgramServicesAmt |
| Management And General | $4,279 | ManagementAndGeneralAmt |
| Fundraising | $18,549 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,408,233 | TotalAmt |
| Program Services | $29,856,543 | ProgramServicesAmt |
| Management And General | $3,360,510 | ManagementAndGeneralAmt |
| Fundraising | $4,191,180 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,121,126 | TotalAmt |
| Program Services | $2,030,953 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $1,090,173 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,375 | BOYAmt |
| EOY | $19,515 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,376,325 | BOYAmt |
| EOY | $14,241,797 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,625,606 | BOYAmt |
| EOY | $8,055,903 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,651,333 | BOYAmt |
| EOY | $1,788,171 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $840,502 | BOYAmt |
| EOY | $614,851 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $55,684,359 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,968,236 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,085,411 | BOYAmt |
| EOY | $29,716,123 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,150,613 | BOYAmt |
| EOY | $49,134,074 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,078,028 | BOYAmt |
| EOY | $24,059,231 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,824 | BOYAmt |
| EOY | $310,492 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,315,017 | BOYAmt |
| EOY | $127,940,157 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,820,581 | BOYAmt |
| EOY | $1,632,176 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $893,151 | BOYAmt |
| EOY | $1,143,602 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,010 | BOYAmt |
| EOY | $2,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,027,000 | BOYAmt |
| EOY | $969,975 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,172,742 | BOYAmt |
| EOY | $5,745,753 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,377,039 | BOYAmt |
| EOY | $40,830,020 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,765,236 | BOYAmt |
| EOY | $81,364,384 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,142,275 | BOYAmt |
| EOY | $122,194,404 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,315,017 | BOYAmt |
| EOY | $127,940,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,996,935 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,049,064 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$2,000,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,177,187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,074,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,605,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,421,478 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,417,431 | CurrentTaxYearAmt |
| Total | $137,696,362 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,177,187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,074,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,605,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,421,478 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,417,431 | CurrentTaxYearAmt |
| Total | $137,696,362 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,714,986 | SubstantialContributorsTotAmt |
| Public Support Total170 | $133,981,376 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $990,704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,191,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,686,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,012,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,913,368 | CurrentTaxYearAmt |
| Total | $10,793,843 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $317,105 | CurrentTaxYearMinus3YearsAmt |
| Total | $317,105 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,694 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $379,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $273,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $163,833 | CurrentTaxYearAmt |
| Total | $915,465 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $149,722,775 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,202,699 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,549 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $218,178 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $240,727 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,551,768 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,792,495 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $270,411 | CurrentYearMinus3Amt |
| Current Year Minus2 | $189,221 | CurrentYearMinus2Amt |
| Current Year Minus1 | $237,750 | CurrentYearMinus1Amt |
| Current Year | $240,727 | CurrentYearAmt |
| Total | $938,109 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $40,942 | CurrentYearMinus3Amt |
| Current Year Minus2 | $16,762 | CurrentYearMinus2Amt |
| Current Year Minus1 | $23,430 | CurrentYearMinus1Amt |
| Current Year | $22,549 | CurrentYearAmt |
| Total | $103,683 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 9 | TotalEasementsCnt |
| Total Acreage | 716.00 | TotalAcreageCnt |
| Modified Easements | 1 | ModifiedEasementsCnt |
| States Easements Held | 2 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 41.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $2,881 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $75,154 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Decorative purposes only | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,988,801 | BeginningYearBalanceAmt |
| Contributions | $114,200 | ContributionsAmt |
| Investment Earnings Or Losses | $6,732,046 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,063,942 | OtherExpendituresAmt |
| End Year Balance | $73,771,105 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,594,696 | BeginningYearBalanceAmt |
| Contributions | $252,796 | ContributionsAmt |
| Investment Earnings Or Losses | $8,704,066 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,562,757 | OtherExpendituresAmt |
| End Year Balance | $70,988,801 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,006,091 | BeginningYearBalanceAmt |
| Contributions | $67,842 | ContributionsAmt |
| Investment Earnings Or Losses | $5,454,210 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,933,447 | OtherExpendituresAmt |
| End Year Balance | $65,594,696 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,257,134 | BeginningYearBalanceAmt |
| Contributions | $2,119,243 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,529,560 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,840,726 | OtherExpendituresAmt |
| End Year Balance | $64,006,091 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,530,119 | BeginningYearBalanceAmt |
| Contributions | $291,075 | ContributionsAmt |
| Investment Earnings Or Losses | $15,927,131 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,491,191 | OtherExpendituresAmt |
| End Year Balance | $76,257,134 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18510 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.56520 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24970 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,121,295 | OtherCostOrOtherBasisAmt |
| Book Value | $9,121,295 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,253,514 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,769,109 | DepreciationAmt |
| Book Value | $13,484,405 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,309,550 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,199,127 | DepreciationAmt |
| Book Value | $7,110,423 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,716,123 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Partnerships/Alternative Investments | $20,444,834 | F |
| Beneficial Interest in Perpetual Trust | $3,614,397 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,059,231 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Split Interest Agreement | $608,738 |
| operating lease liabilities | $274,185 |
| refundable advance | $87,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $969,975 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $36,642,440 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,049,064 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $186,392 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $260,113 | OtherRevenueAmt |
| Revenue Not Reported | $1,495,569 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,146,871 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $264,427 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $264,427 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,411,298 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,590,311 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $186,392 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $260,113 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $446,505 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,143,806 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $264,427 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $264,427 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,408,233 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 9: | A monetary value has not been placed on conservation easements; therefore, they are not included in financial statements. |
| Part III, Line 4: | A scale model of a Chesapeake Bay crabbing skiff hangs in the foyer of the Merrill Center. It is a reminder that CBF's mission is to Save the Bay, which includes restoring its bounty to levels that can support all the people who make a living on the Bay. Greeting visitors to the Merrill Center is a bronze and silver sculpture of an osprey, representing the fact that approximately one-quarter of all ospreys in the contiguous United States nest in the Chesapeake Bay region. |
| 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 5.5% of a twelve quarter trailing average of the sum of accumulated investments. |
| Part XI, Line 2d - Other Adjustments: | Special Event Expenses reported as an expense on the 260,113. financial statements and netted against revenue on the Form 990, Part VIII, line 8b. |
| Part XII, Line 2d - Other Adjustments: | Special Event Expenses reported as an expense on the 260,113. financial statements and netted against revenue on the Form 990, Part VIII, line 8b. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Lautman Maska Neill & Company | ||||||||
| 1730 Rhode Island Ave NW Ste 301 | Washington | DC | 20036 | Membership Consulting | 0 | $3,089,430 | $138,000 | $2,951,430 |
| Allegiance Fundraising LLC dba Allegiance Group | ||||||||
| 3064 49th Street | Fargo | ND | 58104 | Digital Consulting | 0 | $1,999,502 | $301,881 | $1,697,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $5,088,932 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $439,881 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $4,649,051 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Bands in the Sands | Event1Nm |
| Gross Receipts Event1 | $585,769 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $466,227 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $119,542 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $5,680 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $68,068 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $38,885 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $23,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $115,815 | OtherDirectExpensesEvent1Amt |
| Event2 | DC on the Half Shell | Event2Nm |
| Gross Receipts Event2 | $9,971 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $8,770 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,201 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $8,165 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $595,740 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $474,997 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $120,743 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $5,680 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $68,068 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $38,885 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $23,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $123,980 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $260,113 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$139,370 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Chesapeake Bay Trust | ||||||||
| 108 Severn Avenue | Annapolis | MD | 21403 | 521454182 | 501(c)(3) | $146,692 | $0 | Chesapeake Bay Trust Grant Program Administration |
| Conservation and Development Area Council | ||||||||
| 401 E Louther Street 307 | Carlisle | PA | 17013 | 043691329 | 501(c)(3) | $108,326 | $0 | Expanding Rotational Grazing through the Mountains to Bay Grazing Alliance. |
| Center for Watershed Protection Inc | ||||||||
| 11711 E Market Place Suite 200 | Fulton | MD | 20759 | 541644387 | 501(c)(3) | $101,543 | $0 | Choptank: Building Capacity to Enhance Watershed and Community Health |
| Capital Area Greenbelt Association Inc | ||||||||
| PO Box 15405 | Harrisburg | PA | 17105 | 251687474 | 501(c)(3) | $49,845 | $0 | Keystone 10 million trees project for restoration of the city of Greenbelt's Parkway Creek |
| Capital Area Intermediate Unit | ||||||||
| 55 Miller Street | Enola | PA | 17025 | 231739071 | Government | $31,313 | $0 | Build and strengthen effective MWEEs into sustained and systemic student-led environmental action teams in Pennsylvania. |
| VA Department of Conservation and Recreation Division of Natural Heritage | ||||||||
| 600 East Main Street Suite 1600 | Richmond | VA | 23219 | 546004497 | Government | $31,092 | $0 | Establishing a Plan for Virginia's Freshwater Mussels |
| Virginia Interfaith Power & Light (IPL) | ||||||||
| 19 W Locke Lane | Richmond | VA | 23226 | 871782129 | 501(c)(3) | $27,885 | $0 | Greening Faith Places and Community Spaces project to enhance water quality improvement efforts in Central Virginia. |
| Future Harvest | ||||||||
| 1114 Shawan Road Ste 1 | Cockeysville | MD | 21030 | 522132982 | 501(c)(3) | $14,255 | $0 | Expanding Rotational Grazing through the Mountains to Bay Grazing Alliance. |
| Groundwork RVA | ||||||||
| 3001 Meadowbridge Road | Richmond | VA | 23222 | 462191744 | 501(c)(3) | $13,323 | $0 | Greening Faith Places and Community Spaces project to enhance water quality improvement efforts in Central Virginia. |
| Let's Go 1-2-3 | ||||||||
| 7617 Oak Lane Road | Cheltenham | PA | 19012 | 842614107 | 501(c)(3) | $12,000 | $0 | Mira Lloyd Dock Partnership Award for community engagement and environmental conservation work in PA |
| Western MD RC&D Inc | ||||||||
| 1260 Maryland Avenue Suite 103 | Hagerstown | MD | 21740 | 521859219 | 501(c)(3) | $10,000 | $0 | Upper Potomac Farm Stewardship Program and Regenerative Agriculture Education (MD, WV) |
| Virginia Forage & Grassland Council | ||||||||
| 3599 Indian Oak Road | Crewe | VA | 23930 | 541061472 | 501(c)(3) | $6,365 | $0 | Expanding Rotational Grazing through the Mountains to Bay Grazing Alliance. |
| Smithsonian Institution | ||||||||
| 1000 Jefferson Drive SW | Washington | DC | 20560 | 530206027 | 501(c)(3) | $5,758 | $0 | Comprehensive South River Sanctuary Scale Oyster Restoration |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grant agreements require detailed progress and financial reports that are reviewed by departmental financial managers and Sr. Grants Manager before payments are made. Program managers will also review and approve the grantee's project performance according to the details of the grant. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Hilary H Falk | ||||||||||||||
| President | $353,362 | $0 | $148 | $0 | $14,085 | $0 | $14,085 | $0 | $21,632 | $0 | $403,312 | $0 | $0 | $0 |
| Katharene P Snavely | ||||||||||||||
| Chief Development Officer | $207,757 | $0 | $148 | $0 | $22,384 | $0 | $8,600 | $0 | $21,729 | $0 | $260,618 | $0 | $0 | $0 |
| Alison H Prost | ||||||||||||||
| VP - Enviro. Protec. & Restor. | $210,296 | $0 | $148 | $0 | $9,114 | $0 | $9,114 | $0 | $20,796 | $0 | $249,468 | $0 | $0 | $0 |
| Tola Sanni | ||||||||||||||
| Treasurer, CFO | $214,888 | $0 | $148 | $0 | $5,431 | $0 | $5,431 | $0 | $18,762 | $0 | $244,660 | $0 | $0 | $0 |
| Everett S Marshall | ||||||||||||||
| VP - People | $190,213 | $0 | $148 | $0 | $8,328 | $0 | $7,948 | $0 | $20,834 | $0 | $227,471 | $0 | $0 | $0 |
| Thomas W Ackerman | ||||||||||||||
| VP - Education | $184,511 | $0 | $888 | $0 | $7,525 | $0 | $7,525 | $0 | $20,941 | $0 | $221,390 | $0 | $0 | $0 |
| Robert J Beach | ||||||||||||||
| VP - Communications | $177,451 | $0 | $163 | $0 | $14,898 | $0 | $7,525 | $0 | $20,182 | $0 | $220,219 | $0 | $0 | $0 |
| Paul W Smail | ||||||||||||||
| VP - Litigation | $184,073 | $0 | $518 | $0 | $6,726 | $0 | $6,726 | $0 | $21,729 | $0 | $219,772 | $0 | $0 | $0 |
| William A Agee III | ||||||||||||||
| Secretary; VP - Administration | $192,710 | $0 | $148 | $0 | $7,475 | $0 | $7,475 | $0 | $84 | $0 | $207,892 | $0 | $0 | $0 |
| Carmera S Thomas-Wilhite | ||||||||||||||
| VP - Communities and Partnerships | $154,344 | $0 | $162 | $0 | $5,543 | $0 | $5,543 | $0 | $16,918 | $0 | $182,510 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | The following individuals received holiday bonuses in 2024: Hilary H. Falk $148 Katharene P. Snavely $148 Alison H. Prost $148 Robert J. Beach $163 Thomas W. Ackerman $888 William A. Agee III $148 Everett S. Marshall $148 Paul W. Smail $518 Carmera S. Thomas-White $162 Tola Sanni $148 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 76 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,874,892 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $652 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (7 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | Oyster Shell Recycling | 26 | $27,512 |
| Yes (X) | Electric Charger & Pedestal | 1 | $13,445 |
| Yes (X) | Furniture | 1 | $2,952 |
| Yes (X) | Guitar | 1 | $799 |
| Yes (X) | Watch | 1 | $798 |
| Yes (X) | Fishing Gear | 1 | $429 |
| Yes (X) | Gift card | 1 | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | The number of contributions received was reported in column B on Part I. |
| Part I, Line 32b: | When necessary, licensed boat brokers are used to sell donated boats that are not used for operations. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 | 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, and PA; 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. |
| Form 990, Part III, Line 4a | Advocacy & Restoration, continued from page 2: To achieve its objectives, the department utilizes a team of lawyers, water quality and restoration scientists, outreach experts, citizen organizers, lobbyists, and policy specialists with expertise in fisheries, pollution reduction, land use, and agriculture. Their focus is local, state, and federal government policies; private sector practices; and citizen engagement. The Program develops and employs strategies and tactics designed to define the necessary governmental policies and programs, create the needed "political will" to ensure implementation of these policies and programs, and organizes CBF members to interact with decision-makers. When appropriate, the department uses the law as a tool to protect and preserve Chesapeake Bay. |
| Form 990, Part III, Line 4b | Education, continued from page 2: Designed to engage tomorrow's environmental leaders, these students now participate in CBF events, share what they learned with peers, and create projects in their communities to better the environment. In addition, the Education Department conducts professional learning courses for educators throughout Maryland, Virginia, Pennsylvania, and the District of Columbia. Known as Chesapeake Classrooms, these courses provide teachers first-hand experience on local waterways and help them to develop lesson plans that incorporate Bay studies. The department also teaches principals and school administrators through our Principal Environmental Leadership Courses. These courses increase support for school-wide environmental education programs. Furthermore, the department helps to educate elected officials, policy makers, journalists, and other community leaders and advocates through on-the-water field experiences. These trips inform influential members of the community about the issues facing the Bay and the ways that they can help further the Bay's restoration. |
| Form 990, Part III, Line 4c | Marketing & Communications, continued from page 2: Marketing & Communications' tactics are to develop well-researched messages and deliver them through integrated channels, including: publications such as CBF's member magazine, brochures, and regular and special reports; earned, paid, or donated media; digital media, including the CBF website, social media, and outbound e-mails; and any other forms of direct or indirect communications with our members and the public at large. The Marketing & Communications Department is organized around four primary functional areas: creative services; media; digital communications, and integrated communications/marketing. |
| Form 990, Part VI, Section B, line 11b | 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 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 and key employees. Compensation related decisions are documented within the minutes. The committee will provide this information to the full board for approval. The President's last compensation review took place in May 2025. 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 Chief Financial Officer and the Vice President of Human Resources informally reviews and approves all staff alignment to ensure consistency and continuity of various positions within the appropriate pay grades and ranges. |
| 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 XI line 8 | The financial statements for the year ended June 30, 2024 have been restated to correct the accounting treatment of a payment received on an existing contribution receivable. The payment was recorded as grants and gifts revenue during the year ended June 30, 2024 rather than being applied to reduce the outstanding grants and contributions receivable balance. Therefore, the amount has been reported as a prior period adjustment on Form 990, Part XI line 8. |
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