2023-06-27T16:14:27-05:00 2022-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2022-01-01 931283716 INSTITUTE FOR APPLIED ECOLOGY INST 5417533099 4950 SW HOUT STREET CORVALLIS OR 973339598 THOMAS KAYE EXECUTIVE DIRECTOR 5417533099 2023-06-14 1 THOMAS KAYE 999009999 0 KARIN S WANDTKE P00172715 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X THOMAS KAYE 4950 SW HOUT STREET CORVALLIS OR 973339598 5008102 0 X HTTPS://APPLIEDECO.ORG/ X 1999 OR CONSERVES NATIVE SPECIES AND HABITATS THROUGH RESTORATIONS, RESEARCH, AND EDUCATION 11 11 89 55 0 0 4525181 4757567 0 18093 32615 21342 66380 126660 4624176 4923662 0 0 0 0 2252210 2819564 0 0 17476 1957842 1769649 4210052 4589213 414124 334449 3326897 3625104 576596 610173 2750301 3014931 X THE INSTITUTE FOR APPLIED ECOLOGY CONSERVES NATIVE SPECIES AND HABITATS THROUGH RESTORATIONS, RESEARCH, AND EDUCATION 0 0 753534 CONSERVATION RESEARCH: OUR EFFORTS TO RESEARCH, MONITOR AND REINTRODUCE ENDANGERED SPECIES INTO RESTORED HABITATS IN WESTERN OREGON HAS MANY SUCCESSES. WE HAVE ESTABLISHED NEW POPULATIONS OF GOLDEN PAINTBRUSH, KINCAID'S LUPINE, NELSON'S CHECKERMALLOW, BRADSHAW'S LOMATIUM, AND WILLAMETTE DAISY. ALL OF THESE SPECIES WERE ON THE BRINK OF EXTINCTION, BUT DUE TO OUR EFFORTS AND PARTNERSHIPS WITH OTHER ORGANIZATIONS, ARE NOW BECOMING MORE COMMON ON THE LANDSCAPE. THEY ALSO NOW GROW IN PLACES WHERE LOCAL PEOPLE IN LOCAL COMMUNITIES CAN SEE AND INTERACT WITH THEM REGULARLY, A SEA CHANGE FOR CONSERVATION! (CONTINUED ON SCHEDULE O)PROGRAM ACCOMPLISHMENT NUMBERS: FOR THE SEVENTH YEAR, COORDINATED RANGE-WIDE MONITORING FOR FENDER'S BLUE BUTTERFLY, WITH SURVEYS AT NEARLY 100 SITES, TRACKING IMPORTANT TRENDS IN THIS ENDANGERED SPECIES POPULATION.THIRTY-NINE RESEARCH PROJECTS AT 277 SITES WITH 8 ENDANGERED SPECIESMONITORED 2,195 SQUARE METERS OF NATIVE PLANTSVISITED ESTUARIES FROM TEXAS TO MAINE AND EVERYWHERE IN BETWEEN -- BOTH VIRTUALLY AND IN PERSON -- VIA OUR PARTICIPATION IN A PROJECT THAT MAPS ESTUARY HABITATS ON ALL U.S. COASTLINES. WE FINISHED UP A DECADE OF ON-THE-GROUND MONITORING AT THE NI-LES'TUN TIDAL WETLAND RESTORATION PROJECT IN THE COQUILLE RIVER ESTUARY, AND OUR REPORT SHOWED SOLID RECOVERY OF TIDAL WETLAND HYDROLOGY, SALINITY, VEGETATION, SOILS, AND CARBON SEQUESTRATION. 745242 HABITAT RESTORATION: FOR OVER 20 YEARS, IAE'S MISSION HAS INCLUDED RESTORING RESILIENT ECOSYSTEMS. WE'VE LEARNED THAT TO INCREASE HABITAT RESTORATION IN THE WILLAMETTE VALLEY AND NEW MEXICO AN INCREASE IN THE AVAILABILITY OF NATIVE SEEDS AND PLANTS IS NEEDED. WE'VE ACCOMPLISHED MUCH BY SUPPORTING THREE REGIONAL SEED PARTNERSHIPS AND DEVELOPING A NATIVE PLANT FARM. THE WILLAMETTE VALLEY NATIVE PLANT PARTNERSHIP (WVNPP), STAFFED BY IAE AND FUNDED IN PART BY THE OREGON WATERSHED ENHANCEMENT BOARD, HAS OVER 30 PUBLIC, PRIVATE, AND NONPROFIT ORGANIZATIONS AS MEMBERS, INCLUDING WATERSHED COUNCILS, SOIL AND WATER CONSERVATIONS DISTRICTS, LOCAL MUNICIPALITIES, PRIVATE LAND TRUSTS, COMMERCIAL GROWERS, AND STATE AND FEDERAL AGENCIES. (CONTINUED ON SCHEDULE O)PROGRAM ACCOMPLISHMENT NUMBERS: 64 SITES IN RESTORATION IN OREGON, 1121 ACRES IN SEED PRODUCTION OR ACTIVE RESTORATION 2.5 ACRES IN SEED PRODUCTION AT IAE FARM, WITH 37 SPECIES IN PRODUCTION 282 POUNDS OF SEED PRODUCED AT IAE FARM WILD SEED COLLECTED FROM 88 SPECIES IN OREGON, 36 SPECIES IN ARIZONA AND NEW MEXICO 1,300 POUNDS OF NATIVE SEED SOWN 17,000 NATIVE PLANT PLUGS AND BULBS OUT-PLANTED 8 TYPES OF OREGON HABITATS RESTORED 2251 VOLUNTEER ACTIVITY HOURS LOGGED HOSTED NATIVE PLANT MATERIALS VIRTUAL CONFERENCE ATTENDED BY NEARLY 500 NATIVE PLANT ENTHUSIASTS 258037 18093 ECOLOGICAL EDUCATION: THE DECLINE IN HUMAN CONNECTION WITH NATURE IS FOUND ESPECIALLY IN UNDERSERVED COMMUNITIES WITHIN OUR REGION, INCLUDING INCARCERATED PEOPLE WHO NUMBER OVER 15,000 IN OREGON AND 2.3 MILLION NATIONWIDE. THIS NATURE DEFICIT LEADS TO LOWER HUMAN HEALTH, HIGHER INCIDENTS OF VIOLENCE, AND REDUCED SENSE OF WELL-BEING. FURTHERMORE, THERE IS OFTEN A DISCONNECT BETWEEN ENVIRONMENTAL PROFESSIONALS AND THE DIVERSE COMMUNITIES THAT LIVE IN THE REGION WHERE RESTORATIONS TAKE PLACE. THIS ISOLATION EXCLUDES VALUABLE INSIGHTS FROM PROJECTS AND REDUCES OWNERSHIP OF HABITAT RESTORATIONS BY DIVERSE COMMUNITIES. INCARCERATED PEOPLE AND COMMUNITIES OF DIVERSITY ARE PARTICULARLY DEPRIVED OF OPPORTUNITIES TO INTERACT WITH ECOSYSTEMS AS WELL AS IN ENVIRONMENTAL FIELDS. (CONTINUED ON SCHEDULE O)ONE PROJECT OF OUR ECOLOGICAL EDUCATION PROGRAM, SAGEBRUSH IN PRISONS, DEEPLY ENGAGES PRISON INMATES IN HABITAT CONSERVATION BY GIVING THEM VOCATIONAL TRAINING IN NATIVE PLANT NURSERY MANAGEMENT AND A LECTURE SERIES IN CONSERVATION SCIENCE. THESE INCARCERATED ADULTS ARE HEALING THEIR ENVIRONMENT, THEIR COMMUNITIES, AND THEMSELVES.PROGRAM ACCOMPLISHMENT NUMBERS:NEARLY 500,000 SAGEBRUSH PLANTS GROWN BY ADULTS IN CUSTODY IN 10 PRISONS IN FIVE STATES TO RESTORE GREATER SAGE-GROUSE HABITAT IMPACTED BY FIRE.PROVIDED PLACE-BASED SUMMER EDUCATION AND FOREST IMMERSION PROGRAMS FOR MIDDLE AND HIGH SCHOOL STUDENTS IN NORTH-CENTRAL NEW MEXICO.OVER 100 ADULTS IN CUSTODY ENGAGED IN ECOLOGICAL EDUCATION.130 YOUTH IN JUVENILE DETENTION ATTENDED 17 LESSONS PROVIDED IN 2 FACILITIES.75 YOUTH ATTENDED EDUCATIONAL LESSONS AT 3 SCHOOLS. 1931558 THE INSTITUTE FOR APPLIED ECOLOGY (IAE) IS A NON-PROFIT 501 (C) (3) ORGANIZATION WHOSE VISION IS A WORLD WHERE ALL PEOPLE AND WILDLANDS ARE HEALTHY AND INTERACT POSITIVELY, BIOLOGICALLY DIVERSITY FLOURISHES, AND ENVIRONMENTAL CHALLENGES ARE MET WITH A SOCIAL COMMITMENT TO SOLVING PROBLEMS WITH SCIENCE. OUR MISSION IS CONSERVING NATIVE SPECIES AND HABITATS THROUGH RESTORATION, RESEARCH AND EDUCATION. WE PARTNER WITH AND SERVE A DIVERSITY OF GROUPS ACROSS OREGON AND THE WESTERN US, INCLUDING GOVERNMENT AGENCIES, LOCAL MUNICIPALITIES, CONSERVATION ORGANIZATIONS AND NONPROFITS, PRISONS, JUVENILE DETENTION FACILITIES, K-12 SCHOOLS, ALTERNATIVE HIGH SCHOOL PROGRAMS, TRIBES AND PRIVATE INDIVIDUALS. OUR PROJECTS WORK ACROSS THE WESTERN UNITED STATES, WITH OUR MAIN OFFICE IN OREGON AND AN OFFICE IN NEW MEXICO. OUR STRATEGIC PLAN LAYS OUT THREE PROGRAMMING GOALS: RESTORING RESILIENT ECOSYSTEMS, CONSERVING SPECIES, AND CONNECTING PEOPLE WITH NATURE. WE PRESENT AN ACCOMPLISHMENT FROM EACH IN THE SECTIONS ABOVE. 1931558 3688371 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 41 0 89 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR NM X INSTITUTE FOR APPLIED ECOLOGY 5417533099 4950 SW HOUT STREET CORVALLIS OR 973339598 KEN BIERLY PRESIDENT 3.00 X X 0 0 0 CARY STEPHENS SECRETARY 2.00 X X 0 0 0 JACK HALSEY TREASURER 2.00 X X 0 0 0 BRANDY HUMPHREYS VICE PRESIDENT 2.00 X X 0 0 0 JOHN SAVAGE BOARD MEMBER 2.00 X 0 0 0 CAROL SAVONEN BOARD MEMBER 1.00 X 0 0 0 ANNE BRADLEY BOARD MEMBER 1.00 X 0 0 0 SHINJI KAWAI BOARD MEMBER 1.00 X 0 0 0 SUNIA YANG BOARD MEMBER 9.00 X 0 0 0 JASON BRADFORD BOARD MEMBER 1.00 X 0 0 0 JUDY LI BOARD MEMBER 1.00 X 0 0 0 THOMAS KAYE EXECUTIVE DIRECTOR 42.00 X 102605 0 5052 102605 0 5052 1 0 0 0 0 4107552 650015 4757567 WORKSHOPS/PROGRAM FEES 900099 18093 18093 18093 21342 21342 211100 84440 126660 126660 4923662 18093 0 148002 107657 84141 23246 270 2271048 1774969 490374 5705 60415 47218 13045 152 196328 153443 42392 493 184116 143898 39755 463 2120 2120 77706 77706 8537 8537 83205 21579 53032 8594 112341 88724 23617 199911 191048 8749 114 73069 57559 15510 30143 23813 6330 CONTRACT SERVICES 772702 771170 1532 SUPPLIES AND EQUIPMENT 379825 300719 77421 1685 VEHICLE EXPENSES 30090 30090 4589213 3688371 883366 17476 161620 250345 94667 88318 2031341 2099847 189400 178214 53063 100205 778517 346111 319819 432406 308584 264587 168403 211182 3326897 3625104 308193 269723 47408 100000 81267 168403 211775 576596 610173 X 2668076 2808949 82225 205982 2750301 3014931 3326897 3625104 334449 -69819 0 X X 0 1 X 1 1 1 X 2866435 3704447 3582385 4525181 4757567 19436015 2866435 3704447 3582385 4525181 4757567 19436015 19436015 22215 9864 8008 27269 21342 88698 19524713 632482 0.99550 0.99590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 333726 713 333013 444791 345398 99393 432406 RIGHT-OF-USE ASSETS 211182 211182 LEASE LIABILITIES 211775 211775 X 4940783 -69819 2500 84440 17121 4923662 0 4923662 4676153 2500 84440 86940 4589213 0 4589213 PART X, LINE 2: THE INSTITUTE FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE INSTITUTE'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES NETTED WITH REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES NETTED WITH REVENUE THOMAS KAYE EXECUTIVE DIRECTOR 44265 LEASE PAYMENTS ON RENTAL PROPERTY FOR THE MAIN OFFICE. 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS IN DETAIL AND PRESENTS A SUMMARY TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE PROGRAM DIRECTORS HAVE WEEKLY MEETINGS TO BRING ANY NEW BUSINESS DEALINGS TO THE TABLE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD RESEARCHES AND VOTES ON THE EXECUTIVE DIRECTOR'S SALARY EACH YEAR AND THE EXECUTIVE DIRECTOR RESEARCHES SALARIES OF COMPARABLE TRADES FOR ALL OTHER EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR FINANCIAL OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR.