2023-10-26T18:55:24-05:00 2022-12-31 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2022-01-01 911839907 ISLAND CONSERVATION ISLA 8313594787 630 WATER STREET SANTA CRUZ CA 95060 KAREN POIANI CHIEF EXECUTIVE OFFICER 8313594787 2023-10-17 1 KAREN POIANI 999009999 0 BRIAN YACKER P00401346 9492222999 2023-10-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KAREN POIANI 630 WATER STREET SANTA CRUZ CA 95060 12879686 0 X WWW.ISLANDCONSERVATION.ORG X 1997 CA PREVENTS EXTINCTIONS BY REMOVING INVASIVE SPECIES FROM ISLANDS. 16 16 34 20 0 0 7766569 10959537 271936 917829 -3484 -27987 0 70112 8035021 11919491 933131 1032802 0 0 3985077 4151190 0 0 774573 3151560 3174493 8069768 8358485 -34747 3561006 9877224 13169559 1288294 1043749 8588930 12125810 PREVENT EXTINCTIONS BY REMOVING INVASIVE SPECIES FROM ISLANDS. BY REWILDING ISLANDS, WE RESTORE AND PROTECT WILDLIFE, COMMUNITIES, AND OCEANS. RESTORING ISLANDS BY REMOVING INVASIVE SPECIES HAS REPEATEDLY PROVEN TO BE A HIGH IMPACT CONSERVATION ACTION. 0 0 4601839 1032802 917829 CONSERVATION OPERATIONS:INVASIVE SPECIES ARE A LEADING CAUSE OF EXTINCTIONS ON ISLANDS AND BIODIVERSITY LOSS GLOBALLY. AS THE THREATS OF EXTINCTION ARE HIGHEST ON ISLANDS, SO ARE OUR OPPORTUNITIES TO SAVE SPECIES AT RISK. SINCE 1994, WE'VE PROTECTED 224 POPULATIONS OF 492 PLANT AND ANIMAL SPECIES AROUND THE WORLD BY REMOVING INVASIVE SPECIES FROM ISLANDS. ISLAND CONSERVATION SUPPORTS LOCAL ISLAND COMMUNITIES' INITIATIVES TO IMPROVE LIVELIHOODS, MANAGE INVASIVE SPECIES, AND REINTRODUCE NATIVE ANIMALS AND PLANT LIFE. THROUGH THIS, WE FOSTER SUSTAINABLE DEVELOPMENT, CLIMATE RESILIENCE, AND HEALTHY ISLAND MARINE ECOSYSTEMS ACROSS THE GLOBE. 1366911 CONSERVATION IMPACT AND INNOVATION:TO ASSESS IF ISLAND RESTORATION EFFORTS ARE PROTECTING IMPERILED SPECIES, ISLAND CONSERVATION MONITORS, MEASURES AND MAPS TARGETED SPECIES AND THEIR HABITATS BEFORE AND AFTER OUR CONSERVATION INTERVENTION. SCIENTIFICALLY DOCUMENTING THE RESPONSE OF ISLAND SPECIES AND ECOSYSTEMS ALSO ENABLES US TO ADJUST AND IMPROVE ISLAND RESTORATION STRATEGIES AND TOOLS. ISLAND CONSERVATION PURSUES INNOVATIVE TOOLS TO PREVENT EXTINCTIONS AND PROTECT ISLAND COMMUNITIES, NATIVE SPECIES, CORAL REEFS, AND OTHER NEARSHORE ECOSYSTEMS. WE AIM TO INCREASE THE SCOPE, SCALE, AND PACE OF ISLAND RESTORATION PROJECTS GLOBALLY. 5968750 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 34 1 0 1 EC CI PS 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JUSTIN LACY 8317066198 2100 DELAWARE AVENUE SUITE 1 SANTA CRUZ CA 95060 LYNNE HALE CHAIR 1.00 X X 0 0 0 IVAN SAMUELS VICE CHAIR 1.00 X X 0 0 0 JERROD SCHRECK TREASURER 1.00 X X 0 0 0 DR MARK HAUBER SECRETARY 1.00 X X 0 0 0 SAIF AL-GHAIS DIRECTOR 1.00 X 0 0 0 KATE BROWN DIRECTOR 1.00 X 0 0 0 VIRGINIA CARTER DIRECTOR 1.00 X 0 0 0 KATIE DOLAN DIRECTOR 1.00 X 0 0 0 BRETON FISCHETTI DIRECTOR 1.00 X 0 0 0 DR JAMES GIBBS DIRECTOR 1.00 X 0 0 0 DORIA GORDON DIRECTOR 1.00 X 0 0 0 RONNY JUMEAU DIRECTOR 1.00 X 0 0 0 MARGIE KIM DIRECTOR 1.00 X 0 0 0 DELIA KULUKUNDIS DIRECTOR 1.00 X 0 0 0 RADHIKA MALPANI DIRECTOR 1.00 X 0 0 0 JENNIFER STEELE DIRECTOR 1.00 X 0 0 0 KAREN POIANI CEO 40.00 X 246880 0 26096 HEATH PACKARD CHIEF PHILANTHROPY OFFICER 40.00 X 169648 0 36461 PENNY BECKER VP CONSERVATION 40.00 X 171680 0 5150 RICHARD GRIFFITHS HEAD OF THE PACIFIC 40.00 X 120109 0 0 CHAD HANSON DEPUTY VP CONSERVATION 40.00 X 146703 0 23367 SANDRA SOTTOMANO DIRECTOR OF HR/ADMIN 40.00 X 103530 0 15211 958550 0 106285 6 0 1 0 0 661265 10298272 90132 10959537 CONSERVATION OPERATION 541900 917829 917829 917829 19225 19225 912983 960195 -47212 -47212 -47212 REIMBURSEMENTS 900099 70112 70112 70112 11919491 917829 0 42125 X 333298 333298 699504 699504 655915 266912 90082 298921 2771665 1732223 794263 245179 42604 27539 13682 1383 430756 313929 95402 21425 250250 140288 72462 37500 31254 31254 94522 94522 1131476 978892 147466 5118 604215 514197 58348 31670 117468 11712 96307 9449 143518 116737 14819 11962 855234 694063 74176 86995 30651 20086 2253 8312 20399 20399 117239 81451 21004 14784 REPAIRS AND MAINTENANCE 18481 16776 1705 LICENSES & FEES 5356 744 3832 780 RECRUITMENT 4680 3585 1095 8358485 5968750 1615162 774573 2109390 3366390 3545918 5937937 3012205 3167114 10383 22075 218554 149680 163378 122115 50683 41263 912983 474600 17108 10500 9877224 13169559 437050 536421 63928 787316 507328 1288294 1043749 X 4880768 4400321 3708162 7725489 8588930 12125810 9877224 13169559 3561006 -24126 0 X X 0 1 X 1 0 X 4781348 5457248 9718234 7766569 10959537 38682936 4781348 5457248 9718234 7766569 10959537 38682936 10840866 27842070 22353 19171 839 14496 19225 76084 -26514 13935 -6805 70112 50728 38809748 5960492 0.71740 0.77560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 2,143. 2019 AMOUNT: $ 17,601. FOREIGN CURRENCY LOSS - 2018 AMOUNT: $ -28,657. 2019 AMOUNT: $ -3,666. 2020 AMOUNT: $ -6,805. REIMBURSEMENT - 2022 AMOUNT: $ 70,112. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 151290 115063 36227 12088 7052 5036 41263 GRANT ADVANCES 507328 507328 X 11895365 -24126 -24126 11919491 0 11919491 8358485 0 8358485 0 8358485 PART X, LINE 2: THE ORGANIZATION IS RECOGNIZED AS A PUBLIC CHARITY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE INTERNAL REVENUE CODE AND SIMILAR CODE SECTIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE, IS SUBJECT TO INCOME TAX. MANAGEMENT BELIEVES THAT ALL OF THE ORGANIZATION'S ACTIVITIES WERE DIRECTLY RELATED TO ITS EXEMPT PURPOSE. EACH YEAR, MANAGEMENT CONSIDERS WHETHER THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS; INCLUDING WHETHER THE ORGANIZATION HAS ENGAGED IN ACTIVITIES THAT COULD AFFECT THE ORGANIZATION'S INCOME TAX STATUS OR RESULT IN TAXABLE INCOME. MANAGEMENT BELIEVES THAT ANY POSITIONS THE ORGANIZATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 EAST ASIA AND THE PACIFIC 0 5 PROGRAM SERVICES STRATEGIC PLANNING, PROJECT MANAGEMENT, AND OUTREACH ACTIVITIES TO SUPPORT REMOVAL OF INVASIVE SPECIES. 1739412 SOUTH AMERICA 3 10 PROGRAM SERVICES STRATEGIC PLANNING, PROJECT MANAGEMENT, AND OUTREACH ACTIVITIES TO SUPPORT REMOVAL OF INVASIVE SPECIES. 1717769 3 15 0 0 3 15 3457181 0 3457181 SOUTH AMERICA GALAPAGOS CONSERVATION WORK 93087 WIRE 0 SOUTH AMERICA GALAPAGOS CONSERVATION WORK 320474 WIRE 0 SOUTH AMERICA GALAPAGOS CONSERVATION WORK 6892 WIRE 0 SOUTH AMERICA GALAPAGOS CONSERVATION WORK 0 9770 PASSPORT SCANNERS AND AIR CONDITIONERS FMV SOUTH AMERICA CHILE CONSERVATION WORK 39000 WIRE 0 SOUTH AMERICA GALAPAGOS CONSERVATION WORK 227111 WIRE 0 6 0 0 0 0 0 0 0 PART I, LINE 2: A CONTRACT IS CREATED BASED ON REQUIREMENTS FROM THE GRANTOR. PROGRAM STAFF EVALUATE PERFORMANCE ON DELIVERABLES AND APPROVE FOR PAYMENT WHEN COMPLETE. PART III ACCOUNTING METHOD: 1 ADVANCED CONSERVATION STRATEGIES 5331 HILLSIDE WAY WILLIAMSBURG VA 23185 204002778 501(C)(3) 274211 0 GENERAL OPERATING SUPPORT USDA 4101 LAPORTE AVE FORT COLLINS CO 80521 0 45487 FMV EQUIPMENT DONATION 1 1 PART I, LINE 2: SUBGRANTS AWARDS ARE BASED ON A SUB GRANT TEMPLATE WHICH IS MODIFIED TO ACCOMODATE THE PARTICULAR REQUIREMENTS OF SOURCE FUNDING. STANDARD REQUIREMENTS INCLUDE SEMIANNUAL PROGRESS REPORTS AND A COMPREHENSIVE FINAL REPORT. X X 1 1 X X 0 0 0 0 0 0 0 0 0 KAREN POIANI CEO 246880 0 0 0 0 0 7550 0 18546 0 272976 0 0 0 HEATH PACKARD CHIEF PHILANTHROPY OFFICER 164648 0 5000 0 0 0 5163 0 31298 0 206109 0 0 0 PENNY BECKER VP CONSERVATION 166680 0 5000 0 0 0 5150 0 0 0 176830 0 0 0 CHAD HANSON DEPUTY VP CONSERVATION 146703 0 0 0 0 0 4401 0 18966 0 170070 0 0 0 PART I, LINE 1A WE CHARTER HELICOPTERS AND PLANES FOR ACCESS TO AND WORK ON REMOTE ISLANDS. WE HAVE A POLICY AGAINST FIRST CLASS TRAVEL EXCEPT UNDER VERY UNUSUAL CIRCUMSTANCES SUCH AS MEDICAL EMERGENCY. WE PAY ONE EMPLOYEE A SMALL STIPEND FOR PROJECT GUN STORAGE OUTSIDE OF CA. X 2 75066 FMV X SUPPLIES 1 15066 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B CHIEF EXECUTIVE OFFICER AND CONTROLLER REVIEW THE FIRST DRAFT OF FORM 990 AND REQUEST REVISIONS AS APPROPRIATE. CONTROLLER PROVIDES THE SECOND DRAFT OF FORM 990 TO ALL BOARD MEMBERS INCLUDING FINANCE COMMITTEE AND TREASURER. BOARD MEMBERS REVIEW AND PROVIDE COMMENTS REGARDING CONCERNS OR ISSUES TO CHIEF EXECUTIVE OFFICER AND CONTROLLER BEFORE FINAL REVISIONS AND SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH FALL-WINTER THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD AND STAFF, AND ANY POTENTIAL CONFLICTS ARE REPORTED. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND IF SO, THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT ISLAND CONSERVATION'S BEST INTERESTS. BOTH VOTES SHALL BE BY A MAJORITY VOTE WITHOUT COUNTING THE VOTE OF ANY INTERESTED DIRECTOR, EVEN IF THE DISINTERESTED DIRECTORS ARE LESS THAN A QUORUM PROVIDED THAT AT LEAST ONE CONSENTING DIRECTOR IS DISINTERESTED. ANY ACTION TAKEN SHALL BE REFLECTED IN THE OFFICIAL MINUTES OF ISLAND CONSERVATION. AN INTERESTED BOARD MEMBER, OFFICER, OR STAFF MEMBER SHALL NOT PARTICIPATE IN ANY DISCUSSION OR DEBATE OF THE BOARD OF DIRECTORS, OR OF ANY COMMITTEE OR SUBCOMMITTEE THEREOF IN WHICH THE SUBJECT OF DISCUSSION IS A CONTRACT, TRANSACTION, OR SITUATION IN WHICH THERE MAY BE A PERCEIVED OR ACTUAL CONFLICT OF INTEREST. HOWEVER, SHE OR HE MAY BE PRESENT TO PROVIDE CLARIFYING INFORMATION IN SUCH A DISCUSSION OR DEBATE UNLESS OBJECTED TO BY ANY PRESENT BOARD OR COMMITTEE MEMBER. ANYONE IN A POSITION TO MAKE DECISIONS ABOUT SPENDING ISLAND CONSERVATION'S RESOURCES (I.E. TRANSACTIONS SUCH AS PURCHASE CONTRACTS) - WHO ALSO STANDS TO BENEFIT FROM THAT DECISION - HAS A DUTY TO DISCLOSE THAT CONFLICT AS SOON AS IT ARISES (OR BECOMES APPARENT); SHE OR HE SHOULD NOT PARTICIPATE IN ANY FINAL DECISIONS. FORM 990, PART VI, SECTION B, LINE 15 ISLAND CONSERVATION PERIODICALLY OBTAINS RELEVANT MARKET DATA TO ENSURE THAT HIRING COMPENSATION DECISIONS ARE CONSISTENT WITH MARKET CONDITIONS, BOTH FOR THE CEO WHOSE COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD, AND OTHER STAFF WHOSE COMPENSATION IS NOT REGULARLY REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 923,553. MANAGEMENT AND GENERAL EXPENSES 87,558. FUNDRAISING EXPENSES 5,118. TOTAL EXPENSES 1,016,229. PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 59,908. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,908. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 55,339. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,339. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.