2023-11-09T09:20:06-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-01-01 042239743 ASSOCIATION OF FIELD ORNITHOLOGISTSINC ASSO 8142323300 556 SUNSET DR MEADVILLE PA 16335 SARAH SARGENT TREASURER 3028311300 2023-11-08 1 SARAH SARGENT XXX-XX-XXXX 1 DANIELLE NIHILL P01350943 7819821001 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X SARAH SARGENT 556 SUNSET DR MEADVILLE PA 16335 1697984 0 X WWW.AFONET.ORG X 1960 MA A MEMBERSHIP ORGANIZATION DEDICATED TO THE STUDY OF BIRDS AND THEIR NATURAL HABITATS. 25 25 0 25 0 0 0 0 40472 125869 153734 -26304 105418 222928 299624 322493 41755 47584 0 0 0 0 0 0 0 172036 227257 213791 274841 85833 47652 3243314 2974427 100005 100982 3143309 2873445 X THE ASSOCIATION OF FIELD ORNITHOLOGISTS (AFO) IS A MEMBERSHIP ORGANIZATION DEDICATED TO THE STUDY AND CONSERVATION OF BIRDS AND THEIR NATURAL HABITATS. THE AFO PRIDES ITSELF AS SERVING AS A BRIDGE BETWEEN THE PROFESSIONAL AND THE AMATEUR ORNITHOLOGIST. THE ORGANIZATION'S MEMBERSHIP AND GOVERNING COUNCIL CONSIST OF BOTH AMATEUR AND PROFESSIONAL ORNITHOLOGISTS, IN RECOGNITION OF THE CONTRIBUTIONS THAT BOTH MAKE TO ORNITHOLOGY. 0 0 4362 0 7062 PUBLICATION OF JOURNAL OF FIELD ORNITHOLOGY (PUBLISHED ONLINE); A PROFESSIONAL JOURNAL WITH MEMBERS AND SUBSCRIBERS. THE ORGANIZATION ALSO SELLS MIST NETS AND BANDING SUPPLIES AND EQUIPMENT TO ITS MEMBERS AND OTHER ORNITHOLOGICAL SOCIETIES AS PART OF THE ORGANIZATION'S EXEMPT PURPOSE. 110107 47584 118807 BERGSTROM RESEARCH AWARDS, LATIN AMERICAN RESEARCH AWARDS, SKUTCH RESEARCH AWARDS AND TRAVEL AWARDS FOR RESEARCH PROJECTS IN THE FIELD OF ORNITHOLOGY/AVIAN RESEARCH. 114469 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 MA X CLIFTONLARSONALLEN LLP 5084413300 700 PLEASANT ST NEW BEDFORD MA 02740 X VALENTINA FERRETTI PRESIDENT 1.00 X X 0 0 0 JULIE JEDLICKA VICE PRESIDENT 1.00 X X 0 0 0 SCOTT JOHNSON SECRETARY 1.00 X X 0 0 0 SCOTT SUTCLIFFE IMMEDIATE PAST TREASURER 1.00 X X 0 0 0 SARAH SARGENT TREASURER 1.00 X X 0 0 0 REED BOWMAN JOURNAL EDITOR 1.00 X 0 0 0 MARK HAUBER JOURNAL EDITOR 1.00 X 0 0 0 REBECKA BRASSO DIRECTOR 1.00 X 0 0 0 JESS HIGHTOWER DIRECTOR 1.00 X 0 0 0 CECILIA KOPUCHIAN DIRECTOR 1.00 X 0 0 0 GUSTAVO LONDONO DIRECTOR 1.00 X 0 0 0 CLAIRE VARIAN-RAMOS DIRECTOR 1.00 X 0 0 0 ANGELA TRINGALI DIRECTOR 1.00 X 0 0 0 ALLYSON JACKSON DIRECTOR 1.00 X 0 0 0 EMILY CHOY DIRECTOR 1.00 X 0 0 0 JO PEACOCK DIRECTOR 1.00 X 0 0 0 CARLA SUERTEGARAY FONTANA DIRECTOR 1.00 X 0 0 0 LUCY ZIPF DIRECTOR 1.00 X 0 0 0 MAUREEN MCCLUNG DIRECTOR 1.00 X 0 0 0 JUDIT UNGVARI DIRECTOR 1.00 X 0 0 0 MATTHEW SHUMAR DIRECTOR 1.00 X 0 0 0 DAVID ABORN DIRECTOR 1.00 X 0 0 0 DAVID CERASALE DIRECTOR 1.00 X 0 0 0 DAN ARDIA DIRECTOR 1.00 X 0 0 0 MARK DEUTSCHLANDER DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 ANNUAL MEETING INCOME 541900 89807 89807 MEMBERSHIP DUES 541900 29000 29000 SUBSCRIPTIONS 541900 7000 7000 REVENUE FROM COLLABORATIVE AGREEM 541900 62 62 125869 -26899 -26899 574189 573594 595 595 595 1024825 801897 222928 222928 322493 125869 0 196624 30329 30329 17255 17255 27898 27898 59698 34400 25298 18065 18065 2188 2188 76471 76471 17836 17836 2738 1733 1005 OTHER EXPENSES 18001 8554 9447 PUBLICATION AND MAILING 4362 4362 274841 114469 160372 0 234705 478369 18261 12873 405411 409811 15401 8349 64228 56142 17903 8086 1990361 1590778 170194 162175 391078 303986 3243314 2974427 42277 59354 57728 41628 100005 100982 X 1910180 1894599 1233129 978846 3143309 2873445 3243314 2974427 47652 -317516 0 X 1 X 0 0 0 X 43695 19150 1011 63856 973251 1017011 795701 920840 1150694 4857497 1016946 1036161 796712 920840 1150694 4921353 0 0 0 4921353 57691 60258 45138 83783 -27136 219734 57691 60258 45138 83783 -27136 219734 237 237 1074637 1096419 841850 1004623 1123795 5141324 0.95720 0.94670 0.04270 0.05330 X 1233123 -233631 10800 9849 978843 1071262 181645 9000 10784 1233123 947609 141905 9500 8752 1071262 777645 187433 8800 8669 947609 875661 -77356 12000 8660 777645 0.30723 0.69277 1 0 62952 55781 7171 1276 361 915 8086 BENEFICIAL INTEREST IN THIRD PARTY 300729 LEASE DEPOSIT 3257 303986 PART V, LINE 4: THE ORGANIZATION HAS THREE ENDOWMENT FUNDS: 1.THE PAMELA AND ALEXANDER F. SKUTCH FUND - THIS FUND IS RESTRICTED AS TO PURPOSE, TO BE USED FOR ANNUAL RESEARCH AWARDS TO PROFESSIONAL AND AMATEUR ORNITHOLOGISTS TO SUPPORT THE STUDIES OF AVIAN NATURAL HISTORY. 2.THE CHARLES BLAKE TRUST FUND - THIS FUND IS TO BE USED FOR THE PUBLICATION OF LITERATURE. AFO IS A BENEFICIARY OF THE CHARLES BLAKE CHARITABLE TRUST MANAGED BY BANK OF AMERICA. 3.THE BERGSTROM RESEARCH FUND - THIS FUND IS TO BE USED TO FURTHER RESEARCH BIRDS BY STUDENTS AND NON-PROFESSIONALS. THE PAMELA AND ALEXANDER F. SKUTCH RESEARCH AWARD SUPPORT MINIMALLY INVASIVE RESEARCH INTO THE LIFE HISTORIES, ESPECIALLY SOCIAL RELATIONS AND REPRODUCTION, OF LITTLE KNOWN BIRDS OF THE CONTINENTAL NEOTROPICS, INCLUDING TRINIDAD AND TOBAGO. 1 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. GRANTS TO INDIVIDUALS THAT FURTHER AVIAN RESEARCH. 14255 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. GRANTS TO INDIVIDUALS THAT FURTHER AVIAN RESEARCH. 3000 0 0 0 0 0 0 17255 0 17255 SKUTCH FUNDS ARE AWARDED TO AVIAN RESEARCH RECIPIENTS AFTER SUBMITTING AN APPLICATION DESCRIBING THE SPECIFIC RESEARCH OR ANALYSIS PROJECT THEY WILL BE WORKING ON. AFTER THE RESEARCH PROJECT IS COMPLETE THE AWARD RECIPIENT IS EXPECTED TO PRESENT THE RESULTS OF THEIR RESEARCH AT AN ANNUAL MEETING OF THE ASSOCIATION OF FIELD ORNITHOLOGISTS. GRANT MONIES ARE NOT MONITORED FOR SPECIFIC USAGE. SOUTH AMERICA 1 9800 CHECK OR DIRECT BANK TRANSFER BERGSTROM FUNDS ARE AWARDED TO AVIAN RESEARCH RECEIPIENTS AFTER SUBMITTING AN APPLICATION DESCRIBING THE SPECIFIC RESEARCH OR ANALYSIS PROJECT THEY WILL BE WORKING ON. AFTER THE RESEARCH PROJECT IS COMPLETE THE AWARD RECIPIENT IS EXPECTED TO PRESENT THE RESULTS OF THEIR RESEARCH AT AN ANNUAL MEETING OF THE ASSOCIATION OF FIELD ORNITHOLOGISTS. GRANT MONIES ARE NOT MONITORED FOR SPECIFIC USAGE. SOUTH AMERICA 3 4455 CHECK OR DIRECT BANK TRANSFER BERGSTROM FUNDS ARE AWARDED TO AVIAN RESEARCH RECEIPIENTS AFTER SUBMITTING AN APPLICATION DESCRIBING THE SPECIFIC RESEARCH OR ANALYSIS PROJECT THEY WILL BE WORKING ON. AFTER THE RESEARCH PROJECT IS COMPLETE THE AWARD RECIPIENT IS EXPECTED TO PRESENT THE RESULTS OF THEIR RESEARCH AT AN ANNUAL MEETING OF THE ASSOCIATION OF FIELD ORNITHOLOGISTS. GRANT MONIES ARE NOT MONITORED FOR SPECIFIC USAGE. NORTH AMERICA 2 3000 CHECK OR DIRECT BANK TRANSFER 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION DOCUMENTS AND SUBSTANTIATES RECORDS OF GRANTS DISPERSED. PART III ACCOUNTING METHOD: 1 2022 STUDENT AWARD 34 9236 2022 ORNITHOLOGICAL COUNCIL GRANT 1 10000 BERGSTROM AWARD 4 6000 NASB AWARD 1 1000 NABC AWARD 1 4093 PART I, LINE 2: THE ORGANIZATION PROVIDES GRANTS AND AWARDS TO INDIVIDUALS FOR THEIR AVIAN RESEARCH AND PUBLISHED WORKS. GRANT MONIES ARE NOT MONITORED FOR SPECIFIC USAGE. FORM 990, SCHEDULE I, PART IV: TRAVEL ASSISTANCE IS AWARDED TO SOME OF THE RESEARCH AWARD RECIPIENTS TO HELP DEFRAY PART OR ALL OF THE COSTS NECESSARY TO ATTEND AND PRESENT AN ORAL PAPER OR POSTER AT AN ANNUAL MEETING. THE TRAVEL COSTS ARE DEEMED USED WHEN THE RECIPIENT ATTENDS THE REQUIRED ANNUAL MEETING. BERGSTROM FUNDS ARE AWARDED TO AVIAN RESEARCH RECIPIENTS AFTER SUBMITTING AN APPLICATION DESCRIBING THE SPECIFIC RESEARCH OR ANALYSIS PROJECT THEY WILL BE WORKING ON. AFTER THE RESEARCH PROJECT IS COMPLETE THE AWARD RECIPIENT IS EXPECTED TO PRESENT THE RESULTS OF THEIR RESEARCH AT AN ANNUAL MEETING OF THE ASSOCIATION OF FIELD ORNITHOLOGISTS. GRANT MONIES ARE NOT MONITORED FOR SPECIFIC USAGE. FORM 990, PART VI, SECTION A, LINE 6 THEY SERVE ON COMMITTEES, PLAN THE ANNUAL MEETING, AND HELP GUIDE THE DIRECTION OF THE ORGANIZATION ELECTED BY THE COUNCIL AT THE RECOMMENDATION OF A NOMINATING COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7A AFO MEMBERS VOTE ON THE SELECTION OF COUNCIL MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS FORWARDED TO THE GOVERNING COUNCIL. THE COUNCIL REVIEWS ALL THE SCHEDULES, FINANCIAL INFORMATION AND RESPONSES TO GOVERNANCE QUESTIONS. AFTER THEY REVIEW THE RETURN, IT IS FINALIZED FOR FILING. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS FOR THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC AFTER MAKING A WRITTEN REQUEST TO THE ORGANIZATION. COPIES ARE AVAILABLE BY CONTACTING AN OFFICER OF THE ORGANIZATION; OFFICERS AND ADDRESSES ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.