2023-11-15T12:57:42-06:00 2022-12-31 571112308 VERIS LLC 1156 BOWMAN ROAD SUITE 100-A MOUNT PLEASANT SC 29464 990 2022-01-01 200785702 THE TURTLE SURVIVAL ALLIANCE FOUNDATION TURT 8437532159 5900 CORE ROAD STE 504 NORTH CHARLESTON SC 29406 ANDREW WALDE TREASURER 8437532159 2023-11-15 1 ANDREW WALDE 999009999 1 JACQUELINE BROOKE GLOVER-SKINNER EA P01225402 8438814477 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TURTLE SURVIVAL ALLIANCE ANDREW WALDE 5900 CORE ROAD STE 504 NORTH CHARLESTON SC 29406 2647194 0 X WWW.TURTLESURVIVAL.ORG X 2004 TX TURTLE BREEDING, FIELD RESEARCH AND CONSERVATION 22 21 10 8 0 0 1779020 2343516 2940 9368 119216 172356 34833 121954 1936009 2647194 1483012 965049 0 0 587939 640766 0 0 340260 863013 1288750 2933964 2894565 -997955 -247371 19364749 16284495 300501 199502 19064248 16084993 TURTLE BREEDING, FIELD RESEARCH AND CONSERVATION 0 0 1347686 965049 FIELD CONSERVATION CREATES BREEDING PROGRAMS, INCLUDING BUILDING FACILITIES, FOR CRITICALLY ENDANGERED FRESHWATER TURTLES AND TORTOISES AND CONDUCTS FIELD RESEARCH. DEVELOPS CONSERVATION PLANS AND PUTS THOSE PLANS INTO ACTION. PROMOTES CONSERVATION AWARENESS AMONG LOCAL COMMUNITIES, PROVIDES SUPPORT, KNOWLEDGE AND TRAINING AROUND THE WORLD. ADVOCATES FOR GREATER ENFORCEMENT OF WILDLIFE LAWS. 376655 9368 CONFERENCE-HOSTING AN AVERAGE OF MORE THAN 250 ATTENDEES OVER THE PAST SEVERAL YEARS. THE SYMPOSIUM REPRESENTS THE LARGEST GATHERING OF THE NON-MARINE TURTLE BIOLOGISTS IN THE WORLD AND PROVIDES AN UNMATCHED OPPORTUNITY FOR NETWORKING AND STRATEGIZING ABOUT TURTLE CONSERVATION. IN ADDITION, THE MEETING PROVIDES A VENUE FOR EXISTING TURTLE CONSERVATION ORGANIZATION TO MEET. THE ANNUAL MEETING OF THE BOARD OF DIRECTORS FOR THE TURTLE SURVIVAL ALLIANCE, TURTLE CONSERVATION FUND, AS WELL AS TFTSG STEERING COMMITTEE ALL COINCIDE WITH THE SYMPOSIUM EACH YEAR. 464062 ANIMAL MANAGEMENT - TSA CURRENTLY OWNS AND MANAGES MORE THAN 2000 TURTLES AND TORTOISES REPRESENTING MORE THAN 50 SPECIES. CURRENTLY THESE 2000+ ANIMALS RESIDE WITH 93 PRIVATE INDIVIDUALS, 33 ZOOS AND AQUARIUMS AND FIVE EDUCATIONAL INSTITUTIONS (I.E. UNIVERSITIES AND VETERINARY SCHOOLS) 2188403 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 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 10 0 1 10 1 0 1 MA 0 0 0 1 1 0 0 0 0 0 0 X 22 21 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TX SC X X THE ORGANIZATION 8437532159 5900 CORE ROAD STE 504 NORTH CHARLESTON SC 29406 PATRICIA KOVAL CHAIR 10.00 X X 0 0 0 JOHN MITCHELL DIRECTOR 10.00 X 0 0 0 LONNIE MCCASKILL DIRECTOR 1.00 X 0 0 0 ANDERS RHODIN DIRECTOR 3.00 X 0 0 0 SATCH KRANTZ DIRECTOR 1.00 X 0 0 0 BRIAN HORNE DIRECTOR 10.00 X 0 0 0 HUGH QUINN DIRECTOR 10.00 X 0 0 0 RUSS MITTERMEIER DIRECTOR 3.00 X 0 0 0 WILLIAM DENNLER DIRECTOR 3.00 X 0 0 0 TIM GREGORY DIRECTOR 5.00 X 0 0 0 JOHN IVERSON DIRECTOR 5.00 X 0 0 0 ANDRE DANEAULT DIRECTOR 2.00 X 0 0 0 MICHAEL FOURAKER DIRECTOR 1.00 X 0 0 0 KIM GRAY DIRECTOR 10.00 X 0 0 0 FRANK SLAVENS DIRECTOR 1.00 X 0 0 0 CRISTINA JONES DIRECTOR 1.00 X 0 0 0 HEATHER BARRETT DIRECTOR 1.00 X 0 0 0 ALLISON ALBERTS DIRECTOR 1.00 X 0 0 0 BECCA COZAD DIRECTOR 1.00 X 0 0 0 JACKIE LITZGUS DIRECTOR 1.00 X 0 0 0 VIVIAN PAEZ DIRECTOR 1.00 X 0 0 0 RICK HUDSON DIRECTOR 40.00 X 20004 0 0 ANDREW WALDE TREASURER 40.00 X 124800 0 29397 JAN HOLLOWAY SECRETARY 40.00 X 0 0 0 144804 0 29397 1 0 1 0 0 16769 2326747 32793 2343516 PROGRAM INCOME 900099 9368 9368 9368 172356 172356 CONFERENCE REGISTRATIO 900099 60988 60988 INVENTORY SALES 900099 50616 50616 INSURANCE PROCEEDS 900099 9441 9441 909 909 121954 2647194 303678 0 0 965049 965049 174200 77098 58553 38549 466566 222733 71251 172582 55711 55711 113673 88423 25250 154392 143200 11192 68267 47597 11996 8674 102054 64289 27898 9867 CONTRACTUAL SERVICES 362273 256974 22574 82725 OTHER 243900 188330 48232 7338 UTILITIES 53057 45995 7062 WEBSITE 43376 21224 11540 10612 92047 67491 14643 9913 2894565 2188403 365902 340260 2358869 828926 432829 130062 325058 18425 18598 1501479 465933 1022667 1035546 15753964 13562826 80762 80712 19364749 16284495 161516 140317 34736 138985 24449 300501 199502 X 18420610 15342858 643638 742135 19064248 16084993 19364749 16284495 X -247371 -2839735 107851 X X 0 1 X 1 0 X 1401221 1308408 1104022 1561937 2392082 7767670 60055 60055 1401221 1308408 1164077 1561937 2392082 7827725 7827725 110721 1035 44114 119216 172356 447442 1862 1045 71338 74245 8349412 380868 0.93750 0.93600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 196185 2301 -30825 167661 180884 15301 196185 163363 17521 180884 126300 15000 22063 163363 147128 -20828 126300 0 0 158769 158769 1128147 465933 662214 211933 211933 2630 2630 1035546 MARKETABLE SECURITIES: EDWARD JONES MAIN 34907 C MARKETABLE SECURITIES: TYRON BOG TURTLE FUN 167619 C MARKETABLE SECURITIES: CHARLES SCHWAB 13360300 C 13562826 INTERN HOUSE LOAN 24449 24449 X -91835 -2839735 48566 107851 -2683318 2591483 55711 55711 2647194 2887420 48566 48566 2838854 55711 55711 2894565 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND EXEMPT FROM STATE INCOME TAXES UNDER THE LAWS OF SOUTH CAROLINA. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR. THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE FASB PROVIDES GUIDANCE ON THE FOUNDATION'S EVALUATION OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITION AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISION OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: NONTAXABLE GRANTS AND PPP FORGIVENESS 107,851. 1 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, GRANTS TO RECIPIENTS LOCATED IN REGION. GRANT MAKING FOR CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT AND/OR RESEARCH. SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GRANTS TO RECIPIENTS LOCATED IN REGION. GRANT MAKING FOR CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT AND/OR RESEARCH. SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, GRANTS TO RECIPIENTS LOCATED IN REGION. GRANT MAKING FOR CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT AND/OR RESEARCH. NORTH AMERICA GRANTS TO RECIPIENTS LOCATED IN REGION. GRANT MAKING FOR CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT AND/OR RESEARCH. 0 0 0 0 0 0 0 0 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT, AND/OR RESEARCH. 66685 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT, AND/OR RESEARCH. 265078 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT, AND/OR RESEARCH. 379481 0 NORTH AMERICA CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT, AND/OR RESEARCH. 116832 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION HAS GRANT AGREEMENTS WITH EVERY INDIVIDUAL OR ORGANIZATION THAT RECEIVES FUNDS FROM THE ORGANIZATION. THE GRANT AGREEMENT REQUIRES REPORTING ON ACTIVITIES AND EXPENSES BY THE GRANTEE. PART III ACCOUNTING METHOD: 1 ASSOCIATION OF ZOOS & AQUARIUMS 8403 COLESVILLE RD STE 710 SILVER SPRINGS MD 209103314 550526930 22000 0 GRANT MAKING FOR CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT AND/OR RESEARCH. WASHINGTON DEPARTMENT OF FISH & WILDLIFE 1111 WASHINGTON ST SE OLYMPIA WA 98501 16000 0 GRANT MAKING FOR CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT AND/OR RESEARCH. PART I, LINE 2: THE ORGANIZATION HAS GRANT AGREEMENTS WITH EVERY INDIVIDUAL OR ORGANIZATION THAT RECEIVES FUNDS FROM THE ORGANIZATION. THE GRANT AGREEMENT REQUIRES REPORTING ON ACTIVITIES AND EXPENSES BY THE GRANTEE. 0 0 0 0 0 0 0 0 0 ANDREW WALDE TREASURER 124800 0 0 0 0 0 0 0 29397 0 154197 0 0 0 X 22842 FAIR MARKET VALUE X EQUIPMENT AND SUPPLIES 0 9951 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIPS ARE AVAILABLE WITH A DONATION TO THE TURTLE SURVIVAL ALLIANCE FOUNDATION. MEMBERSHIPS FEES ARE $25 FOR STUDENTS/SENIORS, $50 FOR INDIVIDUALS AND $300 FOR ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS FIRST CIRCULATED TO THE FINANCE COMMITTEE FOR REVIEW, THEN THE REMAINDER OF THE BOARD MEMBERS FOR REVIEW PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C MONITORING THE POLICY REGULARLY AND CONSISTENTLY- EXECUTIVE DIRECTOR MONITORS AND REPORTS FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF ALL EMPLOYEES IS REVIEWED BY GOVERNANCE, THEN APPROVED BY THE BOARD. 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 XI, LINE 9: GAIN ON PPP LOAN FORGIVENESS 107,851. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.