2024-11-14T16:27:10-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2023-01-01 800030060 SUSTAINABLE FORESTRY INITIATIVE INC SUST 2025963450 2121 K STREET NW 750 WASHINGTON DC 20037 MARCY BELL CHIEF FINANCIAL OFFICER 2025963450 2024-11-13 1 0 ROBERT WILLIAMS P01345960 5712279500 2024-11-06 2023 2024-10-15 13:58:12Z KATHY ABUSOW 2121 K STREET NW 750 WASHINGTON DC 20037 13356690 0 X WWW.FORESTS.ORG X 2002 DC SFI'S MISSION IS TO ADVANCE SUSTAINABILITY THROUGH FOREST-FOCUSED COLLABORATION. 16 16 59 20 0 0 667628 661211 11398479 12031652 46090 273171 -221943 111150 11890254 13077184 768640 760364 0 0 6594336 7217922 0 0 106217 3883669 5024600 11246645 13002886 643609 74298 14059157 13608270 3830745 3321864 10228412 10286406 X THE SUSTAINABLE FORESTRY INITIATIVE (SFI) INC. IS A SUSTAINABILITY LEADER THAT STANDS FOR FUTURE FORESTS. SFI IS AN INDEPENDENT, NON-PROFIT ORGANIZATION THAT PROVIDES SUPPLY CHAIN ASSURANCES, DELIVERS CONSERVATION LEADERSHIP, AND SUPPORTS EDUCATION AND COMMUNITY ENGAGEMENT. SFI STANDARDS AND ON-PRODUCT LABELS HELP CONSUMERS MAKE RESPONSIBLE PURCHASING DECISIONS. SFI OVERSEES THE SFI FOREST PARTNERS PROGRAM, WHICH AIMS TO INCREASE SUPPLY OF CERTIFIED FOREST PRODUCTS, THE SFI CONSERVATION AND COMMUNITY PARTNERSHIPS GRANT PROGRAM, WHICH FUNDS RESEARCH AND COMMUNITY BUILDING, AND PROJECT LEARNING TREE, WHICH EDUCATES TEACHERS AND YOUTH ABOUT FORESTS AND THE ENVIRONMENT. 0 0 4471983 45003 10725733 STANDARDS: THE SFI BOARD OF DIRECTORS APPROVED THE SFI URBAN AND COMMUNITY FOREST SUSTAINABILITY STANDARD, WHICH WAS DEVELOPED IN PARTNERSHIP WITH ARBOR DAY FOUNDATION, TREE CANADA, THE INTERNATIONAL SOCIETY OF ARBORICULTURE, THE URBAN AND COMMUNITY FORESTRY SOCIETY (FORMERLY THE SOCIETY OF MUNICIPAL ARBORISTS), AND AMERICAN FORESTS. THE SFI URBAN AND COMMUNITY FOREST SUSTAINABILITY STANDARD IS THE WORLD'S FIRST FOREST STANDARD FOR URBAN AND COMMUNITY FOREST MANAGERS. IT PROMOTES NATURE-BASED SOLUTIONS AND RESILIENCE TO CLIMATE CHANGE. IT CONTAINS 16 OBJECTIVES FOR URBAN AND COMMUNITY FOREST CERTIFICATION AND IS APPLICABLE TO CITIES AND TOWNS OF ALL SIZES, ANYWHERE IN THE WORLD. IT IS PERFECT FOR CORPORATE, HOSPITAL, AND UNIVERSITY CAMPUSES AS IT HELPS MAINTAIN AND ENHANCE THE MANY VALUES OF URBAN TREES. IN 2023, SFI WAS NAMED ONE OF THE RECIPIENTS OF THE USDA FOREST SERVICE'S HISTORIC $1.5 BILLION INVESTMENT TO SUPPORT URBAN AND COMMUNITY FOREST MANAGEMENT, PARTICULARLY IN DISADVANTAGED COMMUNITIES.BY THE END OF 2023, OVER 350 MILLION ACRES ACROSS THE US AND CANADA WERE CERTIFIED TO THE SFI FOREST MANAGEMENT STANDARD, AND MORE THAN 50 INDIGENOUS GROUPS, COMMUNITIES AND BUSINESSES ARE CERTIFIED TO THE SFI FOREST MANAGEMENT STANDARD. 3227650 477713 1186852 EDUCATION: SFI INC. OPERATES PROJECT LEARNING TREE (PLT), AN AWARD-WINNING INITIATIVE THAT HELPS EDUCATORS INTEGRATE ENVIRONMENTAL EDUCATION INTO LESSON PLANS AND USE THE OUTDOORS TO ENGAGE STUDENTS IN A LIFETIME OF LEARNING. IN 2023, PLT REACHED OVER 2 MILLION STUDENTS VIA MORE THAN 11,000 EDUCATORS THAT WE HELPED TRAIN ON HOW TO USE PLT ENVIRONMENTAL EDUCATION RESOURCES. 2067185 124649 139595 CONSERVATION AND COMMUNITY INVESTMENTS: SFI IS THE ONLY STANDARD TO REQUIRE THAT CERTIFIED ORGANIZATIONS INVEST IN FOREST RESEARCH. THE TOTAL AMOUNT INVESTED IN RESEARCH BY SFI PROGRAM PARTICIPANTS TO $2 BILLION SINCE 1995. SFI ALSO INVESTS DIRECTLY IN CONSERVATION RESEARCH AND COLLABORATIVE PROJECTS TO MEASURE OUTCOMES RELATIVE TO WATER QUALITY, BIODIVERSITY AND SPECIES AT RISK, AND CLIMATE CHANGE RANGING FROM CARBON TO FOREST HEALTH. IN 2023, SFI FUNDED TWO PROJECTS - MICHIGAN STATE UNIVERSITY ON CLIMATE SMART FORESTRY AND MEMORIAL UNIVERSITY OF NEWFOUNDLAND RESEARCHING PLANT-POLLINATOR INTERACTIONS ON MANAGED FORESTS. WE ALSO WRAPPED UP PART I OF OUR NATIONAL FISH AND WILDLIFE FOUNDATION (NFWF) GRANT FOCUSED ON AVIAN CONSERVATION IN THE APPALACHIAN REGION AND STARTED PREPARATIONS FOR PHASE II WHICH WILL BEGIN IN 2024.SFI ALSO AWARDED FUNDING TO 16 COMMUNITY ORGANIZATIONS, TOTALING $216,000 OVER TWO YEARS, TO SUPPORT COLLABORATIVE PROJECTS, ACTIVITIES, AND EVENTS THAT CONNECT COMMUNITIES TO FORESTS. PROJECTS FOCUS ON COLLABORATION TO SUPPORT BIOLOGICAL DIVERSITY AND FIRE RESILIENCE PRACTICES, UTILIZING THE NEW SFI URBAN AND COMMUNITY FOREST SUSTAINABILITY STANDARD, EDUCATION AND TRAINING TO SUPPORT INDIGENOUS RELATIONSHIP BUILDING, AND BUILDING AWARENESS AND OPPORTUNITIES FOR FOREST LITERACY AND GREEN CAREER PATHWAYS. 1743814 112999 90622 PROMOTION AND COMMUNICATION:IN 2023, SFI HOSTED AN ANNUAL CONFERENCE IN COLLABORATION WITH PEFC WITH OVER 500 REGISTRATIONS AND PARTICIPANTS FROM 38 COUNTRIES. THE IN-PERSON EVENT WAS HELD IN VANCOUVER, BC. SFI ALSO HOSTED ITS LARGEST EVER YOUTH DELEGATES COHORT AT THE 2023 ANNUAL CONFERENCE WITH OVER 40 PARTICIPANTS. THE SFI ANNUAL CONFERENCE BRINGS TOGETHER PEOPLE FROM THE CONSERVATION, COMMUNITY, EDUCATION, AND ECONOMIC SECTORS WHO CARE ABOUT THE FUTURE OF FORESTS AND PARTICIPATION IS OPEN TO ALL. ATTENDEES INCLUDED CEOS OF FORTUNE 500 COMPANIES, CONSERVATION AND COMMUNITY LEADERS, INDIGENOUS REPRESENTATIVES, FOREST MANAGERS, UNIVERSITY FACULTY AND STUDENTS, GOVERNMENT OFFICIALS, AND MANY MORE. SFI PROVIDES FACILITIES, MANAGEMENT AND ADMINISTRATIVE SERVICES TO PROJECT LEARNING TREE CANADA (PLT CANADA), A CHARITABLE NON-PROFIT IN CANADA. PLT CANADA'S MISSION IS TO USE THE OUTDOORS TO ENGAGE YOUTH IN LEARNING ABOUT THE WORLD AROUND THEM IN RURAL, INDIGENOUS AND URBAN COMMUNITIES AND ADVANCE ENVIRONMENTAL EDUCATION, FOREST LITERACY AND CAREER PATHWAYS USING TREES AND FORESTS AS WINDOWS ON THE WORLD. SFI IS THE SOLE MEMBER OF PLT CANADA AND THE PLT CANADA BOARD REPRESENTS A SUBSET OF THE SFI BOARD. IN 2023, PLT CANADA WORKED WITH PARTNERS TO PLACE YOUNG ADULTS INTO OVER 400 GREEN JOBS ACROSS THE COUNTRY. SINCE 2018, SFI AND PLT CANADA HAVE PLACED OVER 7,600 YOUNG ADULTS INTO GREEN JOBS, ENSURING GENDER BALANCE AND 15% INDIGENOUS PARTICIPATION THROUGHOUT OUR PLACEMENTS. ADDITIONALLY, SFI AND PLT CANADA HAVE PLACED OVER 1,000 INDIGENOUS YOUNG ADULTS INTO GREEN JOBS, FROM OVER 100 DIFFERENT COMMUNITIES. 1743814 112999 90622 11510632 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 1 1 0 1 30 0 1 59 1 0 1 CA 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X MARCIA BELL 2025963450 2121 K STREET NW 750 WASHINGTON DC 20037 MICHAEL P DOSS CHAIR 1.00 X X 0 0 0 PATRICIA LAYTON VICE CHAIR 1.00 X X 0 0 0 BRENT KEEFER SECRETARY-TREASURER 1.00 X X 0 0 0 ASHLEY HOFFMAN DIRECTOR 1.00 X 0 0 0 DAN LAMBE DIRECTOR 1.00 X 0 0 0 EBONIE ALEXANDER DIRECTOR 1.00 X 0 0 0 JAD DALEY DIRECTOR (THRU 10/2023) 1.00 X 0 0 0 JIM IRVING DIRECTOR 1.00 X 0 0 0 LENNARD JOE DIRECTOR 1.00 X 0 0 0 MICHAEL PARR DIRECTOR 1.00 X 0 0 0 JEFF BROMLEY DIRECTOR 1.00 X 0 0 0 CATHERINE GRENIER DIRECTOR 1.00 X 0 0 0 DON KAYNE DIRECTOR 1.00 X 0 0 0 ELLEN SHULTZABARGER DIRECTOR 1.00 X 0 0 0 TERRY BAKER DIRECTOR 1.00 X 0 0 0 ANNICA BRESKY DIRECTOR (THRU 09/2023) 1.00 X 0 0 0 TRACY FARREL DIRECTOR 1.00 X 0 0 0 MICHAEL NADLER DIRECTOR 1.00 X 0 0 0 KATHY ABUSOW PRESIDENT & CEO 37.50 X 873750 0 23124 BRIAN CROWE CFO 37.50 X 261329 0 51924 JASON METNICK SVP CUSTOMER AFFAIRS 37.50 X 203798 0 67035 NADINE BLOCK SVP COMMUNITY & GOV'T RELATIONS 37.50 X 188198 0 65755 DARREN SLEEP LEAD SCIENTIST 37.50 X 126525 0 20883 LEONARDO VIANA SR. DIR CONSERVATION COLLABORATION 37.50 X 158979 0 23536 ANNE PERKINS SR. DIR GREEN BLDING & SUPPLY CHAIN 37.50 X 141569 0 46476 GREGOR MACINTOSH SR. DIRECTOR. STANDARDS 37.50 X 118504 0 20183 2072652 0 318916 18 0 1 0 JACLYN STALLARD 3171 BEAUMONT WOODS PL HONOLULU HI 96822 EDUCATIONAL CURRICULUM ADVISOR 103294 CLIFTONLARSONALLEN LLP 6406 IVY LANE STE 200 GREENBELT MD 20770 ACCOUNTING SERVICES 100204 2 517070 144141 661211 CERTIFIED ORG FEES 900099 10339251 10339251 PLT CANADA SERVICE FEES 900099 858870 858870 PEFC INCOME 900099 355419 355419 SPONSORSHIP 900099 278276 278276 REGISTRATION FEES 900099 199836 199836 12031652 273171 273171 390656 279506 111150 111150 13077184 12142802 0 273171 699535 699535 60829 60829 1480958 1020626 376901 83431 4362870 3901788 461082 333099 301991 29696 1412 604263 517513 81950 4800 436732 369799 62709 4224 173670 134155 39515 71112 71112 1114439 1024169 86101 4169 270338 268658 1680 454682 438184 8317 8181 406571 400426 6145 22245 22245 542041 483046 58995 444858 415255 29603 530441 480069 50372 198057 198057 60889 58291 2598 DUES AND SUBSCRIPTIONS 569182 565643 3539 PRINTING AND PRODUCTION 78357 76218 2139 TAXES AND REGISTRATIONS 61213 60198 1015 BAD DEBT EXPENSES 13937 13937 12568 12568 13002886 11510632 1386037 106217 4166705 2926197 5496918 5777739 332166 298062 504686 1210047 88589 201361 195871 390047 1353978 953289 485343 400689 270192 261394 2518687 2142734 14059157 13608270 675013 734551 150000 9715 5306 3005732 2572292 3830745 3321864 X 8282927 9848798 1945485 437608 10228412 10286406 14059157 13608270 X 74298 -16304 X 0 1 X 1 0 X 598921 555795 1426694 667628 661211 3910249 9603634 9666321 10542458 11669719 12427409 53909541 10202555 10222116 11969152 12337347 13088620 57819790 417508 474937 506236 587186 963437 2949304 2479785 5542943 1807218 2034208 2342419 14206573 2897293 6017880 2313454 2621394 3305856 17155877 40663913 134866 19622 38897 46090 273171 512646 134866 19622 38897 46090 273171 512646 10387 10387 10337421 10241738 12018436 12383437 13361791 58342823 0.69700 0.68420 0.00880 0.00670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1083 0 0 1083 0 PART II-B LINE 1: SFI'S GOVERNMENT OUTREACH WORK IS HANDLED IN-HOUSE BY A SINGLE STAFF PERSON WHO IS NOT A REGISTERED LOBBYIST. SFI OVERALL OBJECTIVE FOR GOVERNMENT OUTREACH IS TO RAISE AWARENESS OF THE SFI PROGRAM AMONG THE EXECUTIVE AND LEGISLATIVE BRANCHES OF THE FEDERAL GOVERNMENT AND STATE GOVERNMENTS. SFI INC. LOBBYING ACTIVITY INCLUDES OUTREACH TO LEGISLATORS THROUGH LETTERS OR MEETINGS ON ISSUES INCLUDING MANAGEMENT OF FORESTLANDS AND PROCUREMENT OF FOREST PRODUCTS. TOTAL STAFF TIME SPENT ON LOBBYING IS TEN HOURS. NO EXPENSES BEYOND STAFF TIME HAVE BEEN INCURRED RELATED TO THIS ACTIVITY. SFI HAS NOT ENGAGED IN POLITICAL CAMPAIGN ACTIVITY. SFI INC. DOES NOT HAVE ANY CONTRACTS FOR OUTSIDE LOBBYING SUPPORT. 690762 290073 400689 663216 663216 0 400689 DEPOSIT 60795 RIGHT-OF-USE ASSETS 2081939 2142734 HST TAX FROM PLTC 13065 DEFERRED LEASE LIABILITIES 2559227 2572292 X PART X, LINE 2: SFI IS EXEMPT FROM INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). SFI'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. SFI IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. SFI HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. 1 EUROPE 0 0 PROGRAM SERVICES PROMOTE SUSTAINABLE FORESTRY 639966 NORTH AMERICA 1 33 PROGRAM SERVICES PROMOTE SUSTAINABLE FORESTRY 1795104 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 60829 1 33 0 0 1 33 2495899 0 2495899 NORTH AMERICA FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. 12628 CHECK 0 N/A N/A NORTH AMERICA FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. 48201 CHECK 0 N/A N/A 0 2 0 0 1 0 0 0 PART I, LINE 2: SFI REQUIRES PERIODIC AND FINAL REPORTS FROM GRANT RECIPIENTS. 1 ALABAMA FORESTRY FOUNDATION 555 ALABAMA STREET MONTGOMERY AL 36104 630756161 501(C)(3) 22000 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION ($12,000.00) AND COMMUNITY ENGAGEMENT, EDUCATION, AND EXHIBITION OF FORESTRY PRODUCTS ($10,000.00) ARKANSAS FORESTRY ASSOCIATION EDUCATION FOUNDATION 1213 WEST 4TH STREET LITTLE ROCK AR 72201 621665530 501(C)(3) 12780 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION COLORADO ALLIANCE FOR ENVIRONMENTAL EDU 1536 WYNKOOP ST STE 314 DENVER CO 80202 841134814 501(C)(3) 12771 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION ENVIRONMENTAL EDUCATION ASSOC OF ILLINOIS 1505 N BROADWAY AVENUE URBANA IL 61801 362837731 501(C)(3) 11000 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION FLORIDA A&M UNIVERSITY 201 FOOTE-HILYER ADMINISTRATION BUILDING TALLAHASSEE FL 323073200 590977035 EDUCATION INSTITUTIO 13000 0 N/A N/A COMMUNITY ENGAGEMENT, EDUCATION, AND EXHIBITION OF FORESTRY PRODUCTS GEORGIA PROJECT LEARNING TREE 551 N FRONTAGE RD FORSYTH GA 31029 581888283 501(C)(3) 7107 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION GREATER ST LOUIS AREA COUNCIL BSA 4568 WEST PINE BOULEVARD ST LOUIS MO 63108 430652676 501(C)(3) 10000 0 N/A N/A COMMUNITY ENGAGEMENT, EDUCATION, AND EXHIBITION OF FORESTRY PRODUCTS IDAHO FOREST PRODUCTS COMMISSION 350 N 9TH STREET SUITE 102 BOISE ID 83702 820454604 501(C)(3) 7000 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION KANSAS ASSOCIATION FOR CONSERVATION AND ENVIRONMENTAL EDUCATION 2610 CLAFLIN RD MANHATTAN KS 66502 480850919 501(C)(3) 8500 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION KENTUCKY ASSOCIATION FOR ENVIRONMENTAL EDUCATION PO BOX 2739 ELIZABETHTOWN KY 42702 611208924 501(C)(3) 12500 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION MAEOE VENDOR 3420 2ND ST SUITE 300 BALTIMORE MD 21225 521900328 501(C)(3) 12000 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION MAINE TREE FOUNDATION 535 CIVIC CENTER DRIVE AUGUSTA ME 04330 010453264 501(C)(3) 18866 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION ($8,000.00) AND FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. ($10,866.00) MICHIGAN ALLIANCE FOR ENVIRONMENTAL AND OUTDOOR EDUCATION 525 W ALLEGAN STREET CONST HALL LANSING MI 48933 382869003 501(C)(3) 12000 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD ROOM 360 EAST LANSING MI 48824 386005984 EDUCATION INSTITUTIO 20002 0 N/A N/A FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. MISSISSIPPI FORESTRY FOUNDATION 6311 RIDGEWOOD ROAD SUITE W405 JACKSON MS 39211 646038093 501(C)(3) 12000 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION NATURESERVE 2550 SOUTH CLARK STREET SUITE 930 ARLINGTON VA 22202 521884438 501(C)(3) 21470 0 N/A N/A FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. NCASI 1513 WALNUT STREET SUITE 200 CARY NC 27511 131085344 501(C)(6) 50000 0 N/A N/A FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. NCASI FOUNDATION 1513 WALNUT STREET SUITE 200 CARY NC 27511 311745612 501(C)(3) 50000 0 N/A N/A FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. NORTH DAKOTA STATE UNIVERSITY NDSU DEPT 3130 PO BOX 6050 FARGO ND 581086050 456002439 501(C)(3) 12000 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION OKLAHOMA FORESTRY ASSOCIATION 2800 N LINCOLN BLVD OKLAHOMA CITY OK 73105 730804253 501(C)(3) 7000 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION PACIFIC EDUCATION INSTITUTE 724 COLUMBIA STREET NW SUITE 255 OLYMPIA WA 98501 753108166 501(C)(3) 12000 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION SOUTH CAROLINA FORESTRY FOUNDATION 4901 BROAD RIVER ROAD COLUMBIA SC 29212 570702583 501(C)(3) 8000 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION SOUTH DAKOTA PROJECT LEARNING TREE 2218 JACKSON BLVD SUITE 10 RAPID CITY SD 55702 800046020 501(C)(3) 8000 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION TENNESSEE FORESTRY ASSOCIATION 2605 ELM HILL PIKE SUITE G NASHVILLE TN 37214 620702146 501(C)(3) 9300 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION TEXAS FORESTRY ASSOCIATION PO BOX 1488 LUFKIN TX 759021488 272501071 501(C)(3) 13000 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION UNIVERSITY OF MIAMI 1320 SOUTH DIXIE HIGHWWAY CORAL GABES FL 33146 590624458 501(C)(3) 13000 0 N/A N/A COMMUNITY ENGAGEMENT, EDUCATION, AND EXHIBITION OF FORESTRY PRODUCTS VIRGINIA FORESTRY ASSOCIATION - PLT FUND 3808 AUGUSTA AVE RICHMOND VA 232303910 540419098 501(C)(6) 7400 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION WASILLA SOIL AND WATER CONSERVATION DISTRICT 1508 E BOGARD RD SUITE 1 WASILLA AK 99654 920131670 STATE GOVERNMENT 12000 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION WEST VIRGINIA DIVISION OF NATURAL RESOURCES 738 WARD ROAD PO BOX 67 ELKINS WV 26241 556000763 STATE GOVERNMENT 63640 0 N/A N/A FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. WYOMING PROJECT LEARNING TREE 21960 SHOSHONE ST ALCOVA WY 82620 311581080 501(C)(3) 11000 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION 28 2 PART I, LINE 2: SUSTAINABLE FOREST INITIATIVE REQUIRES PERIODIC AND FINAL REPORTS FROM GRANT RECIPIENTS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 KATHY ABUSOW PRESIDENT & CEO 651671 0 220599 0 1480 0 16193 0 6931 0 896874 0 0 0 BRIAN CROWE CFO 238529 0 22500 0 300 0 38744 0 13180 0 313253 0 0 0 JASON METNICK SVP CUSTOMER AFFAIRS 188948 0 14400 0 450 0 26182 0 40853 0 270833 0 0 0 NADINE BLOCK SVP COMMUNITY & GOV'T RELATIONS 173108 0 14400 0 690 0 24542 0 41213 0 253953 0 0 0 ANNE PERKINS SR. DIR GREEN BLDING & SUPPLY CHAIN 130479 0 9800 0 1290 0 19071 0 27405 0 188045 0 0 0 LEONARDO VIANA SR. DIR CONSERVATION COLLABORATION 149529 0 9000 0 450 0 20486 0 3050 0 182515 0 0 0 PART I, LINE 1A PURSUANT TO THE TERMS OF THE EMPLOYEE TAX EQUALIZATION AGREEMENT, KATHY ABUSOW'S COMPENSATION INCLUDES A TAXABLE BENEFIT OF $51,215.82 CAD RECEIVED IN 2023 MICHAEL P DOSS PRESIDENT & CEO GRAPHIC PACKAGING INTERNATIONAL INC BOARD MEMBER OF THE ORGANIZATION 238544 PROGRAM FEES FOR THE USE OF SFI'S FOREST MANAGEMENT OR FIBER SOURCING STANDARDS 0 JIM IRVING CO-CEO JD IRVING LTD BOARD MEMBER OF THE ORGANIZATION 247378 PROGRAM FEES FOR THE USE OF SFI'S FOREST MANAGEMENT OR FIBER SOURCING STANDARDS 0 BRENT KEEFER CEO AMERICAN FOREST MANAGEMENT BOARD MEMBER OF THE ORGANIZATION 2844 PROGRAM FEES FOR THE USE OF SFI'S FOREST MANAGEMENT OR FIBER SOURCING STANDARDS 0 DON KAYNE CEO CANFOR CORPORATION AND CANFOR PULP BOARD MEMBER OF THE ORGANIZATION 230245 PROGRAM FEES FOR THE USE OF SFI'S FOREST MANAGEMENT OR FIBER SOURCING STANDARDS 0 GEORGE EMMERSON SIERRA PACIFIC INDUSTRIES BOARD MEMBER OF THE ORGANIZATION 244426 PROGRAM FEES FOR THE USE OF SFI'S FOREST MANAGEMENT OR FIBER SOURCING STANDARDS 0 SCHEDULE L, PART IV: MICHAEL P. DOSS, PRESIDENT & CEO GRAPHIC PACKAGING INTERNATIONAL, INC. - PAYMENT TO SFI IS 1.8% OF TOTAL REVENUEJIM IRVING, CO-CEO, JD IRVING LTD. - PAYMENT TO SFI IS 1.9% OF TOTAL REVENUE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE CORPORATION AND IS EMPOWERED TO ACT WITH THE AUTHORITY OF THE BOARD WHEN THE BOARD IS NOT IN SESSION. FORM 990, PART VI, SECTION B, LINE 11B OFFICERS, BOARD MEMBERS AND MANAGEMENT ALL REVIEW THE FULL 990 PRIOR TO FILING WITH THE IRS AND ARE GIVEN AN OPPORTUNITY FOR COMMENT. FORM 990, PART VI, SECTION B, LINE 12C SFI'S CONFLICT OF INTEREST POLICY FOR BOARD AND STAFF, WHICH ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES RECEIVE, PROVIDES THAT BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES HAVE A CONTINUING OBLIGATION TO REPORT CONFLICTS AND MUST PROMPTLY REPORT ANY CONFLICT THAT HAS NOT PREVIOUSLY BEEN REPORTED. BOARD DIRECTORS THAT ARE DEEMED TO HAVE A CONFLICT OF INTEREST BASED ON THE ABOVE PROCESSES MUST ABSTAIN FROM PARTICIPATING IN THE DISCUSSION AND VOTING ON ANY TRANSACTION OR ITEM WHEREIN A CONFLICT EXISTS. OFFICERS AND KEY EMPLOYEES ARE NOT PERMITTED TO PARTICIPATE IN A DECISION IN WHICH THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A SFI EVALUATES CEO AND EXECUTIVE MANAGEMENT COMPENSATION AGAINST PUBLISHED SOURCES APPLICABLE TO THE SECTOR AND/OR WITH THE ASSISTANCE OF AN EXPERIENCED INDEPENDENT CONSULTING FIRM. THE AUDIT & COMPENSATION COMMITTEE REVIEWS ANY COMPENSATION ADJUSTMENT FOR THE CEO. THE PRESIDENT/CEO DOES NOT PARTICIPATE IN THIS REVIEW AND ABSTAINS FROM THE MEETING OF THE COMMITTEE. AFTER THOROUGH REVIEW AND OTHER RELEVANT INFORMATION, INCLUDING PERFORMANCE REVIEW, THE AUDIT & COMPENSATION COMMITTEE DETERMINES CEO COMPENSATION. THE CEO, IN COMBINATION WITH THE SENIOR LEADERSHIP TEAM, RETAINS THE RIGHT TO SET ALL OTHER EMPLOYEE COMPENSATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 SFI'S GOVERNING DOCUMENTS, COMPLAINT RESOLUTION, OPERATIONS AS A PUBLIC CHARITY, STRATEGIC DIRECTION, AND TRANSPARENCY POLICY ARE AVAILABLE ON SFI'S WEBSITE. THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND THE FEDERAL FORM 990 ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: MULTI-CURRENCY GAIN/LOSS -16,304. PROJECT LEARNING TREE CANADA 1306 WELLINGTON STREET WEST SUITE OTTAWA ON OTTAWA CA KY1Y 3B2 797462884 TO FOSTER COMMUNITY INTEREST IN THE BENEFITS OF ENVIRONMENTAL EDUCATION CA SUSTAINABLE FORESTRY INITIATIVE 1 0 1 1 0 0 0 0 0 1 0 0 1 0 0 1 0 1 0 0 PROJECT LEARNING TREE CANADA B 150000 FMV USD PROJECT LEARNING TREE CANADA C 7008 FMV USD PROJECT LEARNING TREE CANADA O 760603 FMV USD PROJECT LEARNING TREE CANADA Q 858870 FMV USD