2024-10-28T08:31:26-05:00 2023-12-31 571112308 VERIS LLC 1156 BOWMAN ROAD SUITE 100-A MOUNT PLEASANT SC 29464 990 2023-01-01 200785702 THE TURTLE SURVIVAL ALLIANCE FOUNDATION TURT 8437532159 5900 CORE ROAD STE 504 NORTH CHARLESTON SC 29406 JOSH DALE TREASURER 8437532159 2024-10-14 1 1 JUSTIN KIDDY CPAPFS CVA P00177412 8438814477 2024-10-14 2023 2024-10-15 13:58:12Z TURTLE SURVIVAL ALLIANCE ANDREW WALDE 5900 CORE ROAD STE 504 NORTH CHARLESTON SC 29406 2429795 0 X WWW.TURTLESURVIVAL.ORG X 2004 TX TSA MANAGES A BREEDING CENTRE (TURTLE SURVIVAL CENTER-TSC) FOR CRITICALLY ENDANGERED TURTLES. AT THE CENTER, WE HAVE OVER 800 TURTLES OF 20+ SPECIES UNDER HUMAN CARE AT ANY GIVEN TIME. 22 21 29 10 0 0 2343516 1753526 9368 378 172356 6 121954 525885 2647194 2279795 965049 1460781 0 0 640766 966600 0 0 261275 1288750 1318436 2894565 3745817 -247371 -1466022 16284495 17293602 199502 482414 16084993 16811188 TSA MANAGES A BREEDING CENTRE (TURTLE SURVIVAL CENTER-TSC) FOR CRITICALLY ENDANGERED TURTLES. AT THE CENTER, WE HAVE OVER 800 TURTLES OF 20+ SPECIES UNDER HUMAN CARE AT ANY GIVEN TIME. 0 0 2143326 787364 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. 173626 426167 378 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. 718959 247250 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) 3035911 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 29 1 0 1 MA 0 0 0 1 1 0 0 0 0 X 22 21 1 0 1 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 ALLISON ALBERTS DIRECTOR 1.00 X 0 0 0 ANDERS RHODIN DIRECTOR 3.00 X 0 0 0 ANDRE DANEAULT DIRECTOR 2.00 X 0 0 0 BECCA COZAD DIRECTOR 1.00 X 0 0 0 BRIAN HORNE DIRECTOR 10.00 X 0 0 0 CRISTINA JONES DIRECTOR 1.00 X 0 0 0 FRANK SLAVENS DIRECTOR 1.00 X 0 0 0 HEATHER BARRETT DIRECTOR 1.00 X 0 0 0 HUGH QUINN DIRECTOR 10.00 X 0 0 0 IIANA MILLER DIRECTOR 1.00 X 0 0 0 JACKIE LITZGUS DIRECTOR 1.00 X 0 0 0 JJ APODACA EX-OFFICIO 1.00 X 0 0 0 JOHN MITCHELL DIRECTOR 10.00 X 0 0 0 JOSH DALE TREASURER 1.00 X 0 0 0 KIM GRAY DIRECTOR 10.00 X 0 0 0 MARC DUPUIS-DESORMEAUX CEO/PRESIDENT 40.00 X X 49857 0 0 MICHAEL FOURAKER DIRECTOR 1.00 X 0 0 0 MIKE GIBBONS DIRECTOR 1.00 X 0 0 0 PATRICIA KOVAL CHAIR 10.00 X X 0 0 0 RICK HUDSON DIRECTOR 3.00 X 10786 0 0 RUSS MITTERMEIER DIRECTOR 3.00 X 0 0 0 TIM GREGORY DIRECTOR 5.00 X 0 0 0 WILLIAM DENNLER DIRECTOR 3.00 X 0 0 0 ANDREW WALDE DIRECTOR 40.00 X 101412 0 29719 162055 0 29719 1 0 0 0 0 18703 1734823 17322 1753526 PROGRAM INCOME 900099 378 378 378 6 6 522000 150000 372000 372000 CONFERENCE REGISTRATIO 900099 112058 112058 INVENTORY SALES 900099 40736 40736 MISCELLANEOUS INCOME 900099 1091 1091 153885 2279795 154269 0 372000 1460781 1460781 191774 161045 10786 19943 450572 248503 105613 96456 111640 52976 31099 27565 212614 131821 40397 40396 112518 83826 28692 248214 163530 74755 9929 31068 21126 9942 3525 634 2785 106 46625 23312 23313 95221 72369 15235 7617 1401 686 112 603 65572 45244 11803 8525 29108 6404 22704 CONTRACTUAL SERVICES 380826 270386 22850 87590 REPAIRS AND MAINTENANCE 105976 102797 2119 1060 OTHER 70654 49459 5651 15544 ANIMAL CARE 67971 67291 680 59757 97033 50038 -87314 3745817 3035911 448631 261275 828926 2313795 432829 340000 325058 511101 18598 0 1501569 531505 1035546 970064 13562826 13073174 80712 85468 16284495 17293602 140317 462327 34736 0 24449 20087 199502 482414 X 15342858 15452972 742135 1358216 16084993 16811188 16284495 17293602 -1466022 1677993 514224 0 X X 0 1 X 1 0 X 1308408 1104022 1561937 2392082 1462025 7828474 60055 60055 1308408 1164077 1561937 2392082 1462025 7888529 7888529 1035 44114 119216 172356 6 336727 1862 1045 71338 377453 451698 8676954 359548 0.90910 0.93750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 167661 -11269 178930 196185 2301 -30825 167661 180884 15301 196185 163363 17521 180884 126300 15000 22063 163363 0 0 158769 158769 1128147 531505 596642 212023 212023 2630 2630 970064 MARKETABLE SECURITIES: EDWARD JONES MAIN 48370 C MARKETABLE SECURITIES: TYRON BOG TURTLE FUN 38550 C MARKETABLE SECURITIES: CHARLES SCHWAB 12986254 C 13073174 INTERN HOUSE LOAN 20087 20087 X 4167188 1677993 59400 150000 1887393 2279795 0 2279795 3955217 59400 150000 209400 3745817 0 3745817 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: DIRECT FUNDRAISING EXPENSES NETTED WITH REVENUE 150,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES NETTED WITH REVENUE 150,000. 0 SOUTH AMERICA - ARGENTINA, COLUMBIA, BELIZE GRANTS TO RECIPIENTS LOCATED IN REGION. GRANT MAKING FOR CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT AND/OR RESEARCH. SUB-SAHARAN AFRICA - KENYA, EGYPT, MADAGASCAR, GRANTS TO RECIPIENTS LOCATED IN REGION. GRANT MAKING FOR CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT AND/OR RESEARCH. SOUTH ASIA - BANGLADESH, INDIA, CHINA, CHITTAGONG, MALAYSIA, MYANMAR GRANTS TO RECIPIENTS LOCATED IN REGION. GRANT MAKING FOR CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT AND/OR RESEARCH. SOUTH ASIA - SOUTH SUDAN, VIETNAM GRANTS TO RECIPIENTS LOCATED IN REGION. GRANT MAKING FOR CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT AND/OR RESEARCH. NORTH AMERICA - CANADA AND MEXICO BUT NOT THE UNITED STATES 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, COLUMBIA, BELIZE CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT, AND/OR RESEARCH. 392040 0 SOUTH ASIA - BANGLADESH, INDIA, CHINA, CHITTAGONG, MALAYSIA, MYANMAR CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT, AND/OR RESEARCH. 369154 0 SUB-SAHARAN AFRICA - KENYA, EGYPT, MADAGASCAR, CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT, AND/OR RESEARCH. 60184 0 NORTH AMERICA - CANADA AND MEXICO BUT NOT THE UNITED STATES CONDUCTING SURVEYS, CAPTIVE POPULATION MANAGEMENT, AND/OR RESEARCH. 25958 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. ANNUAL SYMPOSIUM 506000 506000 75000 75000 DBST 16000 16000 522000 522000 75000 75000 150000 372000 1 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. X 9071 FAIR MARKET VALUE X EQUIPMENT AND SUPPLIES 0 8251 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 JOSH DALE AND ILANA MILLER ARE SPOUSES FORM 990, PART VI, SECTION A, LINE 4 ARTICLES OF INCORPRATION WERE UPDATED AND COPIES ARE AVAILABLE UPON REQUEST. 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. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.