2024-11-08T10:40:52-06:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990 2023-07-01 421127544 IOWA NATURAL HERITAGE FOUNDATION IOWA 5152881846 505 5TH AVENUE 444 DES MOINES IA 50309 JOE MCGOVERN PRESIDENT 5152881846 2024-11-08 1 1 BRIAN ARONSON CPA P01425251 5157275700 2024-11-08 2023 2024-10-15 13:58:12Z JOE MCGOVERN 505 5TH AVENUE 444 DES MOINES IA 50309 37627100 0 X WWW.INHF.ORG X 1979 IA THE FOUNDATION PROTECTS AND RESTORES IOWA'S LAND, WATER AND WILDLIFE FOR FUTURE GENERATIONS. 32 31 58 766 0 0 18606182 12067057 18979327 15055771 1090137 2724015 0 0 38675646 29846843 0 0 0 0 2782885 3009944 0 0 518753 20673657 17185426 23456542 20195370 15219104 9651473 130309618 160425429 37117297 54474790 93192321 105950639 X THIS MEMBER-SUPPORTED ORGANIZATION PROTECTS AND RESTORES IOWA'S LAND, WATER AND WILDLIFE FOR FUTURE GENERATIONS. PRIORITIES INCLUDE PERMANENT LAND PROTECTION, PROMOTION OF IMPROVED LAND MANAGEMENT AND BRINGING NEW CONSERVATION OPPORTUNITIES TO IOWANS. 0 0 17972621 15055771 LAND PROTECTION AND STEWARDSHIP:DURING THE 12-MONTH FISCAL YEAR, JULY 1, 2023 - JUNE 30, 2024, INHF PROTECTED 28 CONSERVATION PROPERTIES TOTALING 3,545 ACRES. OF THESE, 21 PROPERTIES HAVE BEEN OR WILL BE TRANSFERRED TO A PUBLIC CONSERVATION AGENCY FOR PUBLIC ENJOYMENT. FOUR PROPERTIES WILL BE OWNED AND STEWARDED BY INHF AND TWO CONSERVATION EASEMENTS ON PRIVATELY OWNED LANDS WERE ACCEPTED BY INHF. NUMEROUS LANDOWNERS CHOSE TO PERMANENTLY PROTECT WILDLIFE HABITAT, OPEN SPACE, AND AGRICULTURAL AREAS WITH INHF. ALL INHF-HELD CONSERVATION EASEMENTS ARE MONITORED ANNUALLY BY VISITING THE PROPERTY AND TALKING WITH THE LANDOWNER. SINCE 1979, INHF HAS HELPED PROTECT OVER 198,500 ACRES OF LAND ACROSS IOWA. OUR LAND CONSERVATION PROJECTS RANGE FROM IMPORTANT ECOSYSTEM CONSERVATION TO PRIVATE WORKING LANDS THROUGHOUT IOWA AND IN PRIORITY REGIONS SUCH AS THE LOESS HILLS OF WESTERN IOWA, UPPER MISSISSIPPI RIVER BLUFFLANDS, IOWA GREAT LAKES, PRAIRIE POTHOLE REGIONS, AND SOUTHERN IOWA GRASSLANDS. INHF WORKS TOWARDS THE CREATION OF LARGER STRETCHES OF INTER-CONNECTED PROTECTED CONSERVATION LANDS THAT IMPROVE WILDLIFE HABITAT AND OFFERS MANAGEMENT FOR IMPROVED SOIL HEALTH, WATER QUALITY, AND OUTDOOR RECREATION. 593361 CONNECTING PEOPLE WITH NATURE:OUR DONOR-SUPPORTED ORGANIZATION WORKS STATEWIDE TO PROTECT OUR NATURAL HERITAGE, IOWA'S PRAIRIES, WOODLANDS, WATERS, AND OPEN SPACES. EACH YEAR WE WORK ON DOZENS OF PROJECTS THAT INCREASE THE NUMBER OF ACRES AVAILABLE TO THE PUBLIC FOR OUTDOOR RECREATION, SUPPORT PRIVATE LANDOWNERS IN PLACING PERMANENT PROTECTION ON THEIR PROPERTIES WITH OUR CONSERVATION EASEMENT PROGRAM, HELP COORDINATE THE CONTINUED GROWTH OF IOWA'S NETWORK OF MULTI-USE TRAILS WITH OUR TRAILS AND GREENWAYS PROGRAM, GET OVER 1,000 PEOPLE OF EVERY AGE OUT ON THE LAND WITH OUR VOLUNTEER PROGRAM, ESTABLISH CONSERVATION LEGACIES WITH OUR PLANNED GIVING PROGRAM, AND GIVE 20+ COLLEGE STUDENTS MEANINGFUL AND EDUCATIONAL EMPLOYMENT WITH OUR INTERN PROGRAM. IN ADDITION, WE STEWARD A RANGE OF INHF-OWNED PROPERTIES, SOME OF WHICH ARE OPEN TO THE PUBLIC. INTERESTED LANDOWNERS LEARN ABOUT OPTIONS FOR PERMANENT LAND PROTECTION THROUGH PRINTED MATERIALS, ONLINE RESOURCES, AND PERSONAL COMMUNICATION WITH INHF STAFF. INHF INTRODUCES PEOPLE TO IOWA'S CONSERVATION CHALLENGES AND SHARES STORIES OF CONSERVATION SUCCESS IN OUR QUARTERLY MAGAZINE, MEDIA OUTREACH, STRONG DIGITAL AND SOCIAL MEDIA COMMUNICATION, AND CO-SPONSORED EVENTS AND CONFERENCES 270526 CREATING IMPACT STATEWIDE AND BEYOND:INHF EXCELS IN PUBLIC AND PRIVATE COLLABORATIONS THAT BRING ORGANIZATIONS AND AGENCIES TOGETHER FOR ACTION. IN FY 2024, INHF LED PARTNERSHIPS TO RESTORE EXTENSIVE PRAIRIE AND POLLINATOR HABITAT ACROSS IOWA, AND TO CONDUCT ECOLOGICAL STEWARDSHIP ON NATURAL AND CONSERVATION LANDS. BECAUSE IOWA'S LANDSCAPE AND LAND-USE CHOICES ARE STRONGLY SHAPED BY PUBLIC POLICY AND FUNDING, INHF COLLABORATES IN A NON-PARTISAN WAY TO SUPPORT CONSERVATION POLICY. THIS CREATES TOMORROW'S CONSERVATION OPPORTUNITIES IN IOWA THROUGH STRONGER STATE PUBLIC POLICIES AND FUNDING THAT HELP PROTECT AND RESTORE IOWA'S NATURAL LANDS, WORKING LANDS AND WILDLIFE HABITAT ALONG WITH RECREATION, TRAILS, AND WATER RESOURCES. ADVOCACY ALSO HELPS PROTECT THE INTEGRITY OF STATE AND FEDERAL TAX INCENTIVES FOR LAND PROTECTION. INHF SUPPORTS THE DEVELOPMENT AND IMPLEMENTATION OF LONG-RANGE CONSERVATION PLANS. INHF'S LAND CONSERVATION AND TRAIL PROJECTS HELP FULFILL MULTIPLE LONG-RANGE PLANS DEVELOPED BY FEDERAL, STATE, AND COUNTY AGENCIES SUCH AS THE IOWA WILDLIFE ACTION PLAN, IOWA MONARCH CONSERVATION CONSORTIUM ACTION PLAN, IOWA BICYCLE-PEDESTRIAN AND TRAILS PLAN, PRAIRIE POTHOLE JOINT VENTURE, MULTIPLE WATERSHED MANAGEMENT AUTHORITY PRIORITIES, PROTECTED WATER AREAS PLAN, IOWA NUTRIENT REDUCTION STRATEGY, AND THE IOWA OPEN SPACES PLAN. 18836508 1 1 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 38 0 1 58 1 0 0 0 0 0 0 0 0 0 0 0 0 X 32 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SUSAN JOHNSON 5152881846 505 5TH AVENUE SUITE 444 DES MOINES IA 50309 JOE MCGOVERN PRESIDENT 40.00 X X 181350 0 18509 GREG GRUPP CHAIR 5.00 X X 0 0 0 DAVID BROWN FIRST VICE CHAIR 1.00 X X 0 0 0 LORI HOWE SECOND VICE CHAIR 1.00 X X 0 0 0 PEG ARMSTRONG-GUSTAFSON SECRETARY 1.00 X X 0 0 0 WENDY WIEDNER TREASURER 1.00 X X 0 0 0 GARTH ADAMS DIRECTOR 1.00 X 0 0 0 WILL ANDERSON DIRECTOR 1.00 X 0 0 0 AMY ANDERSON DIRECTOR 1.00 X 0 0 0 GILDA BOYER DIRECTOR 1.00 X 0 0 0 ED COX DIRECTOR 1.00 X 0 0 0 MIKE DECOOK DIRECTOR 1.00 X 0 0 0 PAUL EASTER DIRECTOR 1.00 X 0 0 0 VERN FISH DIRECTOR 1.00 X 0 0 0 JOHN FISHER DIRECTOR 1.00 X 0 0 0 JOHN GRAY DIRECTOR 1.00 X 0 0 0 NEIL HAMILTON DIRECTOR 1.00 X 0 0 0 RAJEE HARRIS DIRECTOR 1.00 X 0 0 0 THOMAS HOFF DIRECTOR 1.00 X 0 0 0 BOB JESTER DIRECTOR 1.00 X 0 0 0 JEFF LOCKWOOD DIRECTOR 1.00 X 0 0 0 JAN LOVELL DIRECTOR 1.00 X 0 0 0 DAVID MACKAMAN DIRECTOR 1.00 X 0 0 0 PAUL MORF DIRECTOR 1.00 X 0 0 0 ELIZABETH NEUMANN DIRECTOR 1.00 X 0 0 0 JOHN NEWMAN DIRECTOR 1.00 X 0 0 0 RICHARD RAMSAY DIRECTOR 1.00 X 0 0 0 CAROLE SARGENT REICHARDT DIRECTOR 1.00 X 0 0 0 SUSAN SALTERBERG DIRECTOR 1.00 X 0 0 0 SUSAN SHULLAW DIRECTOR 1.00 X 0 0 0 SETH WATKINS DIRECTOR 1.00 X 0 0 0 PAUL WILLIS DIRECTOR 1.00 X 0 0 0 SUSAN JOHNSON CFO 40.00 X 127204 0 8520 LISA HEIN SENIOR DIRECTOR FOR CONSERVATION PROGRAMS 40.00 X 101297 0 6966 409851 0 33995 3 0 1 0 0 380023 11687034 12067057 LAND PROJECTS 531390 14143862 14143862 LAND MANAGEMENT 531390 909409 909409 MERCHANDISE SALES 531390 2500 2500 15055771 1801204 1801204 8703068 7780257 922811 922811 922811 29846843 15055771 0 2724015 365536 144414 209015 12107 2154612 1702591 184324 267697 113944 87162 8710 18072 196079 145091 21300 29688 179773 133111 25910 20752 19548 16636 2912 66711 66711 6500 6500 88244 88244 92925 65422 18206 9297 208130 106586 73179 28365 87312 57874 9333 20105 112127 97061 10047 5019 44229 15298 21255 7676 548417 548417 90113 60338 29775 125428 96272 7025 22131 LAND PROJECT EXPENSES 15484054 15484054 0 0 PROMOTIONS 78810 3026 20000 55784 PRINTING & PUBLICATIONS 55684 46137 0 9547 EQUIPMENT RENT AND MAIN 29197 597 28387 213 47997 19921 15776 12300 20195370 18836508 840109 518753 61172 2381693 3869131 1094289 411535 482186 405989 47710 55598 1056578 720460 385842 336118 34791779 45196506 8322151 8221305 39014313 40210518 43789655 61657557 130309618 160425429 765259 1933228 2046690 1926124 30041720 45824530 443966 403442 3819662 4387466 37117297 54474790 X 62896876 74676378 30295445 31274261 93192321 105950639 130309618 160425429 X 9651473 2735691 371154 X 0 1 X 1 0 X 5514452 8867159 15161939 18606182 12067057 60216789 5514452 8867159 15161939 18606182 12067057 60216789 16088700 44128089 866252 1218658 2127384 1317966 1801204 7331464 67548253 78065920 0.65330 0.69110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38754 15653 54407 20140963 20195370 1000000 250000 0 0 854594 1000000 1000000 1000000 3854594 5781891 26833 31233 51281 54407 163754 213649 250000 250000 250000 963649 1445474 8199 14382 14897 38754 76232 12 601748 32836 1188888 1 1 X X X 231 26665.68 4 2 1 1580.00 8306 55438654 1231253 4835561 1527549 876469 59101450 50793860 1977122 4081202 1348979 64551 55438654 53162779 3618440 -4223668 1574034 189657 50793860 36747265 9503278 7021449 109213 53162779 34796975 1811495 1488096 1247868 101433 36747265 0.83790 0.08070 0.08140 0 0 76073 76073 0 980505 644387 336118 336118 INVESTMENT IN SUBSIDIARY 8221305 C 8221305 LAND 24855460 C LAND SUBJECT TO RLE 14367954 C ASSETS HELD IN TRUST 987104 C 40210518 LAND PROJECTS IN PROCESS 60460983 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 125276 RIGHT OF USE ASSETS 1071298 61657557 FUNDS HELD IN TRUST 1188888 BENEFICIARY USE OF RESERVE LIFE ESTATE 3181304 DEFERRED COMPENSATION 17274 4387466 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS CONSISTS OF BOARD DESIGNATED UNRESTRICTED NET ASSETS WHICH ARE AVAILABLE FOR LAND CONSERVATION PROJECTS AND PERMANENTLY RESTRICTED NET ASSETS REQUIRING THAT THE PRINCIPAL BE INVESTED AND ONLY THE EARNINGS CAN BE USED. X X X X 0 0 0 0 0 0 0 0 0 JOE MCGOVERN PRESIDENT 181350 0 0 0 0 0 10881 0 7628 0 199859 0 0 0 X 310 FAIR MARKET VALUE X 22 546219 FAIR MARKET VALUE X 4 4 APPRAISAL X 3 816179 APPRAISAL X LAND 1 285950 FAIR MARKET VALUE X MISCELLANEOUS 4 4077 FAIR MARKET VALUE 1 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S AUDIT COMMITTEE REVIEWS THE FORM 990 WITH MANAGEMENT. THE FORM 990 IS ALSO PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REQUIRED TO BE REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION'S PERSONNEL COMMITTEE CONDUCTS AN ANALYSIS OF COMPARABLE COMPENSATION EVERY THREE YEARS. THIS ANALYSIS IS CONDUCTED BY A QUALIFIED CONSULTANT OR VOLUNTEER USING LOCAL AND REGIONAL INFORMATION WHERE AVAILABLE. THIS DATA IS USED TO RECOMMEND SALARY RANGES AND BENEFITS TO THE BOARD FOR ITS APPROVAL. THE BOARD IS RESPONSIBLE FOR EVALUATING AND ESTABLISHING COMPENSATION FOR THE PRESIDENT. THE BOARD AND ITS DESIGNATED MEMBERS MEET ANNUALLY WITH THE PRESIDENT AND APPROVE THE PRESIDENT'S COMPENSATION. THE PRESIDENT RECOMMENDS COMPENSATION AND BENEFIT CHANGES FOR OTHER EMPLOYEES AND THESE ARE REVIEWED ANNUALLY BY THE BOARD. THE PRESIDENT WELCOMES INPUT FROM THE BOARD AND IS RESPONSIBLE FOR ADJUSTING EMPLOYEE COMPENSATION BASED UPON THE TOTAL BUDGETED STAFF COMPENSATION APPROVED BY THE BOARD WITHIN THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 18 REQUESTS FOR THE 990 CAN BE DIRECTED TO SUSAN JOHNSON, CFO, AT THE INHF OFFICE IN DES MOINES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S ORGANIZING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THE FOUNDATION'S FINANCIAL STATEMENTS ARE PART OF FORM 990 AND ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF REAL ESTATE SUBJECT TO LIFE ESTATE 112,454. CHANGE IN VALUE OF BENEFICIAL INTEREST 7,747. EQUITY IN NET INCOME OF SUBSIDIARY 250,953. BOYLAN FARMS INC 505 5TH AVE STE 444 DES MOINES IA 50309 421017505 FARMING IA IOWA NATURAL HERITAGE FOUNDATION C 250953 10549900 1.00000 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 BOYLAN FARMS INC F 341382 CASH BOYLAN FARMS INC F 10417 FAIR MARKET VALUE