2025-11-10T18:55:51-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2024-01-01 911839907 ISLAND CONSERVATION ISLA 8313594787 630 WATER STREET SANTA CRUZ CA 95060 PENNY BECKER CHIEF EXECUTIVE OFFICER 8313594787 2025-11-07 1 0 BRIAN YACKER P00401346 9492222999 2025-11-07 2024 2025-03-06 01:10:19Z PENNY BECKER 630 WATER STREET SANTA CRUZ CA 95060 32079081 0 X ISLANDCONSERVATION.ORG X 1997 CA TO RESTORE ISLANDS FOR NATURE AND PEOPLE WORLDWIDE. 16 16 35 20 0 0 5761898 11447367 1089977 1680705 234256 277765 68225 11579 7154356 13417416 1116011 1017772 0 0 4683781 5471581 0 0 917590 5414996 5672403 11214788 12161756 -4060432 1255660 9208953 13192698 877939 3323703 8331014 9868995 X PREVENT EXTINCTIONS BY REMOVING INVASIVE SPECIES FROM ISLANDS. BY REWILDING ISLANDS, WE RESTORE AND PROTECT WILDLIFE, COMMUNITIES, AND OCEANS. RESTORING ISLANDS BY REMOVING INVASIVE SPECIES HAS REPEATEDLY PROVEN TO BE A HIGH IMPACT CONSERVATION ACTION. 0 0 8187137 940338 691749 CONSERVATION OPERATIONS: ISLANDS ARE BIODIVERSITY HOTSPOTS AND HOPE SPOTS FOR THE PLANET. THEY'RE SPECIAL PLACES WHERE CONSERVATION INTERVENTIONS MAKE AN OUTSIZED IMPACT FOR NATURE, OCEANS, AND PEOPLE. ISLANDS ARE ON THE FRONT LINES OF THREE MAJOR THREATS: CLIMATE CHANGE, EXTINCTION CRISIS, AND FAILING OCEAN HEALTH--BUT THEY ARE ALSO RESILIENT. BY BRINGING BACK BIODIVERSITY, ISLAND CONSERVATION RESTORES THE VITAL NUTRIENT FLOWS THAT NOURISH BOTH LAND AND SEA, A NATURE-BASED SOLUTION THAT PREVENTS EXTINCTIONS, IMPROVES HUMAN LIVELIHOODS, AND BOOSTS CLIMATE RESILIENCE. ISLAND CONSERVATION SUPPORTS LOCAL ISLAND COMMUNITIES' VISION OF A WORLD FILLED WITH VIBRANT, THRIVING ISLAND ECOSYSTEMS. IN SO DOING, WE FOSTER SUSTAINABLE DEVELOPMENT, CLIMATE RESILIENCE, AND HEALTHY ISLAND-OCEAN ECOSYSTEMS ACROSS THE GLOBE. 1220768 77434 988956 CONSERVATION IMPACT AND INNOVATION: TO ASSESS THE MULTIPLE BENEFITS OF ISLAND RESTORATION EFFORTS FOR NATURE, OCEANS, AND PEOPLE, ISLAND CONSERVATION MONITORS, MEASURES, AND MAPS HABITATS BEFORE AND AFTER OUR CONSERVATION INTERVENTION. WE PAIR LAND-BASED METHODS WITH MARINE MONITORING TO PAINT A HOLISTIC PICTURE OF INTERCONNECTED ECOSYSTEMS, AND WE CONTINUE TO MONITOR THESE PROJECT SITES FOR YEARS AFTER THE INTERVENTIONS ARE IMPLEMENTED. SCIENTIFICALLY DOCUMENTING THE RESPONSE OF ISLAND SPECIES AND ECOSYSTEMS ALSO ENABLES US TO ADJUST AND IMPROVE ISLAND RESTORATION STRATEGIES AND TOOLS. WE AIM TO INCREASE THE SCOPE, SCALE, AND PACE OF ISLAND RESTORATION PROJECTS GLOBALLY. 9407905 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 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 27 0 1 35 1 0 1 EC CI NZ 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JUSTIN LACY 8317066198 630 WATER STREET SANTA CRUZ CA 95060 LYNNE HALE CHAIR 1.00 X X 0 0 0 IVAN SAMUALS VICE CHAIR 1.00 X X 0 0 0 F GREGG GOOLSBY TREASURER 1.00 X X 0 0 0 DORIA GORDON SECRETARY 1.00 X X 0 0 0 SAIF AL-GHAIS DIRECTOR - UNTIL 10/21/24 1.00 X 0 0 0 KATE BROWN DIRECTOR 1.00 X 0 0 0 VIRGINIA CARTER DIRECTOR 1.00 X 0 0 0 KATIE DOLAN DIRECTOR 1.00 X 0 0 0 BRETON FISCHETTI DIRECTOR 1.00 X 0 0 0 DR JAMES GIBBS DIRECTOR 1.00 X 0 0 0 JAMES TORGERSON DIRECTOR 1.00 X 0 0 0 RONNY JUMEAU DIRECTOR 1.00 X 0 0 0 MARJORIE KIM BERMEO DIRECTOR 1.00 X 0 0 0 DELIA KULUKUNDIS DIRECTOR 1.00 X 0 0 0 RADHIKA MALPANI DIRECTOR 1.00 X 0 0 0 JENNIFER STEELE DIRECTOR 1.00 X 0 0 0 JUDY STERN DIRECTOR 1.00 X 0 0 0 KAREN POIANI CEO - UNTIL 6/30/24 32.00 X 226361 0 27467 PENNY BECKER VP OF CONSERVATION/CEO 32.00 X 197565 0 5927 RICHARD FEHLER CONTROLLER 32.00 X 119100 0 37737 HEATH PACKARD CHIEF PHILANTHROPY OFFICER 32.00 X 176680 0 40930 CARLEIGH MCDONALD MANAGING DIRECTOR IOCC 32.00 X 166180 0 14555 CHAD HANSON DEPUTY VP CONSERVATION 32.00 X 149535 0 29770 SANDRA SOTTOMANO DIRECTOR OF HUMAN RESOURCES 32.00 X 120326 0 20449 SARAH ESPOSITO DIRECTOR OF COMMUNICATIONS 32.00 X 115680 0 33924 1271427 0 210759 8 0 1 0 MID-PACIFIC AIR SERVICE LLC 95 NAKOLO PLACE HONOLULU HI 96819 AIRCRAFT SERVICES 566630 BRICE SOLUTION LLC 5015 CENTERPOINT DRIVE ANCHORAGE AK 99503 AIRCRAFT SERVICES 481770 FUNDACION JOCOTOCO VALLADOLID N24-414 Y LUIS CORDERO QUITO EC RESTORATION SERVICES 292094 INDIES TRADER MARINE ADVENTURES INC PO BOX 1396 MAJURO MH 96960 BOAT SERVICES 247511 US DEPARTMENT OF AGRICULTURE PO BOX 979043 ST LUIS MO 63197 CONSULTING SERVICES 231590 12 3316878 8130489 647398 11447367 CONSERV. IMPACT/INNOV. 541900 988956 988956 CONSERVATION OPERATION 541900 691749 691749 1680705 227741 227741 18711689 18661665 50024 50024 50024 REIMBURSEMENTS 900099 11339 11339 MISCELLANEOUS 900099 240 240 11579 13417416 1680705 0 289344 X 569160 569160 448612 448612 831767 203492 410665 217610 3536160 2453628 663210 419322 61833 44578 11337 5918 687367 487419 127329 72619 354454 221384 83903 49167 40737 40737 170452 170452 35190 35190 1918980 1779265 113201 26514 67480 56119 9205 2156 932116 890995 23183 17938 207615 175024 28243 4348 127517 105461 13738 8318 1869560 1744401 59339 65820 23646 21074 750 1822 46873 46873 165600 118720 29096 17784 LICENSES & FEES 66637 41700 16683 8254 12161756 9407905 1836261 917590 846463 1582141 56545 42474 1559670 3422456 280728 160454 173979 237583 256794 206026 92346 50768 6070157 7616931 80000 40000 49065 39891 9208953 13192698 627942 658822 68908 1944070 181089 720811 877939 3323703 X 3814133 4923472 4516881 4945523 8331014 9868995 9208953 13192698 1255660 282321 0 X X 0 1 X 1 1 1 X 9718234 7766569 10959537 5761898 11447367 45653605 9718234 7766569 10959537 5761898 11447367 45653605 13147165 32506440 839 14496 19225 267844 227741 530145 -6805 70112 68225 11579 143111 46326861 6222470 0.70170 0.72640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FOREIGN CURRENCY LOSS - 2020 AMOUNT: $ -6,805. REIMBURSEMENT - 2022 AMOUNT: $ 70,112. 2023 AMOUNT: $ 68,225. 2024 AMOUNT: $ 11,339. MISCELLANEOUS - 2024 AMOUNT: $ 240. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1520830 43409 1564239 1.00000 0.00000 0.00000 0 0 244706 193938 50768 12088 12088 0 50768 GRANT ADVANCES 720811 720811 X 13664547 282321 282321 13382226 35190 35190 13417416 12126566 0 12126566 35190 35190 12161756 PART V, LINE 4: THE PRIMARY PURPOSE OF THE BOARD DESIGNATED ENDOWMENT IS TO PROVIDE A SUSTAINABLE MAXIMUM LEVEL OF RETURN THAT IS CONSISTENT WITH PRUDENT RISK LEVELS, IN LINE WITH THE ORGANIZATION'S DESIRED RISK TOLERANCE. PART X, LINE 2: THE ORGANIZATION IS RECOGNIZED AS A PUBLIC CHARITY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE INTERNAL REVENUE CODE AND SIMILAR CODE SECTIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE, IS SUBJECT TO INCOME TAX. MANAGEMENT BELIEVES THAT ALL OF THE ORGANIZATION'S ACTIVITIES WERE DIRECTLY RELATED TO ITS EXEMPT PURPOSE. EACH YEAR, MANAGEMENT CONSIDERS WHETHER THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS; INCLUDING WHETHER THE ORGANIZATION HAS ENGAGED IN ANY ACTIVITIES THAT COULD AFFECT THE ORGANIZATION'S INCOME TAX STATUS OR RESULT IN TAXABLE INCOME. MANAGEMENT BELIEVES THAT ANY POSITIONS THE ORGANIZATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 EAST ASIA AND THE PACIFIC 0 11 PROGRAM SERVICES STRATEGIC PLANNING, PROJECT MANAGEMENT, AND OUTREACH ACTIVITIES TO SUPPORT REMOVAL OF INVASIVE SPECIES. 923893 EAST ASIA AND THE PACIFIC 0 11 GRANTS 10040 SOUTH AMERICA 2 8 PROGRAM SERVICES STRATEGIC PLANNING, PROJECT MANAGEMENT, AND OUTREACH ACTIVITIES TO SUPPORT REMOVAL OF INVASIVE SPECIES. 2016145 SOUTH AMERICA 2 8 GRANTS 438572 4 38 0 0 4 38 3388650 0 3388650 SOUTH AMERICA GALAPAGOS CONSERVATION WORK 68764 WIRE 0 SOUTH AMERICA GALAPAGOS CONSERVATION WORK 144308 WIRE 0 EAST ASIA AND THE PACIFIC CONSERVATION WORK 10040 WIRE 0 SOUTH AMERICA CONSERVATION WORK 71500 WIRE 0 SOUTH AMERICA CONSERVATION WORK 103000 WIRE 0 SOUTH AMERICA GALAPAGOS CONSERVATION WORK 51000 WIRE 0 6 0 0 0 0 0 0 0 PART I, LINE 2: A CONTRACT IS CREATED BASED ON REQUIREMENTS FROM THE GRANTOR. PROGRAM STAFF EVALUATE PERFORMANCE ON DELIVERABLES AND APPROVE FOR PAYMENT WHEN COMPLETE. 1 SCRIPPS INSTITUTION OF OCEANOGRAPHY 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 501(C)(3) 247501 0 CONSERVATION OPERATIONS WILDAID 220 MONTGOMERY SAN FRANCISCO CA 94104 203644441 501(C)(3) 231590 0 CONSERVATION OPERATIONS 2 0 PART I, LINE 2: SUBGRANTS AWARDS ARE BASED ON A SUB GRANT TEMPLATE WHICH IS MODIFIED TO ACCOMODATE THE PARTICULAR REQUIREMENTS OF SOURCE FUNDING. STANDARD REQUIREMENTS INCLUDE SEMIANNUAL PROGRESS REPORTS AND A COMPREHENSIVE FINAL REPORT. X X 1 1 1 0 0 0 0 0 0 0 0 KAREN POIANI CEO - UNTIL 6/30/24 143028 0 0 0 83333 0 4154 0 23313 0 253828 0 0 0 HEATH PACKARD CHIEF PHILANTHROPY OFFICER 176680 0 0 0 0 0 5299 0 35631 0 217610 0 0 0 PENNY BECKER VP OF CONSERVATION/CEO 197565 0 0 0 0 0 5927 0 0 0 203492 0 0 0 CARLEIGH MCDONALD MANAGING DIRECTOR IOCC 166180 0 0 0 0 0 5000 0 9555 0 180735 0 0 0 CHAD HANSON DEPUTY VP CONSERVATION 149535 0 0 0 0 0 4672 0 25098 0 179305 0 0 0 RICHARD FEHLER CONTROLLER 119100 0 0 0 0 0 3650 0 34087 0 156837 0 0 0 PART I, LINE 1A WE CHARTER HELICOPTERS AND PLANES FOR ACCESS TO AND WORK ON REMOTE ISLANDS. WE HAVE A POLICY AGAINST FIRST CLASS TRAVEL EXCEPT UNDER VERY UNUSUAL CIRCUMSTANCES SUCH AS MEDICAL EMERGENCY. WE PAY ONE EMPLOYEE A SMALL STIPEND FOR PROJECT GUN STORAGE OUTSIDE OF CA. PART I, LINE 4A KAREN POIANI RECEIVED A SEVERANCE PAYMENT OF $92,178. X 4 647398 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B CHIEF EXECUTIVE OFFICER AND CONTROLLER REVIEW THE FIRST DRAFT OF FORM 990 AND REQUEST REVISIONS AS APPROPRIATE. CONTROLLER PROVIDES THE SECOND DRAFT OF FORM 990 TO ALL BOARD MEMBERS INCLUDING FINANCE COMMITTEE AND TREASURER. BOARD MEMBERS REVIEW AND PROVIDE COMMENTS REGARDING CONCERNS OR ISSUES TO CHIEF EXECUTIVE OFFICER AND CONTROLLER BEFORE FINAL REVISIONS AND SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH FALL-WINTER THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD AND STAFF, AND ANY POTENTIAL CONFLICTS ARE REPORTED. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND IF SO, THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT ISLAND CONSERVATION'S BEST INTERESTS. BOTH VOTES SHALL BE BY A MAJORITY VOTE WITHOUT COUNTING THE VOTE OF ANY INTERESTED DIRECTOR, EVEN IF THE DISINTERESTED DIRECTORS ARE LESS THAN A QUORUM PROVIDED THAT AT LEAST ONE CONSENTING DIRECTOR IS DISINTERESTED. ANY ACTION TAKEN SHALL BE REFLECTED IN THE OFFICIAL MINUTES OF ISLAND CONSERVATION. AN INTERESTED BOARD MEMBER, OFFICER, OR STAFF MEMBER SHALL NOT PARTICIPATE IN ANY DISCUSSION OR DEBATE OF THE BOARD OF DIRECTORS, OR OF ANY COMMITTEE OR SUBCOMMITTEE THEREOF IN WHICH THE SUBJECT OF DISCUSSION IS A CONTRACT, TRANSACTION, OR SITUATION IN WHICH THERE MAY BE A PERCEIVED OR ACTUAL CONFLICT OF INTEREST. HOWEVER, SHE OR HE MAY BE PRESENT TO PROVIDE CLARIFYING INFORMATION IN SUCH A DISCUSSION OR DEBATE UNLESS OBJECTED TO BY ANY PRESENT BOARD OR COMMITTEE MEMBER. ANYONE IN A POSITION TO MAKE DECISIONS ABOUT SPENDING ISLAND CONSERVATION'S RESOURCES (I.E. TRANSACTIONS SUCH AS PURCHASE CONTRACTS) - WHO ALSO STANDS TO BENEFIT FROM THAT DECISION - HAS A DUTY TO DISCLOSE THAT CONFLICT AS SOON AS IT ARISES (OR BECOMES APPARENT); SHE OR HE SHOULD NOT PARTICIPATE IN ANY FINAL DECISIONS. FORM 990, PART VI, SECTION B, LINE 15 ISLAND CONSERVATION PERIODICALLY OBTAINS RELEVANT MARKET DATA TO ENSURE THAT HIRING COMPENSATION DECISIONS ARE CONSISTENT WITH MARKET CONDITIONS, BOTH FOR THE CEO WHOSE COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD, AND OTHER STAFF WHOSE COMPENSATION IS NOT REGULARLY REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G AVIATION SERVICES: PROGRAM SERVICE EXPENSES 27,155. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,155. CONSERVATION: PROGRAM SERVICE EXPENSES 681,131. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 681,131. CONSTRUCTION SERVICES: PROGRAM SERVICE EXPENSES 7,982. MANAGEMENT AND GENERAL EXPENSES 1,309. FUNDRAISING EXPENSES 307. TOTAL EXPENSES 9,598. CONSULTING: PROGRAM SERVICE EXPENSES 553,113. MANAGEMENT AND GENERAL EXPENSES 95,180. FUNDRAISING EXPENSES 22,293. TOTAL EXPENSES 670,586. DESIGN: PROGRAM SERVICE EXPENSES 36,110. MANAGEMENT AND GENERAL EXPENSES 5,923. FUNDRAISING EXPENSES 1,387. TOTAL EXPENSES 43,420. EDUCATIONAL SERVICES: PROGRAM SERVICE EXPENSES 11,521. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,521. ENGINEERING: PROGRAM SERVICE EXPENSES 4,068. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,068. ENVIRONMENTAL SERVICES: PROGRAM SERVICE EXPENSES 133,195. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 133,195. HUMANITARIAN / HEALTH: PROGRAM SERVICE EXPENSES 10,672. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,672. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 14,493. MANAGEMENT AND GENERAL EXPENSES 2,377. FUNDRAISING EXPENSES 557. TOTAL EXPENSES 17,427. PAYROLL FEES: PROGRAM SERVICE EXPENSES 47,104. MANAGEMENT AND GENERAL EXPENSES 7,726. FUNDRAISING EXPENSES 1,810. TOTAL EXPENSES 56,640. RECRUITING: PROGRAM SERVICE EXPENSES 969. MANAGEMENT AND GENERAL EXPENSES 159. FUNDRAISING EXPENSES 37. TOTAL EXPENSES 1,165. ROBOTICS / TECHNOLOGY: PROGRAM SERVICE EXPENSES 64,435. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,435. TRANSLATION: PROGRAM SERVICE EXPENSES 3,211. MANAGEMENT AND GENERAL EXPENSES 527. FUNDRAISING EXPENSES 123. TOTAL EXPENSES 3,861. SUSTAINABILITY SERVICES: PROGRAM SERVICE EXPENSES 1,550. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,550. REGULATORY SERVICES: PROGRAM SERVICE EXPENSES 115,880. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 115,880. INFRASTRUCTURE SERVICES: PROGRAM SERVICE EXPENSES 242. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 242. MARINE CONSERVATION: PROGRAM SERVICE EXPENSES 62,544. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,544. COMMUNITY PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 484. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 484. TECHNOLOGY: PROGRAM SERVICE EXPENSES 3,406. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,406. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.