2025-07-02T14:12:43-05:00 2024-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2024-01-01 510175253 XERCES SOCIETY INC XERC 5032326639 1631 NE BROADWAY STREET 821 PORTLAND OR 97232 SCOTT HOFFMAN BLACK EXECUTIVE DIRECTOR 5032326639 2025-07-02 1 YEE LEE MCGEE P01294356 5032222515 2024 2025-03-06 01:10:19Z SCOTT HOFFMAN BLACK 1631 NE BROADWAY STREET 821 PORTLAND OR 97232 12206093 0 X WWW.XERCES.ORG X 1975 DE TO PROTECT THE NATURAL WORLD THROUGH THE CONSERVATION OF INVERTEBRATES AND THEIR HABITATS. 7 7 104 3288 0 0 8658770 10577848 926468 696935 350708 466402 85730 72413 10021676 11813598 7500 102172 0 0 7297160 8759431 0 0 1219287 2184133 2343671 9488793 11205274 532883 608324 15371737 16002145 1807381 1765786 13564356 14236359 X XERCES SOCIETY IS A NONPROFIT ORGANIZATION THAT PROTECTS WILDLIFE THROUGH THE CONSERVATION OF INVERTEBRATES AND THEIR HABITAT. THE SOCIETY IS AT THE FOREFRONT OF INVERTEBRATE PROTECTION WORLDWIDE, HARNESSING THE KNOWLEDGE OF SCIENTISTS AND THE ENTHUSIASM OF CITIZENS TO IMPLEMENT CONSERVATION PROGRAMS. 0 0 3866124 447261 POLLINATOR CONSERVATION: XERCES' POLLINATOR CONSERVATION PROGRAM WORKS ACROSS THE UNITED STATES TO EDUCATE FARMERS, LAND MANAGERS, AND THE PUBLIC ABOUT THE IMPORTANCE OF POLLINATORS AND OTHER BENEFICIAL INSECTS, AND TO ESTABLISH HABITAT PROTECTION AND MANAGEMENT AS KEYS TO THEIR CONSERVATION. AS A LEADING VOICE IN POLLINATOR CONSERVATION, XERCES PROMOTES PRACTICAL SOLUTIONS THAT ADDRESS THE ROOT CAUSES OF POLLINATOR DECLINES: HABITAT LOSS, PESTICIDE USE, UNSUSTAINABLE FARMING PRACTICES, DISEASE, AND CLIMATE CHANGE. IT DIRECTLY REACHES AGRICULTURAL PROFESSIONALS AND FARMERS AS WELL AS OTHER LAND MANAGERS THROUGH TRAININGS, WORKSHOPS, AND OTHER OUTREACH EVENTS.SEE SCHEDULE O FOR CONTINUATION. IN ADDITION, XERCES MANAGES THE FIRST THIRD-PARTY CERTIFIED POLLINATOR CONSERVATION PROGRAM TO HELP FARMERS PROTECT AND RESTORE HABITAT FOR POLLINATORS. AS A RESULT OF XERCES' WORK, NATIVE POLLINATORS ARE NOW A KEY PRIORITY FOR AGRICULTURAL CONSERVATION PROGRAMS ACROSS THE UNITED STATES, AND OVER TWO MILLION ACRES OF HABITAT IMPROVEMENTS HAVE BEEN MADE FOR THESE VITAL INSECTS ON FARMS. 3193609 78172 221928 ENDANGERED SPECIES CONSERVATION: TO CONSERVE AND RESTORE THE DIVERSITY OF LIFE ON EARTH, XERCES' ENDANGERED SPECIES CONSERVATION PROGRAM ENGAGES IN EDUCATION, RESEARCH, COMMUNITY SCIENCE, CONSERVATION PLANNING, AND ADVOCACY TO PROTECT AT-RISK SPECIES AND THEIR HABITATS. THE PROGRAM COLLABORATES WITH SCIENTISTS AND LAND MANAGERS TO RAISE AWARENESS ABOUT THE PLIGHT OF INVERTEBRATES AND TO GAIN PROTECTION FOR THE MOST VULNERABLE SPECIES BEFORE THEY DECLINE TO A LEVEL AT WHICH RECOVERY IS IMPOSSIBLE. IT ALSO WORKS WITH FEDERAL, STATE, AND LOCAL AGENCIES TO PROMOTE RESILIENT RESTORATION AND BEST PRACTICES FOR HABITAT MANAGEMENT. SEE SCHEDULE O FOR CONTINUATION.ITS CURRENT WORK INCLUDES EFFORTS TO PROTECT BUMBLEBEES, MONARCHS AND OTHER BUTTERFLIES, FRESHWATER MUSSELS, FIREFLIES, AND OTHER INVERTEBRATES. THROUGH COMMUNITY SCIENCE PROJECTS, WHICH INCLUDE BUMBLE BEE WATCH, THE WESTERN MONARCH COUNTS, THE WESTERN MONARCH MILKWEED MAPPER, AND THE FIREFLY ATLAS, XERCES ENGAGES TENS OF THOUSANDS OF INDIVIDUALS WHO GATHER DATA TO INFORM CONSERVATION EFFORTS. 866059 21000 36435 OTHER CONSERVATION: XERCES UNDERTAKES A VARIETY OF OTHER CONSERVATION ACTIVITIES TO RAISE AWARENESS AND APPRECIATION OF THE VALUABLE ROLE OF INVERTEBRATES, AND THEIR ROLE IN PROTECTING THE NATURAL WORLD. THESE INCLUDE THE PUBLICATION OF ITS MAGAZINE WINGS: ESSAYS ON INVERTEBRATE CONSERVATION, WHICH FEATURES THE WORK OF RENOWNED WILDLIFE PHOTOGRAPHERS, SCIENTISTS, AND CONSERVATIONISTS. XERCES ALSO PROVIDES HUNDREDS OF PUBLICATIONS FOR FREE DOWNLOAD THROUGH ITS WEBSITE, INCLUDING GUIDELINES TO HELP FARMERS AND GARDENERS CONSERVE POLLINATORS, GUIDES TO IDENTIFYING ENDANGERED BUMBLE BEES, OTHER BENEFICIAL INSECTS AND SOIL INVERTEBRATES AND MANY MORE. SEE SCHEDULE O FOR CONTINUATION.ANOTHER ASPECT OF THIS PROGRAM IS THE JOAN M. DEWIND AWARD, WHICH IS OPEN TO GRADUATE AND UNDERGRADUATE STUDENTS. EACH YEAR, CHOSEN APPLICANTS RECEIVE FINANCIAL SUPPORT FROM XERCES FOR LEPIDOPTERA RESEARCH AND CONSERVATION PROJECTS. 586455 3000 PESTICIDE REDUCTION: XERCES' PESTICIDE REDUCTION PROGRAM REDUCES RELIANCE ON PESTICIDES BY SUPPORTING THE DIVERSE NATURAL SYSTEMS THAT REDUCE PEST PROBLEMS. IT PROVIDES SCIENTIFIC RESOURCES FOR FARMERS, RANGELAND MANAGERS, BACKYARD GARDENERS, NURSERY MANAGERS, URBAN FORESTERS AND PARK MANAGERS, FEDERAL, STATE AND LOCAL AGENCY STAFF, AND POLICY MAKERS SO THAT THEY CAN MAKE INFORMED DECISIONS ABOUT PESTICIDE USE AND REGULATION. BY PROVIDING ON-THE-GROUND TECHNICAL SUPPORT, XERCES INCREASES THE ADOPTION OF ECOLOGICALLY SOUND PEST MANAGEMENT PRACTICES EVERYWHERE. XERCES PESTICIDE REDUCTION PROGRAMS HAVE ELIMINATED AND LOWERED PESTICIDE USE ACROSS MILLIONS OF ACRES OF RANGELAND, FARMLAND AND TOWNS AND CITIES. 531759 63724 COMMUNITY ENGAGEMENT: THE COMMUNITY ENGAGEMENT PROGRAM PROVIDES RESOURCES ON INVERTEBRATE CONSERVATION TO ALL AGE GROUPS. IT PROVIDES EXPERTISE ON HABITAT FOR POLLINATORS AND OTHER INVERTEBRATES TO COMMUNITY AND SCHOOL GARDENS, CITIES, AND COLLEGE CAMPUSES, AND IT OFFERS CONSERVATION WORKSHOPS FOR URBAN AND SUBURBAN AUDIENCES, REACHING HUNDREDS OF THOUSANDS OF PEOPLE EACH YEAR. OUR BEE CITY USA NETWORK WORKS WITH TOWNS, CITIES AND COLLEGE AND UNIVERSITY CAMPUSES TO PROTECT AND RESTORE POLLINATOR HABITAT AND TO REACH BROADLY INTO THESE COMMUNITIES TO PROMOTE POLLINATORS. BEE CITY USA AFFILIATES HAVE RESTORED HABITAT, MINIMIZED PESTICIDE USE AND REACHED MORE THAN 1.4 MILLION PEOPLE WITH POLLINATOR CONSERVATION MESSAGING. BY ENGAGING VOLUNTEERS, OVER 100 XERCES AMBASSADORS, AND YOUTH THROUGH X KIDS, XERCES EDUCATES AND INSPIRES INDIVIDUALS AND COMMUNITIES TO TAKE ACTION TO CONSERVE INVERTEBRATES. 1118214 3000 63724 9044006 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 104 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AZ CA CT FL GA HI IL KS KY ME MD MS MI MN NH NJ NM NY NC ND OK OR PA RI SC TN UT WV WI VA X X SCOTT HOFFMAN BLACK 5032326639 1631 NE BROADWAY STREET SUITE 821 PORTLAND OR 97232 BETH ROBERTSON-MARTIN BOARD PRESIDENT (THRU SEP. '24) 0.50 X X 0 0 0 CASEY SCLAR PHD BOARD VP & ACTING PRESIDENT 0.50 X X 0 0 0 JAY WITHGOTT BOARD SECRETARY 0.50 X X 0 0 0 LINDA CRAIG BOARD TREASURER 0.50 X X 0 0 0 BETSY LOPEZ-WAGNER BOARD MEMBER 0.50 X 0 0 0 FLORA LU PHD BOARD MEMBER 0.50 X 0 0 0 SACHA SPECTOR BOARD MEMBER 0.50 X 0 0 0 RACHAEL WINFREE PHD BOARD MEMBER 0.50 X 0 0 0 SCOTT HOFFMAN BLACK EXECUTIVE DIRECTOR 60.00 X 245031 0 77014 KARL SOUZA DIRECTOR OF FINANCE & OPS. 50.00 X 130186 0 52361 DAVID VAUGHAN POLLINATOR & AGR. BIODIVERSITY DIR. 50.00 X 155621 0 0 SARINA JEPSEN ENDANGERED SPECIES PROGRAM DIR. 50.00 X 133760 0 28584 AIMEE B CODE PESTICIDE PROGRAM DIRECTOR 50.00 X 116338 0 23483 MATTHEW D SHEPHERD OUTREACH & EDUCATION DIRECTOR 50.00 X 101476 0 8489 SUZANNE GRANAHAN MEMBERSHIP DIRECTOR 50.00 X 100243 0 8385 982655 0 198316 7 0 1 0 0 4065248 6512600 392495 10577848 PROGRAM SERVICE FEES 900099 696935 696935 696935 466402 466402 72413 72413 392495 392495 0 11813598 769348 0 466402 81172 81172 21000 21000 671630 357678 267468 46484 6286920 4901162 901333 484425 421501 339282 50513 31706 801288 631227 107523 62538 578092 438117 94689 45286 8332 5449 2883 40690 40690 370442 154531 80661 135250 260710 28104 106687 125919 153216 31420 110423 11373 96460 96460 341979 332530 4842 4607 31935 27897 4038 17567 15546 2021 26143 26143 PRINTING & FIELD SUPPLI 883301 741143 779 141379 DUES, FEES, AND MAILING 86927 61477 12545 12905 EQUIPMENT AND REPAIRS 20864 20864 MISCELLANEOUS EXPENSES 5105 5105 871166 -988581 117415 11205274 9044006 941981 1219287 724833 583832 7804928 3771172 2003629 2667276 298574 120167 126120 174387 73465 117499 137994 73778 63403 64216 4116521 8401764 160264 101832 15371737 16002145 868703 951028 778414 712926 160264 101832 1807381 1765786 X 11898071 12559724 1666285 1676635 13564356 14236359 15371737 16002145 608324 63679 0 X 0 1 X 1 1 1 X 5211924 8541645 7587847 8658770 10577848 40578034 5211924 8541645 7587847 8658770 10577848 40578034 2450513 38127521 158799 227009 194063 417181 538815 1535867 57045 42266 156 19257 118724 42232625 4118846 0.90280 0.87960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 57,045. 2021 AMOUNT: $ 42,266. 2022 AMOUNT: $ 156. 2023 AMOUNT: $ 19,257. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17749 4802 22551 9963436 9985987 649299 162325 0 0 389766 482064 571345 649299 2092474 3138711 20326 4605 16874 22551 64356 97442 120516 142836 162325 523119 784679 16026 2937 13205 17749 49917 17012 17012 0 120982 56766 64216 64216 LEASE OBLIGATION - OPERATING LEASE 101832 101832 11877277 63679 63679 11813598 0 11813598 11205274 0 11205274 0 11205274 NORTH AMERICA 0 1 PROGRAM SERVICE EXPENSE MAINTAINING EMPLOYEE 155621 0 1 0 0 0 1 155621 0 155621 0 0 0 0 0 0 PART I, LINE 3: EXPENDITURES ARE REPORTED ON AN ACCRUAL BASIS. 1 FRESHWATERS ILLUSTRATED INC PO BOX 921 CORVALLIS OR 97739 201691602 501(C)(3) 25000 0 PROGRAM SUPPORT CAL POLY CORPORATION 1 GRAND AVENUE SAN LUIS OBISPO CA 93407 951648180 501(C)(3) 26628 0 PROGRAM SUPPORT POINT BLUE CONSERVATION SCIENCE 3820 CYPRESS DRIVE SUITE 11 PETALUMA CA 94954 941594250 501(C)(3) 26544 0 PROGRAM SUPPORT 3 JOAN M. DEWIND AWARD: STUDENT FINANCIAL SUPPORT 2 20000 INTERN STIPEND 1 1000 PART I, LINE 2: THE ORGANIZATION'S GRANT MONITORING PROCESS IS SIMILAR FOR BOTH GRANTS RECEIVED AND GRANTS AWARDED. AN ELECTRONIC FILE IS SET UP FOR EACH GRANT THAT INCLUDES THE ORIGINAL APPLICATION AND ANY INTERNAL SUPPORTING DOCUMENTATION, AS WELL AS CORRESPONDENCE RELATED TO THE AWARD AND TO THE OBLIGATIONS OF ACCEPTANCE. IMPORTANT DATES, BOTH PAST AND UPCOMING, ARE NOTED FOR THE GRANT IN A CLOUD-BASED DATABASE. SUPPLEMENT INFORMATION CONTINUED ON FOLLOWING PAGE. THE XERCES SOCIETY'S PROGRAM: OTHER CONSERVATION, OFFERS THE JOAN M. DEWIND AWARD WHICH IS OPEN TO GRADUATE AND UNDERGRADUATE STUDENTS. EACH YEAR, CHOSEN APPLICANTS RECEIVE FINANCIAL SUPPORT FROM THE SOCIETY FOR LEPIDOPTERA RESEARCH AND CONSERVATION PROJECTS. X X X 0 0 0 0 0 0 0 1 0 SCOTT HOFFMAN BLACK EXECUTIVE DIRECTOR 244781 0 250 0 0 0 42241 0 34773 0 322045 0 0 0 KARL SOUZA DIRECTOR OF FINANCE & OPS. 128436 0 1750 0 0 0 20462 0 31899 0 182547 0 0 0 SARINA JEPSEN ENDANGERED SPECIES PROGRAM DIR. 132010 0 1750 0 0 0 18050 0 10534 0 162344 0 0 0 DAVID VAUGHAN POLLINATOR & AGR. BIODIVERSITY DIR. 153839 0 1782 0 0 0 0 0 0 0 155621 0 0 0 PART I, LINE 7 DURING THE YEAR ENDED DECEMBER 31, 2024, THE XERCES SOCIETY AWARDED DISCRETIONARY BONUSES TO ALL EMPLOYEES. X 21 392495 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED TO DISCLOSE POTENTIAL CONFLICT OF INTEREST ISSUES PRIOR TO EVERY BOARD MEETING. THE ORGANIZATION REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A A SALARY REVIEW IS CONDUCTED BY THE BOARD. THE REVIEW TAKES INTO ACCOUNT A VARIETY OF FACTORS, INCLUDING COMPARABLE SALARY DATA, AND IS CONTEMPORANEOUSLY DOCUMENTED. AFFECTED MEMBERS RECUSE THEMSELVES, AND A MOTION FOR COMPENSATION IS APPROVED. AN ANNUAL SALARY REVIEW OF ALL PAY LEVELS WITHIN THE ORGANIZATION IS MADE BY THE EXECUTIVE DIRECTOR. THE REVIEW INCLUDES A COMPARISON OF PAY GRADE RANGE TO COMPARABLE EXTERNAL SALARY LEVELS OF TOP FINANCIAL OFFICIALS TO ENSURE PAY RATES ARE REASONABLE AND COMPETITIVE, AND IS CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 REASONABLE REQUESTS FOR FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE FURNISHED UPON REQUEST AT THE FRONT OFFICE.