2025-11-06T16:26:34-06:00 2025-03-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-04-01 621561595 WORLD PARROT TRUST USA INC WORL 8646102129 PO BOX 985 TRAVELERS REST SC 29690 JAMES GILARDI EXECUTIVE DIRECTOR 8646102129 2025-11-06 1 0 AMANDA VANNATTA CPA P00948755 6082744020 2025-10-22 2024 2025-03-06 01:10:19Z JAMES GILARDI PO BOX 985 TRAVELERS REST SC 29690 2730180 0 X PARROTS.ORG X 1994 DC HELPING PARROTS SURVIVE IN THE WILD AND THRIVE IN OUR HOMES. 7 6 4 6 0 0 870656 1437445 12730 13250 8970 251786 7522 8489 899878 1710970 288699 247207 0 0 218729 243536 9195 9196 116276 705711 952120 1222334 1452059 -322456 258911 2185093 2513449 20542 6953 2164551 2506496 HELPING PARROTS SURVIVE IN THE WILD, AND FLOURISH IN COMPANION CARE. 0 0 1223624 247207 13250 WORLD PARROT TRUST USA, INC. (WPT) WORKS WITH RESEARCHERS, IN-COUNTRY ORGANIZATIONS, LOCAL COMMUNITIES, AND GOVERNMENTS TO ENCOURAGE EFFECTIVE SOLUTIONS THAT SAVE PARROTS. SINCE 1989, WPT HAS LED OR AIDED CONSERVATION AND WELFARE PROJECTS IN 45 COUNTRIES FOR MORE THAN 80 SPECIES OF PARROTS. OUR FOCUS IS TO: FIGHT WILDLIFE TRADE, ENGAGE LOCAL COMMUNITIES TO PROTECT THEIR NATIVE PARROTS, PROTECT WIDE TRACTS OF FOREST TO PRESERVE NESTING AND FOOD TREES, AND IMPROVE WELFARE FOR INDIVIDUAL BIRDS BY SHARING EDUCATIONAL RESOURCES. 1223624 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CA CT DC FL GA MD ME MS NJ NY OH PA PR SC TN UT VA WA X X X NATHAN SCHMALTZ 8644049704 90 E SCENIC LANE TRAVELERS REST SC 29690 ALISON HALES CHAIRPERSON 0.50 1.00 X X 0 0 0 NICK REYNOLDS DIRECTOR 0.50 0.50 X 0 0 0 DAVID WOOLCOCK DIRECTOR 0.50 0.50 X 0 0 0 RUUD VONK DIRECTOR 0.50 0.50 X 0 0 0 STEVE MARTIN DIRECTOR 0.50 0.50 X 0 0 0 JOSEPH DAVENPORT DIRECTOR 0.50 0.50 X 0 0 0 CRISTIANA SENNI DIRECTOR 0.50 5.00 X 0 15840 0 JAMES GILARDI EXECUTIVE DIRECTOR 36.00 4.00 X 90541 0 0 LAUREN SCHMALTZ USA ADMINISTRATOR/SECRETARY/TREASURER 40.00 X 45800 0 0 136341 15840 0 0 0 0 0 0 261284 1176161 1695 1437445 MEMBERSHIP DUES 900099 13250 13250 13250 68507 68507 1183279 1000000 183279 183279 183279 27181 19210 7971 7971 518 518 518 1710970 13250 0 260275 X 12000 12000 235207 235207 122523 89758 10686 22079 103752 33540 38731 31481 17261 9405 3770 4086 19500 19500 9196 9196 500926 500556 370 2970 2970 55308 46311 4162 4835 11037 6160 4206 671 69 69 42525 40263 243 2019 6959 5736 349 874 262067 213369 19906 28792 3999 3999 IN-HOUSE PUBLICATIONS 20033 20033 BOOKS AND SUBSCRIPTIONS 14153 3510 5467 5176 12574 3777 4700 4097 1452059 1223624 112159 116276 285513 237166 535838 453944 3577 13276 0 884141 5001 5827 57412 41841 1019570 15571 205777 0 129487 893524 330 10000 2185093 2513449 20542 6953 20542 6953 X 2164551 2506496 2164551 2506496 2185093 2513449 258911 83034 0 X 0 1 X 1 0 X 1031288 1071332 2742819 870656 1437445 7153540 1031288 1071332 2742819 870656 1437445 7153540 2283054 4870486 446 124 4396 10737 68507 84210 7237750 136837 0.67290 0.65720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57412 41841 15571 15571 MONEY MARKET SHARES 893524 F 893524 X 1813214 83034 83034 1730180 -19210 -19210 1710970 1471269 19210 19210 1452059 0 1452059 PART X, LINE 2: FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10 PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT THE ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. IN ACCORDANCE WITH FASB ASC 740-10, THE ORGANIZATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. MANAGEMENT BELIEVES THERE WAS NO SIGNIFICANT IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS AS A RESULT OF THE ADOPTION OF ASC 740-10. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990 PART VIII, LINE 10B -19,210. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990 PART VIII, LINE 10B 19,210. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON CURRENCY CONVERSION 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 2 PROGRAM SERVICES PARROT CONSERVATION 19173 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 2 PROGRAM SERVICES PARROT AND HABITAT CONSERVATION 87990 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES PARROT CARE, PARROT CONSERVATION, AND WILDLIFE TRADE 282920 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 2 PROGRAM SERVICES PARROT CONSERVATION 54891 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES PARROT CONSERVATION AND WILDLIFE TRADE 19489 NORTH AMERICA 0 7 PROGRAM SERVICES PARROT CONSERVATION AND EDUCATION 210876 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 2 GRANTS TO OTHERS 30720 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 2 GRANTS TO OTHERS 105058 NORTH AMERICA 0 7 GRANTS TO OTHERS 10544 SUB-SAHARAN AFRICA 0 0 GRANTS TO OTHERS 1670 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 2 GRANTS TO OTHERS 72314 0 17 0 9 0 26 811117 84528 895645 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, PARROT CONSERVATION, PARROT CARE 13374 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, PARROT CONSERVATION 5988 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, PARROT CONSERVATION, PARROT CARE 9054 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PARROT CONSERVATION, PARROT CARE 30720 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, PARROT CONSERVATION 10000 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN PARROT CONSERVATION, PARROT CARE 13809 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN PARROT CONSERVATION, PARROT CARE 5820 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN PARROT CONSERVATION 7869 WIRE TRANSFER 0 SOUTH AMERICA PARROT CONSERVATION, PARROT CARE 105058 WIRE TRANSFER 1695 DRONE EQUIPMENT FAIR MARKET VALUE 9 0 GRANT CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 1 6400 WIRE TRANSFER GRANT SUB-SAHARAN AFRICA 1 670 WIRE TRANSFER OTHER ASSISTANCE NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 3 10544 WIRE TRANSFER OTHER ASSISTANCE SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 1000 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: PRIOR TO SENDING FUNDS TO A NEW RECIPIENT, WE PERFORM A SEARCH FOR THE ORGANIZATION AND THE HIGHEST RANKING OFFICIALS NAMES ON THE OFAC LIST OF SANCTIONED INDIVIDUALS AND ORGANIZATIONS. WE ARE ALSO CAREFUL TO CONDUCT A NUMBER OF VIRTUAL CALLS WITH RECIPIENTS PRIOR TO SENDING FUNDS TO HAVE A SOLID UNDERSTANDING OF THEIR WORK, RELIABILITY AND ALIGNMENT WITH OUR ORGANIZATION'S MISSION AND VALUES. AFTER FUNDS HAVE BEEN GRANTED, WE REQUIRE INTERIM AND FINAL REPORTING WITH PHOTO AND/OR VIDEO EVIDENCE OF WORK COMPLETED. WE ALSO CONTINUE TO CONDUCT VIRTUAL CALLS TO MONITOR PROGRESS. WE WILL OCCASIONALLY SEND WPT EMPLOYEES AND CONTRACTORS TO THE RECIPIENTS SITE TO PROVIDE IN-KIND SUPPORT AND TO EVALUATE THE PROJECT FIRSTHAND. PART I, LINE 3: THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING TO ACCOUNT FOR EXPENDITURES. 1 LUKURU WILDLIFE RESEARCH FOUNDATION PO BOX 875 CIRCLEVILLE OH 43113 311598890 501(C)(3) 12000 0 PARROT CARE, ADDRESSING ILLEGAL WILDLIFE TRADE 1 0 PART I, LINE 2: PRIOR TO SENDING FUNDS TO A NEW RECIPIENT, WE ARE CAREFUL TO CONDUCT A NUMBER OF VIRTUAL CALLS WITH RECIPIENTS PRIOR TO SENDING FUNDS TO HAVE A SOLID UNDERSTANDING OF THEIR WORK, RELIABILITY AND ALIGNMENT WITH OUR ORGANIZATION'S MISSION AND VALUES. AFTER FUNDS HAVE BEEN GRANTED, WE REQUIRE INTERIM AND FINAL REPORTING WITH PHOTO AND/OR VIDEO EVIDENCE OF WORK COMPLETED. WE ALSO CONTINUE TO CONDUCT VIRTUAL CALLS TO MONITOR PROGRESS. WE WILL OCCASIONALLY SEND WPT EMPLOYEES AND CONTRACTORS TO THE RECIPIENTS SITE TO PROVIDE IN-KIND SUPPORT AND TO EVALUATE THE PROJECT FIRSTHAND. FOR MORE FORMAL ARRANGEMENTS, WE WILL DRAW UP A MEMORANDUM OF UNDERSTANDING OR A GRANT AGREEMENT WHICH BOTH PARTIES SIGN. FORM 990, PART VI, SECTION A, LINE 2 ALISON HALES AND NICK REYNOLDS HAVE A FAMILY RELATIONSHIP. DAVID WOOLCOCK, ALISON HALES, AND NICK REYNOLDS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AT LEAST ANNUALLY BY THE DIRECTORS. ALL DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. A DIRECTOR OR OFFICER WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT MEMBERSHIP OF THE BOARD OF DIRECTORS ANNUALLY CONDUCTS A PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR AND OTHER OFFICERS. THE EXECUTIVE DIRECTOR'S AND OTHER OFFICERS COMPENSATION ARE REVIEWED AND COMPARED TO PUBLIC INFORMATION ABOUT COMPENSATION IN POSITIONS AT SIMILAR ORGANIZATIONS. THE BOARD APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER OFFICERS WITH AN OFFICIAL VOTE WITH DISCUSSION AND RESULTS RECORDED IN MEETING MINUTES. 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. FORM 990, PART IX, LINE 11G WILDLIFE: PROGRAM SERVICE EXPENSES 31,918. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,918. CONSERVATION: PROGRAM SERVICE EXPENSES 182,513. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 182,513. ADMINISTRATION: PROGRAM SERVICE EXPENSES 21,761. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,761. HABITAT: PROGRAM SERVICE EXPENSES 98,511. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,511. FUNDRAISING: PROGRAM SERVICE EXPENSES 28,792. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,792. EDUCATION: PROGRAM SERVICE EXPENSES 120,973. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120,973. PARROT CARE: PROGRAM SERVICE EXPENSES 16,088. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,088. PROJECTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 370. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 370. THE WORLD PARROT TRUST GLANMOR HOUSE HAYLE CORNWALL UK TR27 4HB CONSERVATION UK N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0