2025-05-02T12:12:53-05:00 2024-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-07-01 526065757 CHESAPEAKE BAY FOUNDATION INC CHES 4102688816 6 HERNDON AVENUE ANNAPOLIS MD 214034503 Hilary H Falk President & CEO 4102688816 2025-05-02 1 0 Richard J Locastro CPA P00288314 3019519090 2023 2025-03-06 01:10:19Z Hilary H Falk 6 HERNDON AVENUE ANNAPOLIS MD 214034503 61402057 0 X WWW.CBF.ORG X 1966 MD The Chesapeake Bay Foundation's (CBF) mission is to Save the Bay. See Schedule O. 31 30 272 12315 -20667 0 26605958 29421478 1518249 1761484 3369490 4625288 707306 412921 32201003 36221171 314928 406027 0 0 19405462 20238017 709328 373367 4025123 13710616 14039964 34140334 35057375 -1939331 1163796 126475382 129315017 4640005 4172742 121835377 125142275 X The Chesapeake Bay Foundation's (CBF) mission, simply stated, is to Save the Bay. See Schedule O for Continuation (page 49) 0 0 16713819 395589 422518 Environmental Protection and Restoration (EPR)The Environmental Protection and Restoration Department's primary objective is to drive significant improvements in the health of the Chesapeake Bay as measured by CBF's Bay Health Index. Consistent with the CBF strategic plan, this involves developing and recommending priorities for the organization's policy work, engaging our members and implementing restoration elements of the plan. The Program utilizes a combination of strategies to help achieve a reduction in Bay pollution, restoration of critical habitat, and better-managed fisheries. See Schedule O for Continuation (page 49) 8334248 10438 1291235 Education CBF's Education Department is responsible for leading students, teachers, and adults in hands-on, on-the-water, environmental education experiences about the Bay. Through education programs, our professional educators use innovative teaching methods to engage students in real-world issues and scientific inquiry, exciting and encouraging them to take action to protect our natural resources. Student Leadership courses during the summer further train student leaders from high schools across the region. See Schedule O for Continuation (page 50) 3229742 0 47731 CommunicationsThe Communications Department's charge is to market CBF and its policy agenda, educate and engage the public, and mobilize support for organizational priorities and Bay restoration efforts. Communications also manages internal communications and public opinion research. See Schedule O for Continuation (page 51) 28277809 1 1 0 1 0 0 1 1 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 152 0 1 272 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 31 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X Tola Sanni 4102688816 6 HERNDON AVENUE ANNAPOLIS MD 214034503 Hilary H Falk President 40.00 X X 356074 0 34516 Otis S Jones Chair 4.00 X X 0 0 0 Ann Pelham Vice Chair 4.00 X X 0 0 0 Marnie Abramsom Trustee 1.00 X 0 0 0 Dara C Bachman Trustee 1.00 X 0 0 0 R Bruce Bradley Trustee 4.00 X 0 0 0 Joan P Brock Trustee 1.00 X 0 0 0 George B Clarke IV Trustee 1.00 X 0 0 0 Brian Cobb Trustee 1.00 X 0 0 0 Hugh Evans Trustee 4.00 X 0 0 0 Margaret M Freeman Trustee 1.00 X 0 0 0 Alexandra Grayson Trustee 1.00 X 0 0 0 Jennifer E Green Trustee 1.00 X 0 0 0 Harry S Gruner Trustee 4.00 X 0 0 0 Ann D Horner Trustee 1.00 X 0 0 0 Robert A Kinsley II Trustee 1.00 X 0 0 0 Jonathan D Manekin Trustee 1.00 X 0 0 0 Anne Mehringer Trustee 1.00 X 0 0 0 Mamie A Parker Trustee 1.00 X 0 0 0 Crystal Patterson Trustee 4.00 X 0 0 0 Nick Pomponi Trustee 1.00 X 0 0 0 Samara Pyfrom Trustee 1.00 X 0 0 0 Christa Riepe Trustee 1.00 X 0 0 0 Nathanial J Rose Trustee 1.00 X 0 0 0 Kathryn Gilchrist Simpson Trustee 1.00 X 0 0 0 J Sedwick Sollers III Trustee 4.00 X 0 0 0 J Alex Ward Trustee 1.00 X 0 0 0 Denice Heller Wardrop Trustee 1.00 X 0 0 0 Preston M White Trustee 1.00 X 0 0 0 Robert N Whitescarver Trustee 1.00 X 0 0 0 Stephen M Wolf Trustee 1.00 X 0 0 0 William A Agee III Secretary; VP - Administration 40.00 X 199490 0 7559 Tola Sanni Treasurer (from 10/2023) 40.00 X 33703 0 944 Katharene P Snavely Chief Development Officer 40.00 X 246301 0 27817 Alison H Prost VP - Enviro. Protec. & Restor. 40.00 X 233827 0 25960 Thomas W Ackerman VP - Education 40.00 X 192401 0 18644 Robert J Beach VP - Communications 40.00 X 194675 0 26624 Carmera S Thomas-Wilhite VP - Communities and Partnerships 40.00 X 142943 0 24760 Everett S Marshall VP - People 40.00 X 185142 0 14732 Paul W Smail VP - Litigation 40.00 X 165948 0 6810 Shannon Miller Controller 40.00 X 161256 0 5592 2111760 0 193958 24 0 1 0 Production Solutions Inc PO Box 26168 Oklahoma City OK 731260618 Mass production printing 1559815 Hodges and Hodges Enterprises LTD 1040 University Blvd Ste 300 Portsmouth VA 23703 Reef Work 291319 Allegiance Fundraising Group LLC PO Box 9132 Fargo ND 581069132 Media Consultants 273588 Do Big Things LLC PO Box 128 Mill Valley CA 94949 Digital Consultants 229859 Conservation Services Inc 1620 N Delphine Avenue Waynesboro VA 22980 Conservation Services 223365 16 300957 743253 2271640 26105628 1657336 29421478 Tuition and Education 900099 1291235 1291235 Farm Income 900099 271145 271145 Contract Income 900099 151373 151373 Store Income 900099 47731 47731 1761484 2508067 -20667 2528734 5462 5462 477861 0 477861 477861 477861 26819191 21896900 2805070 4922291 -2805070 2117221 2117221 134975 743253 478916 -343941 -343941 Settlement fee income 900099 173172 173172 Miscellaneous 900099 84983 84983 Credit card rebate 900099 15384 15384 273539 36221171 1761484 -20667 5058876 406027 406027 1439975 768176 380201 291598 11676366 9627458 711941 1336967 505682 412707 29307 63668 5322240 4231353 395122 695765 1293754 1023258 98783 171713 21858 15444 1979 4435 121029 121029 155059 155059 373367 373367 259339 259339 2642331 2275170 97960 269201 156879 110847 14201 31831 4891243 4309116 157794 424333 97011 94293 1203 1515 2024602 1829118 104217 91267 357313 301603 28150 27560 330044 240681 67793 21570 59685 16772 42654 259 505475 447078 31256 27141 652149 550678 63287 38184 Repairs & maintenance 1183986 921137 135099 127750 Restoration Fees 328716 328716 Publications & Subscrip 63658 61122 845 1691 Memberships & dues 50241 36053 2446 11742 139346 115943 9837 13566 35057375 28277809 2754443 4025123 X 2753813 1868210 0 885603 3760 14375 24567724 19376325 8751764 10625606 899724 1651333 610164 840502 51418249 24332838 29874788 27085411 39204694 46150613 22019886 23078028 542878 492824 126475382 129315017 1553045 1820581 864547 893151 1212324 432010 1010089 1027000 4640005 4172742 X 39768494 45377039 82066883 79765236 121835377 125142275 126475382 129315017 1163796 2143102 0 X 0 1 X 1 1 1 X 32090232 23177187 31074308 26605958 29421478 142369163 32090232 23177187 31074308 26605958 29421478 142369163 6052666 136316497 743038 990704 2191345 1686369 3012057 8623513 317105 317105 156747 49694 48761 379638 273539 908379 152218160 6161895 0.89550 0.90070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23430 214320 237750 34186919 34424669 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 210565 270411 189221 237750 907947 250000 250000 250000 250000 1000000 1500000 8899 40942 16762 23430 90033 X X 10 718.00 2 2 1 32.00 2040 1 0 75154 X Decorative purposes only 0 65594696 252796 8704066 3562757 70988801 64006091 67842 5454210 3933447 65594696 76257134 2119243 -9529560 4840726 64006091 63530119 291075 15927131 3491191 76257134 63015285 126294 3562336 3173796 63530119 0.18840 0.58470 0.22690 1 0 9121295 9121295 30912417 16723806 14188611 11384537 7609032 3775505 27085411 Partnerships/Alternative Investments 19463631 F Beneficial Interest in Perpetual Trust 3614397 F 23078028 Split Interest Agreement 640405 financing lease liabilities 2322 operating lease liabilities 384273 1027000 38837658 2143102 253808 478916 2875826 35961832 259339 259339 36221171 35530760 253808 478916 732724 34798036 259339 259339 35057375 Part II, Line 9: A monetary value has not been placed on conservation easements; therefore, they are not included in financial statements. Part III, Line 4: A scale model of a Chesapeake Bay crabbing skiff hangs in the foyer of the Merrill Center. It is a reminder that CBF's mission is to Save the Bay, which includes restoring its bounty to levels that can support all the people who make a living on the Bay. Greeting visitors to the Merrill Center is a bronze and silver sculpture of an osprey, representing the fact that approximately one-quarter of all ospreys in the contiguous United States nest in the Chesapeake Bay region. Part V, Line 4: Endowment funds are used for donor restricted projects as well as to fund unrestricted activities. Donor restricted endowments are used for education in general, field education, farm operations, support and maintenance of facilities and boats, and restoration projects. It is the policy of the Foundation to spend 5.5% of a twelve quarter trailing average of the sum of accumulated investments. Part XI, Line 2d - Other Adjustments: Special Event Expenses reported as an expense on the financial statements and netted against revenue on the Form 990, Part VIII, line 8b. 478,916. Part XII, Line 2d - Other Adjustments: Special Event Expenses reported as an expense on the financial statements and netted against revenue on the Form 990, Part VIII, line 8b. 478,916. X X X X X X X 1 Lautman Maska Neill & Company 1730 Rhode Island Ave NW Ste 301 Washington DC 20036 Membership Consulting 0 3148768 132000 3016768 Do Big Things PO Box 128 Mill Valley CA 94942 Digital Consulting 0 1622467 239267 1383200 Allegiance Fundraising LLC dba Allegiance Group 3064 49th Street Fargo ND 58104 Digital Consulting 0 228984 2100 226884 5000219 373367 4626852 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI DC on the Half Shell 426967 380617 46350 284764 Bands in the Sands 451261 362636 88625 1656 64644 31025 10500 86327 878228 743253 134975 1656 64644 31025 10500 371091 478916 -343941 1 Capital Area Intermediate Unit 55 Miller Street Enola PA 17025 231739071 Government 10438 0 Build and strengthen effective MWEEs into sustained and systemic student-led environmental action teams in Pennsylvania. Virginia Forage & Grassland Council 3599 Indian Oak Road Crewe VA 23930 541061472 501(c)(3) 10135 0 Expanding Rotational Grazing through the Mountains to Bay Grazing Alliance. Capital Resource Conservation and Development Area Council Inc 401 E Louther Street 307 Carlisle PA 17013 043691329 501(c)(3) 16189 0 Expanding Rotational Grazing through the Mountains to Bay Grazing Alliance. Alliance for the Chespeake Bay 151 West St Suite 101 Annapolis MD 21401 541060924 501(c)(3) 23455 0 Accelerating Riparian Forest Buffer Implementation in Priority Pennsylvania Counties Chesapeake Bay Trust 108 Severn Avenue Annapolis MD 21403 521454182 501(c)(3) 133887 0 Chesapeake Bay Trust Grant Program Administration VA Department of Conservation and Recreation Division of Natural Heritage 600 East Main Street Suite 1600 Richmond VA 23219 546004497 Government 21128 0 Establishing a Plan for Virginia's Freshwater Mussels Groundwork RVA 3001 Meadowbridge Road Richmond VA 23222 462191744 501(c)(3) 6038 0 Greening Faith Places and Community Spaces project to enhance water quality improvement efforts in Central Virginia. Southside ReLeaf 5131 Glenbeigh Road Richmond VA 23234 872914328 501(c)(3) 5501 0 Greening Faith Places and Community Spaces project to enhance water quality improvement efforts in Central Virginia. Virginia Interfaith Power & Light (IPL) 19 W Locke Lane Richmond VA 23226 871782129 501(c)(3) 70478 0 Greening Faith Places and Community Spaces project to enhance water quality improvement efforts in Central Virginia. Smithsonian Institution 1000 Jefferson Drive SW Washington DC 20560 530206027 501(c)(3) 11716 0 Comprehensive South River Sanctuary Scale Oyster Restoration ShoreRivers Inc 114 South Washington Street Suite 301 Easton MD 21601 263187608 501(c)(3) 22573 0 Envision the Choptank: Building Capacity to Enhance Watershed and Community Health - Year 2 Center for Watershed Protection Inc 11711 E Market Place Suite 200 Fulton MD 20759 541644387 501(c)(3) 48767 0 Choptank: Building Capacity to Enhance Watershed and Community Health 12 0 Part I, Line 2: Grant agreements require detailed progress and financial reports that are reviewed by departmental financial managers and Sr. Grants Manager before payments are made. Program managers will also review and approve the grantee's project performance according to the details of the grant. X X X X X 0 0 0 0 0 0 0 1 0 Hilary H Falk President 341767 0 143 0 14164 0 14085 0 20431 0 390590 0 0 0 Katharene P Snavely Chief Development Officer 201805 0 21996 0 22500 0 8600 0 19217 0 274118 0 0 0 Alison H Prost VP - Enviro. Protec. & Restor. 217694 0 143 0 15990 0 9114 0 16846 0 259787 0 0 0 Robert J Beach VP - Communications 172020 0 155 0 22500 0 7525 0 19099 0 221299 0 0 0 Thomas W Ackerman VP - Education 184735 0 141 0 7525 0 7525 0 11119 0 211045 0 0 0 William A Agee III Secretary; VP - Administration 187100 0 141 0 12249 0 7475 0 84 0 207049 0 0 0 Everett S Marshall VP - People 177494 0 141 0 7507 0 6929 0 7803 0 199874 0 0 0 Paul W Smail VP - Litigation 157176 0 155 0 8617 0 6726 0 84 0 172758 0 0 0 Carmera S Thomas-Wilhite VP - Communities and Partnerships 137245 0 155 0 5543 0 5543 0 19217 0 167703 0 0 0 Shannon Miller Controller 138601 0 155 0 22500 0 5508 0 84 0 166848 0 0 0 Part I, Line 7 The following individual received a merit based bonus in 2023: Katharene P. Snavely $21,855 The following individuals received holiday bonuses in 2023: Hilary H. Falk $143 Katharene P. Snavely $141 Alison H. Prost $143 Robert J. Beach $155 Thomas W. Ackerman $141 William A. Agee III $141 Everett S. Marshall $141 Paul W. Smail $155 Carmera S. Thomas-White $155 Shannon Miller $155 X 79 1655297 Fair market value X Fishing Gear 1 1656 Fair market value X Ice & Oysters 2 383 Fair market value 0 0 1 1 Part I, Column (b): The number of contributions received was reported in column B on Part I. Part I, Line 32b: When necessary, licensed boat brokers are used to sell donated boats that are not used for operations. Form 990, Part I, Line 1 We define a saved Bay as having a score of 70 (out of 100) on CBF's State of the Bay health index. Thanks largely to a dramatic reduction in the amount of pollution entering the system, at 70 the Chesapeake Bay and its tributary rivers will be highly productive and in good health as measured by established water-quality standards. The result will be clear water, free of the impacts from toxic contaminants, and healthy oxygen levels, able to support living resources in all parts of the Bay. Founded in 1966, CBF is the largest regional conservation organization dedicated solely to saving a national treasure-the Chesapeake Bay and its rivers and streams. With headquarters in Annapolis, MD; state offices in MD, VA, and PA; and educational centers and programs across the region; CBF works throughout the 64,000-square-mile Chesapeake watershed to: Educate - build an informed citizenry; Advocate - advance pollution reduction; Litigate - encourage enforcement of environmental law; and Restore - rebuild the Bay system's natural filters such as oysters, underwater grasses, and streamside forests. CBF is supported by more than 200,000 members and e-subscribers. Form 990, Part III, Line 4a Environmental Protection and Restoration (EPR), continued from page 2: To achieve its objectives, the department utilizes a team of lawyers, water quality and restoration scientists, outreach experts, citizen organizers, lobbyists, and policy specialists with expertise in fisheries, pollution reduction, land use, and agriculture. Their focus is local, state, and federal government policies; private sector practices; and citizen engagement. The Program develops and employs strategies and tactics designed to define the necessary governmental policies and programs, create the needed "political will" to ensure implementation of these policies and programs, and organizes CBF members to interact with decision-makers. When appropriate, the department uses the law as a tool to protect and preserve the Chesapeake Bay. Form 990, Part III, Line 4b Education, continued from page 2: Designed to engage tomorrow's environmental leaders, these students now participate in CBF events, share what they learned with peers, and create projects in their communities to better the environment. In addition, the Education Department conducts professional learning courses for educators throughout Maryland, Virginia, Pennsylvania, and the District of Columbia. Known as Chesapeake Classrooms, these courses provide teachers first-hand experience on local waterways and help them to develop lesson plans that incorporate Bay studies. The department also teaches principals and school administrators through our Principal Environmental Leadership Courses. These courses increase support for school-wide environmental education programs. Furthermore, the department helps to educate elected officials, policy makers, journalists, and other community leaders and advocates through on-the-water field experiences. These trips inform influential members of the community about the issues facing the Bay and the ways that they can help further the Bay's restoration. Form 990, Part III, Line 4c Communications, continued from page 2: Communications' tactics are to develop well-researched messages and deliver them through integrated channels, including: publications such as CBF's member magazine, brochures, and regular and special reports; earned, paid, or donated media; digital media, including the CBF website, social media, and outbound e-mails; and any other forms of direct or indirect communications with our members and the public at large. The Communications Department is organized around four primary functional areas: creative services; media; digital communications, and integrated communications/marketing. Form 990, Part VI, Section B, line 11b An independent audit firm was engaged to conduct the financial statements' audit and to assist in preparing the Form 990. The Chief Financial Officer and Finance staff directly participated in preparing the form, drafting responses to questions and reviewing the Form 990 in draft. The Chief Financial Officer then reviewed it with the President and Chairman of the Audit and Finance Committee. The 990 was provided to the Audit and Finance Committee, comprised of Board of Trustee members, for their review and comments, after which it was sent to the full Board before being electronically filed with the IRS. Form 990, Part VI, Section B, line 12c Each Trustee, officer, key employee and employees in positions to obligate CBF are required to review a copy of the conflict of interest policy annually and complete a disclosure form identifying any relationship positions or circumstances which he or she believes could contribute to a conflict. The conflict of interest disclosure form is completed, signed and returned to the Chief Financial Officer who notifies the Chairman of the Audit and Finance Committee and the General Counsel of any concerns. This process is also covered in orientation sessions held for new Trustees as well as for new employees. If items arise during Board meetings that are conflicts of interest, the board member having possible conflicts of interest cannot vote or participate in Board or Committee deliberations on the subject or be counted toward meeting a quorum. However, they may answer questions. Form 990, Part VI, Section B, line 15 During the annual budget approval meeting of the Audit and Finance Committee of the Board of Trustees, the Committee reviews and approves the salary and any proposed pay increase for the President and key employees. Compensation related decisions are documented within the minutes. The committee will provide this information to the full board for approval. The President's last compensation review took place in November 2024. Generally, compensation for all staff is independently reviewed and determined annually based on performance evaluation, and analysis of comparable data obtained from industry resources and peer organizations. An overall increase pool, based on market data, is approved by the Committee for use in the process. In addition, the Chief Financial Officer and the Vice President of Human Resources informally reviews and approves all staff alignment to ensure consistency and continuity of various positions within the appropriate pay grades and ranges. Form 990, Part VI, Section C, line 19 CBF's governing documents and conflict of interest policy are available to the public upon request using contact information on the website. Audited financial statements, the Form 990, and the Annual Report can be found on CBF's website. Audited financial statements and the Form 990 are also filed with state charitable solicitation registrations, and are also available through not-for-profit internet portals such as Guidestar and Charity Navigator.