2026-05-14T12:49:55-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 80 E RIO SALADO PARKWAY SUITE 200 TEMPE AZ 85281 990 2024-07-01 860674350 MCDOWELL SONORAN CONSERVANCY MCDO 4809987971 15941 N 77TH STREET 2 SCOTTSDALE AZ 85260 ANGY SHEARER CHIEF EXECUTIVE OFFICER 4809987971 2026-05-12 1 1 JACQUELINE ECKMAN P01300648 6022662248 2026-05-12 2024 2025-03-06 01:10:19Z X ANGY SHEARER 15941 N 77TH STREET 2 SCOTTSDALE AZ 85260 2016598 0 X WWW.MCDOWELLSONORAN.ORG X 1991 AZ TO LEAD CONSERVATION IN THE MCDOWELL SONORAN PRESERVE AND COMMUNITY WELL-BEING THROUGH STEWARDSHIP, SCIENCE AND EDUCATION. 22 22 13 625 0 0 1318243 1415991 234602 192892 6188 21638 -231031 -212700 1328002 1417821 0 0 0 0 1040190 930225 21180 0 274072 742446 652806 1803816 1583031 -475814 -165210 1948144 1329164 931099 477564 1017045 851600 X THE MCDOWELL SONORAN CONSERVANCY PRESERVES AND ADVANCES NATURAL OPEN SPACE THROUGH SCIENCE, EDUCATION AND STEWARDSHIP. AS STEWARDS OF THE PRESERVE, WE CONNECT THE COMMUNITY TO THEIR NATURAL ENVIRONMENT FOR THIS AND FUTURE GENERATIONS. 0 0 576601 0 191693 THROUGH OUR YOUTH EDUCATION PROGRAM, WE BROUGHT ENGAGING, SCIENCE BASED EDUCATIONAL PROGRAMS TO APPROXIMATELY 4,000 STUDENTS. THESE PROGRAMS SPARKED CURIOSITY FOR, AND LOVE OF, THE SONORAN DESERT WHICH OFTEN LEADS TO A GREATER RESPECT FOR, AND DESIRE TO CONSERVE, NATURE.OVER 600 VOLUNTEERS LOGGED OVER 73,000 HOURS ASSISTING US IN PROVIDING OUR SERVICES TO THE COMMUNITY. THE VALUE OF THESE HOURS TOTALED $2,450,071 AND IS INCLUDED AS CONTRIBUTION REVENUE AND EXPENSE FOR FINANCIAL STATEMENT PURPOSES. FOR FORM 990, HOWEVER, THE IRS REQUIRES THIS AMOUNT BE EXCLUDED FROM BOTH REVENUE AND EXPENSE.WE HOSTED OUR SECOND TOUR DE SCOTTSDALE BICYCLE RACE (FUNDRAISER) WITH OVER 2,600 RIDERS, NETTING THE ORGANIZATION ALMOST $150,000. WITH OVER 60 TRAIL CAMERAS, WE CAPTURED NEARLY ONE MILLION PHOTOS DOCUMENTING 21 ANIMAL SPECIES AND THEIR HABITS, PROVIDING INVALUABLE INSIGHTS INTO THEIR BEHAVIOR, HABITAT USE, AND MIGRATION PATTERNS - INSIGHTS THAT HAVE INFORMED TARGETED CONSERVATION STRATEGIES AND PROTECTION EFFORTS. IN FY2025, OVER 290 NATIVE PLANTS WERE PLANTED AND OVER 120 ACRES OF PRESERVE LAND WERE SEEDED WITH NATIVE SEEDS IN EFFORTS TO RESTORE AREAS DAMAGED BY WILDFIRE. 576601 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LISA PHILLIPS 4809987971 15941 N 77TH STREET SUITE 2 SCOTTSDALE AZ 85260 MARK WINKLEMAN CHAIR 2.00 X X 0 0 0 CARRIE ULVESTAD VICE CHAIR 2.00 X X 0 0 0 BENJAMIN TATE TREASURER 2.00 X X 0 0 0 ART RANZ SECRETARY 2.00 X X 0 0 0 MELISSA BARKER DIRECTOR 2.00 X 0 0 0 CYNTHIA BOZIK DIRECTOR 2.00 X 0 0 0 TRAVIS CHILDS DIRECTOR 2.00 X 0 0 0 KAREN CHURCHARD DIRECTOR 2.00 X 0 0 0 MICHAEL DANDREA DIRECTOR 2.00 X 0 0 0 DIANE ENOS DIRECTOR 2.00 X 0 0 0 MELISSA GUARDARO DIRECTOR 2.00 X 0 0 0 BILL HAHN DIRECTOR 2.00 X 0 0 0 PETER HATHAWAY DIRECTOR 2.00 X 0 0 0 ERIC LESHINSKIE DIRECTOR 2.00 X 0 0 0 FRANK PUGH DIRECTOR 2.00 X 0 0 0 MIKE ROBERTS DIRECTOR 2.00 X 0 0 0 AMRITA SAHASRABUDHE DIRECTOR 2.00 X 0 0 0 MIKE SAVASTIO DIRECTOR 2.00 X 0 0 0 PETER SCHLOSSER DIRECTOR 2.00 X 0 0 0 MARGIE TRAYLOR DIRECTOR 2.00 X 0 0 0 SCOTT WEISS DIRECTOR 2.00 X 0 0 0 MELINDA XANTHOS DIRECTOR 2.00 X 0 0 0 AMANDA HOFMANN-HANDY CEO (LEFT 6/6/25) 40.00 X 96234 0 13652 BRIDGET BLIXT COO 40.00 X 91884 0 31255 188118 0 44907 0 0 0 0 0 366901 74997 974093 13995 1415991 PRESERVE STEWARDSHIP 611600 173079 173079 EDUCATION & OUTREACH 611600 19813 19813 192892 14449 14449 15000 7811 7189 7189 7189 366523 366901 579855 -213332 -213332 9912 11111 -1199 -1199 BAD DEBT RECOVERY 900099 1831 1831 1831 1417821 191693 0 -189863 238908 91359 100081 47468 574640 219712 240755 114173 7877 3011 3301 1565 34276 13105 14361 6810 74524 28495 31222 14807 107834 107834 29241 20637 6952 1652 667 667 98399 46962 23271 28166 39094 5951 32666 477 228262 83575 101259 43428 5128 4455 468 205 34314 27764 571 5979 9225 9225 28702 21282 3710 3710 12282 4696 5146 2440 LOSS ON LEASE TERM 47184 47184 OTHER EXPENSES 7039 4056 635 2348 OTHER EVENT EXPENSES 3894 3717 177 AWARDS AND PRIZES 1541 1541 1583031 576601 732358 274072 167485 322173 83867 62906 361376 160582 18932 24499 19065 24167 4830 403345 16868 410423 386477 319555 340926 43337 32205 494503 0 1948144 1329164 91014 147074 339637 330490 500448 0 931099 477564 X 23821 108328 993224 743272 1017045 851600 1948144 1329164 -165210 -235 0 X X 0 1 X 1 0 X 2299401 1608654 1278962 1318243 1415991 7921251 2299401 1608654 1278962 1318243 1415991 7921251 1724514 6196737 26343 12726 7789 6483 14449 67790 1831 1831 7990872 1004439 0.77550 0.78760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 5.00 0 0 0 1 0 0.00 0 319555 14342 333897 272682 33218 13655 319555 232324 32000 18958 10600 272682 262195 -29871 232324 220610 41585 262195 0.00000 0.82020 0.17980 1 0 383500 383500 19845 16868 2977 386477 X 4431686 -235 2436076 2435841 1995845 -578024 -578024 1417821 4597131 2436076 2436076 2161055 -578024 -578024 1583031 PART II, LINE 9: LAND HELD FOR CONSERVATION CONSISTS OF CERTAIN UNDEVELOPED DESERT LAND LOCATED IN THE CITY OF SCOTTSDALE, ARIZONA AND HELD FOR THE PURPOSE OF CONSERVATION. THE LAND WAS DONATED TO THE CONSERVANCY AND IS RECORDED AT THE FAIR VALUE OF THE LAND AT THE DATE OF GIFT. THE LAND IS DONOR RESTRICTED TO BE MAINTAINED IN PERPETUITY. PART V, LINE 4: THE ENDOWMENTS CONSIST OF LAND HELD FOR CONSERVATION, DONATIONS RESTRICTED INTO PERPETUITY, AND PURPOSE RESTRICTED INVESTMENT EARNINGS. THE ENDOWMENT FUNDS PROVIDE A PERMANENT SOURCE OF SUPPORT FOR THE LONG-TERM PROTECTION, MAINTENANCE, AND EDUCATION OF THE MCDOWELL SONORAN PRESERVE. THESE FUNDS ARE INTENDED TO PROVIDE FINANCIAL STABILITY AND CONSISTENT INCOME STREAM TO SUSTAIN THE CONSERVANCY'S MISSION-CRITICAL WORK ACROSS ITS THREE PRIMARY PILLARS: STEWARDSHIP, SCIENCE, AND EDUCATION. PART X, LINE 2: THE CONSERVANCY IS GENERALLY SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. MANAGEMENT HAS DETERMINED THE CONSERVANCY HAS NO TAXABLE UNRELATED BUSINESS INCOME RELATED TO THE CONSERVANCY'S ACTIVITIES AND IT HAS NOT FILED THE EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (IRS FORM 990-T), OR ITS ARIZONA EQUIVALENT, FORM 99-T. THE TAX YEARS ENDED JUNE 30, 2022, 2023, AND 2024 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE CONSERVANCY WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSED TO THE STATEMENT OF REVENUE -579,855. BAD DEBT RECOVERY RECLASSED TO THE STATEMENT OF REVENUE 1,831. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSED TO THE STATEMENT OF REVENUE -579,855. BAD DEBT RECOVERY RECLASSED TO THE STATEMENT OF REVENUE 1,831. TOUR DE SCOTTSDALE 733424 366901 366523 0 72997 73637 14836 418385 733424 366901 366523 72997 73637 14836 418385 579855 -213332 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE CORPORATION, THE CHAIRS OF THE GOVERNANCE, FINANCE, AND EXTERNAL AFFAIRS COMMITTEES, AND THE CLT CHAIR. THE EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE BOARD TO ADDRESS SITUATIONS THAT MAY OCCUR BETWEEN BOARD MEETINGS THAT CANNOT BE EASILY ADDRESSED BY CONVENING THE BOARD ELECTRONICALLY OR OTHERWISE. FORM 990, PART VI, SECTION A, LINE 4 IN 2025, THE ORGANIZATION AMENDED AND RESTATED ITS BYLAWS TO UPDATE BOARD COMMITTEE STRUCTURE AND GOVERNANCE PRACTICES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS DRAFTED BY AN INDEPENDENT CPA. THE BASIS WAS MSC AUDITED FINANCIAL STATEMENTS. THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER, THE FINANCE COMMITTEE, AND THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT APPLIES TO OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. THE POLICY DEFINES CONFLICTS OF INTEREST AND REQUIRES COVERED INDIVIDUALS TO DISCLOSE ANNUALLY, AND AS CONFLICTS ARISE, ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, INCLUDING FINANCIAL INTERESTS AND AFFILIATIONS THAT COULD GIVE RISE TO A CONFLICT. DISCLOSURES ARE MADE THROUGH AN ANNUAL WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENT. POTENTIAL OR ACTUAL CONFLICTS ARE REVIEWED BY MANAGEMENT AND/OR THE GOVERNING BODY, AS APPROPRIATE, TO DETERMINE WHETHER A CONFLICT EXISTS AND HOW IT SHOULD BE ADDRESSED. INDIVIDUALS WITH A CONFLICT OR POTENTIAL CONFLICT ARE REQUIRED TO DISCLOSE THE INTEREST AND ARE RESTRICTED FROM PARTICIPATING IN DELIBERATIONS OR DECISIONS RELATED TO THE MATTER GIVING RISE TO THE CONFLICT. THE ORGANIZATION MONITORS TRANSACTIONS AND RELATIONSHIPS ON AN ONGOING BASIS TO IDENTIFY AND ADDRESS CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER A TRANSACTION HAS OCCURRED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS THE COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES BY COMPARING THEIR COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND OTHER AVAILABLE DATA. THE BOARD THEN APPROVES ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATION. COMPENSATION REVIEW FOR ALL OFFICERS AND KEY EMPLOYEES LAST OCCURRED IN FEBRUARY OF 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE, IN A TIMELY MANNER, COPIES OF ALL GOVERNING DOCUMENTS, INCLUDING ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS, WHEN REQUESTED IN WRITING OR IN PERSON. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.