efile Public Visual Render
ObjectId: 201640439349302214 - Submission: 2016-02-12
TIN: 31-1594197
Form
990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
Do not enter social security numbers on this form as it may be made public.
Information about Form 990 and its instructions is at
www.IRS.gov/form990
.
OMB No. 1545-0047
20
14
Open to Public Inspection
A
For the 2014 calendar year, or tax year beginning
07-01-2014
, and ending
06-30-2015
B
Check if applicable:
Address change
Name change
Initial return
Final return/terminated
Amended return
Application pending
C
Name of organization
International Fund for Animal Welfare Inc
Doing business as
IFAW
Number and street (or P.O. box if mail is not delivered to street address)
290 Summer Street
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Yarmouth Port
,
MA
02675
D Employer identification number
31-1594197
E Telephone number
(508) 744-2000
G
Gross receipts $
36,720,148
F
Name and address of principal officer:
Azzedine Downes
290 Summer Street
Yarmouth Port
,
MA
02675
I
Tax-exempt status:
501(c)(3)
501(c)
(
)
(insert no.)
4947(a)(1)
or
527
J
Website:
www.IFAW.org
H(a)
Is this a group return for
subordinates?
Yes
No
H(b)
Are all subordinates
included?
Yes
No
If "No," attach a list. (see instructions)
H(c)
Group exemption number
K
Form of organization:
Corporation
Trust
Association
Other
L
Year of formation:
1998
M
State of legal domicile:
MA
Part I
Summary
1
Briefly describe the organization’s mission or most significant activities:
IFAW rescues and protects animals around the world.
2
Check this box
3
Number of voting members of the governing body (Part VI, line 1a)
........
3
14
4
Number of independent voting members of the governing body (Part VI, line 1b)
.....
4
14
5
Total number of individuals employed in calendar year 2014 (Part V, line 2a)
......
5
180
6
Total number of volunteers (estimate if necessary)
.............
6
246
7a
Total unrelated business revenue from Part VIII, column (C), line 12
........
7a
0
b
Net unrelated business taxable income from Form 990-T, line 34
.........
7b
0
Prior Year
Current Year
8
Contributions and grants (Part VIII, line 1h)
.........
19,286,187
19,181,010
9
Program service revenue (Part VIII, line 2g)
.........
0
0
10
Investment income (Part VIII, column (A), lines 3, 4, and 7d )
....
984,689
770,420
11
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
90,977
11,565
12
Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)
20,361,853
19,962,995
13
Grants and similar amounts paid (Part IX, column (A), lines 1–3 )
...
2,445,705
1,888,602
14
Benefits paid to or for members (Part IX, column (A), line 4)
.....
0
0
15
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)
6,653,308
6,782,651
16a
Professional fundraising fees (Part IX, column (A), line 11e)
.....
115,260
203,991
b
Total fundraising expenses (Part IX, column (D), line 25)
2,552,049
17
Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)
....
10,900,025
10,601,470
18
Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)
20,114,298
19,476,714
19
Revenue less expenses. Subtract line 18 from line 12
.......
247,555
486,281
Beginning of Current Year
End of Year
20
Total assets (Part X, line 16)
.............
58,461,731
58,156,356
21
Total liabilities (Part X, line 26)
.............
18,107,050
17,173,880
22
Net assets or fund balances. Subtract line 21 from line 20
.....
40,354,681
40,982,476
Part II
Signature Block
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
2016-02-12
Signature of officer
Date
Thomas Maul
Chief Financial Officer
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
Check
if
self-employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions)
..........
Yes
No
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form
990
(2014)
Page 2
Form 990 (2014)
Page
2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III
..............
1
Briefly describe the organization’s mission:
IFAW rescues and protects animals around the world.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ?
....................
Yes
No
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services?
..........................
Yes
No
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a
(Code:
) (Expenses $
6,948,577
including grants of $
352,252
) (Revenue $
0
)
ELEPHANTS: IFAW is working to ensure elephants live free in secure and viable habitats, and to eliminate threats to elephants from the ivory trade. To help reduce habitat loss and human threats to elephants IFAW is engaging local communities in an attempt to reduce poaching and human-wildlife conflict, providing training and equipment to wildlife rangers, and establishing migration corridors for elephants. While working locally in east, south, west and central Africa, as well as Asia, we also mobilize our supporters worldwide to demand politicians stop the ivory trade and support elephant protection efforts. Achievements and activities of our elephants program in FY15 included: IFAW presented a check for year two (of a five-year lease) of the Kitenden Corridor, where elephants migrate across the Tanzania/Kenya border, and unveiled a conservancy plan that will protect wildlife while benefitting the local community and investors through eco-friendly tourism and enterprise projects in perpetuity. * After six months, scouts with IFAW's Operation Safe Haven recovered more 3,500 snares and helped with the arrest of more than 30 poachers. * Our strategic collaring of 12 elephants-monitored daily for more than two years-yielded a detailed scatterplot chart that gives us the best view of elephant use of the Amboseli ecosystem to date. Our research showed that the elephants use land from four different Maasai group ranches and that elephants in certain groups migrate in very specific patterns around human settlements.
4b
(Code:
) (Expenses $
2,927,586
including grants of $
238,154
) (Revenue $
0
)
WILDLIFE TRADE: Wildlife crime is a major global business that threatens many species with extinction and causes the suffering and death of many individual animals. IFAW is working with governments, customs officers, and rangers to protect wildlife from poaching and illegal trade, and conducts consumer awareness campaigns to discourage people from buying illegal wildlife products. We do this by: Strengthening international agreements / Training wildlife law enforcement officers / Ending the illegal trade in tiger parts and elephant ivory / Investigating Internet wildlife trafficking / Educating consumers to reject products made from wildlife / Working together with INTERPOL to fight wildlife crime. It also includes regional campaigns to end the commercial seal hunt in Canada and Hunting with Hounds in the UK. Achievements and activities of the Wildlife Crime program in FY15 included: IFAW released its report, Bidding Against Survival: The Elephant Poaching Crisis and the Role of Auctions in the U.S. Ivory Market, to better understand how market forces in the United States are driving ivory trade. * Convention on International Trade in Endangered Species of Wild Fauna and Flora (CITES) trade restrictions that IFAW supported became effective for five of the most endangered shark species and two skate species. * A group of leading Chinese celebrities lent their voices to a campaign to save elephants by rejecting ivory trade. The campaign "Give Peace to Elephants; Say No to Ivory" officially launched at an IFAW-sponsored gala event. * IFAW released the report Wanted - Dead or Alive: Exposing Online Wildlife Trade, in which skilled investigators found 33,006 live wild animals and their parts and products available for sale on 280 online marketplaces in 16 different countries. IFAW briefed G7 members on IFAW's work to tackle wildlife cybercrime, discussing the findings. * IFAW's China office reached out to and formed partnerships with technology companies-from Sina Weibo and WeChat to Sogou-to ensure that we are fighting wildlife trade in the most effective and efficient ways possible. These partnerships have produced a range of interesting initiatives, from mobile apps to pop-up warnings stigmatizing wildlife consumption. * IFAW and the Kenya Wildlife Service (KWS) announced a partnership which aims to protect elephants by stopping poaching through geospatial data. * Launched in October 2014, INTERPOL's Infra Terra program led to the arrest of the ringleader of a rhino poaching network wanted by Nepal, and Feisal Mohamed Ali, the ringleader of an ivory smuggling ring in Kenya. IFAW led the way in supporting this public campaign and assisting INTERPOL in locating these criminals through a public appeal. * United Arab Emirates' Ministry of Environment and Water, in collaboration with Dubai Municipality and other local authorities, responded to the call by IFAW to destroy its more than 10 tonnes of illegal ivory. The same groups collaborated again in May to put on a prevention of wildlife trafficking capacity building training for 40 UAE customs officers. * At a ceremony in Beijing where the Chinese government destroyed 662 kg of ivory, officials pledged to "eventually halt the processing and trade of elephant ivory for commercial purposes." * IFAW and partners organized the First Pangolin Range States Meeting in Vietnam to discuss strategies to protect the world's most-trafficked mammal.
4c
(Code:
) (Expenses $
2,076,287
including grants of $
463,293
) (Revenue $
0
)
ANIMAL RESCUE: IFAW rescues and protects animals in crisis all over the world, responding to natural disasters such as hurricanes and floods, and man-made disasters such as armed conflicts, oil spills and poaching. IFAW's Animal rescue team helps to rescue and rehabilitate animals in distress and, whenever possible, return animals to the wild. When animals cannot be released back to the wild, we help place them into a sanctuary that provides life-long, optimal care for animals. IFAW also addresses the root causes of wildlife displacement such as habitat loss, illegal wildlife trade or human-animal conflict, and works to conserve wildlife species and promote biodiversity. In addition to responding to animals in crisis as emergencies occur around the world, IFAW maintains the following ongoing regional programs, which rescue, rehabilitate or provide sanctuary for a variety of small and large threatened species: / Wildlife Rescue Centres in India / Bear Rescue Centre, Tver region, Russia / Grizzly bear rescue in British Columbia, Canada / Raptor Rescue Centre, Beijing, China / Marine mammal rescue and research, Cape Cod, United States / Penguin rescue, South Africa and South America / Saving primates, Africa and Asia / Protecting big cats in captivity, United States. Achievements and activities of our Animal Rescue program in FY15 included: The IFAW Orphan Bear Rescue Centre staff released six rehabilitated bears rescued as orphaned cubs to the wild in Russia. * IFAW scientists gathered evidence that Zolushka (aka Cinderella), the orphan Amur tigress released into the wild in Russia after years of rehabilitation, was thriving in the wild and found a mate. * In a season that saw a record-setting number of cold-stunned sea turtles on Cape Cod, IFAW HQ was able to help partners at the New England Aquarium in one of their largest sea turtle transports with staff support and use of the 36-foot IFAW Animal Rescue trailer, funded by Petfinder Foundation. * More than 50 attendees of a groundbreaking workshop collaborated on ways to increase awareness of an annual Indian kite flying festival's dangers for animals and humans alike. The next week, with many of the workshop attendees, IFAW and the Wildlife Trust of India responded to injured birds during and after the festival in western India. More than 400 birds were saved by the direct intervention of ERN responders. * After Tropical Cyclones Chedza and Bansi brought the worst flooding in years to Malawi, IFAW responded to the area, vaccinating and delivering medicine to nearly 4,000 companion animals and livestock. * Two hand-raised male rhinos, Sohola and Baghmari, were released back to the wild in Kaziranga National Park, a UNESCO World Heritage site, after spending three to four years undergoing rehabilitation at IFAW's Wildlife Rescue Centre in Northeast India. * Following the two devastating earthquakes in Nepal that claimed the lives of more than 8,700 people, IFAW's disaster response team attended to sick and injured animals, providing food, temporary shelter and medical attention to dogs and companion animals. * Using IFAW's Wildlife Rescue Alert System, a network we have set up to address placement emergencies, we were able to find lifetime care for a tiger named Pookie, whose owner was no longer able to care for her, at Black Pine Animal Sanctuary in Albion, Indiana. * Two rehabilitated juvenile female elephants, Tora and Rani, were monitored traveling with wild elephants for a period of more than 60 days, an important milestone in what could likely become the first-ever successful reintegration of rehabilitated calves into the wild herds in Assam in India. * One of the rehabilitated and released rhinos in India, Ganga, gave birth to a healthy calf, her second after her release back to the wild in 2010 in efforts to repopulate Manas National Park in Assam.
(Code:
) (Expenses $
1,362,912
including grants of $
528,920
) (Revenue $
0
)
COMPANION ANIMALS: To ensure its animals are cared for in the short and long term, community members must tackle the challenge together. In order to help the most animals and support the most communities, IFAW's Humane Community Development initiative utilizes a set of participatory tools to better understand a community's problems and its unique population of dogs and cats. We bring community members together in participatory style workshops to help them understand the root causes of their concerns, and how to create management plans that addresses the specific needs of dogs, cats and people in their community. IFAW approaches local communities respectfully and works with them to define their needs, goals, and barriers to providing safe, humane and sustainable animal management. With a holistic combination of community engagement, hands-on care, compassionate education, humane planning and population management, we are making the world a better place for dogs and cats one community at a time.
(Code:
) (Expenses $
1,300,582
including grants of $
251,355
) (Revenue $
0
)
WHALES: IFAW's Whale Program is divided into six areas: 1) Ending commercial whaling - IFAW campaigns for the protection of whales using all possible international conventions and legal strategies to end commercial whaling. 2) Promoting whale watching - IFAW is leading a number of projects that promote responsible whale watching and help to ensure the whale watching industry is managed sustainably. 3) Protecting Habitat - IFAW works to designate marine sanctuaries areas in important whale feeding, breeding, birthing or migratory areas to protect whales from human threats to their survival. 4) Reducing accidental injuries - IFAW works to reduce threats to whales from noise pollution, entanglements and ship strikes. 5) Supporting research - IFAW's non-invasive marine research vessel carries out population assessments, perfects surveying techniques and develops technologies to help save whale species from extinction. 6) Marine Mammal Rescue and Research - providing rapid response and humane care to stranded and entangled animals, advancing stranding science and promoting public awareness through education. Achievements and activities of the whales program in FY15 included: At the 65th meeting of the International Whaling Commission (IWC), the forum passed a key resolution to uphold last year's World Court ruling that Japan's 'scientific whaling' was illegal, an issue that IFAW has campaigned on for many years. * An independent expert review of Japan's new plan for whaling in the Southern Ocean failed to back the proposal for further slaughter and concluded that no more whales need to be harpooned for Antarctic research. * Members of the IWC Scientific Committee representing the majority of countries on the Committee concluded that Japan's proposed "commencement of lethal sampling" in the 2015/2016 season was not justified. The report was released two weeks after their meeting in San Diego, US. * Whale Alert, the first national application created to help mariners and whale enthusiasts protect and conserve whales, incorporated an expanded list of whale species swimming off the United States' Atlantic and Pacific coasts. * In order to help prevent whales from being struck by large ships - one of the leading causes of large whale mortality worldwide - NOAA's Office of National Marine Sanctuaries implemented a voluntary Vessel Speed Reduction in the San Francisco Traffic Separation Scheme within the Cordell Bank, Gulf of the Farallones, and Monterey Bay National Marine Sanctuaries. * IFAW released its newly developed app "Whappy the Whale Friendly App" which makes it easier for tourists to have a positive impact during their visit to Iceland by making whale-friendly choices. The app helps you find restaurants that don't serve whale meat, book responsible whale watching tours and buy fun souvenirs, learn more about whale and dolphin species, and upload a picture of yourself making a whale tail in support of the protection of whales. * For World Oceans Day, IFAW extended the reach of the Whale Alert app to include the waters off Canadian shores in time for whale watching season in Canada. The app is made possible by a unique partnership between government, private sector and non-profit stakeholders and allows both professional mariners and concerned citizens on to take immediate action to protect whales.
(Code:
) (Expenses $
528,120
including grants of $
54,628
) (Revenue $
0
)
ANIMAL ACTION EDUCATION PROGRAM: For 20 years, IFAW has sponsored Animal Action Education (AAE), our signature program designed to give young people the knowledge and tools to take positive action on behalf of animals and the environment. AAE provides a wide variety of free thematic education packs including teaching guides, lessons, worksheets, videos, and interactive activities aligned with core curricula in more than 20 countries and eight languages plus Braille. IFAW's youth education programs have recently been endorsed by the European Commission, UNESCO and the Convention on Biodiversity, and educational authorities in several regions, including the Ministry of Education for the United Arab Emirates and the Los Angeles Unified School district, which is the second largest educational district in the United States. Achievements and activities in our Animal Action Education program in FY15 included: Through the Olgulului/Olalarashi Group Ranch, with which IFAW has signed a Memorandum of Understanding, the Amboseli Elephant Project has embarked on an ambitious objective to educate at least 66 bright but needy students through high school, college or university education over a four-year period. The scholarship will cover tuition fees, the students' course materials, accommodation, travel costs where applicable, and a modest amount of spending money. * In a milestone of cross-program cooperation, IFAW celebrates the announcement of a partnership with HELP (Hope, Educate, Love, Protect), a non-profit organization dedicated to Malawi, to bring animal conservation education and other school resources to this Malawian community. * IFAW expanded its educational offerings on World Animal Day with a new Climate Change and Animals series of teaching resources exploring the impacts of climate change on animals and people. * IFAW and its partner, Adopt the Arts, presented IFAW "Under One Sky, Why Animals Matter" to 500 elementary students in the Los Angeles Unified School District. Additionally, IFAW received over 700 art submissions from 30 LAUSD schools with the theme "Animals of Los Angeles Matter." From around the United States IFAW received an additional 700 art and essay entries from our annual national contest.
4d
Other program services (Describe in Schedule O.)
(Expenses $
3,191,614
including grants of $
834,903
) (Revenue $
0
)
4e
Total program service expenses
15,144,064
Form
990
(2014)
Page 3
Form 990 (2014)
Page
3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
If "Yes," complete Schedule A
.....................
1
Yes
2
Is the organization required to complete
Schedule B, Schedule of Contributors
(see instructions)?
...
2
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?
If "Yes," complete Schedule C, Part I
.............
3
No
4
Section 501(c)(3) organizations.
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?
If "Yes," complete Schedule C, Part II
..............
4
Yes
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?
If "Yes," complete Schedule C, Part III
.................
5
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?
If "Yes," complete Schedule D, Part I
..................
6
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
If "Yes," complete Schedule D, Part II
...
7
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
If "Yes," complete Schedule D, Part III
.............
8
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?
If "Yes," complete Schedule D, Part IV
..............
9
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?
If "Yes," complete Schedule D, Part V
......
10
Yes
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.
...................
11a
Yes
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part VII
.......
11b
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part VIII
.......
11c
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part IX
............
11d
No
e
Did the organization report an amount for other liabilities in Part X, line 25?
If "Yes," complete Schedule D, Part X
11e
Yes
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)?
If "Yes," complete Schedule D, Part X
11f
Yes
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII
.................
12a
Yes
b
Was the organization included in consolidated, independent audited financial statements for the tax year?
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)?
If "Yes," complete Schedule E
13
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?
.....
14a
Yes
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?
If "Yes," complete Schedule F, Parts I and IV
.........
14b
Yes
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization?
If “Yes,” complete Schedule F, Parts II and IV
.....
15
Yes
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals?
If “Yes,” complete Schedule F, Parts III and IV
...
16
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e?
If "Yes," complete Schedule G, Part I
(see instructions)
....
17
Yes
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a?
If "Yes," complete Schedule G, Part II
............
18
Yes
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
If "Yes," complete Schedule G, Part III
...................
19
No
20a
Did the organization operate one or more hospital facilities?
If "Yes," complete Schedule H
....
20a
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
Form
990
(2014)
Page 4
Form 990 (2014)
Page
4
Part IV
Checklist of Required Schedules
(continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1?
If “Yes,” complete Schedule I, Parts I and II
.....
21
Yes
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2?
If “Yes,” complete Schedule I, Parts I and III
........
22
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees?
If "Yes," complete Schedule J
.......................
23
Yes
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?
If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a
...............
24a
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
...
24b
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
...............
24c
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
...
24d
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
Did the organization engage in an excess benefit transaction with a disqualified person during the year?
If "Yes," complete Schedule L, Part I
............
25a
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ?
If "Yes," complete Schedule L, Part I
...................
25b
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?
If "Yes," complete Schedule L, Part II
................
26
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?
If "Yes," complete Schedule L, Part III
.........
27
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee?
If "Yes," complete Schedule L,
Part IV
........................
28a
Yes
b
A family member of a current or former officer, director, trustee, or key employee?
If "Yes," complete Schedule L, Part IV
.....................
28b
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?
If "Yes," complete Schedule L, Part IV
...
28c
No
29
Did the organization receive more than $25,000 in non-cash contributions?
If "Yes," complete Schedule M
..
29
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?
If "Yes," complete Schedule M
.............
30
No
31
Did the organization liquidate, terminate, or dissolve and cease operations?
If "Yes," complete Schedule N, Part I
.
31
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
If "Yes," complete Schedule N, Part II
...........
32
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?
If "Yes," complete Schedule R, Part I
........
33
Yes
34
Was the organization related to any tax-exempt or taxable entity?
If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1
.........................
34
Yes
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)?
If "Yes," complete Schedule R, Part V, line 2
...
35b
36
Section 501(c)(3) organizations.
Did the organization make any transfers to an exempt non-charitable related organization?
If "Yes," complete Schedule R, Part V, line 2
.............
36
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?
If "Yes," complete Schedule R, Part VI
37
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?
Note.
All Form 990 filers are required to complete Schedule O.
............
38
Yes
Form
990
(2014)
Page 5
Form 990 (2014)
Page
5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V
...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable
..
1a
105
b
Enter the number of Forms W-2G included in line 1a.
Enter -0-
if not applicable
.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?
..................
1c
Yes
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return
..................
2a
180
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note.
If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?
...
3a
No
b
If “Yes,” has it filed a Form 990-T for this year?
If “No” to line 3b, provide an explanation in Schedule O
...
3b
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
..
4a
Yes
b
If "Yes," enter the name of the foreign country:
AE
,
AS
,
BE
,
CA
,
FR
,
GM
,
KE
,
NL
,
SF
,
UK
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
..
5a
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T?
............
5c
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?
...
6a
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?
......................
6b
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
....................
7a
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?
.....
7b
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?
.........................
7c
No
d
If "Yes," indicate the number of Forms 8282 filed during the year
....
7d
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
..
7f
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
......................
7g
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
..........................
7h
No
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
9a
Did the sponsoring organization make any taxable distributions under section 4966?
...
9a
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
...
9b
10
Section 501(c)(7) organizations.
Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12
...
10a
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
11
Section 501(c)(12) organizations.
Enter:
a
Gross income from members or shareholders
.........
11a
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.)
..........
11b
12a
Section 4947(a)(1) non-exempt charitable trusts.
Is the organization filing Form 990 in lieu of Form 1041?
12a
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans
....
13b
c
Enter the amount of reserves on hand
............
13c
14a
Did the organization receive any payments for indoor tanning services during the tax year?
.....
14a
No
b
If "Yes," has it filed a Form 720 to report these payments?
If "No," provide an explanation in Schedule O
..
14b
Form
990
(2014)
Page 6
Form 990 (2014)
Page
6
Part VI
Governance, Management, and Disclosure
For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI
..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
14
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
14
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee?
.................
2
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person?
.
3
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
...........................
4
Yes
5
Did the organization become aware during the year of a significant diversion of the organization’s assets?
.
5
No
6
Did the organization have members or stockholders?
................
6
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?
....................
7a
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?
...................
7b
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body?
.....................
8a
Yes
b
Each committee with authority to act on behalf of the governing body?
............
8b
Yes
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address?
If "Yes," provide the names and addresses in Schedule O
.......
9
No
Section B. Policies
(
This Section B requests information about policies not required by the Internal Revenue Code.
)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates?
............
10a
Yes
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
............................
11a
Yes
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990.
.....
12a
Did the organization have a written conflict of interest policy?
If "No," go to line 13
.......
12a
Yes
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
..........................
12b
Yes
c
Did the organization regularly and consistently monitor and enforce compliance with the policy?
If "Yes," describe in Schedule O how this was done
...................
12c
Yes
13
Did the organization have a written whistleblower policy?
...............
13
Yes
14
Did the organization have a written document retention and destruction policy?
.........
14
Yes
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official
...........
15a
Yes
b
Other officers or key employees of the organization
................
15b
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?
......................
16a
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements?
............
16b
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filed
AK
,
AL
,
AR
,
AZ
,
CA
,
CO
,
CT
,
DC
,
FL
,
GA
,
HI
,
IL
,
KS
,
KY
,
LA
,
MA
,
MD
,
ME
,
MN
,
NC
,
ND
,
NH
,
NJ
,
NM
,
NV
,
NY
,
OH
,
OK
,
OR
,
PA
,
RI
,
SC
,
TN
,
UT
,
VA
,
WA
,
WI
,
WV
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
Own website
Another's website
Upon request
Other (explain in Schedule O)
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
Thomas M Maul CFO
290 Summer Street
Yarmouth Port
,
MA
02675
(508) 744-2131
Form
990
(2014)
Page 7
Form 990 (2014)
Page
7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII
..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
List all of the organization’s
current
officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization’s
current
key employees, if any. See instructions for definition of "key employee."
List the organization’s five
current
highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
List all of the organization’s
former
officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.
List all of the organization’s
former directors or trustees
that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(1)
Kathleen Savesky Buckley
......................................................................
Board Chair
2
.................
X
X
0
0
0
(2)
Barbara U Birdsey
......................................................................
BOD Member (appointed Feb 18 2015)
1
.................
X
0
0
0
(3)
James E Brumm
......................................................................
BOD Member
2.00
.................
X
0
0
0
(4)
Elliott G Carr
......................................................................
BOD Member
2
.................
X
0
0
0
(5)
Alexandra Denman
......................................................................
BOD Member
1
.................
X
0
0
0
(6)
Joyce C Doria
......................................................................
BOD Member (appointed Feb 18 2015)
1
.................
X
0
0
0
(7)
Brian W Hutchinson
......................................................................
BOD Member
1
.................
X
0
0
0
(8)
Margaret A Kennedy
......................................................................
BOD Member
2
.................
X
0
0
0
(9)
David A Metzler
......................................................................
BOD Member
1.00
.................
X
0
0
0
(10)
Debobrata Mukherjee
......................................................................
BOD Member
2
.................
X
0
0
0
(11)
Thomas P O'Neill III
......................................................................
BOD Member
1
.................
X
0
0
0
(12)
Marie Louise Palandjian
......................................................................
BOD Member
1
.................
X
0
0
0
(13)
Victoria L Stack
......................................................................
BOD Member
1
.................
X
0
0
0
(14)
Susan J Wallace
......................................................................
BOD Member (appointed Feb 18 2015)
1
.................
X
0
0
0
(15)
Azzedine T Downes
......................................................................
President & Chief Executive Officer
40
.................
X
337,282
0
53,332
(16)
Thomas M Maul
......................................................................
Chief Financial Officer
40
.................
X
185,055
0
42,680
(17)
Erica L Martin
......................................................................
Vice President - Communications
40
.................
X
185,558
0
27,461
Form
990
(2014)
Page 8
Form 990 (2014)
Page
8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(18)
Ian Robinson
........................................................................
Vice President - Programs & International Operations
40
.......................
X
174,042
0
34,690
(19)
Kevin M Shields
........................................................................
Interim Vice President - Philanthropy
40
.......................
X
46,362
0
1,386
(20)
Phyllis Bayer
........................................................................
Director - Information Technology
40
.......................
X
150,981
0
25,265
(21)
R Kevin McGinnis
........................................................................
Director - Human Resources
40
.......................
X
147,323
0
33,575
(22)
Daina Bray
........................................................................
General Counsel
40
.......................
X
101,971
0
14,975
(23)
Arthur Cady
........................................................................
Senior Program Advisor
40
.......................
X
152,145
0
35,729
(24)
Patrick Ramage
........................................................................
Program Director - Whales
40
.......................
X
149,193
0
35,545
(25)
Maria Voronstova
........................................................................
Regional Director - Russia
40
.......................
X
148,991
0
30,500
(26)
Blaine Hoovis
........................................................................
Controller
40
.......................
X
144,966
0
26,237
(27)
Jeffrey Flocken
........................................................................
Regional Director - North America
40
.......................
X
143,825
0
60,537
(28)
Philip Milburn
........................................................................
Former Vice President of Philanthropy
0
.......................
X
246,083
0
66,534
1b
Sub-Total
................
c
Total from continuation sheets to Part VII, Section A
....
d
Total (add lines 1b and 1c)
...........
2,313,777
0
488,446
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
35
Yes
No
3
Did the organization list any
former
officer, director or trustee, key employee, or highest compensated employee on line 1a?
If "Yes," complete Schedule J for such individual
..............
3
Yes
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000?
If "Yes," complete Schedule J for such
individual
...........................
4
Yes
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?
If "Yes," complete Schedule J for such person
........
5
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
BDO USA LLP
2 International Pl
Boston
,
MA
02110
Financial Statement Audit
312,974
Jackson River LLC
2535 13th St NW 005
Washingtgon
,
DC
20009
Technology/website consulting
275,343
The Meisel Group
10605 Concord St Ste 307
Kensington
,
MD
20895
Technology consulting
234,185
Imaginary Forces
2254 S Sepulveda Blvd
Los Angeles
,
CA
90064
Website design and consulting
145,000
J & D Advertising
455 Scudder Ave
Hyannis Port
,
MA
02633
Artistic & graphic design
104,605
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization
5
Form
990
(2014)
Page 9
Form 990 (2014)
Page
9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII
.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
1a
Federated campaigns
..
1a
0
b
Membership dues
..
1b
0
c
Fundraising events
..
1c
322,480
d
Related organizations
1d
8,783,954
e
Government grants (contributions)
1e
559,815
f
All other contributions, gifts, grants, and similar amounts not included above
1f
9,514,761
g
Noncash contributions included
in lines 1a-1f:$
0
h Total.
Add lines 1a-1f
.......
19,181,010
Business Code
2a
b
c
d
e
f
All other program service revenue.
g Total.
Add lines 2a–2f
.....
0
3
Investment income (including dividends, interest, and other
similar amounts)
........
639,424
0
0
639,424
4
Income from investment of tax-exempt bond proceeds
0
0
0
0
5
Royalties
...........
3,107
0
0
3,107
(ii) Personal
(i) Real
6a
Gross rents
0
0
b
Less: rental expenses
0
0
c
Rental income or (loss)
0
0
d
Net rental income or (loss)
......
0
0
0
0
(ii) Other
(i) Securities
7a
Gross amount from sales of assets other than inventory
0
16,872,048
b
Less: cost or other basis and sales expenses
-8,431
16,749,483
c
Gain or (loss)
8,431
122,565
d
Net gain or (loss)
.....
130,996
0
0
130,996
8a
Gross income from fundraising events (not including $
322,480
of contributions reported on line 1c).
See Part IV, line 18
....
a
0
b
Less: direct expenses
...
b
16,101
c
Net income or (loss) from fundraising events
..
-16,101
0
-16,101
9a
Gross income from gaming activities.
See Part IV, line 19
...
a
b
Less: direct expenses
...
b
c
Net income or (loss) from gaming activities
..
10a
Gross sales of inventory, less
returns and allowances
..
a
b
Less: cost of goods sold
..
b
c
Net income or (loss) from sales of inventory
..
Business Code
Miscellaneous Revenue
11a
b
c
d
All other revenue
....
24,559
0
0
24,559
e
Total.
Add lines 11a–11d
......
24,559
12
Total revenue.
See Instructions.
.....
19,962,995
0
0
781,985
Form
990
(2014)
Page 10
Form 990 (2014)
Page
10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response or note to any line in this Part IX
..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service
expenses
(C)
Management and
general expenses
(D)
Fundraising
expenses
1
Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21
362,720
362,720
2
Grants and other assistance to individuals in the United States. See Part IV, line 22
0
0
3
Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16
1,525,882
1,525,882
4
Benefits paid to or for members
0
0
5
Compensation of current officers, directors, trustees, and key employees
....
311,863
168,281
99,389
44,193
6
Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
....
0
0
0
0
7
Other salaries and wages
4,942,364
3,250,745
590,574
1,101,045
8
Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)
....
261,378
165,454
36,458
59,466
9
Other employee benefits
.......
880,628
557,443
122,834
200,351
10
Payroll taxes
...........
386,418
244,605
53,899
87,914
11
Fees for services (non-employees):
a
Management
......
0
0
0
0
b
Legal
.........
57,139
23,914
18,597
14,628
c
Accounting
...........
87,865
0
87,865
0
d
Lobbying
...........
8,623
8,623
0
0
e
Professional fundraising services.
See Part IV, line 17
203,991
203,991
f
Investment management fees
......
91,952
0
91,952
0
g
Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
2,283,783
2,158,885
124,614
284
12
Advertising and promotion
....
1,207,733
1,179,828
1,147
26,758
13
Office expenses
.......
1,644,830
1,321,431
128,148
195,251
14
Information technology
......
59,340
42,146
9,247
7,947
15
Royalties
..
0
0
0
0
16
Occupancy
...........
809,505
674,272
101,177
34,056
17
Travel
............
1,603,543
1,459,032
24,106
120,405
18
Payments of travel or entertainment expenses for any federal, state, or local public officials
.
0
0
0
0
19
Conferences, conventions, and meetings
....
103,569
79,117
4,027
20,425
20
Interest
...........
113,532
68,971
23,728
20,833
21
Payments to affiliates
.......
0
0
0
0
22
Depreciation, depletion, and amortization
..
236,555
176,655
32,929
26,971
23
Insurance
...
73,067
50,597
16,896
5,574
24
Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
printing and publication
1,597,240
1,182,153
56,352
358,735
b
bank charges
135,185
1,267
133,913
5
c
communications
232,342
228,458
322
3,562
d
other
255,667
213,585
22,427
19,655
e
All other expenses
0
0
0
0
25
Total functional expenses.
Add lines 1 through 24e
19,476,714
15,144,064
1,780,601
2,552,049
26
Joint costs.
Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation.
Check here
if following SOP 98-2 (ASC 958-720).
2,289,719
1,703,298
97,684
488,737
Form
990
(2014)
Page 11
Form 990 (2014)
Page
11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX
..............
(A)
Beginning of year
(B)
End of year
1
Cash–non-interest-bearing
........
1,727,335
1
1,834,977
2
Savings and temporary cash investments
.........
4,913,893
2
4,547,834
3
Pledges and grants receivable, net
......
310,377
3
320,141
4
Accounts receivable, net
.............
702,973
4
895,583
5
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
0
5
0
6
Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0
6
0
7
Notes and loans receivable, net
....
0
7
0
8
Inventories for sale or use
........
0
8
0
9
Prepaid expenses and deferred charges
......
1,547,925
9
1,853,273
10a
Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D
10a
31,631,807
b
Less: accumulated depreciation
10b
14,088,932
18,029,946
10c
17,542,875
11
Investments—publicly traded securities
.
31,229,280
11
31,161,671
12
Investments—other securities. See Part IV, line 11
.....
2
12
2
13
Investments—program-related. See Part IV, line 11
..
0
13
0
14
Intangible assets
...............
0
14
0
15
Other assets. See Part IV, line 11
...........
0
15
0
16
Total assets.
Add lines 1 through 15 (must equal line 34)
...
58,461,731
16
58,156,356
17
Accounts payable and accrued expenses
.....
4,254,590
17
3,635,052
18
Grants payable
...
0
18
0
19
Deferred revenue
.........
0
19
0
20
Tax-exempt bond liabilities
.........
0
20
0
21
Escrow or custodial account liability.
Complete Part IV of Schedule D
0
21
0
22
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons.
Complete Part II of Schedule L
..
0
22
0
23
Secured mortgages and notes payable to unrelated third parties
..
11,796,666
23
11,461,666
24
Unsecured notes and loans payable to unrelated third parties
..
0
24
0
25
Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24).
Complete Part X of Schedule D
2,055,794
25
2,077,162
26
Total liabilities.
Add lines 17 through 25
..
18,107,050
26
17,173,880
Organizations that follow SFAS 117 (ASC 958),
check here
and complete lines 27 through 29, and lines 33 and 34.
27
Unrestricted net assets
38,948,164
27
38,713,051
28
Temporarily restricted net assets
...........
832,692
28
1,687,600
29
Permanently restricted net assets
573,825
29
581,825
Organizations that do not follow SFAS 117 (ASC 958),
check here
and complete lines 30 through 34.
30
Capital stock or trust principal, or current funds
.....
30
31
Paid-in or capital surplus, or land, building or equipment fund
...
31
32
Retained earnings, endowment, accumulated income, or other funds
32
33
Total net assets or fund balances
...........
40,354,681
33
40,982,476
34
Total liabilities and net assets/fund balances
........
58,461,731
34
58,156,356
Form
990
(2014)
Page 12
Form 990 (2014)
Page
12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI
..............
1
Total revenue (must equal Part VIII, column (A), line 12)
............
1
19,962,995
2
Total expenses (must equal Part IX, column (A), line 25)
............
2
19,476,714
3
Revenue less expenses. Subtract line 2 from line 1
..............
3
486,281
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
..
4
40,354,681
5
Net unrealized gains (losses) on investments
...............
5
183,402
6
Donated services and use of facilities
.................
6
0
7
Investment expenses
.....................
7
0
8
Prior period adjustments
.....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O)
........
9
-41,888
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
40,982,476
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII
.............
Yes
No
1
Accounting method used to prepare the Form 990:
Cash
Accrual
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight
of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
b
If "Yes," did the organization undergo the required audit or audits?
If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
Form
990
(2014)
Page 13
Form 990 (2014)
Page
13
Additional Data
Software ID:
14000267
Software Version:
v1.00
Form 990, Special Condition Description:
Special Condition Description