2024-10-22T15:27:45-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-01-01 911839907 ISLAND CONSERVATION ISLA 8313594787 630 WATER STREET SANTA CRUZ CA 95060 PENNY BECKER CHIEF EXECUTIVE OFFICER 8313594787 2024-10-14 1 0 BRIAN YACKER P00401346 9492222999 2024-10-14 2023 2024-10-15 13:58:12Z KAREN POIANI 630 WATER STREET SANTA CRUZ CA 95060 26017865 0 X WWW.ISLANDCONSERVATION.ORG X 1997 CA TO RESTORE ISLANDS FOR NATURE AND PEOPLE WORLDWIDE. 17 17 35 20 0 0 10959537 5761898 917829 1089977 -27987 234256 70112 68225 11919491 7154356 1032802 1116011 0 0 4151190 4683781 0 0 878436 3174493 5414996 8358485 11214788 3561006 -4060432 13169559 9208953 1043749 877939 12125810 8331014 PREVENT EXTINCTIONS BY REMOVING INVASIVE SPECIES FROM ISLANDS. BY REWILDING ISLANDS, WE RESTORE AND PROTECT WILDLIFE, COMMUNITIES, AND OCEANS. RESTORING ISLANDS BY REMOVING INVASIVE SPECIES HAS REPEATEDLY PROVEN TO BE A HIGH IMPACT CONSERVATION ACTION. 0 0 7639346 1106771 1035955 CONSERVATION OPERATIONS:INVASIVE SPECIES ARE A LEADING CAUSE OF EXTINCTIONS ON ISLANDS AND BIODIVERSITY LOSS GLOBALLY. AS THE THREATS OF EXTINCTION ARE HIGHEST ON ISLANDS, SO ARE OUR OPPORTUNITIES TO SAVE SPECIES AT RISK. SINCE 1994, WE'VE PROTECTED 224 POPULATIONS OF 492 PLANT AND ANIMAL SPECIES AROUND THE WORLD BY REMOVING INVASIVE SPECIES FROM ISLANDS. ISLAND CONSERVATION SUPPORTS LOCAL ISLAND COMMUNITIES' INITIATIVES TO IMPROVE LIVELIHOODS, MANAGE INVASIVE SPECIES, AND REINTRODUCE NATIVE ANIMALS AND PLANT LIFE. THROUGH THIS, WE FOSTER SUSTAINABLE DEVELOPMENT, CLIMATE RESILIENCE, AND HEALTHY ISLAND MARINE ECOSYSTEMS ACROSS THE GLOBE. 1105560 9240 54022 CONSERVATION IMPACT AND INNOVATION:TO ASSESS IF ISLAND RESTORATION EFFORTS ARE PROTECTING IMPERILED SPECIES, ISLAND CONSERVATION MONITORS, MEASURES AND MAPS TARGETED SPECIES AND THEIR HABITATS BEFORE AND AFTER OUR CONSERVATION INTERVENTION. SCIENTIFICALLY DOCUMENTING THE RESPONSE OF ISLAND SPECIES AND ECOSYSTEMS ALSO ENABLES US TO ADJUST AND IMPROVE ISLAND RESTORATION STRATEGIES AND TOOLS. ISLAND CONSERVATION PURSUES INNOVATIVE TOOLS TO PREVENT EXTINCTIONS AND PROTECT ISLAND COMMUNITIES, NATIVE SPECIES, CORAL REEFS, AND OTHER NEARSHORE ECOSYSTEMS. WE AIM TO INCREASE THE SCOPE, SCALE, AND PACE OF ISLAND RESTORATION PROJECTS GLOBALLY. 8744906 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 1 35 1 0 1 EC CI NZ 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JUSTIN LACY 8317066198 2100 DELAWARE AVENUE SUITE 1 SANTA CRUZ CA 95060 KAREN POIANI CHIEF EXECUTIVE OFFICER 32.00 X 253630 0 26246 HEATH PACKARD CHIEF PHILANTHROPY OFFICER 32.00 X 169980 0 33658 PENNY BECKER VICE PRESIDENT OF CONSERVATION 32.00 X 169980 0 5114 CHAD HANSON DEPUTY VP CONSERVATION 32.00 X 150254 0 24562 CARLEIGH MCDONALD MANAGING DIRECTOR IOCC 32.00 X 156732 0 8113 RICHARD FEHLER CONTROLLER 32.00 X 116830 0 31563 SARAH ESPOSITO DIRECTOR OF COMMUNICATIONS 32.00 X 114680 0 28459 RICHARD GRIFFITHS HEAD OF THE PACIFIC 32.00 X 123649 0 0 LYNNE HALE CHAIR 1.00 X X 0 0 0 IVAN SAMUALS VICE CHAIR 1.00 X X 0 0 0 F GREGG GOOLSBY TREASURER 1.00 X X 0 0 0 DORIA GORDON SECRETARY 1.00 X X 0 0 0 SAIF AL-GHAIS DIRECTOR 1.00 X 0 0 0 KATE BROWN DIRECTOR 1.00 X 0 0 0 VIRGINIA CARTER DIRECTOR 1.00 X 0 0 0 KATIE DOLAN DIRECTOR 1.00 X 0 0 0 BRETON FISCHETTI DIRECTOR 1.00 X 0 0 0 DR JAMES GIBBS DIRECTOR 1.00 X 0 0 0 JAMES TORGERSON DIRECTOR 1.00 X 0 0 0 RONNY JUMEAU DIRECTOR 1.00 X 0 0 0 MARGIE KIM DIRECTOR 1.00 X 0 0 0 DELIA KULUKUNDIS DIRECTOR 1.00 X 0 0 0 RADHIKA MALPANI DIRECTOR 1.00 X 0 0 0 JENNIFER STEELE DIRECTOR 1.00 X 0 0 0 JUDY STERN DIRECTOR 1.00 X 0 0 0 1255735 0 157715 10 0 1 0 0 1251924 4509974 871714 5761898 CONSERVATION OPERATION 541900 1035955 1035955 CONSERV. IMPACT/INNOV. 541900 54022 54022 1089977 267844 267844 18829921 18863509 -33588 -33588 -33588 REIMBURSEMENTS 900099 68225 68225 68225 7154356 1089977 0 302481 X 603858 603858 512153 512153 658608 175094 279876 203638 3210793 2178402 623086 409305 50833 37023 8384 5426 476136 320726 103882 51528 287411 176171 67248 43992 41732 12157 29575 95576 95576 30056 30056 1444517 1331585 96817 16115 1419713 1343764 52728 23221 153284 94061 27306 31917 191719 148551 25068 18100 1790226 1630123 107214 52889 19348 14294 3004 2050 37038 37038 163429 112762 30412 20255 LICENSES & FEES 12282 10831 1451 REPAIRS AND MAINTENANCE 11378 5923 5455 RECRUITMENT 4698 390 4308 11214788 8744906 1591446 878436 3366390 846463 5937937 56545 3167114 1559670 21633 280728 149680 173979 251499 159153 41263 92346 474600 6070157 80000 10942 49065 13169559 9208953 536421 627942 68908 507328 181089 1043749 877939 X 4400321 3814133 7725489 4516881 12125810 8331014 13169559 9208953 -4060432 265636 0 X X 0 1 X 1 1 1 X 5457248 9718234 7766569 10959537 5761898 39663486 5457248 9718234 7766569 10959537 5761898 39663486 10513635 29149851 19171 839 14496 19225 267844 321575 13935 -6805 70112 68225 145467 40130528 5725718 0.72640 0.71740 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 17,601. FOREIGN CURRENCY LOSS - 2019 AMOUNT: $ -3,666. 2020 AMOUNT: $ -6,805. REIMBURSEMENT - 2022 AMOUNT: $ 70,112. 2023 AMOUNT: $ 68,225. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 239411 148071 91340 12088 11082 1006 92346 GRANT ADVANCES 181089 181089 X 8753213 265636 1363277 1628913 7124300 30056 30056 7154356 12548009 1363277 1363277 11184732 30056 30056 11214788 PART X, LINE 2: THE ORGANIZATION IS RECOGNIZED AS A PUBLIC CHARITY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE INTERNAL REVENUE CODE AND SIMILAR CODE SECTIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE, IS SUBJECT TO INCOME TAX. MANAGEMENT BELIEVES THAT ALL OF THE ORGANIZATION'S ACTIVITIES WERE DIRECTLY RELATED TO ITS EXEMPT PURPOSE. EACH YEAR, MANAGEMENT CONSIDERS WHETHER THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS; INCLUDING WHETHER THE ORGANIZATION HAS ENGAGED IN ACTIVITIES THAT COULD AFFECT THE ORGANIZATION'S INCOME TAX STATUS OR RESULT IN TAXABLE INCOME. MANAGEMENT BELIEVES THAT ANY POSITIONS THE ORGANIZATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FOREIGN CONSERVATION BAIT CONTRIBUTION/GRANT 1,363,277. PART XII, LINE 2D - OTHER ADJUSTMENTS: FOREIGN CONSERVATION BAIT CONTRIBUTION/GRANT 1,363,277. 1 EAST ASIA AND THE PACIFIC 0 7 PROGRAM SERVICES STRATEGIC PLANNING, PROJECT MANAGEMENT, AND OUTREACH ACTIVITIES TO SUPPORT REMOVAL OF INVASIVE SPECIES. 2491354 SOUTH AMERICA 3 9 PROGRAM SERVICES STRATEGIC PLANNING, PROJECT MANAGEMENT, AND OUTREACH ACTIVITIES TO SUPPORT REMOVAL OF INVASIVE SPECIES. 4005196 SOUTH AMERICA 3 9 GRANTS 512153 6 25 0 0 6 25 7008703 0 7008703 SOUTH AMERICA GALAPAGOS CONSERVATION WORK 69156 WIRE 0 SOUTH AMERICA GALAPAGOS CONSERVATION WORK 382486 WIRE 0 SOUTH AMERICA CHILE CONSERVATION WORK 45000 WIRE 0 SOUTH AMERICA CHILE CONSERVATION WORK 0 15511 COMMUNICATION EQUIPMENT FMV 4 0 0 0 0 0 0 0 PART I, LINE 2: A CONTRACT IS CREATED BASED ON REQUIREMENTS FROM THE GRANTOR. PROGRAM STAFF EVALUATE PERFORMANCE ON DELIVERABLES AND APPROVE FOR PAYMENT WHEN COMPLETE. 1 SCRIPPS INSTITUTION OF OCEANOGRAPHY 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 501(C)(3) 320000 0 CONSERVATION OPERATIONS SMITHSONIAN INSTITUTION 1000 JEFFERSON DRIVE SW WASHINGTON DC 20013 530206027 501(C)(3) 13591 0 CONSERVATION OPERATIONS WILDAID 220 MONTGOMERY SAN FRANCISCO CA 94104 203644441 501(C)(3) 232830 0 CONSERVATION OPERATIONS 3 0 PART I, LINE 2: SUBGRANTS AWARDS ARE BASED ON A SUB GRANT TEMPLATE WHICH IS MODIFIED TO ACCOMODATE THE PARTICULAR REQUIREMENTS OF SOURCE FUNDING. STANDARD REQUIREMENTS INCLUDE SEMIANNUAL PROGRESS REPORTS AND A COMPREHENSIVE FINAL REPORT. X X 1 1 X X 0 0 0 0 0 0 0 0 0 KAREN POIANI CHIEF EXECUTIVE OFFICER 248630 0 5000 0 0 0 7700 0 18546 0 279876 0 0 0 HEATH PACKARD CHIEF PHILANTHROPY OFFICER 166680 0 3300 0 0 0 5096 0 28562 0 203638 0 0 0 PENNY BECKER VICE PRESIDENT OF CONSERVATION 166680 0 3300 0 0 0 5114 0 0 0 175094 0 0 0 CHAD HANSON DEPUTY VP CONSERVATION 147354 0 2900 0 0 0 4508 0 20054 0 174816 0 0 0 CARLEIGH MCDONALD MANAGING DIRECTOR IOCC 156732 0 0 0 0 0 1250 0 6863 0 164845 0 0 0 PART I, LINE 1A WE CHARTER HELICOPTERS AND PLANES FOR ACCESS TO AND WORK ON REMOTE ISLANDS. WE HAVE A POLICY AGAINST FIRST CLASS TRAVEL EXCEPT UNDER VERY UNUSUAL CIRCUMSTANCES SUCH AS MEDICAL EMERGENCY. WE PAY ONE EMPLOYEE A SMALL STIPEND FOR PROJECT GUN STORAGE OUTSIDE OF CA. X 4 600198 FMV X CONSERV. BAIT 1 271516 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B CHIEF EXECUTIVE OFFICER AND CONTROLLER REVIEW THE FIRST DRAFT OF FORM 990 AND REQUEST REVISIONS AS APPROPRIATE. CONTROLLER PROVIDES THE SECOND DRAFT OF FORM 990 TO ALL BOARD MEMBERS INCLUDING FINANCE COMMITTEE AND TREASURER. BOARD MEMBERS REVIEW AND PROVIDE COMMENTS REGARDING CONCERNS OR ISSUES TO CHIEF EXECUTIVE OFFICER AND CONTROLLER BEFORE FINAL REVISIONS AND SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH FALL-WINTER THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD AND STAFF, AND ANY POTENTIAL CONFLICTS ARE REPORTED. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND IF SO, THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT ISLAND CONSERVATION'S BEST INTERESTS. BOTH VOTES SHALL BE BY A MAJORITY VOTE WITHOUT COUNTING THE VOTE OF ANY INTERESTED DIRECTOR, EVEN IF THE DISINTERESTED DIRECTORS ARE LESS THAN A QUORUM PROVIDED THAT AT LEAST ONE CONSENTING DIRECTOR IS DISINTERESTED. ANY ACTION TAKEN SHALL BE REFLECTED IN THE OFFICIAL MINUTES OF ISLAND CONSERVATION. AN INTERESTED BOARD MEMBER, OFFICER, OR STAFF MEMBER SHALL NOT PARTICIPATE IN ANY DISCUSSION OR DEBATE OF THE BOARD OF DIRECTORS, OR OF ANY COMMITTEE OR SUBCOMMITTEE THEREOF IN WHICH THE SUBJECT OF DISCUSSION IS A CONTRACT, TRANSACTION, OR SITUATION IN WHICH THERE MAY BE A PERCEIVED OR ACTUAL CONFLICT OF INTEREST. HOWEVER, SHE OR HE MAY BE PRESENT TO PROVIDE CLARIFYING INFORMATION IN SUCH A DISCUSSION OR DEBATE UNLESS OBJECTED TO BY ANY PRESENT BOARD OR COMMITTEE MEMBER. ANYONE IN A POSITION TO MAKE DECISIONS ABOUT SPENDING ISLAND CONSERVATION'S RESOURCES (I.E. TRANSACTIONS SUCH AS PURCHASE CONTRACTS) - WHO ALSO STANDS TO BENEFIT FROM THAT DECISION - HAS A DUTY TO DISCLOSE THAT CONFLICT AS SOON AS IT ARISES (OR BECOMES APPARENT); SHE OR HE SHOULD NOT PARTICIPATE IN ANY FINAL DECISIONS. FORM 990, PART VI, SECTION B, LINE 15 ISLAND CONSERVATION PERIODICALLY OBTAINS RELEVANT MARKET DATA TO ENSURE THAT HIRING COMPENSATION DECISIONS ARE CONSISTENT WITH MARKET CONDITIONS, BOTH FOR THE CEO WHOSE COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD, AND OTHER STAFF WHOSE COMPENSATION IS NOT REGULARLY REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,283,585. MANAGEMENT AND GENERAL EXPENSES 24,341. FUNDRAISING EXPENSES 16,115. TOTAL EXPENSES 1,324,041. PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 72,476. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,476. INTERNATIONAL CONTRACTORS: PROGRAM SERVICE EXPENSES 48,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,000. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.