2024-05-08T14:13:41-05:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 010372129 NORTH AMERICAN LAKE MANAGEMENT SOCIETY INC NORT 6082332836 PO BOX 5443 MADISON WI 537050443 SHANNON BRATTEBO TREASURER 6082332836 2024-05-07 1 SHANNON BRATTEBO 999009999 1 BRUCE MAYER CPA P00187180 6082744020 2024-04-23 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z PHILIP FORSBERG PO BOX 5443 MADISON WI 537050443 899924 0 X WWW.NALMS.ORG X 2014 WI TO FORGE PARTNERSHIPS AMONG CITIZENS, SCIENTISTS, AND PROFESSIONALS TO FOSTER THE MANAGEMENT AND PROTECTION OF LAKES AND RESERVOIRS FOR TODAY AND TOMORROW. 19 19 2 25 11745 0 27100 20329 473886 837095 924 3696 26 38804 501936 899924 750 6768 0 0 141130 147562 0 0 21127 393779 553186 535659 707516 -33723 192408 635090 829994 97428 89517 537662 740477 OUR MISSION IS TO FORGE PARTNERSHIPS AMONG CITIZENS, SCIENTISTS, AND PROFESSIONALS TO FOSTER THE MANAGEMENT AND PROTECTION OF LAKES AND RESERVOIRS FOR TODAY AND TOMORROW. 0 0 466432 0 805880 CONFERENCES - THE SOCIETY COORDINATES VARIOUS CONFERENCES TO PROVIDE AN OPPORTUNITY FOR MEMBERS AND OTHERS TO MEET AND EXCHANGE VIEWS ON TOPICS RELATED TO THE MANAGEMENT AND PROTECTION OF LAKES AND RESERVOIRS. IN 2023, APPROXIMATELY 440 PEOPLE ATTENDED THE SOCIETY'S INTERNATIONAL SYMPOSIUM. THERE WERE APROXIMATELY 770 PEOPLE IN-PERSON AND 135 VIRTUAL ATTENDEES AT THE 13TH NATIONAL MONITORING CONFERENCE. 73298 0 12330 PUBLICATIONS - THE SOCIETY PRODUCES A QUARTERLY MAGAZINE, A SCIENTIFIC JOURNAL, AND A QUARTERLY NEWSLETTER AS WELL AS OTHER PUBLICATIONS FOR DISTRIBUTION AND SALE TO MEMBERS AND OTHERS WITH AN INTEREST IN LAKE, RESERVOIR, AND WATERSHED QUALITY ISSUES. APPROXIMATELY 9,000 PUBLICATIONS ARE DISTRIBUTED ANNUALLY. 40153 6768 7140 OTHER - THE SOCIETY SPONSORS, COSPONSORS, AND/OR ORGANIZES A NUMBER OF SCIENTIFIC, MANAGEMENT, EDUCATION, OUTREACH, AND ADVOCACY PROGRAMS, INCLUDING LAKES APPRECIATION MONTH AND THE SECCHI DIP-IN. 579883 1 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 2 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 0 1 0 0 X PHILIP FORSBERG 6082332836 PO BOX 5443 MADISON WI 537050443 KIYOKO YOKOTA - PRESIDENT (THRU OCT)/PAST PRES (BEG NOV) 3.00 X X 0 0 0 CHRIS MIKOLAJCZYK PAST PRESIDENT (LEFT OCTOBER) 3.00 X X 0 0 0 KELLIE MERRELL - PRES-ELECT (THRU OCT)/PRESIDENT (BEG NOV) 3.00 X X 0 0 0 VICTORIA CHRAIBI PRESIDENT-ELECT (BEG NOV) 3.00 X X 0 0 0 SHANNON BRATTEBO TREASURER 3.00 X X 0 0 0 DANIELLE WAIN SECRETARY 3.00 X X 0 0 0 AMY GIANNOTTI DIRECTOR 1.00 X 0 0 0 BEN RHOADES DIRECTOR (BEG OCTOBER) 1.00 X 0 0 0 BETH NORMAN DIRECTOR (THRU OCTOBER) 1.00 X 0 0 0 BRIAN GINN DIRECTOR 1.00 X 0 0 0 CALEB OWEN DIRECTOR (BEG OCTOBER) 1.00 X 0 0 0 DAVID CASALETTO DIRECTOR (THRU OCTOBER) 1.00 X 0 0 0 DEENA HANNOUN DIRECTOR 1.00 X 0 0 0 JAY TOEWS DIRECTOR 1.00 X 0 0 0 JEREMY DEEDS DIRECTOR 1.00 X 0 0 0 LAUREN ADKINS KNOSE DIRECTOR (THRU OCTOBER) 1.00 X 0 0 0 LEE BRYANT DIRECTOR (BEG DECEMBER) 1.00 X 0 0 0 LIZ FAVOT DIRECTOR 1.00 X 0 0 0 MARK ROSENKRANZ DIRECTOR 1.00 X 0 0 0 MIKALA L'HOTE DIRECTOR (BEG NOVEMBER) 1.00 X 0 0 0 NICOLE WHITE DIRECTOR 1.00 X 0 0 0 RALPH BEDNARZ DIRECTOR 1.00 X 0 0 0 TONY THORPE DIRECTOR (BEG OCTOBER) 1.00 X 0 0 0 TREA NANCE DIRECTOR (THRU OCTOBER) 1.00 X 0 0 0 PHILIP FORSBERG EXECUTIVE DIRECTOR 40.00 X 66465 0 7540 66465 0 7540 0 0 0 0 0 20329 20329 CONFERENCES 561920 702273 702273 MEMBERSHIP DUES 900099 103607 103607 PUBLICATIONS 513120 12330 12330 ADVERTISING REVENUE 541800 11745 11745 CERTIFICATION FEES 611430 6140 6140 1000 1000 837095 3696 3696 37165 37165 329 0 329 329 1310 1310 1310 899924 825350 11745 42500 6768 6768 74005 33828 40059 118 55650 25393 22349 7908 1669 762 670 237 5500 2510 2209 781 10738 4905 5129 704 109 109 5800 5800 28053 24000 4053 841 780 61 32040 24781 3859 3400 11730 731 7219 3780 1560 1560 4717 4717 419264 405312 13867 85 2896 2896 PUBLICATIONS 46176 46176 707516 579883 106506 21127 331129 308133 200087 402703 20688 20770 22630 25721 58112 69017 2444 3650 635090 829994 37543 32868 59885 56649 97428 89517 X 427057 613406 110605 127071 537662 740477 635090 829994 192408 10407 0 X 0 0 0 X 20636 56583 22189 27100 20329 146837 20636 56583 22189 27100 20329 146837 17126 129711 885 920 816 924 40861 44406 191243 2962009 0.67830 0.85000 X 61181 150 11486 72817 72257 625 -11701 61181 61109 613 10535 72257 53438 275 7396 61109 43533 1300 8605 53438 0.00000 0.55025 0.44975 0 0 0 PART V, LINE 4: NORTH AMERICAN LAKE MANAGEMENT SOCIETY, INC.'S G. DENNIS COOKE SYMPOSIUM ENDOWMENT FUND IS A DONOR RESTRICTED ENDOWMENT FUND ESTABLISHED TO SUPPORT SPECIFIC PROGRAMING AT THE ANNUAL SYMPOSIUM. 1 STUDENT TRAVEL GRANTS 14 6768 PART I, LINE 2: THE ORGANIZATION HAS A SELECTION COMMITTEE MADE UP OF 4 VOLUNTEERS WHO INDIVIDUALLY SCORE EACH APPLICATION BASED ON 4 CATEGORIES: -ABSTRACT QUALITY -IMPACT ON LAKE MANAGEMENT -STRENGTH OF RECOMMENDATION LETTERS -AND MISCELLANY LIKE, BUT NOT LIMITED TO, NALMS MEMBERSHIP, PRIOR PUBLICATIONS AND PRESENTATIONS. APPLICATIONS ARE THEN RANKED BASED ON TOTAL SCORE. IN YEARS OF MORE LIMITED FUNDS, GRANTS ARE AWARDED BASED ON TOTAL SCORE. HIGHER SCORES RECEIVE MORE FUNDING. IN 2023, THERE WERE SUFFICIENT FUNDS TO COVER ALL REQUESTS. TRAVEL GRANTS COVER: -CONFERENCE REGISTRATION, WHICH IS COMPED BY NALMS. -HOTEL STAY, WHICH IS TYPICALLY BILLED DIRECTLY TO NALMS BY THE HOTEL -TRANSPORTATION EXPENSES, WHICH ARE REIMBURSED TO THE AWARDEE. A REIMBURSEMENT REQUEST FORM WITH RECEIPTS IS REQUIRED FOR REIMBURSEMENT. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE TWO CLASSES OF MEMBERSHIP: (1) INDIVIDUAL, AND (2) INSTITUTION/ORGANIZATION. EACH MEMBER, WHETHER AN INDIVIDUAL OR INSTITUTION/ORGANIZATION, SHALL BE ENTITLED TO ONE VOTE AND TO OTHER RIGHTS OF MEMBERSHIP AS PROVIDED HEREIN. FORM 990, PART VI, SECTION A, LINE 7A THE SOCIETY'S MEMBERSHIP HAS THE RIGHT TO ELECT THE MEMBERS OF THE SOCIETY'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE SOCIETY'S CONSTITUTION AND BYLAWS ARE SUBJECT TO TWO-THIRDS APPROVAL OF THE SOCIETY'S MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE TREASURER AND THE EXECUTIVE DIRECTOR BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IF, AT ANY TIME, AN INTERESTED PERSON BECOMES AWARE THAT THE BOARD MAY OR SHALL DISCUSS OR ACT UPON ANY TRANSACTION OR ARRANGEMENT WHICH MAY HAVE ANY BEARING OF ANY KIND UPON, OR MAY RELATE IN ANY MANNER TO, A FINANCIAL INTEREST OF THE INTERESTED PERSON, SUCH INTERESTED PERSON SHALL DISCLOSE SUCH FINANCIAL INTEREST TO THE BOARD AS FOLLOWS: (I) THE INTERESTED PERSON SHALL PROVIDE TO THE BOARD, IN ADVANCE OF SUCH DISCUSSION OR ACTION BY THE BOARD, WRITTEN DISCLOSURE OF THE EXISTENCE, NATURE AND EXTENT OF THE INTERESTED PERSON'S FINANCIAL INTEREST, OR (II) IF WRITTEN DISCLOSURE CANNOT BE PROVIDED IN ADVANCE, E.G., IN SITUATIONS IN WHICH THE INTERESTED PERSON DOES NOT REALIZE THE NATURE OF THE TRANSACTION OR ARRANGEMENT TO BE DISCUSSED OR ACTED UPON UNTIL DISCUSSIONS HAVE ALREADY BEGUN, THE INTERESTED PERSON SHALL ORALLY INFORM THE BOARD IMMEDIATELY UPON SUCH INTERESTED PERSON'S REALIZATION THAT THE TRANSACTION OR ARRANGEMENT MAY BEAR UPON OR RELATE TO A FINANCIAL INTEREST OF THE INTERESTED PERSON, AND SHALL PROVIDE SUCH WRITTEN DISCLOSURE TO THE BOARD AT THE SOONEST PRACTICABLE TIME THEREAFTER. ANY AND ALL WRITTEN OR ORAL DISCLOSURES OF FINANCIAL INTERESTS SHALL BE MADE A FORMAL PART OF THE MINUTES OF THE BOARD. IN CIRCUMSTANCES WHERE THE BOARD HAS DETERMINED THAT A CONFLICT OF INTEREST EXISTS, THE INTERESTED PERSON SHALL NOT PARTICIPATE IN ANY DISCUSSION OR VOTE REGARDING THE TRANSACTION OR ARRANGEMENT AT ISSUE, AND SHALL NOT BE PRESENT IN THE MEETING ROOM FOR ANY PART OF THE DISCUSSION OR VOTE RELATING TO THE TRANSACTION OR ARRANGEMENT. THE CHAIR OF THE BYLAWS COMMITTEE SHALL PERIODICALLY REVIEW THE ACTIONS TAKEN BY THE BOARD ON BEHALF OF THE CORPORATION. SUCH REVIEW IS INTENDED TO ENSURE THAT THE CORPORATION CONTINUES AT ALL TIMES TO BE OPERATED EXCLUSIVELY FOR THE ACHIEVEMENT OF ITS PUBLIC CHARITABLE PURPOSES, RATHER THAN FOR THE BENEFIT OF ONE OR MORE PRIVATE PERSONS. SUCH REVIEW SHALL BE CONDUCTED WITH THE RECOGNITION THAT CERTAIN TYPES OF TRANSACTIONS OR ARRANGEMENTS CREATE UNIQUE POSSIBILITIES FOR CERTAIN PRIVATE INDIVIDUALS TO DERIVE EXCESSIVE PRIVATE BENEFIT. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE PRESIDENT AND PRESIDENT-ELECT HAVE A PERFORMANCE EVALUATION MEETING WITH THE EXECUTIVE DIRECTOR AND REPORT THE RESULTS TO THE OTHER BOARD OF DIRECTORS (BOD) DURING AN EXECUTIVE SESSION. THE PRESIDENT AND PRESIDENT-ELECT MAKE A RECOMMENDATION TO THE BOD ON BOTH A PERCENTAGE INCREASE IN WAGE AS WELL AS A COST-OF-LIVING PERCENT INCREASE BASED ON COMPARISON WITH PERCENTAGES USED ACROSS THE U.S., INCLUDING OTHER NON-PROFIT ORGANIZATIONS WHERE OUR BOD MEMBERS WORK. THERE IS DISCUSSION AMONGST BOARD MEMBERS REGARDING THE RECOMMENDATIONS AND COMPARISONS ARE MADE BETWEEN THE RECOMMENDATION AND WHAT WAS DECIDED IN PREVIOUS YEARS. THE COMPENSATION IS THEN APPROVED AND DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.