2025-10-03T13:53:51-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 411637575 SPECIES360 SPEC 9522238030 7900 INTERNATIONAL DR STE 300 MINNEAPOLIS MN 554252562 JAMES GUENTER CHIEF EXECUTIVE OFFICER 6514475572 2025-10-01 1 0 DEIRDRE HODGSON P01484710 6123764500 2025-10-01 2024 2025-03-06 01:10:19Z JAMES GUENTER 7900 INTERNATIONAL DR STE 300 MINNEAPOLIS MN 554252562 7510799 0 1 X WWW.SPECIES360.ORG X 1988 MN TO FACILITATE INTERNATIONAL COLLABORATION IN THE COLLECTION AND SHARING OF KNOWLEDGE ON PLANTS AND ANIMALS AND THEIR ENVIRONMENTS FOR BOTANICAL GARDENS, ZOOS, AQUARIUMS, AND RELATED CONSERVATION ORGANIZATIONS TO SERVE INSTITUTIONAL, REGIONAL AND GLOBAL PLANT AND ANIMAL MANAGEMENT AND CONSERVATION GOALS. 23 23 37 0 0 0 608531 397317 6612511 6832135 206125 281347 0 0 7427167 7510799 0 5000 0 0 4253752 4927779 0 0 187407 3048093 2918698 7301845 7851477 125322 -340678 10114061 9220882 4880560 4328059 5233501 4892823 X SPECIES360 IS A GLOBAL NONPROFIT ORGANIZATION THAT PROVIDES INTEGRATED INFORMATION SERVICES TO ZOOLOGICAL INSTITUTIONS WORLDWIDE. THROUGH ITS PLATFORMS, THE SPECIES360 ZOOLOGICAL INFORMATION MANAGEMENT SYSTEM (ZIMS) AND THE SPECIES CONSERVATION TOOLKIT INITIATIVE (SCTI), SPECIES360 SUPPORTS OVER 1,300 ZOOLOGICAL INSTITUTIONS IN MANAGING ANIMAL RECORDS, VETERINARY MEDICAL DATA, COLLECTION PLANNING, POPULATION MANAGEMENT, AND CONSERVATION SCIENCE. AS THE STEWARD OF THE WORLD'S LARGEST SHARED KNOWLEDGE DATABASE ON ANIMALS IN HUMAN CARE, CONTAINING DATA ON MORE THAN 13.8 MILLION ANIMALS ACROSS 26,000 SPECIES, SPECIES360 EMPOWERS ITS MEMBERS TO MAKE INFORMED DECISIONS THAT ADVANCE ANIMAL CARE, POPULATION MANAGEMENT, AND CONSERVATION OUTCOMES. ITS TOOLS ARE USED DAILY BY CONSERVATION PROFESSIONALS, WILDLIFE MANAGERS, AND RESEARCHERS TO SUPPORT EVIDENCE-BASED PRACTICES IN ZOOS, AQUARIUMS, AND FIELD CONSERVATION PROGRAMS AROUND THE WORLD. THE SPECIES CONSERVATION TOOLKIT INITIATIVE (S 0 0 6034260 5000 6832135 IN 2024, SPECIES360 CONTINUED TO SERVE AS A GLOBAL LEADER IN CONSERVATION DATA MANAGEMENT, SUPPORTING OVER 1,300 ZOOS, AQUARIUMS, AND WILDLIFE INSTITUTIONS ACROSS MORE THAN 100 COUNTRIES. THROUGH ITS FLAGSHIP PLATFORM, THE ZOOLOGICAL INFORMATION MANAGEMENT SYSTEM (ZIMS), SPECIES360 ENABLED MEMBERS TO RECORD AND ANALYZE DATA ON OVER 10 MILLION ANIMALS, ADVANCING BEST PRACTICES IN ANIMAL CARE, VETERINARY MEDICINE, AND POPULATION MANAGEMENT. THE ORGANIZATION EXPANDED ITS IMPACT THROUGH THE SPECIES CONSERVATION TOOLKIT INITIATIVE (SCTI), PROVIDING TOOLS LIKE PMX AND VORTEX TO SUPPORT CONSERVATION BREEDING AND POPULATION VIABILITY ANALYSIS. THE CONSERVATION SCIENCE ALLIANCE (CSA) FURTHER STRENGTHENED SPECIES360'S ROLE IN RESEARCH, COLLABORATING WITH GLOBAL PARTNERS TO APPLY AGGREGATED DATA TO PRESSING CONSERVATION QUESTIONS, INCLUDING ILLEGAL WILDLIFE TRADE AND SPECIES RISK ASSESSMENTS. SPECIES360 ALSO ENHANCED ITS MEDICAL AND HUSBANDRY MODULES, SUPPORTED AQUATIC AND BOTANICAL DATA INITIATIVES, AND PROMOTED DATA-DRIVEN DECISION-MAKING THROUGH THE SPECIES360 INSIGHTS PROGRAM. THESE EFFORTS WERE UNDERPINNED BY A COMMITMENT TO COLLABORATION, TRANSPARENCY, AND INNOVATION, ENSURING THAT THE WORLD'S LARGEST WILDLIFE DATA RESOURCE CONTINUES TO INFORM AND EMPOWER ANIMAL WELFARE AND CONSERVATION ACTION WORLDWIDE. 6034260 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 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 1 5 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X JAMES GUENTER 9522238030 7900 INTERNATIONAL DR SUITE 300 MINNEAPOLIS MN 55425 JIM GUENTER CEO, EX-OFFICIO TRUSTEE 40.00 X X 422042 0 55793 NICOLA CRADDOCK CHAIR 1.00 X X 0 0 0 MIKE ADKESSON TREASURER 1.00 X X 0 0 0 DR ONNIE BYERS EXTERNAL TRUSTEE 1.00 X 0 0 0 MYFANWY GRIFFITH ASSOCIATION TRUSTEE 1.00 X 0 0 0 CRAIG HOOVER ASSOCIATION TRUSTEE 1.00 X 0 0 0 BJARNE KLAUSEN VICE CHAIR 1.00 X X 0 0 0 DR ARNE LAWRENZ EXTERNAL TRUSTEE 1.00 X 0 0 0 JEANETTE OLSON EXTERNAL TRUSTEE 1.00 X 0 0 0 DR PETER PAUL VAN DIJK EXTERNAL TRUSTEE 1.00 X 0 0 0 TRACY REHSE ASSOCIATION TRUSTEE 1.00 X 0 0 0 DR SALLY SHERWEN INSTITUTIONAL TRUSTEE 1.00 X 0 0 0 BART SHEPERD INSTITUTIONAL TRUSTEE 1.00 X 0 0 0 KAZUTASHI KAZU TAKAMI SECRETARY 1.00 X X 0 0 0 DR CHENG WEN-HAUR INSTITUTIONAL TRUSTEE 1.00 X 0 0 0 MARTIN ZORDAN ASSOCIATION TRUSTEE 1.00 X 0 0 0 KEITH OLSON DIRECTOR OF FINANCE 40.00 X 165426 0 30331 ROBERT CALCAGNI DIRECTOR OF GLOBAL MEMBER DEVELOPMENT AND MARKETIN 40.00 X 181609 0 12633 CLINT PIDLUBNY DIRECTOR OF TECHNOLOGY 40.00 X 258869 0 33147 SANDRA TRAUTWEIN DIRECTOR OF AQUATICS CONSE 40.00 X 165485 0 30294 ELISABETH HUNT DIRECTOR, MEMBER SUPPORT & 40.00 X 129983 0 31367 RACHEL ALSTROM SR PRODUCT OWNER 40.00 X 123712 0 39516 JULIE CAMERON MGR OF ENGINEERING & ARCHITECTURE 40.00 X 167323 0 26691 LAURA GAUCHER SR SOFTWARE ENGINEER 40.00 X 124705 0 35983 MICHAEL KELLY SOFTWARE ENGINEER 40.00 X 118602 0 40307 1857756 0 336062 17 0 1 0 BOTANCIAL SOFTWARE LTD 40 QUEEN SQUARE BRISTOL UK CONTRACT FOR DIRECTOR & STAFF 580913 ARLENE VERNON HRX INC 10631 SHERMAN DR EDEN PRAIRIE MN 55347 HR CONSULTING SERVICES 113225 2 397317 397317 PROGRAM SERVICE FEES 541700 6832135 6832135 6832135 281347 281347 7510799 6832135 0 281347 X 5000 5000 1355629 914001 413821 27807 2677493 1975038 591266 111189 184917 167106 5974 11837 429795 366659 54131 9005 279945 218629 49827 11489 3709 2998 701 10 48570 48570 1487616 1124574 358633 4409 22872 19803 3069 16100 11660 3859 581 415714 393047 20991 1676 15168 12257 2868 43 252652 204697 41017 6938 69269 56164 11254 1851 546827 536423 10252 152 28772 16887 11826 59 MEMBERSHIP DUES 11429 9317 1751 361 7851477 6034260 1629810 187407 7145224 6178737 3002 3150 294500 211741 171721 601989 108782 191845 18121263 16099699 2350631 2021564 40201 11856 10114061 9220882 637300 752938 3316825 3287937 926435 287184 4880560 4328059 X 4631091 4217177 602410 675646 5233501 4892823 10114061 9220882 -340678 0 X X 0 1 X 1 0 X 35705 57032 306793 608531 397317 1405378 6239147 6154914 6580630 6612511 6832135 32419337 6274852 6211946 6887423 7221042 7229452 33824715 0 297790 160149 473583 259318 75192 1266032 297790 160149 473583 259318 75192 1266032 32558683 24154 13560 20107 206125 281347 545293 24154 13560 20107 206125 281347 545293 6299006 6225506 6907530 7427167 7510799 34370008 0.94730 0.94500 0.01590 0.00940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 198030 157224 40806 17923233 15942475 1980758 2021564 CONTINGENT PURCHASE OBLIGATION 287184 287184 X 7510799 0 7510799 0 7510799 7851477 0 7851477 0 7851477 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR THE UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 2 PROGRAM SERVICES SCIENTIFIC RESEARCH AND DATA ANALYTICS 135416 SUB-SAHARAN AFRICA 0 1 PROGRAM SERVICES MARKETING AND COMMUNICATIONS 118758 EUROPE (INCLUDING ICELAND & GREENLAND) 0 2 PROGRAM SERVICES MEMBER TRAINING & MEMBER SUPPORT 178715 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES PRODUCT DEVELOPMENT 114153 EUROPE (INCLUDING ICELAND & GREENLAND) 0 2 PROGRAM SERVICES MEMBER DEVELOPMENT AND MEMBER TRAINING 178326 EUROPE (INCLUDING ICELAND & GREENLAND) 0 6 PROGRAM SERVICES BOTANICAL SOLUTIONS PRODUCT DEVELOPMENT 580913 0 14 0 0 0 14 1306281 0 1306281 0 0 0 0 0 0 PART I, LINE 2: NO FOREIGN GRANTS OF MORE THAN $5,000 IN 2024 1 X X 0 0 0 1 0 0 0 1 0 JIM GUENTER CEO, EX-OFFICIO TRUSTEE 286252 0 76833 0 58957 0 34500 0 21293 0 477835 0 0 0 CLINT PIDLUBNY DIRECTOR OF TECHNOLOGY 211445 0 11114 0 36310 0 22319 0 10828 0 292016 0 0 0 SANDRA TRAUTWEIN DIRECTOR OF AQUATICS CONSE 124377 0 7285 0 33823 0 16051 0 14243 0 195779 0 0 0 KEITH OLSON DIRECTOR OF FINANCE 124334 0 7230 0 33862 0 16001 0 14330 0 195757 0 0 0 ROBERT CALCAGNI DIRECTOR OF GLOBAL MEMBER DEVELOPMEN 155408 0 7772 0 18429 0 12633 0 0 0 194242 0 0 0 JULIE CAMERON MGR OF ENGINEERING & ARCHITECTURE 167323 0 0 0 0 0 12116 0 14575 0 194014 0 0 0 RACHEL ALSTROM SR PRODUCT OWNER 123712 0 0 0 0 0 12475 0 27041 0 163228 0 0 0 ELISABETH HUNT DIRECTOR, MEMBER SUPPORT & 129983 0 0 0 0 0 12582 0 18785 0 161350 0 0 0 LAURA GAUCHER SR SOFTWARE ENGINEER 124705 0 0 0 0 0 12578 0 23405 0 160688 0 0 0 MICHAEL KELLY SOFTWARE ENGINEER 118602 0 0 0 0 0 11910 0 28397 0 158909 0 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO IS DETERMINED BY THE BOARD OF TRUSTEES BASED ON A REVIEW OF PERFORMANCE AGAINST GOALS. COMPARABILITY DATE HAS NOT BEEN USED IN DETERMINING CEO COMPENSATION SINCE THE FIRST YEAR OF INCEPTION. THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES CEO'S COMPENSATION. RESULTS ARE DOCUMENTED IN A PERSONNEL ACTION FORM SIGNED BY THE BOARD CHAIR AND RETAINED IN CEO'S EMPLOYEE FILE. THIS PROCESS LAST OCCURRED IN 2024. PART I, LINE 5 THE COMPENSATION OF THE DIRECTOR OF GLOBAL DEVELOPMENT IS BASED ON NEW MEMBERSHIP FEES. PART I, LINE 7 SPECIES360 INCLUDES AS PART OF EMPLOYEES' ANNUAL COMPENSATION A MERIT PAY IN ADDITION TO REGULAR SALARY. THIS MERIT PAY IS BASED ON THE COMPANY'S PERFORMANCE AGAINST STATED ANNUAL GOALS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF FOUR TRUSTEES; THE CHAIR, THE VICE-CHAIR, THE CHIEF EXECUTIVE OFFICER AND AT LEAST ONE OTHER TRUSTEE. MEETINGS OF THE EXECUTIVE COMMITTEE ARE DOCUMENTED. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS INSTITUTIONAL MEMBERS AND ASSOCIATION MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS HAVE THE POWER TO ELECT BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY ACCOUNTING FIRM WITH INFORMATION PROVIDED BY SPECIES360 AS WELL AS INDEPENDENTLY AUDITED FINANCIAL STATEMENT. THE DIRECTOR OF FINANCE, AND THE BOARD FINANCE & AUDIT COMMITTEE REVIEWS THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DOCUMENT FOR EACH YEAR OF SERVICE. IN ADDITION, ALL EMPLOYEES AT TIME OF HIRE ARE REQUIRED TO REVIEW AND SIGN THE EMPLOYEE HANDBOOK WHICH INCLUDES A CONFLICT OF INTEREST CLAUSE. CONFLICTS ARE DETERMINED TO EXIST WHEN EMPLOYEES OR RELATED PARTIES HAVE ANY DIRECT INTEREST OR INDIRECT INTEREST IDENTIFIED IN THE ORGANIZATION'S RELATED PARTY QUESTIONNAIRE. CONFLICTS OF INTERESTS ARE THEN REVIEWED BY THE CEO AND DIRECTOR OF FINANCE. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, RESTRICTIONS PLACED ON EMPLOYEE VARIES BASED ON THE SITUATION. THERE IS NO FORMAL DOCUMENTATION PROCESS SURROUNDING THIS DISCUSSION; HOWEVER, A BOARD MEMBER'S CONFLICT OF INTEREST IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO IS DETERMINED BY THE BOARD OF TRUSTEES BASED ON A REVIEW OF PERFORMANCE AGAINST GOALS. COMPARABILITY DATA HAS NOT BEEN USED IN DETERMINING CEO COMPENSATION SINCE THE FIRST YEAR OF INCEPTION. THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES CEO'S COMPENSATION. RESULTS ARE DOCUMENTED IN AN EMPLOYEE ACTION FORM SIGNED BY THE BOARD CHAIR AND RETAINED IN CEO'S EMPLOYEE FILE. THIS PROCESS LAST OCCURRED IN 2024. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. 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. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,124,574. MANAGEMENT AND GENERAL EXPENSES 358,633. FUNDRAISING EXPENSES 4,409. TOTAL EXPENSES 1,487,616. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.