2022-09-14T13:41:09-05:00 2021-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2021-01-01 510175253 XERCES SOCIETY INC XERC 5032326639 628 NE BROADWAY 200 PORTLAND OR 97232 SCOTT HOFFMAN BLACK EXECUTIVE DIRECTOR 5032326639 2022-09-14 SCOTT HOFFMAN BLACK 999009999 YEE LEE MCGEE P01294356 5032222515 2022-09-14 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SCOTT HOFFMAN BLACK 628 NE BROADWAY 200 PORTLAND OR 97232 9721737 0 X WWW.XERCES.ORG X 1975 DE XERCES SOCIETY IS A NONPROFIT ORGANIZATION THAT PROTECTS WILDLIFE THROUGH THE CONSERVATION OF INVERTEBRATES AND THEIR HABITAT. THE SOCIETY IS AT THE FOREFRONT OF INVERTEBRATE PROTECTION WORLDWIDE, HARNESSING THE KNOWLEDGE OF SCIENTISTS AND THE ENTHUSIASM OF CITIZENS TO IMPLEMENT CONSERVATION PROGRAMS. 8 8 65 762 0 0 5211924 8541645 701644 823032 102970 41110 112874 228165 6129412 9633952 38752 9914 0 0 4017949 4337043 0 0 870955 912871 1319318 4969572 5666275 1159840 3967677 10419262 13342142 2485087 1448328 7934175 11893814 X XERCES SOCIETY IS A NONPROFIT ORGANIZATION THAT PROTECTS WILDLIFE THROUGH THE CONSERVATION OF INVERTEBRATES AND THEIR HABITAT. THE SOCIETY IS AT THE FOREFRONT OF INVERTEBRATE PROTECTION WORLDWIDE, HARNESSING THE KNOWLEDGE OF SCIENTISTS AND THE ENTHUSIASM OF CITIZENS TO IMPLEMENT CONSERVATION PROGRAMS. 0 0 2140705 689680 POLLINATOR CONSERVATION - XERCES' POLLINATOR CONSERVATION PROGRAM WORKS ACROSS THE UNITED STATES TO EDUCATE FARMERS, LAND MANAGERS, AND THE PUBLIC ABOUT THE IMPORTANCE OF POLLINATORS AND OTHER BENEFICIAL INSECTS, AND TO ESTABLISH HABITAT PROTECTION AND MANAGEMENT AS KEYS TO THEIR CONSERVATION. AS A LEADING VOICE IN POLLINATOR CONSERVATION, XERCES PROMOTES PRACTICAL SOLUTIONS THAT ADDRESS THE ROOT CAUSES OF POLLINATOR DECLINES: HABITAT LOSS, PESTICIDE USE, UNSUSTAINABLE FARMING PRACTICES, DISEASE, AND CLIMATE CHANGE. SEE SCHEDULE O FOR CONTINUATIONIT DIRECTLY REACHES AGRICULTURAL PROFESSIONALS AND FARMERS AS WELL AS OTHER LAND MANAGERS THROUGH TRAININGS, WORKSHOPS, AND OTHER OUTREACH EVENTS. IN ADDITION, XERCES MANAGES THE ONLY THIRD-PARTY CERTIFIED POLLINATOR CONSERVATION PROGRAM TO HELP FARMERS TO PROTECT AND RESTORE HABITAT FOR POLLINATORS. AS A RESULT OF XERCES' WORK, NATIVE POLLINATORS ARE NOW A KEY PRIORITY FOR AGRICULTURAL CONSERVATION PROGRAMS ACROSS THE UNITED STATES, AND OVER A MILLION OF ACRES OF HABITAT IMPROVEMENTS HAVE BEEN MADE FOR THESE VITAL INSECTS. 1217222 249750 ENDANGERED SPECIES CONSERVATION - TO CONSERVE AND RESTORE THE DIVERSITY OF LIFE ON EARTH, XERCES' ENDANGERED SPECIES CONSERVATION PROGRAM ENGAGES IN EDUCATION, RESEARCH, COMMUNITY SCIENCE, CONSERVATION PLANNING, AND ADVOCACY TO PROTECT AT-RISK SPECIES AND THEIR HABITATS. THE PROGRAM COLLABORATES WITH SCIENTISTS AND LAND MANAGERS TO RAISE AWARENESS ABOUT THE PLIGHT OF INVERTEBRATES AND TO GAIN PROTECTION FOR THE MOST VULNERABLE SPECIES BEFORE THEY DECLINE TO A LEVEL AT WHICH RECOVERY IS IMPOSSIBLE. SEE SCHEDULE O FOR CONTINUATIONIT ALSO WORKS WITH FEDERAL, STATE, AND LOCAL AGENCIES TO PROMOTE CLIMATE-RESILIENT RESTORATION AND BEST PRACTICES FOR HABITAT MANAGEMENT. ITS CURRENT WORK INCLUDES EFFORTS TO PROTECT BUMBLE BEES, MONARCHS AND OTHER BUTTERFLIES, FRESHWATER MUSSELS, FIREFLIES, SNAILS, AND OTHER INVERTEBRATES. THROUGH COMMUNITY SCIENCE PROJECTS, WHICH INCLUDE BUMBLE BEE WATCH, THE WESTERN MONARCH COUNTS, AND THE WESTERN MONARCH MILKWEED MAPPER, XERCES ENGAGES THOUSANDS OF INDIVIDUALS WHO GATHER DATA TO INFORM CONSERVATION EFFORTS. 352160 PESTICIDE REDUCTION - XERCES' PESTICIDE REDUCTION PROGRAM REDUCES RELIANCE ON PESTICIDES BY SUPPORTING THE DIVERSE NATURAL SYSTEMS THAT REDUCE PEST PROBLEMS. IT PROVIDES SCIENTIFIC RESOURCES FOR FARMERS, BACKYARD GARDENERS, URBAN FORESTERS, AGENCY STAFF, AND POLICY MAKERS SO THAT THEY CAN MAKE INFORMED DECISIONS ABOUT PESTICIDE USE AND REGULATION. BY PROVIDING ON-THE-GROUND TECHNICAL SUPPORT, XERCES INCREASES THE ADOPTION OF ECOLOGICALLY SOUND PEST MANAGEMENT PRACTICES EVERYWHERE. 331777 45800 COMMUNITY ENGAGEMENT - THE COMMUNITY ENGAGEMENT PROGRAM PROVIDES RESOURCES ON INVERTEBRATE CONSERVATION TO ALL AGE GROUPS. IT PROVIDES EXPERTISE ON HABITAT FOR POLLINATORS AND OTHER INVERTEBRATES TO COMMUNITY AND SCHOOL GARDENS, CITIES, AND COLLEGE CAMPUSES, AND IT OFFERS CONSERVATION WORKSHOPS FOR URBAN AND SUBURBAN AUDIENCES, REACHING HUNDREDS OF THOUSANDS OF PEOPLE EACH YEAR. BY ENGAGING VOLUNTEERS, OR XERCES AMBASSADORS, AND YOUTH, XERCES EDUCATES AND INSPIRES INDIVIDUALS AND COMMUNITIES TO TAKE ACTION TO CONSERVE INVERTEBRATES. 215260 9914 23701 OTHER CONSERVATION - XERCES UNDERTAKES A VARIETY OF OTHER CONSERVATION ACTIVITIES TO RAISE AWARENESS AND APPRECIATION OF THE VALUABLE ROLE OF INVERTEBRATES, AND THEIR ROLE IN PROTECTING THE NATURAL WORLD. THESE INCLUDE THE PUBLICATION OF ITS MAGAZINE WINGS: ESSAYS ON INVERTEBRATE CONSERVATION, WHICH FEATURES THE WORK OF RENOWNED WILDLIFE PHOTOGRAPHERS, SCIENTISTS, AND CONSERVATIONISTS. XERCES ALSO PROVIDES DOZENS OF PUBLICATIONS FOR FREE DOWNLOAD THROUGH ITS WEBSITE, INCLUDING GUIDELINES TO HELP FARMERS AND GARDENERS CONSERVE POLLINATORS, GUIDES TO IDENTIFYING ENDANGERED BUMBLE BEES, TOOLS FOR MONITORING STREAM HEALTH USING AQUATIC INSECTS, AND MANY MORE. ANOTHER ASPECT OF THIS PROGRAM IS THE JOAN M. DEWIND AWARD, WHICH IS OPEN TO GRADUATE AND UNDERGRADUATE STUDENTS. EACH YEAR, CHOSEN APPLICANTS RECEIVE FINANCIAL SUPPORT FROM XERCES FOR LEPIDOPTERA RESEARCH AND CONSERVATION PROJECTS. 547037 9914 69501 4257124 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 65 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ CA CT FL GA HI IL KS KY ME MD MS MI MN NH NJ NM NY NC ND OK OR PA RI SC TN UT WV WI VA X X SCOTT HOFFMAN BLACK 5032326639 628 NE BROADWAY SUITE 200 PORTLAND OR 97232 SCOTT HOFFMAN BLACK EXECUTIVE DIRECTOR 60.00 X 182735 0 52728 KARL SOUZA DIR. OF FINANCE AND OPERATIONS 50.00 X 98885 0 37379 LINDA CRAIG PRESIDENT 0.50 X X 0 0 0 BETH ROBERTSON-MARTIN VICE PRESIDENT 0.50 X X 0 0 0 CASEY SCLAR PHD TREASURER 0.50 X X 0 0 0 SACHA H SPECTOR SECRETARY (THRU 03/11/21) 0.50 X X 0 0 0 LISA BERTELSON SECRETARY (BEGINNING 03/11/21) 0.50 X X 0 0 0 BETSY LOPEZ-WAGNER BOARD MEMBER 0.50 X 0 0 0 RACHAEL WINFREE PHD BOARD MEMBER 0.50 X 0 0 0 JAY WITHGOTT BOARD MEMBER 0.50 X 0 0 0 281620 0 90107 1 0 1 0 0 1781301 6760344 569885 8541645 PROGRAM SERVICE FEES 900099 823032 823032 823032 41110 41110 185899 185899 87785 87785 0 0 MISCELLANEOUS 900099 42266 42266 42266 9633952 1008931 0 83376 9914 9914 371727 142815 183576 45336 2789827 2143631 380571 265625 216022 165837 29233 20952 672965 516624 91067 65274 286502 208334 48741 29427 15748 6106 7007 2635 40704 40704 234253 98170 38842 97241 190840 15254 61903 113683 165578 16309 140452 8817 86445 175 86270 94451 94451 11345 8350 1496 1499 6903 1141 5762 15701 15701 PRINTING AND FIELD SUPP 418785 305822 887 112076 DUES, FEES, AND MAILING 31208 18845 4534 7829 EQUIPMENT AND REPAIRS 7357 1092 6211 54 ALLOCATE SHARED COSTS 0 504254 -604761 100507 5666275 4257124 538196 870955 1090147 646891 5256611 5130992 654084 1759601 86399 208017 118795 118144 71033 88113 77544 44646 21386 32898 3120807 5357486 10419262 13342142 481521 581012 1290355 867316 713211 0 2485087 1448328 X 6179667 9274403 1754508 2619411 7934175 11893814 10419262 13342142 3967677 -8038 0 X 0 1 X 1 1 1 X 4539015 4415743 5419982 5211924 8541645 28128309 4539015 4415743 5419982 5211924 8541645 28128309 3190125 24938184 30216 75000 129039 158799 227009 620063 94 94 57045 42266 99311 28847777 3797315 0.86450 0.83720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 57,045. 2021 AMOUNT: $ 42,266. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16026 4300 20326 4774994 4795320 389766 97442 0 0 345412 362807 361509 389766 1459494 2189241 6680 2094 3325 20326 32425 86353 90702 90377 97442 364874 547311 2452 16026 18478 77544 44646 32898 32898 9625914 -8038 -8038 9633952 0 9633952 5666275 0 5666275 0 5666275 1 JOAN M. DEWIND AWARD: STUDENT FINANCIAL SUPPORT 1 4957 JOAN M. DEWIND AWARD: STUDENT FINANCIAL SUPPORT 1 4957 PART I, LINE 2: THE ORGANIZATION'S GRANT MONITORING PROCESS IS SIMILAR FOR BOTH GRANTS RECEIVED AND GRANTS AWARDED. AN ELECTRONIC FILE IS SET UP FOR EACH GRANT THAT INCLUDES THE ORIGINAL APPLICATION AND ANY INTERNAL SUPPORTING DOCUMENTATION, AS WELL AS CORRESPONDENCE RELATED TO THE AWARD AND TO THE OBLIGATIONS OF ACCEPTANCE. IMPORTANT DATES, BOTH PAST AND UPCOMING, ARE NOTED FOR THE GRANT IN A CLOUD-BASED DATABASE. SUPPLEMENT INFORMATION CONTINUED ON FOLLOWING PAGE. THE XERCES SOCIETY'S PROGRAM: OTHER CONSERVATION, OFFERS THE JOAN M. DEWIND AWARD WHICH IS OPEN TO GRADUATE AND UNDERGRADUATE STUDENTS. EACH YEAR, CHOSEN APPLICANTS RECEIVE FINANCIAL SUPPORT FROM THE SOCIETY FOR LEPIDOPTERA RESEARCH AND CONSERVATION PROJECTS. X X X 0 0 0 0 0 0 0 0 0 SCOTT HOFFMAN BLACK EXECUTIVE DIRECTOR 182735 0 0 0 0 0 24510 0 28218 0 235463 0 0 0 X 12 87785 FMV X 1 482100 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED TO DISCLOSE POTENTIAL CONFLICT OF INTEREST ISSUES PRIOR TO EVERY BOARD MEETING. THE ORGANIZATION REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 A SALARY REVIEW IS CONDUCTED BY THE BOARD. THE REVIEW TAKES INTO ACCOUNT A VARIETY OF FACTORS, INCLUDING COMPARABLE SALARY DATA, AND IS CONTEMPORANEOUSLY DOCUMENTED. AFFECTED MEMBERS RECUSE THEMSELVES, AND A MOTION FOR COMPENSATION IS APPROVED. AN ANNUAL SALARY REVIEW OF ALL PAY LEVELS WITHIN THE ORGANIZATION IS MADE BY THE EXECUTIVE DIRECTOR, WHICH INCLUDES THE PAY LEVEL OF THE TOP FINANCIAL OFFICIAL. THE REVIEW INCLUDES A COMPARISON OF PAY GRADE RANGE TO COMPARABLE EXTERNAL SALARY LEVELS OF TOP FINANCIAL OFFICIALS TO ENSURE PAY RATES ARE REASONABLE AND COMPETITIVE, AND IS CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 REASONABLE REQUESTS FOR FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE FURNISHED UPON REQUEST AT THE FRONT OFFICE.