2024-06-25T10:39:17-05:00 2023-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-01-01 931283716 INSTITUTE FOR APPLIED ECOLOGY INST 5417533099 4950 SW HOUT STREET CORVALLIS OR 973339598 KEITH NORRIS EXECUTIVE DIRECTOR 5417533099 2024-06-21 1 KEITH NORRIS 999009999 0 KARIN S WANDTKE P00172715 5032270581 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z KEITH NORRIS 4950 SW HOUT STREET CORVALLIS OR 973339598 6760925 0 X HTTPS://APPLIEDECO.ORG/ X 1999 OR CONSERVES NATIVE SPECIES AND HABITATS THROUGH RESTORATIONS, RESEARCH, AND EDUCATION 11 11 101 175 0 0 4757567 6297348 18093 235448 21342 37032 126660 114658 4923662 6684486 0 0 0 0 2819564 3875827 0 0 34238 1769649 2377180 4589213 6253007 334449 431479 3625104 4069374 610173 602411 3014931 3466963 X THE INSTITUTE FOR APPLIED ECOLOGY CONSERVES NATIVE SPECIES AND HABITATS THROUGH RESTORATIONS, RESEARCH, AND EDUCATION 0 0 1059719 CONSERVATION RESEARCH: OUR EFFORTS TO RESEARCH, MONITOR AND REINTRODUCE ENDANGERED SPECIES INTO RESTORED HABITATS IN WESTERN OREGON HAS MANY SUCCESSES. WE HAVE ESTABLISHED NEW POPULATIONS OF GOLDEN PAINTBRUSH, KINCAID'S LUPINE, NELSON'S CHECKERMALLOW, BRADSHAW'S LOMATIUM, AND WILLAMETTE DAISY. ALL OF THESE SPECIES WERE ON THE BRINK OF EXTINCTION, BUT DUE TO OUR EFFORTS AND PARTNERSHIPS WITH OTHER ORGANIZATIONS, ARE NOW BECOMING MORE COMMON ON THE LANDSCAPE. THEY ALSO NOW GROW IN PLACES WHERE LOCAL PEOPLE IN LOCAL COMMUNITIES CAN SEE AND INTERACT WITH THEM REGULARLY, A SEA CHANGE FOR CONSERVATION! (CONTINUED ON SCHEDULE O)PROGRAM ACCOMPLISHMENT NUMBERS: FOR THE EIGHTH YEAR, COORDINATED RANGE-WIDE MONITORING FOR FENDER'S BLUE BUTTERFLY, WITH SURVEYS AT NEARLY 100 SITES, TRACKING IMPORTANT TRENDS IN THIS ENDANGERED SPECIES POPULATION.THIRTY-SIX RESEARCH PROJECTS AT OVER 150 SITES WITH 15 FEDERALLY AND STATE LISTED ENDANGERED/THREATENED/SPECIES OF CONCERN SPECIES. THREE SPECIES WE WORK WITH WERE FEDERALLY DELISTED OR DOWNLISTED IN 2023. FIFTY-THREE WILD SEED COLLECTIONS SENT TO BOTANICAL GARDENS FOR PROPAGATION AND EX SITU CONSERVATION.CONTINUED ESTUARY MAPPING WORK AND PROVIDED TECHNICAL INPUTS ON BLUE CARBON PROJECTS, WITH TEN ESTUARY RESEARCH PROJECTS UNDERWAY. 1037881 234606 HABITAT RESTORATION: FOR OVER 20 YEARS, IAE'S MISSION HAS INCLUDED RESTORING RESILIENT ECOSYSTEMS. WE'VE LEARNED THAT TO INCREASE HABITAT RESTORATION IN THE WILLAMETTE VALLEY AND NEW MEXICO, AN INCREASE IN THE AVAILABILITY OF NATIVE SEEDS AND PLANTS IS NEEDED. WE'VE ACCOMPLISHED MUCH BY SUPPORTING THREE REGIONAL SEED PARTNERSHIPS AND DEVELOPING A NATIVE PLANT FARM. THE WILLAMETTE VALLEY NATIVE PLANT PARTNERSHIP (WVNPP), STAFFED BY IAE AND FUNDED IN PART BY THE OREGON WATERSHED ENHANCEMENT BOARD, HAS OVER 30 PUBLIC, PRIVATE, AND NONPROFIT ORGANIZATIONS AS MEMBERS, INCLUDING WATERSHED COUNCILS, SOIL AND WATER CONSERVATIONS DISTRICTS, LOCAL MUNICIPALITIES, PRIVATE LAND TRUSTS, COMMERCIAL GROWERS, AND STATE AND FEDERAL AGENCIES. (CONTINUED ON SCHEDULE O)PROGRAM ACCOMPLISHMENT NUMBERS: 77 SITES IN RESTORATION IN OREGON, 939 ACRES IN RESTORED OR IN ACTIVE RESTORATION 2.5 ACRES IN SEED PRODUCTION AT IAE FARM, WITH 37 SPECIES IN PRODUCTION420 POUNDS OF SEED PRODUCED AT IAE FARM WILD SEED COLLECTED FROM 41 SPECIES IN OREGON, 40 SPECIES IN ARIZONA AND NEW MEXICO 1,200 POUNDS OF NATIVE SEED SOWN25,000 NATIVE PLANT PLUGS AND BULBS OUT-PLANTED 5 TYPES OF OREGON HABITATS RESTORED 1825 VOLUNTEER ACTIVITY HOURS LOGGED HOSTED NATIONAL NATIVE SEED CONFERENCE IN ALEXANDRIA, VA ATTENDED BY OVER 500 NATIVE PLANT ENTHUSIASTS 362886 842 ECOLOGICAL EDUCATION: THE DECLINE IN HUMAN CONNECTION WITH NATURE IS FOUND ESPECIALLY IN UNDERSERVED COMMUNITIES WITHIN OUR REGION, INCLUDING INCARCERATED PEOPLE WHO NUMBER OVER 15,000 IN OREGON AND 2.3 MILLION NATIONWIDE. THIS NATURE DEFICIT LEADS TO LOWER HUMAN HEALTH, HIGHER INCIDENTS OF VIOLENCE, AND REDUCED SENSE OF WELL-BEING. FURTHERMORE, THERE IS OFTEN A DISCONNECT BETWEEN ENVIRONMENTAL PROFESSIONALS AND THE DIVERSE COMMUNITIES THAT LIVE IN THE REGION WHERE RESTORATIONS TAKE PLACE. THIS ISOLATION EXCLUDES VALUABLE INSIGHTS FROM PROJECTS AND REDUCES OWNERSHIP OF HABITAT RESTORATIONS BY DIVERSE COMMUNITIES. INCARCERATED PEOPLE AND COMMUNITIES OF DIVERSITY ARE PARTICULARLY DEPRIVED OF OPPORTUNITIES TO INTERACT WITH ECOSYSTEMS AS WELL AS IN ENVIRONMENTAL FIELDS. (CONTINUED ON SCHEDULE O)ONE PROJECT OF OUR ECOLOGICAL EDUCATION PROGRAM, SAGEBRUSH IN PRISONS, DEEPLY ENGAGES PRISON INMATES IN HABITAT CONSERVATION BY GIVING THEM VOCATIONAL TRAINING IN NATIVE PLANT NURSERY MANAGEMENT AND A LECTURE SERIES IN CONSERVATION SCIENCE. THESE INCARCERATED ADULTS ARE HEALING THEIR ENVIRONMENT, THEIR COMMUNITIES, AND THEMSELVES.PROGRAM ACCOMPLISHMENT NUMBERS:OVER 350,000 SAGEBRUSH PLANTS GROWN BY ADULTS IN CUSTODY IN 10 PRISONS IN FIVE STATES TO RESTORE GREATER SAGE-GROUSE HABITAT IMPACTED BY FIRE. ADULTS IN CUSTODY CONTRIBUTED OVER 27,000 HOURS TOWARDS CONSERVATION OF SAGEBRUSH.PROVIDED PLACE-BASED SUMMER EDUCATION AND FOREST IMMERSION PROGRAMS FOR MIDDLE AND HIGH SCHOOL STUDENTS IN NORTH-CENTRAL NEW MEXICO.OVER 100 ADULTS IN CUSTODY ENGAGED IN ECOLOGICAL EDUCATION.130 YOUTH IN JUVENILE DETENTION ATTENDED 17 LESSONS PROVIDED IN 2 FACILITIES. 2716413 THE INSTITUTE FOR APPLIED ECOLOGY (IAE) IS A NON-PROFIT 501 (C) (3) ORGANIZATION WHOSE VISION IS A WORLD WHERE ALL PEOPLE AND WILDLANDS ARE HEALTHY AND INTERACT POSITIVELY, BIOLOGICALLY DIVERSITY FLOURISHES, AND ENVIRONMENTAL CHALLENGES ARE MET WITH A SOCIAL COMMITMENT TO SOLVING PROBLEMS WITH SCIENCE. OUR MISSION IS CONSERVING NATIVE SPECIES AND HABITATS THROUGH RESTORATION, RESEARCH AND EDUCATION. WE PARTNER WITH AND SERVE A DIVERSITY OF GROUPS ACROSS OREGON AND THE WESTERN US, INCLUDING GOVERNMENT AGENCIES, LOCAL MUNICIPALITIES, CONSERVATION ORGANIZATIONS AND NONPROFITS, PRISONS, JUVENILE DETENTION FACILITIES, K-12 SCHOOLS, ALTERNATIVE HIGH SCHOOL PROGRAMS, TRIBES, AND PRIVATE INDIVIDUALS. OUR PROJECTS WORK ACROSS THE WESTERN UNITED STATES, WITH OUR MAIN OFFICE IN OREGON AND AN OFFICE IN NEW MEXICO. OUR STRATEGIC PLAN LAYS OUT THREE PROGRAMMING GOALS: RESTORING RESILIENT ECOSYSTEMS, CONSERVING SPECIES, AND CONNECTING PEOPLE WITH NATURE. WE PRESENT AN ACCOMPLISHMENT FROM EACH IN THE SECTIONS ABOVE. 2716413 5176899 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 51 0 101 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR NM X INSTITUTE FOR APPLIED ECOLOGY 5417533099 4950 SW HOUT STREET CORVALLIS OR 973339598 THOMAS KAYE EXECUTIVE DIRECTOR 42.00 X 107723 0 5539 KEN BIERLY PRESIDENT 3.00 X X 0 0 0 BRANDY HUMPHREYS VICE PRESIDENT 2.00 X X 0 0 0 JACK HALSEY TREASURER 2.00 X X 0 0 0 CARY STEPHENS SECRETARY 2.00 X X 0 0 0 JOHN SAVAGE BOARD MEMBER 2.00 X 0 0 0 ANNE BRADLEY BOARD MEMBER 1.00 X 0 0 0 SHINJI KAWAI BOARD MEMBER 1.00 X 0 0 0 SUNIA YANG BOARD MEMBER 9.00 X 0 0 0 JASON BRADFORD BOARD MEMBER 1.00 X 0 0 0 JUDY LI BOARD MEMBER 1.00 X 0 0 0 GRAHAM FRANKE BOARD MEMBER 1.00 X 0 0 0 107723 0 5539 1 0 0 0 JBD CONSTRUCTION 2517 NE RIVERSTONE LOOP ALBANY OR 97321 CONSTRUCTION-NEW OFFICE 237425 1 5454923 842425 2168 6297348 CONFERENCES 900099 234606 234606 WORKSHOPS/PROGRAM FEES 900099 842 842 235448 37032 37032 191097 76439 114658 114658 6684486 235448 0 151690 113262 91543 21146 573 3135769 2534463 585439 15867 88850 71812 16588 450 287433 232316 53663 1454 250513 202475 46770 1268 77277 77277 38579 38579 103684 34542 57696 11446 121194 96397 24797 270860 261615 9245 241624 238099 3525 64464 41027 23437 46981 37115 9866 CONTRACT SERVICES 901610 900806 804 SUPPLIES AND EQUIPMENT 477538 401320 73038 3180 VEHICLE EXPENSES 33369 33369 6253007 5176899 1041870 34238 250345 352203 88318 575311 2099847 1185069 178214 186632 100205 88763 1274723 397830 432406 876893 264587 571676 211182 232827 3625104 4069374 269723 286207 47408 20934 81267 61840 211775 233430 610173 602411 X 2808949 2970573 205982 496390 3014931 3466963 3625104 4069374 431479 20553 0 X X 0 1 X 1 1 1 X 3704447 3582385 4525181 4757567 6297348 22866928 3704447 3582385 4525181 4757567 6297348 22866928 22866928 9864 8008 27269 21342 37032 103515 22970443 821275 0.99550 0.99550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 462181 9984 452197 480406 387846 92560 332136 332136 876893 RIGHT-OF-USE ASSETS 232827 232827 LEASE LIABILITIES 233430 233430 X 6781478 20553 76439 96992 6684486 0 6684486 6329446 76439 76439 6253007 0 6253007 PART X, LINE 2: THE INSTITUTE FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE INSTITUTE'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES NETTED WITH REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES NETTED WITH REVENUE THOMAS KAYE EXECUTIVE DIRECTOR 30395 LEASE PAYMENTS ON RENTAL PROPERTY FOR THE MAIN OFFICE. 0 X 2 62212 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS IN DETAIL AND PRESENTS A SUMMARY TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE PROGRAM DIRECTORS HAVE WEEKLY MEETINGS TO BRING ANY NEW BUSINESS DEALINGS TO THE TABLE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD RESEARCHES AND VOTES ON THE EXECUTIVE DIRECTOR'S SALARY EACH YEAR AND THE EXECUTIVE DIRECTOR RESEARCHES SALARIES OF COMPARABLE TRADES FOR ALL OTHER EMPLOYEES. 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 XII, LINE 2C: THE PROCESS FOR FINANCIAL OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR.