2024-11-11T12:56:03-06:00 2023-12-31 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2023-01-01 205561272 FOUNDATIONS OF SUCCESS INC FOUN 7037648572 4109 MARYLAND AVENUE BETHESDA MD 20816 NIKLAUS SALAFSKY SECRETARY/EXECUTIVE DIRECTOR 7037648572 2024-11-11 1 0 KAY VOLLANS CPA P01404047 3015643636 2023 2024-10-15 13:58:12Z NIKLAUS SALAFSKY 4109 MARYLAND AVENUE BETHESDA MD 20816 4136680 0 X WWW.FOSONLINE.ORG X 2006 MD TO HELP PRACTITIONERS, FUNDERS, & EDUCATORS ACROSS THE CONSERVATION COMMUNITY AMPLIFY THEIR EFFORTS. 9 6 13 7 0 0 2433460 2626455 1257296 1415695 8337 94530 0 0 3699093 4136680 636925 754124 0 0 1697139 1726623 0 0 0 1281657 1707883 3615721 4188630 83372 -51950 4288120 2779600 2337310 877072 1950810 1902528 X FOS AMPLIFIES THE COLLECTIVE IMPACT OF THE GLOBAL CONSERVATION COMMUNITY BY PROVIDING PRACTITIONERS WITH THE SKILLS AND TOOLS NEEDED TO BE MORE EFFECTIVE AND EFFICIENT IN THEIR EFFORTS TO FOSTER THRIVING ECOSYSTEMS, CONSERVE NATURAL RESOURCES, AND ADVANCE HUMAN WELL-BEING. WE HELP TEAMS OVERCOME OBSTACLES TO LEARNING AND COLLABORATION BY PROMOTING A COMMON FRAMEWORK FOR THE PLANNING AND MANAGEMENT OF CONSERVATION PROJECTS. COLLABORATING DIRECTLY WITH CONSERVATION TEAMS, WE STRENGTHEN SKILLS AND PROVIDE THE TOOLS NEEDED FOR TEAMS TO BE MORE STRATEGIC, EFFICIENT, AND EFFECTIVE. ACROSS THE WORLD, WE BRING TOGETHER CONSERVATION PRACTITIONERS, FUNDERS, AND EDUCATORS TO SHARE LESSONS AND ASK TOUGH QUESTIONS. THE RESULT IS A MORE INNOVATIVE AND DISCIPLINED CONSERVATION COMMUNITY PREPARED TO TAKE ON THE THREATS TO OUR PLANET. 0 0 2414835 751124 646596 DEVELOP FRAMEWORKS & TOOLS:FOS DEVELOPS INTELLECTUALLY RIGOROUS YET USER-FRIENDLY FRAMEWORKS AND TOOLS TO OVERCOME THE PRACTICAL HURDLES OF PLANNING AND MONITORING CONSERVATION PROJECTS. USING INSIGHTS GAINED FROM OUR EXPERIENCE WORKING WITH DIFFERENT TEAMS AND ACROSS DISCIPLINES, WE IDENTIFY THE INNOVATIONS AND ADAPTATIONS REQUIRED TO MAKE PROJECT MANAGEMENT BETTER AND EASIER.ACCOMPLISHMENTS INCLUDE:- FOS RELEASED THE PAUSE AND REFLECT TOOLKIT TO PROVIDE FACILITATORS WITH A CENTRALIZED COLLECTION OF RESOURCES, ENABLING THEM TO FIND EVERYTHING THEY NEED TO LEAD AND SUPPORT A PAUSE AND REFLECT PROCESS. THESE RESOURCES RANGE FROM INSTRUCTIONS FOR FACILITATING STOPLIGHT DIAGRAMS TO ADDRESSING COMMON FACILITATION CHALLENGES. TOOLKIT AND OTHER-HOW-TO GUIDES ARE STORE ON THE US AGENCY FOR INTERNATIONAL DEVELOPMENT'S (USAID) BIODIVERSITY SITE (HTTPS://WWW.BIODIVERSITYLINKS.ORG).- FOS EXPANDED ITS TAKE-CONSERVATION-TO-SCALE INITIATIVE AND DEVELOPED THE CONSERVATION TO SCALE CHALLENGE TOOL TO HELP CONSERVATION PRACTITIONERS APPLY FOS'S FRAMEWORK AND TAKE THEIR CONSERVATION PROGRAMS TO SCALE. TO SHARE THE RESULTS OF THIS WORK AND ENGAGE OTHERS, FOS HOSTED A SYMPOSIUM AT THE JULY ICCB CONFERENCE, LAUNCHED THE SCALING FRAMEWORK AT THE ACHIEVING IMPACT AT SCALE FORUM IN WASHINGTON DC IN OCTOBER; AND, CREATED THE FOS SCALING WEBSITE TO MAKE ALL FINDINGS AND PRODUCTS READILY AVAILABLE (HTTPS://WWW.BIODIVERSITYLINKS.ORG/LIBRARY/RESOURCES/PAUSE-AND-REFLECT-TOOLKIT.PDF).- FOS'S FIVE-YEAR ENGAGEMENT ON USAID'S MEASURING IMPACT 2 ENDED IN SEPTEMBER WITH A CLOSEOUT EVENT IN WASHINGTON DC THAT SHOWCASED AN ADAPTIVE MANAGEMENT CASE STUDY SYNTHESIS AND 30+ YEARS OF USAID'S COMMITMENT TO ADAPTIVE MANAGEMENT. THANKS TO FOS'S LEADERSHIP, ADAPTIVE MANAGEMENT IS NOW AN INTEGRAL COMPONENT OF USAID'S CONSERVATION WORK. - FOS ENABLED USAID FAMINE EARLY WARNING SYSTEMS NETWORK (FEWS NET) TO DESIGN THE FEWS NET 8 INITIATIVE, DRAWING LESSONS FROM FEWS NET 7. THIS INVOLVED CONDUCTING COMPREHENSIVE STAKEHOLDER CONSULTATIONS, FACILITATING RESULTS CHAIN WORKSHOPS, AND DEVELOPING A ROBUST MONITORING AND EVALUATION FRAMEWORK. THIS WORK GAVE FOS AN OPPORTUNITY TO TEST AND REFINE OUR ADAPTIVE MANAGEMENT FRAMEWORK BEYOND THE FIELD OF CONSERVATION. THESE BROADER FRAMEWORKS ALLOW FOS TO REACH NEW AUDIENCES AND BETTER MAKE THE CASE FOR USING ADAPTIVE MANAGEMENT WITHIN AND BEYOND CONSERVATION WORK- FOS RELEASED FIRST THE MAJOR MIRADI DESKTOP UPDATE IN FOUR YEARS. MIRADI SHARE MIGRATED TO MICROSOFT AZURE SERVERS TO IMPROVE SYSTEM PERFORMANCE, IMPROVE DATA SECURITY, AND SUPPORT GEO-LOCATED MIRADI SHARE INSTANCES FOR INTERESTED ORGANIZATIONS. THE MIRADI TEAM ENABLED SINGLE SIGN-ON (SSO) FOR ORGANIZATION TO ENHANCE USER-CONTROL OF DATA SECURITY AND SIMPLIFY THE ONBOARDING PROCESS FOR TEAMS TO START USING THE SOFTWARE. SOME MAJOR ENHANCEMENTS INCLUDE (1) THE COMPLETION OF A SECOND "WIZARD" TO SUPPORT NEW USERS WITH DEVELOPMENT OF THEIR FIRST THEORIES OF CHANGE, (2) THE CONTINUED EXPANSION OF BULK DATA IMPORT FUNCTIONALITY TO ENHANCE THE ABILITY TO USE MIRADI IN COMBINATION WITH OTHER COMMON SOFTWARE SYSTEMS USED IN CONSERVATION, AND (3) THE RELEASE OF A BETA VERSION OF THE FORTHCOMING INDICATOR SCORECARD TO SUPPORT ROLL-UP OF INDICATOR DATA ACROSS MULTIPLE THEORIES OF CHANGE. THIS IS THE PRECURSOR TO PROVIDING SIMILAR INDICATOR ROLL-UP FUNCTIONALITY ACROSS MULTIPLE MIRADI PROJECTS WITHIN A MIRADI SHARE PROGRAM SPACE. 1232988 454880 PROVIDE TRAINING AND COACHING:FOS HELPS CONSERVATION TEAMS DEFINE CLEAR CONSERVATION GOALS, PRIORITIZE STRATEGIES WITH THE GREATEST LIKELIHOOD OF SUCCESS, AND USE PRACTICAL TOOLS AND SYSTEMS TO SUPPORT THEIR CONSERVATION WORK. FOS PROVIDES TRAINING AND COACHING IN METHODS AND TOOLS SO THAT TEAMS CAN LEARN WHAT'S WORKING AND ADAPT ACCORDINGLY. BY SYSTEMATICALLY PLANNING AND MEASURING, CONSERVATION TEAMS CAN LEARN FROM THEIR SUCCESSES AND FAILURES AND USE RESOURCES MORE EFFICIENTLY.ACCOMPLISHMENTS INCLUDE:- TO CONTINUE BUILDING ON THE ACCOMPLISHMENTS OF USAID MEASURING IMPACT 1 AND 2 PROGRAMS, ENVIRONMENTAL INCENTIVES AND FOS WERE AWARDED TWO NEW 5-YEAR CONTRACTS: IMPROVING DESIGN, EVIDENCE, AND LEARNING (IDEAL), WHICH WILL CONTINUE TO SUPPORT USAID AND ITS PARTNERS IN THE APPLICATION OF THE USAID PROGRAM CYCLE, AND BUILDING EVIDENCE FOR DECISION MAKING (BE4D), WHICH WILL SUPPORT USAID AND ITS PARTNERS IN USING EVIDENCE IN THE ENVIRONMENTAL AND OTHER SECTORS.- FOS CONTINUED TO SUPPORT THE USFWS'S COMBATING WILDLIFE TRAFFICKING (CWT) BRANCH TO INCORPORATE ADAPTIVE MANAGEMENT ACROSS THEIR PORTFOLIO. IN 2023/2024, THE CWT BRANCH USED THEIR CURRENT CONTRACT TO PROVIDE ACCESS TO FOS'S SERVICES TO OTHER GROUPS WITHIN INTERNATIONAL AFFAIRS. AS A RESULT, FOS CONTINUED SUPPORTING EFFORTS TO ADDRESS TORTOISE AND FRESHWATER TURTLE (TFT) TRAFFICKING AND MARINE TURTLE TRAFFICKING. FOS ALSO HELPED THE BRANCH TO (1) REFLECT ON THEIR PROGRESS IMPLANTING THEIR OWN STRATEGIC PLAN THROUGH A SERIES OF PAUSE & REFLECT WORKSHOPS, AND (2) REFINE THE STRATEGIC PRIORITIES FOR THEIR HUMAN DIMENSIONS WORK.- FOS PROVIDED EXTENSIVE COACHING AND TRAINING ON THE APPLICATION OF MIRADI AND THE CONSERVATION STANDARDS TO THE SAN DIEGO ZOO WILDLIFE ALLIANCE (SDZWA) TO GROW BOTH THEIR IN-SITU AND EX-SITU CONSERVATION EFFORTS. AS A RESULT, SDZWA HAS ADOPTED THE CONSERVATION STANDARDS AND MIRADI TO MANAGE ALL OF THEIR CONSERVATION WORK. WITH FOS'S SUPPORT, SDZWA HAS REFINED THEIR CORE PROJECT DEVELOPMENT AND REPORTING PROCESSES TO INCORPORATE MIRADI, AND IS HELPING ITS PROGRAMS THINK ABOUT SCALING THEIR WORK. SDZWA ALSO WORKED WITH FOS TO DESIGN AND CO-HOST A SESSION AT THE WORLD ASSOCIATION OF ZOOS AND AQUARIUMS / CONSERVATION PLANNING SPECIALIST GROUP (WAZA/CPSG) MEETINGS ON THE UTILITY OF THE CONSERVATION STANDARDS FOR THIS TYPE OF WORK. - FOS HELPED FOUR FIRST NATIONS ON THE NORTHERN TIP OF VANCOUVER ISLAND DEVELOP THE BROUGHTON AQUACULTURE TRANSITION INITIATIVE'S (BATI) FIRST HEALTHY TERRITORY PLAN FOR SALMON (HTPS). BATI USED THE PLAN AS THE PRIMARY INPUT TO THEIR APPLICATION FOR CONTINUED FUNDING TO SUPPORT THE ORGANIZATION AND THEIR WORK TO DECOMMISSION FISH FARMS AND PROTECT THEIR TERRITORIES. BATI AND FIRST NATION LEADERSHIP NOTED THAT THIS WAS THE FIRST TIME THEY HAD BEEN ABLE TO DRAFT A COMPREHENSIVE, COMMON VISION THAT REPRESENTED THE INTERESTS OF THE FOUR NATIONS AND THEIR MEMBERS.- FOS SUPPORTED FISHCHOICE TO DEVELOP A THEORY OF CHANGE TO DOCUMENT THE ASSUMPTIONS BEHIND THEIR WORK. THIS THEORY OF CHANGE SERVED AS THE BASIS FOR IDENTIFYING OBJECTIVES AND INDICATORS AND DEVELOPING A MONITORING SCORECARD. FISHCHOICE WILL USE THIS MONITORING SCORECARD GOING FORWARD TO BETTER TRACK THEIR PROGRESS.- SINCE 2021, FOS HAS BEEN SUPPORTING A STRATEGIC PLANNING PROCESS, WORKING CLOSELY WITH THE UNIVERSITY OF CONNECTICUT, MASS AUDUBON, AND OTHER PARTNERS WORKING ON GREAT GULL ISLAND (LONG ISLAND SOUND, NY). THE STRATEGIC PLAN REPRESENTS COLLECTIVE THINKING ON HOW THIS ISLAND CAN CONTINUE TO SUPPORT SOME OF THE WORLD'S BIGGEST BREEDING COLONIES OF ROSEATE AND COMMON TERMS. 379388 3000 314219 FOSTER COMMUNITIES OF PRACTICE:FOS CONVENES CONSERVATION PRACTITIONERS, DONORS, AND EDUCATORS IN VIBRANT LEARNING COMMUNITIES. FOS HELPS THESE COMMUNITIES DEVELOP AND PROMOTE COMMON FRAMEWORKS TO CATALYZE CROSS-PROJECT SHARING AND LEARNING. THE RESULT OF THIS COORDINATION IS IMPROVED CONSERVATION PRACTICES, THE ABILITY TO DEMONSTRATE COLLECTIVE IMPACT, AND INCREASED SOCIETAL SUPPORT FOR CONSERVATION. ACCOMPLISHMENTS INCLUDE:- FOS CONTINUED TO SUPPORT CROSS-ORGANIZATIONAL LEARNING THROUGH THE COORDINATION OF AND PARTICIPATION IN THE CONSERVATION MEASURES PARTNERSHIP (CMP). THE 2023 THEMES COVERED A RANGE OF HIGH-PRIORITY CONSERVATION TOPICS, INCLUDING POLICY IMPACT, THREATS AND ACTIONS CLASSIFICATIONS UPDATES, AND CLIMATE-RESILIENT CONSERVATION.- FOS ORGANIZED A RETREAT FOR THE CMP, PROVIDING AN OPPORTUNITY FOR CMP COLLEAGUES AND OTHERS FROM THE CONSERVATION STANDARDS COMMUNITY TO PLAN, LEARN, SHARE, AND COLLABORATE. FOS ALSO LED OR CO-LED A NUMBER OF RETREAT SESSIONS, INCLUDING ONES FOCUSED ON CMP STRATEGIC PLANNING, COLLABORATIVE LEARNING EVALUATION, TAKING CONSERVATION TO SCALE, AND EVIDENCE-BASED LEARNING.- FOS CONVENED A GROUP OF EXPERTS TO UPDATE THE STANDARD THREATS AND ACTIONS CLASSIFICATIONS AND RE-UNIFY THE CMP AND IUCN RED LIST VERSIONS OF THESE CLASSIFICATIONS. THE GROUP, LED BY FOS, SUBMITTED A MANUSCRIPT TO CONSERVATION BIOLOGY ENTITLED THE IUCN - CMP CLASSIFICATION OF DIRECT THREATS. IN COLLABORATION WITH THE INTERNATIONAL UNION FOR THE CONSERVATION OF NATURE (IUCN) WORLD COMMISSION ON PROTECTED AREAS (WCPA), FOS LEADS THE CONSERVATION OUTCOMES THEME AND THE DEFINING & MEASURING CONSERVATION EFFECTIVENESS/OUTCOMES TASK FORCE. FOS CO-FACILITATED AND PARTICIPATED IN THE IUCN WCPA STEERING COMMITTEE MEETING HELD IN KINABALU PARK IN SABAH, MALAYSIA. THE MEETING INCLUDED 34 PARTICIPANTS FROM AROUND THE WORLD REPRESENTING THE IUCN SECRETARIAT, WCPA ADVISORS, REGIONAL VICE-CHAIRS, THEMATIC VICE-CHAIRS, AND SPECIALIST GROUP LEADS. FOS CO-AUTHORED "A STANDARD LEXICON OF TERMS FOR AREA-BASED CONSERVATION VERSION 1.0, WHICH WAS PUBLISHED IN CONSERVATION BIOLOGY ONLINE. 14768 BUILD CAPACITY FOR THE FUTURE:FOS PARTNERS WITH UNIVERSITIES AND CONSERVATION ORGANIZATIONS TO PREPARE TOMORROW'S LEADERS TO TACKLE GROWING CONSERVATION CHALLENGES. FOS DEVELOPS PRACTICE-BASED CURRICULA AND TEACHING MATERIALS THAT PROVIDE STUDENTS WITH THE REAL-WORLD SKILLS NEEDED TO MANAGE COMPLEX CONSERVATION PROJECTS. TOGETHER, WE ARE CREATING THE NEXT GENERATION OF CONSERVATION LEADERS. ACCOMPLISHMENTS INCLUDE:- FOS FACILITATED A ONE-DAY INTRODUCTORY TRAINING TO INTERESTED PARTICIPANTS OF THE INTERNATIONAL CONGRESS ON CONSERVATION BIOLOGY IN KIGALI, RWANDA. THIS TRAINING WAS A GREAT OPPORTUNITY TO REACH A BROAD AUDIENCE OF BOTH ACADEMICS AND PRACTITIONERS. THIS GENERATED A LOT OF INTEREST IN THE CONSERVATION STANDARDS AND, MORE IMPORTANTLY, IN EFFECTIVE APPROACHES TO CONSERVATION PLANNING, MONITORING, AND ADAPTATION. 14768 4041979 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 10 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X NIKLAUS SALAFSKY 7037648572 4109 MARYLAND AVENUE BETHESDA MD 20816 NIKLAUS SALAFSKY EXEC. DIRECTOR/SECRETARY 35.00 X X 201311 0 26746 CAROLINE STEM PROGRAM DIRECTOR 35.00 X 130874 0 44618 JUDY BOSHOVEN SENIOR PROGRAM OFFICER 35.00 X 116163 0 35635 AMANDA B JORGENSON MANAGING COORDINATOR 35.00 X 134616 0 16658 MARCIA BROWN SENIOR PROGRAM OFFICER 35.00 X 133085 0 17995 KARI STILES SENIOR PROGRAM OFFICER 35.00 X 121367 0 27595 ASHLEIGH BAKER BOARD MEMBER & PROGRAM OFFICER 35.00 X 93525 0 17755 BERND CORDES CHAIR 0.25 X X 0 0 0 ANNE SAVAGE VICE CHAIR 0.25 X X 0 0 0 BONNIE COCKMAN TREASURER 0.25 X X 0 0 0 ARLYNE JOHNSON BOARD MEMBER 0.25 X 3550 0 426 JEFF LANGHOLZ BOARD MEMBER 0.25 X 0 0 0 SHAWN PEABODY BOARD MEMBER 0.25 X 0 0 0 ILKE TILDERS BOARD MEMBER 0.25 X 0 0 0 934491 0 187428 6 0 1 0 ENVIRONMENTAL SCIENCE ASSOCIATES 575 MARKET STREET SUITE 3700 SAN FRANCISCO CA 94105 MIRADI 2.0 SOFTWARE ENHANCEMENT FEES 517476 FOS EUROPE BV RAADHUISSTRAAT 2 EEFDE NL 7211AA MIRADI UX DESIGN CONSULTANCY & MIRADI 2. 346457 PAOLA MEJIA CORTEZ MIGUEL GRAU 3807/002 MONTEVIDEO UY SUPPORT FOR VARIOUS PROJECTS 121817 3 1366773 1259682 2626455 ADAPTIVE MGMT SYS FEES 900099 972170 972170 MGMT & ACCESS FEES 900099 335029 335029 CMP DUES 900099 108496 108496 1415695 94530 94530 4136680 1415695 0 94530 X 457781 457781 296343 296343 388844 285525 103319 905421 564002 341419 122947 76890 46057 309411 192361 117050 25000 25000 1349122 1313504 35618 56799 17843 38956 9113 2501 6612 20880 20880 162187 141837 20350 66466 58127 8339 4014 1102 2912 5853 5853 8449 8076 373 INDIRECT COST ALLOC. 0 626087 -626087 4188630 4041979 146651 0 124193 104800 2251183 1075512 495432 324640 159152 18673 38516 33939 10430 4577 1247730 1251398 4288120 2779600 623038 436100 1567275 296993 146997 143979 2337310 877072 X 1947060 1878387 3750 24141 1950810 1902528 4288120 2779600 -51950 3668 0 X X 0 1 X 1 0 X 1188361 1452474 1454754 2433460 2626455 9155504 1188361 1452474 1454754 2433460 2626455 9155504 2337401 6818103 1433 9249 3595 8337 94530 117144 9272648 6633853 0.73530 0.83460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29036 26355 2681 9480 7584 1896 4577 CERTIFICATES OF DEPOSIT 1251398 C 1251398 X 4140348 3668 3668 4136680 0 4136680 4188630 0 4188630 0 4188630 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE APPLICABLE INCOME TAX REGULATIONS OF THE STATE OF MARYLAND. THE ORGANIZATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAXES IS REQUIRED FOR 2023 OR 2022. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. INCOME TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2022, 2021 AND 2020 REMAIN OPEN TO EXAMINATION BY THE TAXING JURISDICTIONS. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 7 PROGRAM SERVICES CONSULTING, TRAINING AND TECHNICAL ASSISTANCE RELATED TO OPEN STANDARDS AND MIRADI CONSULTING SERVICES FOR SUPPORT OF CMP LEARNING INITIATIVES; CONSULTING WORK IN SUPPORT OF SCALING PROJECT; SUBGRANT FOR WORK RELATED TO SCALING PROJECT 442108 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICES & MANAGEMENT & GENERAL EMPLOYEE 54634 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 3 PROGRAM SERVICES CONSULTING SERVICES FOR SUPPORT OF CMP LEARNING INITIATIVES; OPEN STANDARDS WEBSITE DESIGN SERVICES 18046 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 6 PROGRAM SERVICES CONSULTING SERVICES AND TRAVEL COSTS FOR TRAINING/WORKSHOP FACILITATION & PARTICIPATION; CONSULTING SERVICES FOR SUPPORT OF CMP LEARNING INITIATIVES 218194 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES CONSULTING SERVICES AND TRAVEL COSTS FOR TRAINING/WORKSHOP FACILITATION & PARTICIPATION 39320 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 2 PROGRAM SERVICES CONSULTING SERVICES AND TRAVEL COSTS FOR TRAINING/WORKSHOP FACILITATION & PARTICIPATION; CONSULTING SERVICES FOR SUPPORT OF CMP AND CMP LEARNING INITIATIVES 58838 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES CONSULTING SERVICES AND TRAVEL COSTS FOR TRAINING/WORKSHOP FACILITATION & PARTICIPATION 132778 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES CONSULTING SERVICES AND TRAVEL COSTS FOR TRAINING/WORKSHOP FACILITATION & PARTICIPATION 58247 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 1 PROGRAM SERVICES TRANSLATION SERVICES OF OPEN STANDARDS TO LAO 1500 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 144357 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LCOATED IN THE REGION 151987 0 19 0 1 0 20 1022165 297844 1320009 EUROPE (INCLUDING ICELAND & GREENLAND) CONSERVATION AT SCALE FOR THE ILLEGAL KILLING OF BIRDS IN THE MEDITERRANEAN PROGRAMME 144357 ELECTRONIC FUND/WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SCALING INDIGENOUS-LED CONSERVATION AND STEWARDSHIP USING THE CONSERVATION STANDARDS 151986 ELECTRONIC FUND/WIRE TRANSFER 0 1 1 0 0 0 0 0 0 PART I, LINE 2: GRANTS AWARDED WERE TARGETED (NON-COMPETITIVE) FOS WORKED WITH OTHER CONSERVATION ORGANIZATIONS THAT HAD THE CAPACITY TO IMPLEMENT GRANT OBJECTIVES. MONITORING PROCESS: FOS ASSESSES THE CAPACITY OF AN ORGANIZATION TO MANAGE GRANT FUNDS BY PERFORMING A RISK ASSESSMENT OF THE ORGANIZATION. BASED ON THE RISK ASSESSMENT RESULTS, MONITORING TOOLS ARE ESTABLISHED TO MONITOR THE GRANTEE ACCORDINGLY. THE SIGNED GRANT AGREEMENT INCORPORATES THE MONITORING TOOLS RECOMMENDED FOR THE GRANTEE BASED ON RISK ASSESSMENT RESULTS. CASH DISBURSEMENTS ARE LINKED TO PROGRESS MADE (COMPLETED DELIVERABLES) AND/OR SUBMISSION OF TECHNICAL AND FINANCIAL PROGRESS REPORTS. PROGRAM OFFICERS WORK CLOSELY WITH RECIPIENTS TO ENSURE SUCCESSFUL COMPLETION OF PROJECT OBJECTIVES. PROGRAM OFFICERS MONITOR GRANTEE TECHNICAL PROGRESS AND PERFORMANCE BY HOLDING PROJECT IMPLEMENTATION DEBRIEFINGS THROUGHOUT THE LIFE OF THE GRANT. IN ADDITION, PROGRAM OFFICERS AND FINANCE STAFF REVIEW GRANT-RECIPIENT TECHNICAL PROGRESS REPORTS AND FINANCIAL PROGRESS REPORTS. PART I, LINE 3: IN ACCORDANCE WITH IRS INSTRUCTIONS, ALL AMOUNTS REPORTED IN PART I OF SCHEDULE F ARE REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING WHICH IS THE SAME METHOD OF ACCOUNTING USED IN THE FINANCIAL STATEMENTS. CONSULTING, TRAINING, AND TECHNICAL ASSISTANCE RELATED TO CONSERVATION STANDARDS, MIRADI AND LEARNING GROUP. 1 CONSERVATION INTERNATIONAL FOUNDATION 2011 CRYSTAL DR SUITE 600 ARLINGTON VA 22202 521497470 501 (C)(3) 158711 0 TAKING CONSERVATION TO SCALE GRANT WAS TO SUPPORT CONSERVATION INTERNATIONAL'S AQUACULTURE TEAM IN SCALING THEIR CLIMATE-SMART SHRIMP AQUACULTURE PROGRAM THAT INCORPORATES MANGROVE REFORESTATION. THE GRANT FUNDS ALLOWED THE PROGRAM TEAM TO PARTICIPATE IN THE LEARNING NETWORK AND RELATED ACTIVITIES SET UP BY FOUNDATIONS OF SUCCESS AND SPEND TIME INNOVATING ON SCALING APPROACHES APPROPRIATE FOR THEIR WORK. RARE INC 1310 N COURTHOUSE RD SUITE 110 ARLINGTON VA 22201 237380563 501 (C)(3) 83398 0 TAKING CONSERVATION TO SCALE GRANT TO RARE INC WAS TO SUPPORT THEIR FISH FOREVER TEAM IN SCALING THEIR NETWORKS OF MANAGED ACCESS AND RESERVE AREAS ENABLING COMMUNITIES TO SUSTAINABLY MANAGE COASTAL FISHERIES RESOURCES. THE GRANT FUNDS ALLOWED THE PROGRAM TEAM TO PARTICIPATE IN THE LEARNING NETWORK AND RELATED ACTIVITIES SET UP BY FOUNDATIONS OF SUCCESS AND SPEND TIME INNOVATING ON SCALING APPROACHES APPROPRIATE FOR THEIR WORK. THE NATURE CONSERVANCY 4245 N FAIRFAX DR SUITE 100 ARLINGTON VA 22203 530242652 501 (C)(3) 141190 0 TAKING CONSERVATION TO SCALE GRANT TO THE NATURE CONSERVANCY WAS TO SUPPORT THEIR US REGENERATIVE ROW CROP SYSTEMS TEAM IN SCALING SUSTAINABLE FARMING PRACTICES ACROSS THE UPPER MISSISSIPPI RIVER BASIN. GRANT FUNDS ALLOWED THE PROGRAM TEAM TO PARTICIPATE IN THE LEARNING NETWORK AND RELATED ACTIVITIES SET UP BY FOUNDATIONS OF SUCCESS AND SPEND TIME INNOVATING ON SCALING APPROACHES APPROPRIATE FOR THEIR WORK. WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BOULEVARD BRONX NY 10460 131740011 501 (C)(3) 73981 0 TAKING CONSERVATION TO SCALE GRANT TO THE WILDLIFE CONSERVATION SOCIETY WAS TO SUPPORT THEIR ADAPTIVE MANAGEMENT TEAM IN SCALING THEIR ADAPTIVE OUTCOMES-BASED MANAGEMENT OF PROTECTED AREAS AND NETWORKS ACROSS LATIN AMERICA AND BEYOND. GRANT FUNDS ALLOWED THE PROGRAM TEAM TO PARTICIPATE IN THE LEARNING NETWORK AND RELATED ACTIVITIES SET UP BY FOUNDATIONS OF SUCCESS AND SPEND TIME INNOVATING ON SCALING APPROACHES APPROPRIATE FOR THEIR WORK. 4 0 PART I, LINE 2: PROGRAM OFFICERS WORK CLOSELY WITH RECIPIENTS TO ENSURE SUCCESSFUL COMPLETION OF PROJECT OBJECTIVES. TECHNICAL PROGRESS AND RECIPIENT PERFORMANCE IS MONITORED BY PROGRAM OFFICERS BY HOLDING FREQUENT PROJECT IMPLEMENTATION DEBRIEF MEETINGS THROUGHOUT THE LIFE OF THE GRANT. IN ADDITION, PROGRAM OFFICERS REVIEW TECHNICAL PROGRESS REPORTS FROM THE RECIPIENT AND ADMINISTRATOR REVIEWS FINANCIAL PROGRESS REPORTS IN CONSULTATION WITH PROGRAM OFFICER. X 1 0 X X 0 0 0 0 0 0 0 1 0 NIKLAUS SALAFSKY EXEC. DIRECTOR/SECRETARY 199511 0 0 0 1800 0 24386 0 2360 0 228057 0 0 0 CAROLINE STEM PROGRAM DIRECTOR 127074 0 2000 0 1800 0 16674 0 27944 0 175492 0 0 0 JUDY BOSHOVEN SENIOR PROGRAM OFFICER 114363 0 0 0 1800 0 13613 0 22022 0 151798 0 0 0 AMANDA B JORGENSON MANAGING COORDINATOR 132816 0 0 0 1800 0 14699 0 1959 0 151274 0 0 0 MARCIA BROWN SENIOR PROGRAM OFFICER 131285 0 0 0 1800 0 15970 0 2025 0 151080 0 0 0 PART I, LINE 1A ALL FOS STAFF WORK FROM THEIR RESPECTIVE HOME OFFICES. THE ORGANIZATION COMPENSATES EACH EMPLOYEE FOR A PORTION OF THEIR PHONE, INTERNET, AND UTILITY EXPENSES. SUCH COMPENSATION IS PROCESSED ANNUALLY THROUGH PAYROLL AND IS REPORTED TO THE IRS AS TAXABLE INCOME. DURING THE YEAR ENDED DECEMBER 31, 2023, THE FOLLOWING LISTED INDIVIDUALS UTILITY EXPENSES. SUCH COMPENSATION IS PROCESSED ANNUALLY THROUGH PAYROLL RECEIVED THIS BENEFIT IN THE AMOUNT OF $1,800: NIKLAUS SALAFSKY, AMANDA JORGENSON, MARCIA BROWN, ASHLEIGH BAKER, CAROLINE STEM, KARI STILES, AND JUDY BOSHOVEN. PART I, LINE 7 CAROLINE STEM RECEIVED A $2,000 BONUS ILKE TILDERS CURRENT BOARD MEMBER AND 35% OR MORE CONTROLLED ENTITY OF FOS EUROPE 346457 CONSULTANCY FEES 0 FORM 990, PART VI, SECTION B, LINE 11B THE DATA FOR THE FEDERAL FORM 990 IS PROVIDED TO OUR OUTSIDE ACCOUNTING FIRM FOR PREPARATION AND GUIDANCE. AFTER THE RETURN IS COMPLETE, A DRAFT VERSION OF THE FEDERAL FORM 990 IS FIRST REVIEWED BY SENIOR MANAGEMENT STAFF AND THEN PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW. AFTER APPROVAL BY THE BOARD OF DIRECTORS, THE RETURN IS THEN TIMELY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY, AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD CAUSE CONFLICT. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE, IF, AFTER HEARING THE RESPONSE OF THE MEMBER AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD DETERMINES THAT THE MEMBER HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR PAID EMPLOYEES IS DETERMINED AFTER AN ANALYSIS OF SALARIES AND BENEFITS FOR COMPARABLE POSITIONS WITH COMPARABLE ORGANIZATIONS TO ESTABLISH A REASONABLE RANGE. ALL SALARY INCREASES ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE INTERNAL REVENUE SERVICE FEDERAL FORM 990 IS AVAILABLE TO THE PUBLIC ON GUIDESTAR. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,299,869. MANAGEMENT AND GENERAL EXPENSES 34,989. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,334,858. SERVICE FEES: PROGRAM SERVICE EXPENSES 13,635. MANAGEMENT AND GENERAL EXPENSES 629. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,264. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.