2024-11-15T15:06:36-06:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2023-01-01 396040605 THE WISCONSIN SOCIETY FOR ORNITHOLOGY INC WISC 2626171268 604 BUTLER PL WAUSAU WI 54401 LYNN BARBER PRESIDENT 2626171268 2024-11-15 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2024-11-12 2023 2024-10-15 13:58:12Z X LYNN BARBER 604 BUTLER PL WAUSAU WI 54401 184992 0 X WSOBIRDS.ORG X 1942 WI OUR MISSION IS TO PROMOTE ORNITHOLOGICAL EDUCATION, RESEARCH, AWARENESS, AND CONSERVATION. 16 16 3 25 0 0 112911 91032 52810 73925 11954 20035 895 -945 178570 184047 1500 0 0 0 78437 64791 0 0 19549 85564 96845 165501 161636 13069 22411 1169946 1213439 0 7836 1169946 1205603 OUR MISSION IS TO PROMOTE ORNITHOLOGICAL EDUCATION, RESEARCH, AWARENESS, AND CONSERVATION. 0 0 35050 0 4490 PUBLISH 11-ISSUE NEWSLETTER AND JOURNAL, SENT TO 1,100 MEMBER EMAIL AND TRADITIONAL ADDRESSES; PUBLISH CHECKLISTS AND OTHER ITEMS OF INTEREST TO CITIZEN SCIENTISTS AND BIRDER HOBBYISTS. FURTHERING THE PURPOSE FOR WHICH THE ORGANIZATION RECEIVED ITS NONPROFIT STATUS, THE JOURNAL ROUTINELY FEATURES ARTICLES ON ACADEMIC RESEARCH AND CITIZEN-BASED SCIENCE. IT ALSO PRESENTS REPORTS FROM THE BIRD RECORDS COMMITTEE AND SEASONAL SIGHTINGS OF RARE BIRDS. OBJECTIVE: TO DISSEMINATE INFORMATION ABOUT THE BIRDS OF WISCONSIN AND ACTIVITIES RELATED TO THE EXEMPT PURPOSE OF THE ORGANIZATION. 12070 0 68490 WSO PROGRAMMING INCLUDES ACTIVITIES TO PROMOTE THE ENJOYMENT, STUDY AND CONSERVATION OF WISCONSIN'S BIRDS. THESE ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO, WSO SPONSORED BIRDING FIELD TRIPS THROUGHOUT THE YEAR, OFFERS RESEARCH GRANTS, AND SERVES AS AN INFORMATIONAL RESOURCE CENTER ON BIRD-RELATED ISSUES. 3004 0 0 CONTINUE WORK ON PREPARATION FOR PUBLISHING AN UPDATED EDITION OF ATLAS OF THE BREEDING BIRDS OF WISCONSIN. OBJECTIVE: TO DOCUMENT BREEDING ACTIVITY OF WISCONSIN'S BIRDS, THEREBY INCREASING BASIC UNDERSTANDING OF THE IMPORTANCE OF BIRD HABITAT AND EMPHASIZING THE IMPACT OF HABITAT CHANGE ON BIRD POPULATIONS AND NESTING SUCCESS. 50124 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 0 1 1 0 0 WI X JENNIFER LAZEWSKI 2626171268 604 BUTLER PL WAUSAU WI 54401 SUNIL GOPALAN PRESIDENT 20.00 X X 0 0 0 LYNN BARBER VICE PRESIDENT 10.00 X X 0 0 0 REBECCA GILMAN SECRETARY, CONSERVATION CO-CHAIR 5.00 X X 0 0 0 DANIELLE BAUMANN TREASURER 10.00 X X 0 0 0 DAVOR GRGIC FINANCE CHAIR 3.00 X 0 0 0 DAN PICKARTS HONEY CREEK CHAIR 3.00 X 0 0 0 CARL SCHROEDER HISTORIAN 2.00 X 0 0 0 GREG BISBEE MEMBER AT LARGE 2.00 X 0 0 0 DAR TIEDE MEMBER AT LARGE 2.00 X 0 0 0 THOMAS SCHULTZ MEMBER AT LARGE 2.00 X 0 0 0 TIM HAHN MEMBER AT LARGE 2.00 X 0 0 0 QUENTIN YOERGER MEMBER AT LARGE 2.00 X 0 0 0 WENDY SCHULTZ MEMBER AT LARGE 2.00 X 0 0 0 JACK COULTER MEMBER AT LARGE 2.00 X 0 0 0 STEVE HOLZMAN MEMBER AT LARGE 2.00 X 0 0 0 CHRISTINE LINDEMANN MEMBER AT LARGE (FROM 5/2023) 2.00 X 0 0 0 JEFFREY BAUGHMAN MEMBER AT LARGE (THRU 5/2023) 2.00 X 0 0 0 CARL SCHWARTZ MEMBER AT LARGE (THRU 5/2023) 2.00 X 0 0 0 JENNIFER LAZEWSKI EXECUTIVE DIRECTOR 40.00 X 56692 0 0 56692 0 0 0 0 0 0 0 91032 91032 MEMBERSHIP DUES 900099 46740 46740 CONVENTION REVENUE 900099 21750 21750 5435 5435 73925 14677 14677 5358 0 5358 5358 5358 945 -945 -945 184047 72980 0 20035 56692 5669 36850 14173 2749 2749 5350 5350 6205 6205 610 610 48336 17617 25343 5376 579 579 14856 14856 19456 19456 CONSERVATION EXPENSE 2500 2500 STORE EXPENSES 2382 2382 WI BREEDING BIRD ATLAS 1921 1921 161636 50124 91963 19549 201369 66788 208850 129210 1066 471 566842 8928 557914 557914 153086 404585 47661 54471 1169946 1213439 0 7836 0 7836 X 1019286 1116804 150660 88799 1169946 1205603 1169946 1213439 X 22411 6436 6810 X 0 0 0 X 157412 98235 191760 112911 91032 651350 74775 34973 28777 55363 73925 267813 232187 133208 220537 168274 164957 919163 3251 7556 39572 11990 11642 74011 0 3251 7556 39572 11990 11642 74011 845152 6148 9211 12502 11954 14677 54492 6148 9211 12502 11954 14677 54492 238335 142419 233039 180228 179634 973655 0.86800 0.88680 0.05600 0.04770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 217670 220000 30919 4076 610 463903 250877 150 -29820 2841 696 217670 224444 1610 27770 2241 706 250877 204536 22047 1536 603 224444 173961 31729 566 588 204536 1.00000 0.00000 0.00000 1 0 557914 557914 8928 8928 0 557914 PART V, LINE 4: THE ORGANIZATION HAS THREE ENDOWMENT FUNDS. 1) THE ENDOWMENT FUND WAS ESTABLISHED IN 1944 TO PROVIDE SOLID FINANCIAL SUPPORT FOR THE ORGANIZATION. INCOME FROM THIS ENDOWMENT FUND CAN BE USED TO INCREASE THE ORGANIZATION'S PUBLICATIONS OR FURTHER THE DEVELOPMENT OF THE ORNITHOLOGICAL EDUCATION IN WISCONSIN. 2) THE SAM ROBBINS SHOREBIRD ENDOWMENT FUND WAS ESTABLISHED IN 2000 TO PROVIDE SUPPORT FOR SHOREBIRD RESEARCH AND CONSERVATION. AS OF 2012, A MAJORITY OF THIS ENDOWMENT FUND IS ADMINISTERED BY THE NATURAL RESOURCES FOUNDATION OF WISCONSIN, INC. 3) THE NATURAL RESOURCES FOUNDATION IMPORTANT BIRD AREAS FUND WAS ESTABLISHED IN 2007. THIS ENDOWMENT FUND IS ADMINISTERED BY THE NATURAL RESOURCES FOUNDATION OF WISCONSIN, INC. AND DISTRIBUTIONS FROM THIS ENDOWMENT FUND ARE USED TO SUPPORT THE IMPORTANT BIRD AREAS PROGRAM IN WISCONSIN. FORM 990, PART VI, SECTION A, LINE 2 THOMAS SCHULTZ AND WENDY SCHULTZ HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS SEVERAL CATEGORIES OF MEMBERSHIP, INCLUDING STUDENT, SENIOR, HOUSEHOLD, SUSTAINING AND CONSERVATION ADVOCATE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP HAS THE RIGHT TO ELECT THE ORGANIZATION'S PRESIDENT, VICE PRESIDENT AND SECRETARY DURING THE ANNUAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP HAS THE RIGHT TO VOTE ON SIGNIFICANT ISSUES SUCH AS DUES INCREASES AS WELL AS LESSER ISSUES SUCH AS CONVENTION LOCATIONS. FORM 990, PART VI, SECTION A, LINE 8B MOST COMMITTEES CONDUCT BUSINESS AS APPROPRIATE WITH THE COMMITTEE CHAIR REPORTING TO THE GOVERNING BODY. THUS, THE BUSINESS UNDERTAKEN BY COMMITTEES BECOMES PART OF THE DOCUMENTATION OF THE MEETINGS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS DISTRIBUTED VIA EMAIL TO THE OFFICERS AND DIRECTORS WHO THEN REVIEW AND APPROVE THE RETURN BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNANCE COMMITTEE ANNUALLY SUBMITS THE CONFLICT OF INTEREST POLICY TO BOARD MEMBERS TO ACKNOWLEDGE COMPLIANCE OR ISSUES. BOARD MEMBERS ARE REQUIRED TO SIGN A DOCUMENT AT LEAST ANNUALLY INDICATING WHETHER THERE ARE ANY CONFLICTS OF INTEREST. THE BOARD THEN REVIEWS THE FORMS AND DISCUSSES ANY KNOWN CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM THE DELIBERATION AND DECISION ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S BOARD OF DIRECTORS, WHICH IS COMPRISED OF INDEPENDENT PERSONS, COMPARES THE COMPENSATION PAID FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS TO DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE DISTRIBUTED DURING THE ANNUAL MEMBERSHIP MEETING AS WELL AS PUBLISHED IN THE ORGANIZATION'S JOURNAL. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD-NATURAL RESOURCES FOUNDATION 6,810.