2024-02-16T13:22:19-06:00 2023-06-30 390758449 WIPFLI LLP 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2023-01-01 943102570 INTERNATIONAL ASSOCIATION FOR BEAR RESEARCH AND MANAGEMENT INTE 5303795476 907 JESSIE WAY BOZEMAN MT 59715 JENNAPHER TEUNISSEN VAN MANEN OPERATIONS & PROGRAM DIRECTOR 5303795476 2024-02-15 1 JENNAPHER TEUNISSEN VAN MANEN XXX-XX-XXXX 1 SAM BRUNSON CPA P01696998 4067281800 2024-02-15 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JOHN HECHTEL PO BOX 84535 FAIRBANKS AK 99708 180592 0 X BEARBIOLOGY.ORG X 1972 AK TO ADVANCE SCIENTIFIC UNDERSTANDING AND GLOBAL CONSERVATION OF THE WORLD'S 8 BEAR SPECIES. 11 11 0 72 0 0 246829 73778 30654 21682 4564 753 3515 4639 285562 100852 134665 74666 0 0 65715 32869 0 0 1707 71309 24504 271689 132039 13873 -31187 560787 577132 1650 6386 559137 570746 TO ADVANCE SCIENTIFIC UNDERSTANDING AND GLOBAL CONSERVATION OF THE WORLD'S 8 BEAR SPECIES. 0 0 116730 74166 26321 OFFER COMPETETIVE GRANTS TO IBA MEMBERS FOR BEAR RESEARCH, CONSERVATION, AND MANAGEMENT TO HELP FURTHER UNDERSTAND THE WORLD'S EIGHT BEAR SPECIES. 500 500 PROVIDE EDUCATION AND EVIDENCE BASED SCIENCE THROUGH PEER-REVIEWED JOURNAL, INTERNATIONAL NEWS LETTER, CONFERENCES, AND WEBSITE TO CONSERVE AND ADVANCE THE SCIENTIFIC UNDERSTANDING OF THE WORLD'S EIGHT BEAR SPECIES. 117230 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 0 0 1 0 1 0 0 X JENNAPHER TEUNISSEN VAN MANEN 5303795476 907 JESSIE WAY BOZEMAN MT 59715 X JOHN HECHTEL PRESIDENT 35.00 X X 0 0 0 AGNIESZKA SERGIEL VICE PRESIDENT EURASIA 6.00 X X 0 0 0 STEWART BRECK VICE PRESIDENT AMERICAS 1.00 X X 0 0 0 GORDON STENHOUSE TREASURER 35.00 X X 0 0 0 ALEXANDER KOPATZ SECRETARY 1.00 X X 0 0 0 MARTA DE BARBA COUNCILOR 1.00 X 0 0 0 VIVIANA ALBARRACIN DAVALOS COUNCILOR 1.00 X 0 0 0 MARK EDWARDS COUNCILOR 6.00 X 0 0 0 ANNE HERTEL COUNCILOR 1.00 X 0 0 0 COLLEEN OLFENBUTTEL COUNCILOR 1.00 X 0 0 0 LORRAINE SCOTSON COUNCILOR 1.00 X 0 0 0 JENNAPHER TEUNISSEN VAN MANEN DIRECTOR OF OPERATIONS & P 37.50 X 0 0 0 0 0 0 0 0 0 0 0 9010 64768 2443 73778 BEAR RESEARCH & MANAGE 541700 21682 21682 21682 2646 2646 77847 79740 -1893 -1893 -1893 4639 4639 4639 100852 26321 0 753 5858 5858 68808 68808 30500 24400 6100 2369 2369 1078 435 643 1590 1590 2341 2341 13773 13308 465 1310 1048 131 131 719 719 2477 2477 DUES & SUBSCRIPTIONS 1216 748 468 132039 117230 13102 1707 209536 211094 7295 0 2781 351251 355962 560787 577132 1650 6386 1650 6386 X 559137 187149 383597 559137 570746 560787 577132 -31187 42796 0 X X 1 X 0 1 0 X 367376 293134 261230 246829 73778 1242347 367376 293134 261230 246829 73778 1242347 505564 736783 4206 5202 211 4953 2646 17218 1259565 176192 0.58500 0.52230 X PART II, SHORT YEAR EXPLANATION: THIS RETURN COVERS THE SHORT PERIOD 1/1/2023 TO 6/30/2023 BASED ON THE ORGANIZATION'S CHANGE IN ACCOUNTING PERIOD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 256265 33886 8000 1226 280925 314988 25000 -65468 15641 2614 256265 258878 76178 18000 2068 314988 257365 4000 14025 15000 1512 258878 238736 6770 23549 10000 1690 257365 1.00000 0 0 0 X PART V, LINE 4: TO USE THE INCOME GENERATED FROM INVESTING THE FUND TO PROVIDE FINANCIAL ASSISTANCE FOR BEAR CONSERVATION PROJECTS THAT MEET THE FOLLOWING CRITERIA: 1. ALL PROJECTS FUNDED SHOULD FOCUS ON "REAL WORLD SITUATIONS", IN OTHER WORDS THE CONSERVATION OF WILD BEAR POPULATIONS AND THE ENVIRONMENTS THAT SUPPORT THEM, WITH PARTICULAR EMPHASIS WHERE WILD BEARS AND THEIR HABITATS ARE FACING SERIOUS THREATS. 2. THE PRIMARY EMPHASIS IS TO SUPPORT BEAR CONSERVATION PROJECTS OUTSIDE OF THE USA, CANADA AND JAPAN WHERE FUNDING SOURCES ARE MORE AVAILABLE THAN IN OTHER COUNTRIES. ONLY IN EXCEPTIONAL CASES WHERE THE BOARD UNANIMOUSLY AGREES THAT THE CIRCUMSTANCES WARRANT IT, MAY THIS CRITERION BE WAIVED. 3. IN ADDITION, VERY SERIOUS CONSIDERATION SHOULD BE GIVEN TO THE FOLLOWING POINTS (NOT NECESSARILY IN ORDER OF PREFERENCE): - QUALIFICATIONS/EXPERIENCE OF PRINCIPAL INVESTIGATOR - INVOLVEMENT/LEADERSHIP OF LOCAL SCIENTISTS OR EDUCATORS - COST EFFECTIVENESS, SOUND ACCOUNTING PRACTICES AND ACCOUNTABILITY - INTERNATIONAL PARTNERSHIPS AND/OR INVOLVEMENT - PROJECTS THAT EMPLOY OR WILL IN DUE COURSE EMPLOY LOCAL RESIDENTS - SUPPORT OF THE LOCAL POPULATION AND PUBLIC - ENDORSEMENT OR WORKING TOWARDS ENDORSEMENT OF LOCAL GOVERNMENT - EDUCATIONAL VALUE OF THE PROJECT - IUCN AND/OR CITES LISTING - VIABILITY OF THE BEAR POPULATION - THREATS TO THE SPECIES INVOLVED 4. PROJECTS TO BE FUNDED MUST ALSO MEET THE NORMAL SCREENING CRITERIA AND STANDARDS SET BY THE RESEARCH AND CONSERVATION GRANT COMMITTEE OF THE IBA ("GRANTS COMMITTEE") OR THE IBA (AS THE CASE MAY BE). PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ASSOCIATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION ON UNRELATED BUSINESS INCOME. 1 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 GRANTMAKING N/A 31615 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTMAKING N/A 28295 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING N/A 4000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTMAKING N/A 4000 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 GRANTMAKING N/A 898 0 0 0 0 0 0 68808 0 68808 BEAR SPECIES RESEARCH SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 4 31615 WIRE TRANSFER BEAR SPECIES RESEARCH EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 3 28295 WIRE TRANSFER BEAR SPECIES RESEARCH & PUBLICATION COSTS FOR BEAR RESEARCH SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 2 4000 WIRE TRANSFER 500 WAIVED PUBLICATION COSTS FOR BEAR RESEARCH PAPER PUBLISHED IN OUR JOURNAL. COST BEAR SPECIES RESEARCH NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 4000 CHECK BEAR SPECIES RESEARCH RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, GEORGIA, 1 898 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION REQUIRES A REPORT AT THE END OF THE CALENDAR YEAR OF THE GRANT, REPORTING BACK ON EXPENDITURES OF FUNDS AND PROGRESS/RESULTS OF THE WORK. 1 IBA SPECIAL GRANT 3 5858 PART I, LINE 2: THE ORGANIZATION REQUIRES A REPORT AT THE END OF THE CALENDAR YEAR OF THE GRANT, REPORTING BACK ON EXPENDITURES OF FUNDS AND PROGRESS/RESULTS OF THE WORK. FORM 990, PAGE 1, LINE A: THE ORGANIZATION CHANGED YEAR ENDS FROM 12.31 TO 6.30. THE FORM 990 REPRESENTS THE SHORT YEAR RETURN DATES OF 1.1.23-6.30.23. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FIVE TYPES OF MEMBERS: INSTITUTIONAL, STANDARD, STUDENT, BUDGET, AND INTRODUCTORY SPECIALIST GROUP. ALL HAVE VOTING RIGHTS EXCEPT FOR INTRODUCTORY SPECIALIST GROUP MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A INSTITUTIONAL, STANDARD, STUDENT, AND BUDGET MEMBERS ELECT THE GOVERNING BODY (COUNCIL MEMBERS). ELECTIONS ARE HELD EVERY OTHER YEAR AND HALF OF THE GOVERNING BODY IS UP FOR ELECTION AT ONE TIME. THESE MEMBERS ALSO HAVE THE POWER TO REMOVE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B INSTITUTIONAL, STANDARD, STUDENT, AND BUDGET MEMBERS APPROVE ALL CHANGES TO THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFT WAS PROVIDED TO KEY MEMBERS OF THE GOVERNING BODY AND EMPLOYEES FOR REVIEW WITH A FINAL COPY BEING PROVIDED TO FULL COUNCIL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 15A ELECTED VOLUNTEER COUNCIL MEMBERS CONDUCTED COMPARABILITY RESEARCH TO ARRIVE AT SALARIES. SALARIES AND CONTRACTS WERE REVIEWED, DISCUSSED AND APPROVED WITH A VOTE FROM THE FULL ELECTED VOLUNTEER COUNCIL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BYLAWS ARE AVAILABLE ON THEIR WEBSITE AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILTY FOR THE OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDPENDENT ACCOUNTANT.