2025-11-17T14:26:42-06:00 2024-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2024-01-01 463004682 SAVANNA INSTITUTE SAVA 6084486432 2453 ATWOOD AVE 209 MADISON WI 53704 KEEFE KEELEY EXECUTIVE DIRECTOR 6084486432 2025-11-17 1 1 BRANDON PANKA P01596345 4142717800 2024 2025-03-06 01:10:19Z KEEFE KEELEY 2453 ATWOOD AVE 209 MADISON WI 53704 3642566 0 X WWW.SAVANNAINSTITUTE.ORG X 2013 IL THE SAVANNA INSTITUTE IS WORKING TO LAY THE GROUNDWORK FOR WIDESPREAD AGROFORESTRY IN THE MIDWEST US. 7 7 59 13 0 0 18542472 2984797 184190 167646 168607 311395 118446 169478 19013715 3633316 30515 133364 0 0 2753941 4117029 0 0 147118 2595592 3002704 5380048 7253097 13633667 -3619781 24122248 20082761 5097735 4950489 19024513 15132272 X THE SAVANNA INSTITUTE IS A 501(C)(3) NONPROFIT ORGANIZATION THAT WORKS WITH FARMERS AND SCIENTISTS TO LAY THE GROUNDWORK FOR WIDESPREAD AGROFORESTRY ADOPTION IN THE MIDWEST US. INSPIRED BY THE NATIVE SAVANNA ECOSYSTEMS THAT ONCE COVERED MUCH OF THIS REGION, THE SAVANNA INSTITUTE CONDUCTS RESEARCH, EDUCATION, AND OUTREACH TO SUPPORT THE GROWTH OF DIVERSE, PERENNIAL AGROECOSYSTEMS.THE MISSION OF THE SAVANNA INSTITUTE IS TO CATALYZE THE DEVELOPMENT AND ADOPTION OF RESILIENT, SCALABLE AGROFORESTRY. 0 0 6778758 133364 302886 THE SAVANNA INSTITUTE EXPLORES THE POTENTIAL OF DIVERSE WOODY CROPPING SYSTEMS TO BECOME ECOLOGICALLY SOUND, AGRICULTURALLY PRODUCTIVE, AND ECONOMICALLY VIABLE ALTERNATIVES TO THE CORN-SOYBEAN ROTATION THAT FACILITATES KNOWLEDGE AND SKILLS DEVELOPMENT OF FARMERS, LANDOWNERS, AND OTHER AGRICULTURAL STAKEHOLDERS AROUND PERENNIAL AGRICULTURE AND EDUCATES THE GENERAL PUBLIC ABOUT THE ECOLOGICAL AND ECONOMIC BENEFITS OF PERENNIAL AGRICULTURE. 6778758 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 55 0 1 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL WI X X KEEFE KEELEY 6084486432 2453 ATWOOD AVE STE 209 MADISON WI 53704 REBECCA HEGNER CHAIR 1.50 X X 0 0 0 WILL BABLER VICE CHAIR 1.00 X X 0 0 0 KATHY DICE SECRETARY 1.00 X X 0 0 0 DICK MCFARLANE DIRECTOR 0.75 X 0 0 0 ELA KAKDE DIRECTOR 0.75 X 0 0 0 PATRICK WORMS DIRECTOR 0.75 X 0 0 0 MARY BURKE TREASURER 1.00 X X 0 0 0 KEEFE KEELEY EXECUTIVE DIRECTOR 40.00 X 150273 0 12000 SCOTT BRAINARD TREE CROP BREEDER 40.00 X 114712 0 0 FREDERICK IUTZI DIRECTOR OF AGROFORESTRY INNOVATION 40.00 X 111172 0 6794 KATE WERSAN SENIOR DIRECTOR, IMPACT & ENGAGEMENT 40.00 X 110754 0 0 DAVID BRUCE DIRECTOR OF AGROFORESTRY ADOPTION 40.00 X 105390 0 5541 592301 0 24335 5 0 1 0 0 1176330 1808467 2984797 AGROFORESTRY EDUCATION 611600 98972 98972 FARM REVENUE 531190 41271 41271 PROGRAM SERVICES AND S 561700 27403 27403 167646 311395 311395 5010 5010 131520 0 131520 131520 131520 7960 9250 -1290 -1290 OTHER INCOME 900099 34238 34238 34238 3633316 302886 0 345633 X 133364 133364 162273 131442 21095 9736 3400763 3216252 86996 97515 273638 250408 14684 8546 280355 263533 8411 8411 2416 2174 242 45051 40546 4505 1164275 1052318 111957 59785 41849 11957 5979 145101 140749 2176 2176 148808 141186 6066 1556 257205 244345 12860 193745 193745 19322 18742 290 290 112957 101661 11296 233173 221514 11659 31650 22155 7912 1583 MATERIALS AND SUPPLIES 451342 429096 11123 11123 EDUCATION PROGRAM EXPEN 133505 129528 3774 203 MISCELLANEOUS 4369 4151 218 7253097 6778758 327221 147118 223819 783936 5921961 8495846 8654791 1789528 1135881 716145 9250 6536 3140 87453 6358433 535304 5706704 5823129 1011000 1011000 33002 29157 1422700 1340031 24122248 20082761 311976 491659 3354525 3119760 1431234 1339070 5097735 4950489 X -195132 2975687 19219645 12156585 19024513 15132272 24122248 20082761 -3619781 1691 -274151 0 X X 0 1 X 1 0 X 4518755 5177183 2377293 18542472 2984797 33600500 4518755 5177183 2377293 18542472 2984797 33600500 17259232 16341268 1703 960 130241 276462 447925 857291 4381 9971 34238 48590 34506381 615133 0.47360 0.44070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2523567 2523567 2950333 241023 2709310 513132 236393 276739 371401 57888 313513 5823129 INVESTMENT IN SUBSIDIARY 1011000 C 1011000 DUE FROM RELATED PARTIES 10034 SECURITY DEPOSITS 3115 RIGHT OF USE ASSET OPERATING LEASE 1326882 1340031 DUE TO RELATED PARTIES 21421 OPERATING LEASE LIABILITY 1317649 1339070 X 3565087 1691 -69920 -68229 3633316 0 3633316 7183177 0 7183177 69920 69920 7253097 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT CONSIDERED A PRIVATE FOUNDATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION DOES NOT CONSIDER ANY OF ITS SUPPORT AND REVENUES TO BE UNRELATED BUSINESS INCOME AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH U.S. GAAP. THIS STANDARD DESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURES REQUIRED. MANAGEMENT OF THE ORGANIZATION EVALUATES THE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, AND CONSULTS WITH OUTSIDE COUNSEL AS DEEMED NECESSARY. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE. IN MANAGEMENT'S OPINION, THE ORGANIZATION HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAS NOT REPORTED A CORRESPONDING LIABILITY IN THE ORGANIZATION'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES -69,920. PART XII, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSES 69,920. 1 CHIWARA PERMACULTURE LLC 1209 HENRY ST ANN ARBOR MI 48104 461718298 11000 0 BUILDING AGROFORESTRY TO IMPROVE WATER QUALITY RIVEREDGE NATURE CENTER PO BOX 26 NEWBURG WI 53060 396108549 37332 0 BUILDING AGROFORESTRY TO IMPROVE WATER QUALITY LAND CONSERVANCY OF MCHENRY COUNTY PO BOX 352 WOODSTOCK IL 60098 363727476 9301 0 BUILDING AGROFORESTRY TO IMPROVE WATER QUALITY OZAUKEE WASHINGTON LAND TRUST PO BOX 917 WEST BEND WI 53095 391741288 52983 0 BUILDING AGROFORESTRY TO IMPROVE WATER QUALITY RIVER ALLIANCE OF WI 612 W MAIN ST STE 200 MADISON WI 53703 391792143 501C3 6927 0 BUILDING AGROFORESTRY TO IMPROVE WATER QUALITY WI LAND AND WATER 121 S PINCKNEY ST STE 420 MADISON WI 53703 391448749 15821 0 BUILDING AGROFORESTRY TO IMPROVE WATER QUALITY PART I, LINE 2: WHEN A GRANT IS AWARDED, WE CREATE A FUND IN THE ACCOUNTING SYSTEM TO TRACK ALL ASSOCIATED EXPENSES. EACH QUARTER, ALL FUND ACCOUNTS ARE REVIEWED WITH PROGRAM DIRECTOS AND MANAGERS TO ENSURE THAT ALL RECORDED EXPENSES ARE ALIGNED WITH DEFINED DELIVERABLES AND RESTRICTIONS. X 0 0 0 0 0 0 0 0 0 KEEFE KEELEY EXECUTIVE DIRECTOR 150273 0 0 0 0 0 0 0 12000 0 162273 0 0 0 PART I, LINE 3 THE BOARD REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY AT A REGULARLY SCHEDULED MEETING BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE ANY DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE MEMBERS OF THE GOVERNING BODY DETERMINED THE COMPENSATION OF THE EXECUTIVE DIRECTOR USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS FOR SIMILAR SERVICES. 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 IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 797,054. MANAGEMENT AND GENERAL EXPENSES 88,562. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 885,616. FARM SERVICES: PROGRAM SERVICE EXPENSES 190,134. MANAGEMENT AND GENERAL EXPENSES 21,126. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 211,260. FEES FOR SERVICES FARMER COOPERATOR: PROGRAM SERVICE EXPENSES 44,707. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,707. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 19,477. MANAGEMENT AND GENERAL EXPENSES 2,164. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,641. OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 946. MANAGEMENT AND GENERAL EXPENSES 105. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,051. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR CANOPY FARM MANAGEMENT LLC E6828 STATE ROAD 60 SPRING GREEN WI 53588 873003275 CONTRACTOR OF TREE FARMS WI TREE CROPS LLC 0 1 TREE CROPS LLC E6828 STATE ROAD 60 SPRING GREEN WI 53588 872564776 FOR-PROFIT AGROFORESTRY FARMING OPERATIONS WI SAVANNA INSTITUTE HOLDINGS INC 0 1 0.50000 CANOPY EMPLOYEES INC E6828 STATE ROAD 60 SPRING GREEN WI 53588 873033176 FOR-PROFIT AGROFORESTRY FARMING OPERATIONS WI TREE CROPS LLC C 0.50000 0 SAVANNA INSTITUTE HOLDINGS INC 1360 REGENT STREET 124 MADISON WI 53588 863402901 FOR-PROFIT HOLDING COMPANY OF THE FOR-PROFIT AGROFORESTRY FARMING OPERATIONS WI SAVANNA INSTITUTE C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 CANOPY FARM MANAGEMENT LLC P 1053 COST CANOPY FARM MANAGEMENT LLC M 156265 COST