2025-11-17T10:13:40-06:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2024-01-01 396040605 THE WISCONSIN SOCIETY FOR ORNITHOLOGY INC WISC 2626171268 604 BUTLER PL WAUSAU WI 54401 LYNN BARBER PRESIDENT 2626171268 2025-11-15 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2025-11-12 2024 2025-03-06 01:10:19Z JENNIFER LAZEWSKI 604 BUTLER PL WAUSAU WI 54401 183807 0 X WSOBIRDS.ORG X 1942 WI THE MISSION OF WSO IS TO PROMOTE THE ENJOYMENT, STUDY AND CONSERVATION OF BIRDS. 12 12 2 25 0 0 91032 81592 73925 70675 20035 31540 -945 -262 184047 183545 0 5500 0 0 64791 70516 0 0 19256 96845 75276 161636 151292 22411 32253 1213439 1245034 7836 0 1205603 1245034 X THE MISSION OF WSO IS TO PROMOTE THE ENJOYMENT, STUDY AND CONSERVATION OF BIRDS. 0 0 33290 0 1973 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. 5500 5500 0 WSO GAVE NINE (9) $500 GRANTS AND ONE (1) $1000 GRANT IN 2024. GRANTS WENT TO NORTHEASTERN WISCONSIN AUDUBON SOCIETY, INC., CEDAR GROVE ORNITHOLOGICAL RESEARCH STATION, FRIENDS OF BEAVER CREEK RESERVE, VICTORIA PIASKOWSKI, BRAD BUMGARDNER AND RIVEREDGE NATURE CENTER FOR FINANCIAL ADMINISTRATION. (1) PROJECT SOAR (SNOWY OWL AIRPORT RESCUE PROGRAM); (2) TRACKING THE PHANTOMS (RED-SHOULDERED HAWK MONITORING PROGRAM); AND (3) BIRD MONITORING AT RESTORATION SITES ON THE ONEIDAN NATION RESERVATION; (4) KESTREL MONITORING PROGRAM; (5) BLUEBIRD RESTORATION PROJECT; (6) NORTHERN SAW-WHET OWL BANDING; (7) BIRD BANDING AT RIVEREDGE NATURE CENTER. 5482 0 68440 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. 4505 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. 4505 0 0 48777 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 4 0 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 0 1 1 0 0 WI X MELISSA KESLING 7153792050 1335 CONNEMARA LANE OREGON WI 53575 JENNIFER LAZEWSKI EXECUTIVE DIRECTOR 40.00 X 57750 0 0 LYNN BARBER PRESIDENT 20.00 X X 0 0 0 STEVE HOLZMAN VICE PRESIDENT 2.00 X X 0 0 0 MELISSA KESLING TREASURER 15.00 X X 0 0 0 ALICIA KING SECRETARY (FROM JULY 2024) 10.00 X X 0 0 0 REBECCA GILMAN SECRETARY (THRU JULY 2024) 10.00 X X 0 0 0 SUNIL GOPALAN MEMBER AT LARGE 2.00 X 0 0 0 DANIEL PICKARTS MEMBER AT LARGE 3.00 X 0 0 0 THOMAS SCHULTZ MEMBER AT LARGE 2.00 X 0 0 0 WENDY SCHULTZ MEMBER AT LARGE 2.00 X 0 0 0 DARWIN TIEDE MEMBER AT LARGE 2.00 X 0 0 0 CARL SCHROEDER MEMBER AT LARGE 2.00 X 0 0 0 ANGELA TORNES MEMBER AT LARGE 2.00 X 0 0 0 CHRISTINE LINDEMANN MEMBER AT LARGE (FROM MAY 2024) 2.00 X 0 0 0 DAVOR GRGIC MEMBER AT LARGE (THRU MAY 2024) 3.00 X 0 0 0 QUENTIN YOERGER MEMBER AT LARGE (THRU MAY 2024) 2.00 X 0 0 0 CARL SCHWARTZ MEMBER AT LARGE (THRU MAY 2024) 2.00 X 0 0 0 57750 0 0 0 0 0 0 0 81592 81592 MEMBERSHIP DUES 900099 54340 54340 CONVENTION REVENUE 900099 14100 14100 2235 2235 70675 19957 19957 11583 0 11583 11583 11583 262 -262 -262 183545 70413 0 31540 5500 5500 57751 5775 37538 14438 7187 7187 5578 5578 7400 7400 3333 3333 19724 9166 5740 4818 2075 2075 8121 8121 1524 1524 11104 11104 11695 11695 CONSERVATION EXPENSE 5500 5500 WI BREEDING BIRD ATLAS 4505 4505 STORE EXPENSES 295 295 151292 48777 83259 19256 66788 68613 129210 72151 471 957 566842 8928 557914 557914 404585 488211 54471 57188 1213439 1245034 7836 0 7836 0 X 1116804 1156235 88799 88799 1205603 1245034 1213439 1245034 X 32253 3099 -1099 5178 X 0 0 0 X 98235 191760 112911 91032 81592 575530 34973 28777 55363 73925 70675 263713 133208 220537 168274 164957 152267 839243 7556 39572 11990 11642 10471 81231 0 7556 39572 11990 11642 10471 81231 758012 9211 12502 11954 14677 19957 68301 9211 12502 11954 14677 19957 68301 142419 233039 180228 179634 172224 907544 0.83520 0.86800 0.07530 0.05600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 463903 50000 39443 2461 637 550248 217670 220000 30919 4076 610 463903 250877 150 -29820 2841 696 217670 224444 1610 27770 2241 706 250877 204536 22047 1536 603 224444 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 AND CONFLICT OF INTEREST POLICY 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 5,178.