2025-04-17T10:24:54-05:00 2024-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-07-01 562125831 ORGANIZATION FOR TROPICAL STUDIES INC ORGA 9196845774 408 SWIFT AVENUE DURHAM NC 27705 ELIZABETH BRAKER CEO 9196845774 2025-04-17 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2025-03-06 01:10:19Z ELIZABETH BRAKER 408 SWIFT AVENUE DURHAM NC 27705 9219213 0 X WWW.TROPICALSTUDIES.ORG X 1963 NC SEE PART III, LINE 1. 18 18 9 20 0 0 5534915 5476336 3088155 3492685 183762 234834 7346 15358 8814178 9219213 327224 218291 0 0 4318851 4709956 0 0 467227 4704470 4930490 9350545 9858737 -536367 -639524 14966697 15633974 1114133 1045056 13852564 14588918 X THE ORGANIZATION FOR TROPICAL STUDIES, INC. (OTS) IS CHARTERED AS A NON PROFIT CORPORATION UNDER THE LAWS OF NORTH CAROLINA AND IS SUPPORTED BY A CONSORTIUM OF INSTITUTIONS OF HIGHER LEARNING IN NORTH, CENTRAL, AND SOUTH AMERICA, AUSTRALIA, AND SOUTH AFRICA. OTS'S PURPOSE IS TO SUSTAIN TROPICAL ECOSYSTEMS BY DRIVING SCIENTIFIC DISCOVERY AND KNOWLEDGE, BY ENRICHING HUMAN PERCEPTION OF NATURE, AND BY ENHANCING WORLDWIDE POLICY IN THE TROPICS. 0 0 4662662 95924 FACILITATED RESEARCH AND CONSERVATION: THE ORGANIZATION RECEIVES GRANTS AND CONTRACTS TO SUPPORT SCIENTIFIC RESEARCH AT ITS FIELD STATIONS AND CONSERVATION PROJECTS AT, AND IN THE VICINITY OF, ITS FIELD STATIONS. 2791739 117568 810774 FIELD STATIONS: THE ORGANIZATION OPERATES THREE BIOLOGICAL FIELD STATIONS IN DIVERSE ECOLOGICAL ZONES OF COSTA RICA (LA SELVA, LAS CRUCES, AND PALO VERDE) AND ONE IN KRUGER NATIONAL PARK, SOUTH AFRICA. THESE FIELD STATIONS ARE MAINTAINED TO FACILITATE BIOLOGICAL RESEARCH AND TO CONDUCT EDUCATIONAL PROGRAMS. 931088 4799 2681911 EDUCATIONAL PROGRAMS: THE ORGANIZATION CONDUCTS A NUMBER OF EDUCATIONAL PROGRAMS, INCLUDING GRADUATE COURSES FOR ACADEMIC CREDIT AND UNDERGRADUATE SEMESTER- ABROAD PROGRAMS FOR ACADEMIC CREDIT. THE ORGANIZATION HAS OFFERED MID-CAREER PROFESSIONAL TRAINING FOR U.S. AND LATIN AMERICAN OFFICIALS AND POLICY- MAKERS, SHORT EXCURSIONS LED BY SCIENTISTS FOR MEMBERS OF THE PUBLIC IN COSTA RICA, AND PROGRAMS FOR PRIMARY AND SECONDARY SCHOOL TEACHERS. 8385489 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 12 0 1 9 1 0 1 CS SF 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X MIGUEL MENDEZ G 9196845774 408 SWIFT AVENUE DURHAM NC 27705 ELIZABETH BRAKER DIRECTOR AND PRESIDENT/CEO 40.00 X X 0 0 0 CHELSEA WARD DIRECTOR AND CHAIR 2.00 X X 0 0 0 ALVARO UMAA DIRECTOR & TREASURER 1.00 X X 0 0 0 JAMES DALLING DIRECTOR 1.00 X 0 0 0 BRYAN HEIDORN DIRECTOR 1.00 X 0 0 0 ANDRE KESSLER DIRECTOR 1.00 X 0 0 0 ERIN KUPREWICZ DIRECTOR & SECRETARY 1.00 X 0 0 0 JAVIER MATEO-VEGA DIRECTOR 1.00 X 0 0 0 GEORGE MIDDENDORF III DIRECTOR 1.00 X 0 0 0 NATHAN MUCHHALA DIRECTOR 1.00 X 0 0 0 RAFAEL MUNOZ-CARPENA DIRECTOR 1.00 X 0 0 0 MURIEL POSTON DIRECTOR 1.00 X 0 0 0 OSCAR ROCHA DIRECTOR 1.00 X 0 0 0 JOHN TOBIN DIRECTOR 1.00 X 0 0 0 SUSAN CORDELL DIRECTOR 1.00 X 0 0 0 TERRY VOGT DIRECTOR 1.00 X 0 0 0 MICHAEL WASSERMAN DIRECTOR 1.00 X 0 0 0 WILLIAM WCISLO DIRECTOR 1.00 X 0 0 0 JENNIFER KELLEY CHIEF ADMINISTRATIVE OFFICER 40.00 X 89760 0 19751 MIGUEL MENDEZ CHIEF OPERATING OFFICER 40.00 X 88577 0 12100 JAMES BOYLE VP DEVELOPMENT (UNTIL 5/2024) 40.00 X 130900 0 36497 309237 0 68348 1 0 1 0 0 172391 5303945 5476336 FACILITIES FEES 900099 2634367 2634367 TUITION AND FEES 900099 721650 721650 MEMBER DUES 900099 95088 95088 FIELD TRIP - SA 900099 41580 41580 3492685 234834 234834 MISCELLANEOUS 900099 15358 15358 15358 9219213 3492685 0 250192 X 93421 93421 124870 124870 210188 7600 202024 564 3160799 2655407 227264 278128 50009 40818 6159 3032 1250002 1038675 134183 77144 38958 31798 4798 2362 45970 2930 43040 51452 51452 41389 41389 1416615 1346509 66582 3524 5886 5755 37 94 112451 64838 19121 28492 979420 945513 22422 11485 1100890 1017211 36124 47555 232560 224913 7647 102228 28780 73448 MATERIALS AND SUPPLIES 514093 500871 11531 1691 EQUIPMENT & FURNISHING 184780 161971 22378 431 TOUR GUIDES 40872 40299 131 442 LICENSES, PERMITS, ENTR 28389 15794 2449 10146 73495 37516 33842 2137 9858737 8385489 1006021 467227 893880 549134 256015 360415 81865 21368 271870 187424 37072 29124 24997 26502 6789879 4174310 2716371 2615569 6908270 7971101 2994414 3217175 781943 656162 14966697 15633974 611497 580599 400360 209085 102276 255372 1114133 1045056 X 3806691 3791548 10045873 10797370 13852564 14588918 14966697 15633974 X -639524 1462202 -86324 X 0 1 X 1 0 X 1957671 2143943 2330846 5534915 5476336 17443711 1957671 2143943 2330846 5534915 5476336 17443711 533048 16910663 132585 77623 196564 183762 234834 825368 51734 1239 2829 7346 15358 78506 18347585 11144569 0.92170 0.87750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10206347 1600942 127980 99853 11579456 9706233 136754 1033951 509000 161591 10206347 13537381 -2832809 859225 139114 9706233 10748365 140273 3434707 722728 63236 13537381 11151987 12148 151999 171773 395996 10748365 0.12501 0.65899 0.21600 0 0 1286290 1286290 3140560 2008645 1131915 2025763 1836185 189578 337266 329480 7786 2615569 ACACIA PARTNERS 3217175 F 3217175 REFUNDABLE ADVANCES 255372 255372 11411644 1462202 771618 2233820 9177824 41389 41389 9219213 10588966 771618 771618 9817348 41389 41389 9858737 PART V, LINE 4: THE ENDOWMENTS ARE PRIMARILY FOR SCHOLARSHIPS AND FELLOWSHIPS FOR STUDENTS WHO STUDY OR DO RESEARCH IN OUR STATIONS. THERE ARE A FEW ENDOWMENTS THAT COVER EXPENSES FOR SPECIFIC PURPOSES, LIKE A FIELD STATION, ENVIRONMENTAL POLICY, OR STRATEGIC TRANSFORMATION OF OTS. 0 CENTRAL AMERICA AND THE CARIBBEAN 4 127 PROGRAM SERVICES EDUCATION, RESEARACH PROGRAMS, CONSERVATION 8419165 SUB-SAHARAN AFRICA 1 11 PROGRAM SERVICES EDUCATION, RESEARACH PROGRAMS, CONSERVATION 798450 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 114572 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 8543 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 128 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 1626 5 138 0 0 5 138 9342484 0 9342484 AID TO RESEARCHERS CENTRAL AMERICA 1537 114572 WIRE AID TO RESEARCHERS EUROPE 5 8543 WIRE AID TO RESEARCHERS EAST ASIA AND THE PACIFIC 2 128 WIRE AID TO RESEARCHERS NORTH AMERICA 3 1626 0 0 0 0 0 0 PART I, LINE 2: THROUGH THE ORGANIZATION'S CHART OF ACCOUNTS (USING A FUNCTION CODE), WE ARE ABLE TO TRACK FELLOWSHIPS AND RESEARCH GRANTS BY RECIPIENT. OUR TUITION AID CALCULATIONS ARE MAINTAINED BY OUR EDUCATION DEPARTMENT, AND FINANCE REVIEWS AND INVOICES ACCORDINGLY. 1 TUITION AID FOR UNDERGRADUATE STUDENTS 85 93421 PART I, LINE 2: THROUGH THE ORGANIZATION'S CHART OF ACCOUNTS (USING A FELLOW CODE), WE ARE ABLE TO TRACK FELLOWSHIPS AND RESEARCH GRANTS BY RECIPIENT. OUR TUITION AID CALCULATIONS ARE MAINTAINED BY OUR EDUCATION DEPARTMENT, AND FINANCE REVIEWS AND INVOICES ACCORDINGLY. X X 0 0 0 0 0 0 0 0 0 JAMES BOYLE VP DEVELOPMENT (UNTIL 5/2024) 130900 0 0 0 0 0 16313 0 20184 0 167397 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS INSTITUTIONAL MEMBERS CONSISTING OF UNIVERSITIES, COLLEGES, RESEARCH INSTITUTIONS AND MUSEUMS. FORM 990, PART VI, SECTION A, LINE 7A INSTITUTIONAL MEMBERS HAVE VOTING RIGHTS THAT ALLOW FOR THE ELECTION OF THE BOARD OF DIRECTORS, OTHER THAN PRESIDENT. THE MAXIMUM NUMBER OF DIRECTORS ON THE BOARD IS EIGHTEEN (18) AND NINE (9) OF THE DIRECTORS ARE ELECTED BY INSTITUTIONAL MEMBERS. MEMBERS ELECTED BY INSTITUTIONAL MEMBERS ARE REFERRED TO AS MEMBER DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. THE ORGANIZATION'S FORM 990 IS DISTRIBUTED TO THE GOVERNING BODY FOR ITS REVIEW VIA ELECTRONIC MAIL. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS AND EACH EMPLOYEE IN A SENSITIVE POSITION, AT THE TIME THEY ASSUME POSITION AND THEREAFTER AT LEAST ANNUALLY, SIGN A WRITTEN STATEMENT AFFIRMING THAT THEY HAVE RECEIVED AND READ THE POLICY AND THAT THEY AGREE TO COMPLY WITH THE POLICY. THE ORGANIZATION ASSIGNS ONE STAFF MEMBER TO COLLECT THE ANNUAL CERTIFICATIONS. THE CONTROLLER, CEO OR THE CHAIR OF THE BOARD ARE NOTIFIED IF A CONFLICT OF INTEREST ARISES. THE CEO IS RESPONSIBLE FOR RESOLVING ALL STAFF CONFLICTS. BOARD CONFLICTS ARE DISCUSSED AT EITHER A FULL BOARD MEETING OR AN EXECUTIVE COMMITTEE MEETING AND AN APPROPRIATE COURSE OF ACTION TO RESOLVE THE CONFLICT OF INTEREST THEN DETERMINED. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S OUTSIDE RECRUITER UTILIZES COMPARABLE DATA TO ESTABLISH THE PRESIDENT AND CEO'S COMPENSATION. THE PERSONNEL COMMITTEE IS RESPONSIBLE FOR CONDUCTING THE ANNUAL PERFORMANCE REVIEW OF THE PRESIDENT/CEO. THE RECRUITER PROVIDES ADVICE TO THE SEARCH COMMITTEE AND PERSONNEL COMMITTEE THAT IS MADE UP OF BOARD MEMBERS AND NON-BOARD MEMBERS, AND THE COMMITTEE MAKES A COMPENSATION RECOMMENDATION TO THE BOARD OF DIRECTORS FOR ITS REVIEW AND APPROVAL. THE GOVERNANCE COMMITTEE IS CHARGED WITH PERFORMING SALARY REVIEWS FOR FUTURE CEOS. THE LAST COMPENSATION REVIEW TOOK PLACE IN FEBRUARY 2017. 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 ADMIN SERVICES: PROGRAM SERVICE EXPENSES 1,221. MANAGEMENT AND GENERAL EXPENSES 22. FUNDRAISING EXPENSES 1. TOTAL EXPENSES 1,244. BOTANICAL SERVICE: PROGRAM SERVICE EXPENSES 3,492. MANAGEMENT AND GENERAL EXPENSES 64. FUNDRAISING EXPENSES 3. TOTAL EXPENSES 3,559. BUILDING SERVICES: PROGRAM SERVICE EXPENSES 499. MANAGEMENT AND GENERAL EXPENSES 9. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 508. CHAUFFEUR SERVICE: PROGRAM SERVICE EXPENSES 1,503. MANAGEMENT AND GENERAL EXPENSES 28. FUNDRAISING EXPENSES 1. TOTAL EXPENSES 1,532. COURSE COORDINATOR: PROGRAM SERVICE EXPENSES 27,776. MANAGEMENT AND GENERAL EXPENSES 509. FUNDRAISING EXPENSES 27. TOTAL EXPENSES 28,312. FACULTY: PROGRAM SERVICE EXPENSES 96,705. MANAGEMENT AND GENERAL EXPENSES 1,771. FUNDRAISING EXPENSES 92. TOTAL EXPENSES 98,568. FIELD ASSISTANT: PROGRAM SERVICE EXPENSES 13,746. MANAGEMENT AND GENERAL EXPENSES 252. FUNDRAISING EXPENSES 13. TOTAL EXPENSES 14,011. MOTIVATIONAL SERV: PROGRAM SERVICE EXPENSES 1,766. MANAGEMENT AND GENERAL EXPENSES 32. FUNDRAISING EXPENSES 2. TOTAL EXPENSES 1,800. PROJECT SPECIALIST: PROGRAM SERVICE EXPENSES 683,605. MANAGEMENT AND GENERAL EXPENSES 12,519. FUNDRAISING EXPENSES 654. TOTAL EXPENSES 696,778. SERVICES: PROGRAM SERVICE EXPENSES 5,883. MANAGEMENT AND GENERAL EXPENSES 108. FUNDRAISING EXPENSES 6. TOTAL EXPENSES 5,997. TEACHING ASSISTANT: PROGRAM SERVICE EXPENSES 2,619. MANAGEMENT AND GENERAL EXPENSES 48. FUNDRAISING EXPENSES 3. TOTAL EXPENSES 2,670. TRANSLATE SERVICES: PROGRAM SERVICE EXPENSES 4,500. MANAGEMENT AND GENERAL EXPENSES 82. FUNDRAISING EXPENSES 5. TOTAL EXPENSES 4,587. VIDEO SERVICES: PROGRAM SERVICE EXPENSES 420. MANAGEMENT AND GENERAL EXPENSES 8. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 428. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 502,774. MANAGEMENT AND GENERAL EXPENSES 51,130. FUNDRAISING EXPENSES 2,717. TOTAL EXPENSES 556,621. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -86,324. NSASANI TRUST PO BOX 33 SKUKUZA 1350 MPUMALANGA SF EDUCATION AND RESEARCH PROGRAMS IN KRUGER NATIONAL PARK SF N/A N/A ORGANISATION FOR TROPICAL STUDIES - SOUTH AFRICA 1 OTS SA PO BOX 33 SKUKUZA 1350 MPUMALANGA SF ESTABLISH, FOSTER, SUPPORT AND CONDUCT PROGRAMS IN EDUCATION AND RESEARCH SF N/A N/A ORGANIZATION FOR TROPICAL STUDIES 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0