2025-07-01T13:44:21-05:00 2024-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2024-01-01 931283716 INSTITUTE FOR APPLIED ECOLOGY INST 5417533099 4950 SW HOUT STREET CORVALLIS OR 973339598 KEITH NORRIS EXECUTIVE DIRECTOR 5417533099 2025-07-01 1 0 KARIN S WANDTKE P00172715 5032270581 2024 2025-03-06 01:10:19Z KEITH NORRIS 4950 SW HOUT STREET CORVALLIS OR 973339598 6541625 0 X HTTPS://APPLIEDECO.ORG/ X 1999 OR CONSERVES NATIVE SPECIES AND HABITATS THROUGH RESTORATIONS, RESEARCH, AND EDUCATION 11 11 106 200 0 0 6297348 6157073 235448 66531 37032 77291 114658 66424 6684486 6367319 0 0 0 0 3875827 4410704 0 0 35824 2377180 2251573 6253007 6662277 431479 -294958 4069374 4469913 602411 1286376 3466963 3183537 X THE INSTITUTE FOR APPLIED ECOLOGY CONSERVES NATIVE SPECIES AND HABITATS THROUGH RESTORATIONS, RESEARCH, AND EDUCATION 0 0 638817 CONSERVATION RESEARCH: OUR EFFORTS TO RESEARCH, MONITOR AND REINTRODUCE ENDANGERED SPECIES INTO RESTORED HABITATS IN WESTERN OREGON HAS MANY SUCCESSES. WE HAVE ESTABLISHED NEW POPULATIONS OF GOLDEN PAINTBRUSH, KINCAID'S LUPINE, NELSON'S CHECKERMALLOW, BRADSHAW'S LOMATIUM, COOK'S DESERT PARSLEY, COLUMBIA YELLOWCRESS AND WILLAMETTE DAISY. ALL OF THESE SPECIES WERE ON THE BRINK OF EXTINCTION, BUT DUE TO OUR EFFORTS AND PARTNERSHIPS WITH OTHER ORGANIZATIONS, ARE NOW BECOMING MORE COMMON ON THE LANDSCAPE. THEY ALSO NOW GROW IN PLACES WHERE LOCAL PEOPLE IN LOCAL COMMUNITIES CAN SEE AND INTERACT WITH THEM REGULARLY, A SEA CHANGE FOR CONSERVATION! (CONTINUED ON SCHEDULE O)PROGRAM ACCOMPLISHMENT NUMBERS: FOR THE NINTH YEAR, COORDINATED RANGE-WIDE MONITORING FOR FENDER'S BLUE BUTTERFLY, WITH SURVEYS AT 71 SITES, TRACKING IMPORTANT TRENDS IN THIS ENDANGERED SPECIES POPULATION. THIRTY-FOUR RESEARCH PROJECTS AT OVER 123 SITES WITH 18 FEDERALLY AND STATE LISTED ENDANGERED/THREATENED/SPECIES OF CONCERN SPECIES IN THE NW. IN THE SW 12 RARE PLANT SPECIES WERE MONITORED IN 115 PLOTS AND POLLINATOR COMMUNTIES WERE MONITORED ACROSS 5 SITES PRE- AND POST-RESTORATION. SEEDS WERE COLLECTED FROM 4 RARE PLANT SPECIES IN NEW MEXICO FOR LONG-TERM SEED BANKING AND 246 CUTTINGS WERE COLLECTED FROM A RARE WILLOW SPECIES IN THE SW. CONTINUED ESTUARY MAPPING WORK AND PROVIDED TECHNICAL INPUTS ON BLUE CARBON PROJECTS, WITH ESTUARY RESEARCH PROJECTS UNDERWAY. 1115526 124633 HABITAT RESTORATION: FOR OVER 20 YEARS, IAE'S MISSION HAS INCLUDED RESTORING RESILIENT ECOSYSTEMS. WE'VE LEARNED THAT TO INCREASE HABITAT RESTORATION IN THE WILLAMETTE VALLEY, NEW MEXICO AND ARIZONA, AN INCREASE IN THE AVAILABILITY OF NATIVE SEEDS AND PLANTS IS NEEDED. WE'VE ACCOMPLISHED MUCH BY SUPPORTING FOUR REGIONAL SEED PARTNERSHIPS AND DEVELOPING A NATIVE PLANT FARM. THE WILLAMETTE VALLEY NATIVE PLANT PARTNERSHIP (WVNPP), STAFFED BY IAE AND FUNDED IN PART BY THE OREGON WATERSHED ENHANCEMENT BOARD, HAS OVER 30 PUBLIC, PRIVATE, AND NONPROFIT ORGANIZATIONS AS MEMBERS, INCLUDING WATERSHED COUNCILS, SOIL AND WATER CONSERVATIONS DISTRICTS, LOCAL MUNICIPALITIES, PRIVATE LAND TRUSTS, COMMERCIAL GROWERS, AND STATE AND FEDERAL AGENCIES. (CONTINUED ON SCHEDULE O)PROGRAM ACCOMPLISHMENT NUMBERS:73 SITES IN RESTORATION IN OREGON, 1481 ACRES IN RESTORED OR IN ACTIVE RESTORATION2.7 ACRES IN SEED PRODUCTION AT IAE FARM, WITH 46 SPECIES IN PRODUCTION AT THE IAE FARM; 33 FIELDS WITH 23 SPECIES YIELDING 4,259 POUNDS OF SEED IN THE SW365 POUNDS OF SEED PRODUCED AT IAE FARMWILD SEED COLLECTED FROM 53 SPECIES IN OREGON, 104 SPECIES AND 276 SEED COLLECTIONS IN ARIZONA AND NEW MEXICO1913 POUNDS OF NATIVE SEED SOWN85000 NATIVE PLANT PLUGS AND BULBS OUT-PLANTED8 TYPES OF OREGON HABITATS WHERE RESTORATION ACTIONS OCCURRED: COASTAL PRAIRIE, DOUGLAS-FIR/WESTERN HEMLOCK/SITKA SPRUCE FOREST, COASTAL DUNES, OAK SAVANNAH/WOODLAND, RIPARIAN, UPLAND PRAIRIE, WET PRAIRIE, WETLAND. IN NM & AZ 3 HABITATS WITH RESTORATION, MONTANE WETLAND, SUBALPINE AND PONDEROSA PINE.9,471 VOLUNTEER ACTIVITY HOURS LOGGEDHOSTED VIRTUAL NATIONAL NATIVE SEED CONFERENCE ATTENDED BY OVER 900 NATIVE PLANT ENTHUSIASTS 657282 ECOLOGICAL EDUCATION: THE DECLINE IN HUMAN CONNECTION WITH NATURE IS FOUND ESPECIALLY IN UNDERSERVED COMMUNITIES WITHIN OUR REGION, INCLUDING INCARCERATED PEOPLE WHO NUMBER OVER 15,000 IN OREGON AND 2.3 MILLION NATIONWIDE. THIS NATURE DEFICIT LEADS TO LOWER HUMAN HEALTH, HIGHER INCIDENTS OF VIOLENCE, AND REDUCED SENSE OF WELL-BEING. FURTHERMORE, THERE IS OFTEN A DISCONNECT BETWEEN ENVIRONMENTAL PROFESSIONALS AND THE DIVERSE COMMUNITIES THAT LIVE IN THE REGION WHERE RESTORATIONS TAKE PLACE. THIS ISOLATION EXCLUDES VALUABLE INSIGHTS FROM PROJECTS AND REDUCES OWNERSHIP OF HABITAT RESTORATIONS BY DIVERSE COMMUNITIES. INCARCERATED PEOPLE AND COMMUNITIES OF DIVERSITY ARE PARTICULARLY DEPRIVED OF OPPORTUNITIES TO INTERACT WITH ECOSYSTEMS AS WELL AS IN ENVIRONMENTAL FIELDS. (CONTINUED ON SCHEDULE O)ONE PROJECT OF OUR ECOLOGICAL EDUCATION PROGRAM, SAGEBRUSH IN PRISONS, DEEPLY ENGAGES PRISON INMATES IN HABITAT CONSERVATION BY GIVING THEM VOCATIONAL TRAINING IN NATIVE PLANT NURSERY MANAGEMENT AND A LECTURE SERIES IN CONSERVATION SCIENCE. THESE INCARCERATED ADULTS ARE HEALING THEIR ENVIRONMENT, THEIR COMMUNITIES, AND THEMSELVES.PROGRAM ACCOMPLISHMENT NUMBERS:OVER 300,000 SAGEBRUSH AND OTHER NATIVE PLANTS GROWN BY ADULTS IN CUSTODY IN 11 PRISONS IN FIVE STATES TO RESTORE GREATER SAGE-GROUSE HABITAT IMPACTED BY FIRE OR OTHER NATIVE HABITATS. ADULTS IN CUSTODY CONTRIBUTED OVER 33,000 HOURS TOWARDS CONSERVATION OF SAGEBRUSH AND OTHER NATIVE HABITATS.PROVIDED PLACE-BASED SUMMER EDUCATION AND FOREST IMMERSION PROGRAMS FOR MIDDLE AND HIGH SCHOOL STUDENTS IN NORTH-CENTRAL NEW MEXICO.OVER 1000 ADULTS IN CUSTODY ENGAGED IN ECOLOGICAL EDUCATION WITH 117 LESSONS.405 YOUTH IN JUVENILE DETENTION ATTENDED 56 LESSONS PROVIDED IN 2 FACILITIES. 2859664 THE INSTITUTE FOR APPLIED ECOLOGY (IAE) IS A NON-PROFIT 501 (C) (3) ORGANIZATION WHOSE VISION IS A WORLD WHERE ALL PEOPLE AND WILDLANDS ARE HEALTHY AND INTERACT POSITIVELY, BIOLOGICALLY DIVERSITY FLOURISHES, AND ENVIRONMENTAL CHALLENGES ARE MET WITH A SOCIAL COMMITMENT TO SOLVING PROBLEMS WITH SCIENCE. OUR MISSION IS CONSERVING NATIVE SPECIES AND HABITATS THROUGH RESTORATION, RESEARCH AND EDUCATION. WE PARTNER WITH AND SERVE A DIVERSITY OF GROUPS ACROSS OREGON AND THE WESTERN US, INCLUDING GOVERNMENT AGENCIES, LOCAL MUNICIPALITIES, CONSERVATION ORGANIZATIONS AND NONPROFITS, PRISONS, JUVENILE DETENTION FACILITIES, K-12 SCHOOLS, ALTERNATIVE HIGH SCHOOL PROGRAMS, TRIBES, AND PRIVATE INDIVIDUALS. OUR PROJECTS WORK ACROSS THE WESTERN UNITED STATES, WITH OUR MAIN OFFICE IN OREGON AND AN OFFICE IN NEW MEXICO. OUR STRATEGIC PLAN LAYS OUT THREE PROGRAMMING GOALS: RESTORING RESILIENT ECOSYSTEMS, CONSERVING SPECIES, AND CONNECTING PEOPLE WITH NATURE. WE PRESENT AN ACCOMPLISHMENT FROM EACH IN THE SECTIONS ABOVE. 2859664 5271289 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 1 42 0 106 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR NM X INSTITUTE FOR APPLIED ECOLOGY 5417533099 4950 SW HOUT STREET CORVALLIS OR 973339598 KEITH NORRIS EXECUTIVE DIRECTOR AS OF 5/20/24 40.00 X 53194 0 62 THOMAS KAYE FORMER EXECUTIVE DIRECTOR 40.00 X 113001 0 5758 JENNIFER BUTLER DEPUTY DIRECTOR 40.00 X 107951 0 12301 KEN BIERLY PRESIDENT 2.00 X X 0 0 0 BRANDY HUMPHREYS VICE PRESIDENT 2.00 X X 0 0 0 JACK HALSEY TREASURER 2.00 X X 0 0 0 CARY STEPHENS SECRETARY 2.00 X X 0 0 0 ANNE BRADLEY BOARD MEMBER 1.00 X 0 0 0 GRAHAM FRANKE BOARD MEMBER 1.00 X 0 0 0 JASON BRADFORD BOARD MEMBER 1.00 X 0 0 0 JOHN SAVAGE BOARD MEMBER 2.00 X 0 0 0 JUDY LI BOARD MEMBER 1.00 X 0 0 0 SHINJI KAWAI BOARD MEMBER 1.00 X 0 0 0 SUNIA YANG BOARD MEMBER 2.00 X 0 0 0 274146 0 18121 2 0 0 0 QUAMASH ECORESEARCH 2302 46TH AVE NE OLYMPIA WA 98506 CONTRACTED RESEARCH 105047 1 5900960 256113 592 6157073 CONFERENCES 900099 66531 66531 66531 71791 71791 5500 0 5500 5500 5500 232408 174306 58102 58102 OTHER REVENUE 900099 8322 8322 8322 6367319 124633 0 85613 172015 134403 36834 778 3122096 2439453 668527 14116 113179 73351 39148 680 722326 508945 210026 3355 281088 205476 74423 1189 22128 22128 92637 92637 105529 36838 57424 11267 103272 80904 22368 290529 270769 19690 70 12748 12733 15 79027 37465 41562 39480 31189 8291 CONTRACT SERVICES 1154654 1149455 5199 SUPPLIES AND EQUIPMENT 317270 256009 56892 4369 VEHICLE EXPENSES 34299 34299 6662277 5271289 1355164 35824 352203 353914 575311 538003 1185069 1007308 186632 189580 88763 176467 1467148 443131 876893 1024017 571676 596669 232827 583955 4069374 4469913 286207 448726 20934 206410 61840 41827 233430 589413 602411 1286376 X 2970573 2764922 496390 418615 3466963 3183537 4069374 4469913 -294958 11532 0 X X 0 1 X 1 1 1 X 3582385 4525181 4757567 6297348 6157073 25319554 3582385 4525181 4757567 6297348 6157073 25319554 25319554 8008 27269 21342 37032 71791 165442 66424 66424 25551420 805516 0.99090 0.99550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 918856 54982 863874 34343 4579 29764 513949 383570 130379 1024017 RIGHT-OF-USE ASSETS 583955 583955 LEASE LIABILITIES 589413 589413 X 6554657 11532 1500 174306 187338 6367319 0 6367319 6838083 1500 174306 175806 6662277 0 6662277 PART X, LINE 2: THE INSTITUTE FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE INSTITUTE'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES NETTED WITH REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES NETTED WITH REVENUE FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS IN DETAIL AND PRESENTS A SUMMARY TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE PROGRAM DIRECTORS HAVE WEEKLY MEETINGS TO BRING ANY NEW BUSINESS DEALINGS TO THE TABLE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD RESEARCHES AND VOTES ON THE EXECUTIVE DIRECTOR'S SALARY EACH YEAR AND THE EXECUTIVE DIRECTOR RESEARCHES SALARIES OF COMPARABLE TRADES FOR ALL OTHER EMPLOYEES. 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 XII, LINE 2C: THE PROCESS FOR FINANCIAL OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR.