2026-08-14T10:50:57-05:00 2026-03-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2025-04-01 621561595 WORLD PARROT TRUST USA INC WORL 8646102129 PO BOX 985 TRAVELERS REST SC 29690 JAMES GILARDI EXECUTIVE DIRECTOR 8646102129 2026-08-14 1 AMANDA VANNATTA CPA P00948755 6082744020 2026-08-14 2025 2025-03-06 01:10:19Z JAMES GILARDI PO BOX 985 TRAVELERS REST SC 29690 1445144 0 X PARROTS.ORG X 1994 DC HELPING PARROTS SURVIVE IN THE WILD AND THRIVE IN OUR HOMES. 8 7 5 7 0 0 1437445 1336649 13250 15510 251786 89116 8489 1686 1710970 1442961 247207 310272 0 0 243536 248616 9196 11498 87616 952120 886855 1452059 1457241 258911 -14280 2513449 2497319 6953 5100 2506496 2492219 X WORLD PARROT TRUST USA, INC. HELPS PARROTS SURVIVE IN THE WILD AND FLOURISH IN HUMAN CARE. WORKING WITH RESEARCHERS, IN-COUNTRY ORGANIZATIONS, LOCAL COMMUNITIES, AND GOVERNMENTS, THE ORGANIZATION PROTECTS WILD PARROT POPULATIONS, WORKS TO END THE ILLEGAL TRADE IN WILD-CAUGHT PARROTS, AND IMPROVES THE WELFARE OF PARROTS LIVING ALONGSIDE PEOPLE. 0 0 1227269 310272 15510 WORLD PARROT TRUST USA, INC. WORKS WITH RESEARCHERS, IN-COUNTRY ORGANIZATIONS, LOCAL COMMUNITIES, AND GOVERNMENTS TO DEVELOP AND DELIVER PRACTICAL SOLUTIONS THAT PROTECT WILD PARROTS AND IMPROVE THE WELFARE OF PARROTS IN HUMAN CARE. ESTABLISHED IN 1994, THE ORGANIZATION WORKS AS PART OF AN INTERNATIONAL NETWORK OF WORLD PARROT TRUST ENTITIES. ITS PROGRAMS CONCENTRATE ON FIVE THINGS: REDUCING THE ILLEGAL TRADE IN WILD PARROTS AND CARING FOR THE BIRDS THAT TRADE DISPLACES; RECOVERING THREATENED SPECIES THROUGH NEST PROTECTION, MONITORING, AND REINTRODUCTION; PROTECTING AND RESTORING THE FOREST HABITAT PARROTS DEPEND ON FOR NESTING AND FOOD; BUILDING THE CAPACITY OF LOCAL PARTNERS, COMMUNITIES, AND ENFORCEMENT AGENCIES THROUGH TRAINING, EDUCATION, AND GRANTS; AND, ENHANCING COMPANION PARROT CARE THROUGH ONLINE AND PRINT RESOURCES.DURING THE YEAR, THE ORGANIZATION DELIVERED FIELD CONSERVATION, RESCUE, AND EDUCATION PROGRAMS ACROSS AFRICA, THE NEOTROPICS, INDONESIA, AND OCEANIA. THIS WORK INCLUDED NEST PROTECTION AND ARTIFICIAL NEST PROGRAMS FOR THREATENED SPECIES; POPULATION SURVEY AND MONITORING; HABITAT PROTECTION AND REFORESTATION; THE RESCUE, VETERINARY CARE, REHABILITATION, AND RELEASE OF PARROTS CONFISCATED FROM ILLEGAL TRADE; TRAINING FOR CUSTOMS AND ENFORCEMENT OFFICERS, RESCUE CENTER STAFF, PARK RANGERS, AND COMMUNITY MONITORS; COMMUNITY EDUCATION IN PARROT RANGE COUNTRIES; AND GRANTS TO PARTNER ORGANIZATIONS WORKING ON PARROT CONSERVATION WORLDWIDE. RESULTS DURING THE YEAR INCLUDED THE MOST PRODUCTIVE BREEDING SEASON ON RECORD FOR THE PUERTO RICAN AMAZON, THE FIRST MANAGED RELEASE OF PARROTS RESCUED FROM ILLEGAL TRADE IN LIBERIA, A NATIONAL PROHIBITION ON THE TRAPPING AND TRADE OF AFRICAN GREY PARROTS IN THE DEMOCRATIC REPUBLIC OF CONGO, AND THE RETENTION OF ENDANGERED STATUS FOR THE RED-AND-BLUE LORY FOLLOWING THE SUBMISSION OF FIELD SURVEY EVIDENCE. ACROSS THESE PROGRAMS, THE ORGANIZATION SUPPORTED THE FLEDGING OF A RECORD NUMBER OF PUERTO RICAN AMAZON CHICKS, THE RELEASE OF PARROTS RESCUED FROM ILLEGAL TRADE IN LIBERIA, EL SALVADOR, HONDURAS, AND INDONESIA, THE TRAINING OF WILDLIFE OFFICERS, RESCUE CENTER STAFF, AND COMMUNITY MONITORS IN NINE COUNTRIES, AND A FIRST COMPETITIVE GRANTS ROUND THAT DREW 81 APPLICATIONS AND FUNDED TEN PARTNER PROJECTS. 1227269 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CA CT DC FL GA MD ME MS NJ NY OH PA PR SC TN UT VA WA X X X NATHAN SCHMALTZ 8644049704 90 E SCENIC LANE TRAVELERS REST SC 29690 ALISON HALES CHAIRPERSON 0.50 1.00 X X 0 0 0 DENISE ANN MADER SECRETARY (FROM JUNE) 0.50 0.50 X X 0 0 0 DAVID WOOLCOCK DIRECTOR 0.50 0.50 X 0 0 0 RUUD VONK DIRECTOR 0.50 0.50 X 0 0 0 STEVE MARTIN DIRECTOR 0.50 0.50 X 0 0 0 JOSEPH DAVENPORT DIRECTOR 0.50 0.50 X 0 0 0 CRISTIANA SENNI DIRECTOR 0.50 5.00 X 0 12067 0 NICK REYNOLDS DIRECTOR 0.00 X 0 0 0 JAMES GILARDI EXECUTIVE DIRECTOR 36.00 4.00 X 92346 0 0 LAUREN SCHMALTZ USA ADMINISTRATOR/SECRETARY/TREASURER (THRU MAY) 40.00 X 19091 0 0 111437 12067 0 0 0 0 0 0 348281 988368 501 1336649 MEMBERSHIP DUES 900099 15510 15510 15510 89116 89116 3771 2183 1588 1588 98 98 98 1442961 15510 0 90802 X 5325 5325 304947 304947 99521 85022 9257 5242 131486 38681 59669 33136 17609 15798 1041 770 12994 12994 11498 11498 602725 540738 35617 26370 1044 900 144 80414 63914 9409 7091 9419 5384 3454 581 57950 57768 176 6 12380 11840 83 457 72570 72570 3999 3999 BOOKS AND SUBSCRIPTIONS 15343 3049 10042 2252 IN-HOUSE PUBLICATIONS 5020 5020 12997 12314 614 69 1457241 1227269 142356 87616 237166 226429 453944 301672 13276 52371 884141 859135 5827 4880 76912 45840 15571 31072 893524 927760 10000 94000 2513449 2497319 6953 5100 6953 5100 X 2506496 2376183 0 116036 2506496 2492219 2513449 2497319 X -14280 3 X 0 1 X 1 0 X 1071332 2742819 870656 1437445 1336649 7458901 1071332 2742819 870656 1437445 1336649 7458901 2114775 5344126 124 4396 10737 68507 89116 172880 7631781 102933 0.70020 0.67290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76912 45840 31072 31072 MONEY MARKET SHARES 927760 F 927760 X 1445147 3 3 1445144 -2183 -2183 1442961 1459424 2183 2183 1457241 0 1457241 PART X, LINE 2: FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10 PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT THE ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. IN ACCORDANCE WITH FASB ASC 740-10, THE ORGANIZATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. MANAGEMENT BELIEVES THERE WAS NO SIGNIFICANT IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS AS A RESULT OF THE ADOPTION OF ASC 740-10. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXCHANGE GAIN 3. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990 PART VIII, LINE 10B -2,183. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990 PART VIII, LINE 10B 2,183. 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES PARROT CONSERVATION 100790 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES PARROT CONSERVATION 124087 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES PARROT CONSERVATION 11185 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES PARROT CONSERVATION 37095 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES PARROT CONSERVATION 100 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES PARROT CONSERVATION 242870 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS TO OTHERS 45000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO OTHERS 45015 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO OTHERS 20684 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTS TO OTHERS 5000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTS TO OTHERS 140593 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GRANTS TO OTHERS 43775 0 0 0 0 0 0 606142 210052 816194 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, PARROT CONSERVATION, PARROT CARE 7000 WIRE TRANSFER 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, PARROT CONSERVATION 106549 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, PARROT CONSERVATION, PARROT CARE 17400 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PARROT CONSERVATION, PARROT CARE 45000 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, PARROT CONSERVATION 9426 WIRE TRANSFER 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, PARROT CONSERVATION, PARROT CARE 5025 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, PARROT CONSERVATION, PARROT CARE 5008 WIRE TRANSFER 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, PARROT CONSERVATION 5019 WIRE TRANSFER 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, PARROT CONSERVATION, PARROT CARE 7000 WIRE TRANSFER 0 9 0 GRANT CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 3 1940 WIRE TRANSFER GRANT NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 2 1712 WIRE TRANSFER OTHER ASSISTANCE NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 3 8972 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: PRIOR TO SENDING FUNDS TO A NEW RECIPIENT, WE PERFORM A SEARCH FOR THE ORGANIZATION AND THE HIGHEST RANKING OFFICIALS NAMES ON THE OFAC LIST OF SANCTIONED INDIVIDUALS AND ORGANIZATIONS. WE ARE ALSO CAREFUL TO CONDUCT A NUMBER OF VIRTUAL CALLS WITH RECIPIENTS PRIOR TO SENDING FUNDS TO HAVE A SOLID UNDERSTANDING OF THEIR WORK, RELIABILITY AND ALIGNMENT WITH OUR ORGANIZATION'S MISSION AND VALUES. AFTER FUNDS HAVE BEEN GRANTED, WE REQUIRE INTERIM AND FINAL REPORTING WITH PHOTO AND/OR VIDEO EVIDENCE OF WORK COMPLETED. WE ALSO CONTINUE TO CONDUCT VIRTUAL CALLS TO MONITOR PROGRESS. WE WILL OCCASIONALLY SEND WPT EMPLOYEES AND CONTRACTORS TO THE RECIPIENTS SITE TO PROVIDE IN-KIND SUPPORT AND TO EVALUATE THE PROJECT FIRSTHAND. PART I, LINE 3: THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING TO ACCOUNT FOR EXPENDITURES. 1 FUNDACION AMIGOS DE EL YUNQUE INC PO BOX 367024 SAN JUAN PR 00936 660737571 501(C)(3) 5325 0 CONSERVATION EDUCATION 1 0 PART I, LINE 2: PRIOR TO SENDING FUNDS TO A NEW RECIPIENT, WE ARE CAREFUL TO CONDUCT A NUMBER OF VIRTUAL CALLS WITH RECIPIENTS PRIOR TO SENDING FUNDS TO HAVE A SOLID UNDERSTANDING OF THEIR WORK, RELIABILITY AND ALIGNMENT WITH OUR ORGANIZATION'S MISSION AND VALUES. AFTER FUNDS HAVE BEEN GRANTED, WE REQUIRE INTERIM AND FINAL REPORTING WITH PHOTO AND/OR VIDEO EVIDENCE OF WORK COMPLETED. WE ALSO CONTINUE TO CONDUCT VIRTUAL CALLS TO MONITOR PROGRESS. WE WILL OCCASIONALLY SEND WPT EMPLOYEES AND CONTRACTORS TO THE RECIPIENTS SITE TO PROVIDE IN-KIND SUPPORT AND TO EVALUATE THE PROJECT FIRSTHAND. FOR MORE FORMAL ARRANGEMENTS, WE WILL DRAW UP A MEMORANDUM OF UNDERSTANDING OR A GRANT AGREEMENT WHICH BOTH PARTIES SIGN. FORM 990, PART VI, SECTION A, LINE 2 ALISON HALES AND NICK REYNOLDS HAVE A FAMILY RELATIONSHIP. DAVID WOOLCOCK, ALISON HALES, AND NICK REYNOLDS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AT LEAST ANNUALLY BY THE DIRECTORS. ALL DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. A DIRECTOR OR OFFICER WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT MEMBERSHIP OF THE BOARD OF DIRECTORS ANNUALLY CONDUCTS A PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR AND OTHER OFFICERS. THE EXECUTIVE DIRECTOR'S AND OTHER OFFICERS COMPENSATION ARE REVIEWED AND COMPARED TO PUBLIC INFORMATION ABOUT COMPENSATION IN POSITIONS AT SIMILAR ORGANIZATIONS. THE BOARD APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER OFFICERS WITH AN OFFICIAL VOTE WITH DISCUSSION AND RESULTS RECORDED IN MEETING MINUTES. 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 ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 35,617. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,617. FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 26,370. TOTAL EXPENSES 26,370. PROGRAM ADMINISTRATION: PROGRAM SERVICE EXPENSES 25,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,200. AFRICA: PROGRAM SERVICE EXPENSES 15,379. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,379. INDONESIA: PROGRAM SERVICE EXPENSES 13,326. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,326. NEOTROPICS: PROGRAM SERVICE EXPENSES 245,444. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 245,444. OCEANIA: PROGRAM SERVICE EXPENSES 85,274. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,274. FLYFREE: PROGRAM SERVICE EXPENSES 11,401. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,401. EDUCATION: PROGRAM SERVICE EXPENSES 136,123. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,123. KIWA CENTRE: PROGRAM SERVICE EXPENSES 8,591. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,591. FORM 990, PART XI, LINE 9: EXCHANGE GAIN 3. THE WORLD PARROT TRUST GLANMOR HOUSE HAYLE CORNWALL UK TR27 4HB CONSERVATION UK N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0