Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 41-2064376

KOOTZNAHOO-FORTRESS OF THE BEAR

Also known as Fortress of the Bear Sawmill Farm

Tax-exempt · SITKA, AK 99835

Financials

$1.6M$1M2023$1.8M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of KOOTZNAHOO-FORTRESS OF THE BEAR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,820,632$1,148,702$671,930$3,869,243$1,039,391$2,829,852
December 31, 2023990$1,601,183$1,001,797$599,386$3,193,560$910,828$2,282,732
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$92,298
Program service revenue
$1,338,791
Investment income
$2,050
Net rental income
$4,191
Net income from sales of inventory
$383,302
Other revenue
$387,493

Expenses

Grants and similar amounts paid
$906
Compensation of officers, directors and key employees
$81,582
Other salaries and wages
$552,299
Salaries, compensation and benefits (total)
$716,734
Professional fundraising fees
$0
Legal fees
$1,563
Accounting fees
$64,186
Occupancy
$67,909
Travel
$16,548
Depreciation
$83,140
Program services (functional)
$820,623
Management and general (functional)
$327,419
Fundraising (functional)
$660

Balance sheet and other

Total assets, start of year
$3,193,560
Total assets, end of year
$3,869,243
Total liabilities, end of year
$1,039,391
Net assets, end of year
$2,829,852
Land, buildings and equipment
$1,771,428
Net assets without donor restrictions
$2,829,852
Gross receipts
$2,273,049
Employees
33
Volunteers
7
Year formed
2003
State of legal domicile
AK

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JAY STIWELLEXECUTIVE DI
Officer
40$81,582
CAMILLE FERGUSONDIRECTOR
Trustee or director
1$0
DEBI TERRYDIRECTOR
Trustee or director
1$0
TYLER EDDYDIRECTOR
Trustee or director
1$0
LEE BENNETTCHAIR
Trustee or director, Officer
1$0
SHAUNA THORNTONVICE CHAIR
Trustee or director, Officer
1$0
DAVID MILLERTREASURER
Trustee or director, Officer
1$0
LAURIE BOOYSESECRETARY
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
JAY STIWELLEXECUTIVE DI
Officer
40$67,692
CAMILLE FERGUSONBOARD PRESID
Trustee or director, Officer
–$0
LAURIE BOOYSEBOARD SECRET
Trustee or director, Officer
–$0
LEE BENNETTBOARD TREASU
Trustee or director, Officer
–$0
BEVERLY CALDWELLBOARD MEMBER
Trustee or director
–$0
SARA HADAD-DEMBSBOARD MEMBER
Trustee or director
–$0
DEBI TERRYBOARD MEMBER
Trustee or director
–$0
SHAWNA THORNTONBOARD MEMBER
Trustee or director
–$0

Address and contacts

Address (IRS master file)
4639 SAWMILL CREEK RD, SITKA, AK 99835-9805
In care of
% LES KINNEAR
Mailing address (990-N for 2007)
215-C Smith Street, Sitka AK 99835
Principal officer (990 for 2024)
JAY STIWELL
Principal officer (990-N for 2007)
Evelyn Kinnear, 215-C Smith Street, Sitka AK 99835
Signed the 990
JAY STIWELL, EXECUTIVE DIRECTOR
Phone
(907) 747-3032
Return prepared by
ELGEE REHFELD LLC

Mission

TO PROVIDE PROTECTION AND CARE TO ORPHANED BROWN AND BLACK BEARS IN AN ENRICHING AND EDUCATIONAL ENVIRONMENT.

990 for the year ended December 31, 2024

Program accomplishments

  • FORTRESS OF THE BEAR (FOB) OPERATES A BEAR SANCTUARY IN SITKA, ALASKA. OUR MISSION IS THE REDUCTION OF HUMAN BEAR CONFLICT THROUGH EDUCATION AND THE CARE OF ALASKAN BEARS ORPHANED AS CUBS. WE ACHIEVE THIS MISSION THROUGH VISITS TO THE SANCTUARY AND SPECIAL EDUCATIONAL PROGRAMS ABOUT BEAR AWARENESS AND SAFETY. IN 2024, 135,000 VISITORS WERE ABLE TO PARTICIPATE WHILE ENGAGING WITH OUR SANCTUARY'S FIVE ALASKAN BROWN AND THREE BLACK BEARS THROUGH VISITS, EDUCATIONAL SIGNAGE AND INTERACTION WITH SANCTUARY GUIDES.
    Expenses $820,623 · grants $906 · revenue $1,338,791

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
41-2064376
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2003
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Animal-related (D20)
Assets (IRS master file)
$3,869,243
Income (IRS master file)
$2,273,049

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,820,632$1,148,702$3,869,243XML
990December 2023$1,601,183$1,001,797$3,193,560XML
990December 2022$1,459,281$779,531$2,689,188IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990-N for 2007
Officer: Evelyn Kinnear
December 31, 2007≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-2064376).

Questions about KOOTZNAHOO-FORTRESS OF THE BEAR

What is the EIN of KOOTZNAHOO-FORTRESS OF THE BEAR?
The employer identification number (EIN) of KOOTZNAHOO-FORTRESS OF THE BEAR is 41-2064376.
Is KOOTZNAHOO-FORTRESS OF THE BEAR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to KOOTZNAHOO-FORTRESS OF THE BEAR tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does KOOTZNAHOO-FORTRESS OF THE BEAR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of KOOTZNAHOO-FORTRESS OF THE BEAR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KOOTZNAHOO-FORTRESS OF THE BEAR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of KOOTZNAHOO-FORTRESS OF THE BEAR?
The 990 for the year ended December 31, 2024 names JAY STIWELL.
Who are the officers and directors of KOOTZNAHOO-FORTRESS OF THE BEAR?
The 990 for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $81,582 (JAY STIWELL, EXECUTIVE DI).
How much revenue does KOOTZNAHOO-FORTRESS OF THE BEAR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,820,632, expenses of $1,148,702 and total assets of $3,869,243 at year end.

Other nonprofits in SITKA

All nonprofits in SITKA · Alaska · Animal-related