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Nonprofit · EIN 56-2125831

ORGANIZATION FOR TROPICAL STUDIES INC

Tax-exempt · DURHAM, NC 27705

Financials

$8.8M$9.4M2022$9.2M$9.9M2023$9.7M$8.8M2024
Revenue Expenses · by fiscal year end
Financials of ORGANIZATION FOR TROPICAL STUDIES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$9,701,537$8,798,295$903,242$18,625,423$1,115,145$17,510,278
June 30, 2024990$9,219,213$9,858,737-$639,524$15,633,974$1,045,056$14,588,918
June 30, 2023990$8,814,178$9,350,545-$536,367$14,966,697$1,114,133$13,852,564
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$5,942,893
of which government grants
$57,919
Program service revenue
$3,549,247
Investment income
$209,049
Other revenue
$348

Expenses

Grants and similar amounts paid
$231,338
Compensation of officers, directors and key employees
$328,915
Other salaries and wages
$2,777,302
Salaries, compensation and benefits (total)
$4,241,853
Professional fundraising fees
$0
Legal fees
$26,494
Accounting fees
$75,601
Occupancy
$874,515
Travel
$1,020,157
Depreciation
$235,041
Program services (functional)
$7,282,679
Management and general (functional)
$1,145,871
Fundraising (functional)
$369,745

Balance sheet and other

Total assets, start of year
$15,633,974
Total assets, end of year
$18,625,423
Total liabilities, end of year
$1,115,145
Net assets, end of year
$17,510,278
Land, buildings and equipment
$3,448,973
Publicly traded securities
$9,561,684
Net assets without donor restrictions
$4,624,134
Net assets with donor restrictions
$12,886,144
Gross receipts
$9,701,537
Employees
9
Volunteers
25
Year formed
1963
State of legal domicile
NC

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JENNIFER KELLEYCHIEF ADMINISTRATIVE OFFICER
Officer
40$89,760$20,770
MIGUEL MENDEZCHIEF OPERATING OFFICER
Officer
40$86,608$11,831
ELIZABETH BRAKERDIR./PRES./CEO (FROM NOV. 24)
Officer
40$26,667$0
CHELSEA WARDDIRECTOR/ CHAIR
Trustee or director, Officer
2$0$0
RAFAEL MUNOZ-CARPENADIRECTOR/ TREASURER
Trustee or director, Officer
1$0$0
ERIN KUPREWICZDIRECTOR / SECRETARY
Trustee or director, Officer
1$0$0
SUSAN CORDELLDIRECTOR (UNTIL JUNE 2025)
Trustee or director
1$0$0
JAMES DALLINGDIRECTOR
Trustee or director
1$0$0
KYLE HARMSDIRECTOR, (FROM JUNE 2025)
Trustee or director
1$0$0
BRYAN HEIDORNDIRECTOR
Trustee or director
1$0$0
ANDRE KESSLERDIRECTOR
Trustee or director
1$0$0
JAVIER MATEO-VEGADIRECTOR
Trustee or director
1$0$0
GEORGE MIDDENDORF IIIDIRECTOR
Trustee or director
1$0$0
NATHAN MUCHHALADIRECTOR
Trustee or director
1$0$0
MURIEL POSTONDIRECTOR
Trustee or director
1$0$0
6 more people on this return
NameTitleHours / weekCompensation
OSCAR ROCHADIRECTOR
Trustee or director
1$0
JOHN TOBINDIRECTOR
Trustee or director
1$0
ALVARO UMANADIRECTOR
Trustee or director
1$0
TERRY VOGTDIRECTOR, (UNTIL JULY 2024)
Trustee or director
1$0
MICHAEL WASSERMANDIRECTOR
Trustee or director
1$0
WILLIAM WCISLODIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 21 people
NameTitleHours / weekCompensationOther / benefits
JAMES BOYLEVP DEVELOPMENT (UNTIL 5/2024)
Highest-paid employee
40$130,900$36,497
JENNIFER KELLEYCHIEF ADMINISTRATIVE OFFICER
Officer
40$89,760$19,751
MIGUEL MENDEZCHIEF OPERATING OFFICER
Officer
40$88,577$12,100
ELIZABETH BRAKERDIRECTOR AND PRESIDENT/CEO
Trustee or director, Officer
40$0$0
CHELSEA WARDDIRECTOR AND CHAIR
Trustee or director, Officer
2$0$0
ALVARO UMAADIRECTOR & TREASURER
Trustee or director, Officer
1$0$0
JAMES DALLINGDIRECTOR
Trustee or director
1$0$0
BRYAN HEIDORNDIRECTOR
Trustee or director
1$0$0
ANDRE KESSLERDIRECTOR
Trustee or director
1$0$0
ERIN KUPREWICZDIRECTOR & SECRETARY
Trustee or director
1$0$0
JAVIER MATEO-VEGADIRECTOR
Trustee or director
1$0$0
GEORGE MIDDENDORF IIIDIRECTOR
Trustee or director
1$0$0
NATHAN MUCHHALADIRECTOR
Trustee or director
1$0$0
RAFAEL MUNOZ-CARPENADIRECTOR
Trustee or director
1$0$0
MURIEL POSTONDIRECTOR
Trustee or director
1$0$0
OSCAR ROCHADIRECTOR
Trustee or director
1$0$0
JOHN TOBINDIRECTOR
Trustee or director
1$0$0
SUSAN CORDELLDIRECTOR
Trustee or director
1$0$0
TERRY VOGTDIRECTOR
Trustee or director
1$0$0
MICHAEL WASSERMANDIRECTOR
Trustee or director
1$0$0
WILLIAM WCISLODIRECTOR
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 21 people
NameTitleHours / weekCompensationOther / benefits
JAMES BOYLEVP DEVELOPMENT
Highest-paid employee
40$128,833$37,009
MIGUEL MENDEZCFO
Officer
40$83,077$11,348
GEORGE MIDDENDORF IIICHAIRPERSON
Trustee or director, Officer
2$0$0
ELIZABETH BRAKERPRESIDENT AND CEO
Trustee or director, Officer
12$0$0
ALVARO UMANATREASURER
Trustee or director, Officer
1$0$0
CHELSEA WARDSECRETARY
Trustee or director, Officer
1$0$0
SUSAN CORDELLDIRECTOR
Trustee or director
1$0$0
JAMES DALLINGDIRECTOR
Trustee or director
1$0$0
KYLE HARMSDIRECTOR (UNTIL 1/2023)
Trustee or director
1$0$0
BRYAN HEIDORNDIRECTOR
Trustee or director
1$0$0
ANDRE KESSLERDIRECTOR
Trustee or director
1$0$0
ERIN KUPREWICZDIRECTOR
Trustee or director
1$0$0
GABRIEL MACAYADIRECTOR (UNTIL 1/2023)
Trustee or director
1$0$0
NATHAN MUCHHALADIRECTOR
Trustee or director
1$0$0
RAFAEL MUNOZ-CARPENADIRECTOR
Trustee or director
1$0$0
MURIEL POSTONDIRECTOR
Trustee or director
1$0$0
OSCAR ROCHADIRECTOR
Trustee or director
1$0$0
JOHN TOBINDIRECTOR
Trustee or director
1$0$0
TERRY VOGTDIRECTOR
Trustee or director
1$0$0
MICHAEL WASSERMANDIRECTOR (FROM 1/2023)
Trustee or director
1$0$0
WILLIAM WCISLODIRECTOR (FROM 1/2023)
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
408 SWIFT AVE, DURHAM, NC 27705-4831
Principal officer (990 for 2024)
ELIZABETH BRAKER, 408 SWIFT AVENUE, DURHAM, NC 27705
Signed the 990
ELIZABETH BRAKER, CEO
Phone
(919) 684-5774
Return prepared by
GELMAN ROSENBERG & FREEDMAN

Mission

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.

990 for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $3,265,581 · grants $73,365
  • 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.
    Expenses $2,950,132 · grants $155,756 · revenue $1,087,420
  • 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.
    Expenses $1,066,966 · grants $2,217 · revenue $2,461,827

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
56-2125831
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
1999
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$18,625,423
Income (IRS master file)
$9,701,537

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$9,701,537$8,798,295$18,625,423XML
990June 2024$9,219,213$9,858,737$15,633,974XML
990June 2023$8,814,178$9,350,545$14,966,697XML
990June 2022$4,521,186$4,875,291$14,310,445IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

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 56-2125831).

Questions about ORGANIZATION FOR TROPICAL STUDIES INC

What is the EIN of ORGANIZATION FOR TROPICAL STUDIES INC?
The employer identification number (EIN) of ORGANIZATION FOR TROPICAL STUDIES INC is 56-2125831.
Is ORGANIZATION FOR TROPICAL STUDIES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to ORGANIZATION FOR TROPICAL STUDIES INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ORGANIZATION FOR TROPICAL STUDIES INC 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 ORGANIZATION FOR TROPICAL STUDIES INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ORGANIZATION FOR TROPICAL STUDIES INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ORGANIZATION FOR TROPICAL STUDIES INC?
The 990 for the year ended June 30, 2025 names ELIZABETH BRAKER.
Who are the officers and directors of ORGANIZATION FOR TROPICAL STUDIES INC?
The 990 for the year ended June 30, 2025 lists 21 people; 3 received compensation from the organization, the highest $89,760 (JENNIFER KELLEY, CHIEF ADMINISTRATIVE OFFICER).
How much revenue does ORGANIZATION FOR TROPICAL STUDIES INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $9,701,537, expenses of $8,798,295 and total assets of $18,625,423 at year end.

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