UNDERSTORY INITIATIVE

Financials

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.

Address and contacts

Address (IRS master file)

2299 CRESTBROOK RD, MEDFORD, OR 97504-8205

Mailing address (990-N for 2019)

2299 Crestbrook Rd, Medford OR 97504

Principal officer (990 for 2024)

KATHRYN PRIVE, 2640 E BARNETT RD, MEDFORD, OR 97504

Principal officer (990-N for 2019)

Kathryn A Prive, 2299 Crestbrook Rd, Medford OR 97504

Signed the 990

KATHRYN PRIVE, EXECUTIVE DIRECTOR

Phone

(541) 973-4303

Website

www.understoryinitiative.org

Return prepared by

Myra Villella Consulting LLC

Mission

Facilitate the Restoration and Conservation of Native Species Habitat Through Partnership & Community Engagement.

Program accomplishments

• Vesper Meadow Education Program: In 2024, Vesper Meadow continued to blend human healing with land restoration through a variety of community-centered programs and conservation efforts. We expanded the Healing Landscapes program, engaging youth and families particularly from Indigenous communitiesand supported an internship for an SOU student and Siletz Tribal memberfocused on native plant restoration, creek restoration, leadership, and nonprofit coordination. Our beaver-based restoration efforts gained momentum, with over 60 restoration structures built in Latgawa and Spencer Creeks in partnership with the Rogue River-Siskiyou National Forest, BLM, Project Beaver, and dedicated volunteers. Conservation of endangered species remained a priority, as we worked alongside Friends of the Cascade-Siskiyou National Monument, KS Wild, BLM biologists, and independent scientists to monitor and protect Mardon skipper butterfly habitat. We also proudly hosted Camas Camp in partnership with the Indigenous Gardens Network, welcoming over 60 Siletz and Grand Ronde Tribal families to Vesper Meadow for workshops, walks, and cooking centered around the culturally significant Camas lily.
  Expenses $251,973 · revenue $158,199
• Partnership Building and Applied Restoration: In 2024, RNPP (Rogue Native Plant Partnership) completed follow-up monitoring on 16 post-fire huckleberry plots in partnership with the Rogue River-Siskiyou National Forest and the Cow Creek Band of the Umpqua Tribe of Indians. We also hosted five farm tours highlighting local seed growers and their techniques, and partnered with seven local and regional organizations to host seed collecting and cleaning events that brought together partners, volunteers, and community members. UNPP (Umpqua Native Plant Partnership) made significant progress in strengthening native plant supply efforts across the region. To focus efforts and resources, we narrowed our species priorities from over 200 to fewer than 50, emphasizing plants with the highest ecological and cultural value. We also launched the native plant reservation system to streamline plant access for restoration practitioners. Community engagement remained a core part of our work, with hands-on restoration events alongside local producers, landowners, and volunteers, and participation in events like Earth Day, the Glide Wildflower Show, and a successful community seed swap. In collaboration with the Oregon Native Seed Collective, we published the Oregon Native Seed Strategy, a comprehensive guide to native seed procurement, preservation, and production for restoration and conservation efforts across the state. We also produced and distributed 30 pounds of Open Meadow Pollinator Mix and 28 pounds of Shade Tolerant Pollinator Mix to private landowners, supporting pollinator habitat on working lands. A new population of sand dune phacelia (Phacelia argentea), a federally threatened plant native to the southern Oregon coast, was successfully established. Lastly in partnership with Tualatin SWCD, seeds from 3 regions were collected in support of the Climate-Adapted Plant Materials (CAPM) project. This source seed will provide valuable insights on drought resilience and climate adaptation for native plants in the future.
  Expenses $582,477 · revenue $704,678
• Ecological Research and Monitoring: In 2024, staff and volunteers with the Rare Plant Monitoring Network contributed a total of 566 hours monitoring 32 species of rare plants. We also completed monitoring of the native McFarlanes four oclock in Idaho and providing recommendations to improve monitoring efforts and recovery actions for the species. On Oregons south coast, staff mapped invasive species and evaluated their impact on pollinating insects in coastal prairies and dunes. Additionally, the team designed innovative monitoring protocols that will inform and guide restoration efforts on federal lands for years to come, including at the Oregon Islands National Wildlife Refuge and South Slough National Estuarine Research Reserve.
  Expenses $256,114 · revenue $195,413

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.

IRS record

EIN

83-1051907

Tax-exempt status

501(c)(3): Charitable, religious, educational or scientific organization

Foundation status

Publicly supported organization (509(a)(2))

Donations deductible (Pub 78)

Public charity, 50% deduction limit

Exempt since

2018

Accounting year ends

December

Files

Form 990 or 990-EZ

Category (NTEE)

Environment (C30)

Assets (IRS master file)

$282,070

Income (IRS master file)

$1,187,724

Filing history

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 83-1051907).

Questions about UNDERSTORY INITIATIVE

What is the EIN of UNDERSTORY INITIATIVE?

The employer identification number (EIN) of UNDERSTORY INITIATIVE is 83-1051907.

Is UNDERSTORY INITIATIVE tax-exempt?

Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.

Are donations to UNDERSTORY INITIATIVE tax-deductible?

Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).

Which annual return does UNDERSTORY INITIATIVE 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 UNDERSTORY INITIATIVE 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 UNDERSTORY INITIATIVE 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 UNDERSTORY INITIATIVE?

The 990 for the year ended December 31, 2024 names KATHRYN PRIVE.

Who are the officers and directors of UNDERSTORY INITIATIVE?

The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $58,320 (KATHRYN PRIVE, EXECUTIVE DIRECTOR).

How much revenue does UNDERSTORY INITIATIVE have?

On its 990 for the year ended December 31, 2024 it reported revenue of $1,187,724, expenses of $1,178,750 and total assets of $282,070 at year end.

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