Form 990 for tax year 2023
Filed by MASSACHUSETTS AUDUBON SOCIETY INC.
Totals
- Total revenue
- $73,656,149
- Total expenses
- $51,223,368
- Contributions and grants received
- $55,427,294
- Grants paid
- $943,798
- Program service revenue
- $11,238,980
- Investment income
- $5,925,707
- Other revenue
- $1,064,168
- Total assets, end of year
- $380,857,060
- Total liabilities, end of year
- $12,347,289
- Net assets or fund balances, end of year
- $368,509,771
- Program services expenses (Part IX)
- $40,430,240
- Management and general expenses
- $6,846,665
- Fundraising expenses
- $3,946,463
- Program service expenses (Part III)
- $40,430,240
Program services were 78.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ALBERT NIERENBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW FALENDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANN HOLLINGSWORTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BETH KRESSLEY GOLDSTEIN
CHAIR/DIRECTOR
- Total calculated
- $0
- Hours/week
- 6
-
BRIAN HICKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CAROL GREGORY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTOPHER KLEM
VICE CHAIR/DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
DAVID PHELAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DELPHINE ZURKIYA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ELIZABETH GILMORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HENRY WOOLSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
JOEL BARRERA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KATHLEEN EMRICH
DIRECTOR (UNTIL 11/2/23)
- Total calculated
- $0
- Hours/week
- 1
-
LINDA JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LORNA GIBSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARCELO SUAREZ-OROZCO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL PAPPONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NAGESH MAHANTHAPPA
VICE CHAIR/DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
PATRICIA SPENCE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PETER BERNARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PETER ROSENBLUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RANDOLPH WENTWORTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT BALL
TREASURER/DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
ROBERT MURCHISON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT EDWARDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS DEMARCO
DIRECTOR (UNTIL 11/2/23)
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS M POUNDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TRACEY BOLOTNICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SUZIE TAPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CANDANCE LUN PLOTKIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BANCROFT POOR
CFO/ASST. TREASURER
- Total calculated
- $305,024
- From this org
- $266,416
- From related orgs
- $0
- Other
- $38,608
- Hours/week
- 39.5 + 0.5 related
Schedule J breakdown matched by us
- Base
- $266,416
- Bonus
- $0
- Other
- $0
- Deferred
- $21,313
- Nontaxable benefits
- $17,295
- Filer's total
- $305,024
-
DAVID O'NEILL
PRESIDENT
- Total calculated
- $495,171
- From this org
- $442,993
- From related orgs
- $0
- Other
- $52,178
- Hours/week
- 39.5 + 0.5 related
Schedule J breakdown matched by us
- Base
- $382,993
- Bonus
- $60,000
- Other
- $0
- Deferred
- $26,580
- Nontaxable benefits
- $25,598
- Filer's total
- $495,171
-
JAN O'NEIL
DIR OF MEMBERSHIP/ASST TREASURER
- Total calculated
- $182,969
- From this org
- $145,714
- From related orgs
- $0
- Other
- $37,255
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,714
- Bonus
- $0
- Other
- $0
- Deferred
- $11,657
- Nontaxable benefits
- $25,598
- Filer's total
- $182,969
-
KRISTIN BARR
ASST. SECRETARY/EA TO CFO
- Total calculated
- $57,351
- From this org
- $53,103
- From related orgs
- $0
- Other
- $4,248
- Hours/week
- 30
-
MARGO MERCER
ASSISTANT SECRETARY/CHIEF OF STAFF
- Total calculated
- $122,406
- From this org
- $97,325
- From related orgs
- $0
- Other
- $25,081
- Hours/week
- 40
-
MALLORY KENDOR
SECRETARY/EA TO PRESIDENT
- Total calculated
- $71,228
- From this org
- $64,310
- From related orgs
- $0
- Other
- $6,918
- Hours/week
- 40
-
AMANDA HUKANOVIC
ASST TREAS/SR BUSINESS & FIN ANALYST
- Total calculated
- $23,110
- From this org
- $23,110
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
GAIL YEO
VP OF WILDLIFE SANCTUARIES
- Total calculated
- $219,831
- From this org
- $203,547
- From related orgs
- $0
- Other
- $16,284
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $203,547
- Bonus
- $0
- Other
- $0
- Deferred
- $16,284
- Nontaxable benefits
- $0
- Filer's total
- $219,831
-
MICHELLE MANION
VP FOR ADVOCACY AND POLICY
- Total calculated
- $203,201
- From this org
- $188,734
- From related orgs
- $0
- Other
- $14,467
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,734
- Bonus
- $0
- Other
- $0
- Deferred
- $7,549
- Nontaxable benefits
- $6,918
- Filer's total
- $203,201
-
NIA KEITH
VP FOR DEIJA
- Total calculated
- $198,721
- From this org
- $184,001
- From related orgs
- $0
- Other
- $14,720
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,001
- Bonus
- $0
- Other
- $0
- Deferred
- $14,720
- Nontaxable benefits
- $0
- Filer's total
- $198,721
-
TIMOTHY CALABRESE
SR. DIR.OF CORP, FND, & GRANT SUPPORT
- Total calculated
- $165,978
- From this org
- $153,683
- From related orgs
- $0
- Other
- $12,295
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,683
- Bonus
- $0
- Other
- $0
- Deferred
- $12,295
- Nontaxable benefits
- $0
- Filer's total
- $165,978
-
VICTORIA JONES
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $345,437
- From this org
- $325,499
- From related orgs
- $0
- Other
- $19,938
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $325,499
- Bonus
- $0
- Other
- $0
- Deferred
- $13,020
- Nontaxable benefits
- $6,918
- Filer's total
- $345,437
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- THIS DISCRETIONARY BONUS WAS AWARDED TO THE PRESIDENT OF MASS AUDUBON IN RECOGNITION OF PERFORMANCE IN FY 2024 EXCEEDING EXPECTATIONS FOR THE YEAR. AFTER AN EXTENSIVE AND INCLUSIVE 360 REVIEW PROCESS AND A REVIEW OF ORGANIZATIONAL METRICS, THE BONUS TO THE PRESIDENT WAS APPROVED BY THE FULL BOARD OF DIRECTORS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
AWARD FOR BEING A PARTNER IN THE WINCHENDON LAND PURCHASE
-
CONFERENCE SPONSOR
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
WHETSTONE WOOD TRUST FUND CO MASSACHUSETTS AUDUBON SOCIETY
501(C)(3) · ACQUISITION & PRESERVATION OF LAND FOR WILD HABITAT & CONSERVATION PURPOSES · MA · controlled entity
Directly controlled by MASSACHUSETTS AUDUBON SOCIETY INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
GIFT ANNUITIES (39)
T · TRUST · MA · controlled entity
Directly controlled by MASSACHUSETTS AUDUBON SOCIETY INC
-
POOLED INCOME (12)
T · TRUST · MA · controlled entity
Directly controlled by MASSACHUSETTS AUDUBON SOCIETY INC
-
UNITRUSTS (10)
T · TRUST · MA · controlled entity
Directly controlled by MASSACHUSETTS AUDUBON SOCIETY INC
-
TRUST ON OUR BEHALF (1)
T · TRUST · MA · controlled entity
Directly controlled by MASSACHUSETTS AUDUBON SOCIETY INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 20 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403559349300545
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