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Nonprofiteer
← XERCES SOCIETY INC

Form 990 for tax year 2023

Filed by XERCES SOCIETY INC.

Totals

Total revenue
$10,021,676
Total expenses
$9,488,793
Contributions and grants received
$8,658,770
Grants paid
$7,500
Program service revenue
$926,468
Investment income
$350,708
Other revenue
$85,730
Total assets, end of year
$15,371,737
Total liabilities, end of year
$1,807,381
Net assets or fund balances, end of year
$13,564,356
Program services expenses (Part IX)
$7,710,775
Management and general expenses
$716,130
Fundraising expenses
$1,061,888
Program service expenses (Part III)
$7,710,775

Program services were 81.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $2,884,215

  • 1f · All other contributions, gifts and grants

    $5,774,555

  • 1g · Noncash contributions included above

    $186,483

  • 2a · Program service revenue: PROGRAM SERVICE FEES

    total $926,468 · related or exempt $926,468

  • 3 · Investment income

    total $350,708 · excluded $350,708

  • 5 · Royalties

    total $66,473 · related or exempt $66,473

  • 7a · Gross sales of assets other than inventory

    securities $186,483

  • 7b · Less cost or other basis and sales expenses

    securities $186,483

  • 7c · Gain or loss

    securities $0

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $19,257 · excluded $19,257

  • 11e · Other revenue, total

    $19,257

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $7,500 · program services $7,500

  • 5 · Compensation of officers, directors and key employees

    total $458,177 · program services $179,898 · management and general $236,958 · fundraising $41,321

  • 6 · Compensation of disqualified persons

    total $20,250 · program services $20,250

  • 7 · Other salaries and wages

    total $5,362,441 · program services $4,240,996 · management and general $733,567 · fundraising $387,878

  • 8 · Pension plan contributions

    total $330,156 · program services $275,833 · management and general $31,546 · fundraising $22,777

  • 9 · Other employee benefits

    total $648,328 · program services $509,275 · management and general $91,511 · fundraising $47,542

  • 10 · Payroll taxes

    total $477,808 · program services $364,778 · management and general $75,954 · fundraising $37,076

  • 11b · Fees: legal

    total $12,060 · program services $7,835 · management and general $4,225

  • 11c · Fees: accounting

    total $38,666 · management and general $38,407 · fundraising $259

  • 11g · Fees: other

    total $417,840 · program services $228,862 · management and general $66,863 · fundraising $122,115

  • 13 · Office expenses

    total $259,584 · program services $41,113 · management and general $94,319 · fundraising $124,152

  • 14 · Information technology

    total $148,538 · program services $17,952 · management and general $121,074 · fundraising $9,512

  • 16 · Occupancy

    total $86,925 · management and general $86,925

  • 17 · Travel

    total $308,063 · program services $300,824 · management and general $4,332 · fundraising $2,907

  • 19 · Conferences, conventions and meetings

    total $34,332 · program services $26,078 · management and general $3,183 · fundraising $5,071

  • 22 · Depreciation, depletion and amortization

    total $13,181 · program services $10,435 · management and general $2,746

  • 23 · Insurance

    total $18,972 · management and general $18,972

  • 24a · Other expenses: PRINTING AND FIELD SUPP

    total $774,263 · program services $651,539 · management and general $182 · fundraising $122,542

  • 24b · Other expenses: DUES, FEES, AND MAILING

    total $32,511 · program services $18,518 · management and general $6,473 · fundraising $7,520

  • 24c · Other expenses: MISCELLANEOUS EXPENSES

    total $21,079 · fundraising $21,079

  • 24d · Other expenses: EQUIPMENT AND REPAIRS

    total $18,119 · program services $1,321 · management and general $16,798

  • 24e · All other expenses

    program services $807,768 · management and general -$917,905 · fundraising $110,137

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,197,863 · end of year $724,833

  • 2 · Savings and temporary cash investments

    beginning of year $5,072,705 · end of year $7,804,928

  • 3 · Pledges and grants receivable

    beginning of year $2,202,595 · end of year $2,003,629

  • 4 · Accounts receivable

    beginning of year $157,683 · end of year $298,574

  • 8 · Inventories for sale or use

    beginning of year $136,871 · end of year $126,120

  • 9 · Prepaid expenses and deferred charges

    beginning of year $62,904 · end of year $73,465

  • 10a · Land, buildings and equipment: cost or other basis

    $119,614

  • 10b · Land, buildings and equipment: accumulated depreciation

    $56,211

  • 10c · Land, buildings and equipment, net

    beginning of year $55,707 · end of year $63,403

  • 11 · Investments: publicly traded securities

    beginning of year $5,719,391 · end of year $4,116,521

  • 15 · Other assets

    beginning of year $219,634 · end of year $160,264

  • 17 · Accounts payable and accrued expenses

    beginning of year $747,750 · end of year $868,703

  • 19 · Deferred revenue

    beginning of year $915,317 · end of year $778,414

  • 25 · Other liabilities

    beginning of year $219,634 · end of year $160,264

  • 27 · Net assets without donor restrictions

    beginning of year $10,498,650 · end of year $11,898,071

  • 28 · Net assets with donor restrictions

    beginning of year $2,444,002 · end of year $1,666,285

Mission and programs · 2023

Mission

XERCES SOCIETY IS A NONPROFIT ORGANIZATION THAT PROTECTS WILDLIFE THROUGH THE CONSERVATION OF INVERTEBRATES AND THEIR HABITAT. THE SOCIETY IS AT THE FOREFRONT OF INVERTEBRATE PROTECTION WORLDWIDE, HARNESSING THE KNOWLEDGE OF SCIENTISTS AND THE ENTHUSIASM OF CITIZENS TO IMPLEMENT CONSERVATION PROGRAMS.

  • POLLINATOR CONSERVATION - XERCES' POLLINATOR CONSERVATION PROGRAM WORKS ACROSS THE UNITED STATES TO EDUCATE FARMERS, LAND MANAGERS, AND THE PUBLIC ABOUT THE IMPORTANCE OF POLLINATORS AND OTHER BENEFICIAL INSECTS, AND TO ESTABLISH HABITAT PROTECTION AND MANAGEMENT AS KEYS TO THEIR CONSERVATION. AS A LEADING VOICE IN POLLINATOR CONSERVATION, XERCES PROMOTES PRACTICAL SOLUTIONS THAT ADDRESS THE ROOT CAUSES OF POLLINATOR DECLINES: HABITAT LOSS, PESTICIDE USE, UNSUSTAINABLE FARMING PRACTICES, DISEASE, AND CLIMATE CHANGE. SEE SCHEDULE O FOR CONTINUATION.IT DIRECTLY REACHES AGRICULTURAL PROFESSIONALS AND FARMERS AS WELL AS OTHER LAND MANAGERS THROUGH TRAININGS, WORKSHOPS, AND OTHER OUTREACH EVENTS. IN ADDITION, XERCES MANAGES THE ONLY THIRD-PARTY CERTIFIED POLLINATOR CONSERVATION PROGRAM TO HELP FARMERS TO PROTECT AND RESTORE HABITAT FOR POLLINATORS. AS A RESULT OF XERCES' WORK, NATIVE POLLINATORS ARE NOW A KEY PRIORITY FOR AGRICULTURAL CONSERVATION PROGRAMS ACROSS THE UNITED STATES, AND OVER 1.5 MILLION OF ACRES OF HABITAT IMPROVEMENTS HAVE BEEN MADE FOR THESE VITAL INSECTS.

    Expenses $3,111,125 · Revenue $643,717

  • ENDANGERED SPECIES CONSERVATION - TO CONSERVE AND RESTORE THE DIVERSITY OF LIFE ON EARTH, XERCES' ENDANGERED SPECIES CONSERVATION PROGRAM ENGAGES IN EDUCATION, RESEARCH, COMMUNITY SCIENCE, CONSERVATION PLANNING, AND ADVOCACY TO PROTECT AT-RISK SPECIES AND THEIR HABITATS. THE PROGRAM COLLABORATES WITH SCIENTISTS AND LAND MANAGERS TO RAISE AWARENESS ABOUT THE PLIGHT OF INVERTEBRATES AND TO GAIN PROTECTION FOR THE MOST VULNERABLE SPECIES BEFORE THEY DECLINE TO A LEVEL AT WHICH RECOVERY IS IMPOSSIBLE. IT ALSO WORKS WITH FEDERAL, STATE, AND LOCAL AGENCIES TO PROMOTE CLIMATE-RESILIENT RESTORATION AND BEST PRACTICES FOR HABITAT MANAGEMENT.SEE SCHEDULE O FOR CONTINUATION.ITS CURRENT WORK INCLUDES EFFORTS TO PROTECT BUMBLEBEES, MONARCHS AND OTHER BUTTERFLIES, FRESHWATER MUSSELS, FIREFLIES, AND OTHER INVERTEBRATES. THROUGH COMMUNITY SCIENCE PROJECTS, WHICH INCLUDE BUMBLE BEE WATCH, THE WESTERN MONARCH COUNTS, THE WESTERN MONARCH MILKWEED MAPPER, AND THE FIREFLY ATLAS, XERCES ENGAGES TENS OF THOUSANDS OF INDIVIDUALS WHO GATHER DATA TO INFORM CONSERVATION EFFORTS.

    Expenses $2,514,625 · Revenue $249,608

  • PESTICIDE REDUCTION - XERCES' PESTICIDE REDUCTION PROGRAM REDUCES RELIANCE ON PESTICIDES BY SUPPORTING THE DIVERSE NATURAL SYSTEMS THAT REDUCE PEST PROBLEMS. IT PROVIDES SCIENTIFIC RESOURCES FOR FARMERS, RANGELAND MANAGERS, BACKYARD GARDENERS, NURSERY MANAGERS, URBAN FORESTERS AND PARK MANAGERS, FEDERAL, STATE AND LOCAL AGENCY STAFF, AND POLICY MAKERS SO THAT THEY CAN MAKE INFORMED DECISIONS ABOUT PESTICIDE USE AND REGULATION. BY PROVIDING ON-THE-GROUND TECHNICAL SUPPORT, XERCES INCREASES THE ADOPTION OF ECOLOGICALLY SOUND PEST MANAGEMENT PRACTICES EVERYWHERE. XERCES PESTICIDE REDUCTION PROGRAMS HAVE ELIMINATED AND LOWERED PESTICIDE USE ACROSS MILLIONS OF ACRES OF RANGELAND, FARMLAND AND TOWNS AND CITIES.

    Expenses $794,950 · Revenue $2,400

  • OTHER CONSERVATION - XERCES UNDERTAKES A VARIETY OF OTHER CONSERVATION ACTIVITIES TO RAISE AWARENESS AND APPRECIATION OF THE VALUABLE ROLE OF INVERTEBRATES, AND THEIR ROLE IN PROTECTING THE NATURAL WORLD. THESE INCLUDE THE PUBLICATION OF ITS MAGAZINE WINGS: ESSAYS ON INVERTEBRATE CONSERVATION, WHICH FEATURES THE WORK OF RENOWNED WILDLIFE PHOTOGRAPHERS, SCIENTISTS, AND CONSERVATIONISTS. XERCES ALSO PROVIDES HUNDREDS OF PUBLICATIONS FOR FREE DOWNLOAD THROUGH ITS WEBSITE, INCLUDING GUIDELINES TO HELP FARMERS AND GARDENERS CONSERVE POLLINATORS, GUIDES TO IDENTIFYING ENDANGERED BUMBLE BEES, OTHER BENEFICIAL INSECTS AND SOIL INVERTEBRATES AND MANY MORE. ANOTHER ASPECT OF THIS PROGRAM IS THE JOAN M. DEWIND AWARD, WHICH IS OPEN TO GRADUATE AND UNDERGRADUATE STUDENTS. EACH YEAR, CHOSEN APPLICANTS RECEIVE FINANCIAL SUPPORT FROM XERCES FOR LEPIDOPTERA RESEARCH AND CONSERVATION PROJECTS.

    Expenses $704,622 · Grants $7,500 · Revenue $38,573

  • COMMUNITY ENGAGEMENT - THE COMMUNITY ENGAGEMENT PROGRAM PROVIDES RESOURCES ON INVERTEBRATE CONSERVATION TO ALL AGE GROUPS. IT PROVIDES EXPERTISE ON HABITAT FOR POLLINATORS AND OTHER INVERTEBRATES TO COMMUNITY AND SCHOOL GARDENS, CITIES, AND COLLEGE CAMPUSES, AND IT OFFERS CONSERVATION WORKSHOPS FOR URBAN AND SUBURBAN AUDIENCES, REACHING HUNDREDS OF THOUSANDS OF PEOPLE EACH YEAR. OUR BEE CITY USA NETWORK WORKS WITH TOWNS, CITIES AND COLLEGE AND UNIVERSITY CAMPUSES TO PROTECT AND RESTORE POLLINATOR HABITAT AND TO REACH BROADLY INTO THESE COMMUNITIES TO PROMOTE POLLINATORS. BEE CITY USA AFFILIATES HAVE RESTORED HABITAT, MINIMIZED PESTICIDE USE AND REACHED MORE THAN 1.4 MILLION PEOPLE WITH POLLINATOR CONSERVATION MESSAGING. BY ENGAGING VOLUNTEERS, OVER 100 XERCES AMBASSADORS, AND YOUTH THROUGH X KIDS, XERCES EDUCATES AND INSPIRES INDIVIDUALS AND COMMUNITIES TO TAKE ACTION TO CONSERVE INVERTEBRATES.

    Expenses $585,453 · Revenue $58,643

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Beth Robertson-Martin

    BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Casey Sclar PhD

    BOARD VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Jay Withgott

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Linda Craig

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Lisa Bertelson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Betsy Lopez-Wagner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Sacha Spector

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Rachael Winfree PhD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Scott Hoffman Black

    EXECUTIVE DIRECTOR

    Total calculated
    $293,636
    From this org
    $225,950
    From related orgs
    $0
    Other
    $67,686
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $225,450
    Bonus
    $500
    Other
    $0
    Deferred
    $35,582
    Nontaxable benefits
    $32,104
    Filer's total
    $293,636

  • Karl Souza

    DIRECTOR OF FINANCE & OPS.

    Total calculated
    $164,541
    From this org
    $119,037
    From related orgs
    $0
    Other
    $45,504
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $117,037
    Bonus
    $2,000
    Other
    $0
    Deferred
    $13,160
    Nontaxable benefits
    $32,344
    Filer's total
    $164,541

  • Sarina Jepsen

    DIR. OF ENDANGERED SPECIES

    Total calculated
    $146,434
    From this org
    $124,910
    From related orgs
    $0
    Other
    $21,524
    Hours/week
    50

  • Eric Lee-Mader

    POLLINATOR & AGR. BIODIVERSITY CO-DR.

    Total calculated
    $145,237
    From this org
    $105,102
    From related orgs
    $0
    Other
    $40,135
    Hours/week
    50

  • David Vaughan

    POLLINATOR & AGR. BIODIVERSITY CO-DR.

    Total calculated
    $140,722
    From this org
    $138,694
    From related orgs
    $0
    Other
    $2,028
    Hours/week
    50

  • Aimee B Code

    PESTICIDE PROGRAM DIRECTOR

    Total calculated
    $125,915
    From this org
    $107,425
    From related orgs
    $0
    Other
    $18,490
    Hours/week
    50

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 · 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
DURING THE YEAR ENDING DECEMBER 31, 2023, THE XERCES SOCIETY AWARDED DISCRETIONARY BONUSES TO ALL EMPLOYEES.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
11 July 2024
IRS schema version
2023v5.1
Source object
202411939349302076

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