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← INSTITUTE FOR APPLIED ECOLOGY

Form 990 for tax year 2022

Filed by INSTITUTE FOR APPLIED ECOLOGY.

Totals

Total revenue
$4,923,662
Total expenses
$4,589,213
Contributions and grants received
$4,757,567
Grants paid
$0
Program service revenue
$18,093
Investment income
$21,342
Other revenue
$126,660
Total assets, end of year
$3,625,104
Total liabilities, end of year
$610,173
Net assets or fund balances, end of year
$3,014,931
Program services expenses (Part IX)
$3,688,371
Management and general expenses
$883,366
Fundraising expenses
$17,476
Program service expenses (Part III)
$3,688,371

Program services were 80.4% 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)

    $4,107,552

  • 1f · All other contributions, gifts and grants

    $650,015

  • 2a · Program service revenue: WORKSHOPS/PROGRAM FEES

    total $18,093 · related or exempt $18,093

  • 3 · Investment income

    total $21,342 · excluded $21,342

  • 10a · Gross sales of inventory

    $211,100

  • 10b · Cost of goods sold

    $84,440

  • 10c · Net income from sales of inventory

    total $126,660 · excluded $126,660

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $107,657 · program services $84,141 · management and general $23,246 · fundraising $270

  • 7 · Other salaries and wages

    total $2,271,048 · program services $1,774,969 · management and general $490,374 · fundraising $5,705

  • 8 · Pension plan contributions

    total $60,415 · program services $47,218 · management and general $13,045 · fundraising $152

  • 9 · Other employee benefits

    total $196,328 · program services $153,443 · management and general $42,392 · fundraising $493

  • 10 · Payroll taxes

    total $184,116 · program services $143,898 · management and general $39,755 · fundraising $463

  • 11b · Fees: legal

    total $2,120 · management and general $2,120

  • 11c · Fees: accounting

    total $77,706 · management and general $77,706

  • 11g · Fees: other

    total $8,537 · management and general $8,537

  • 13 · Office expenses

    total $83,205 · program services $21,579 · management and general $53,032 · fundraising $8,594

  • 16 · Occupancy

    total $112,341 · program services $88,724 · management and general $23,617

  • 19 · Conferences, conventions and meetings

    total $199,911 · program services $191,048 · management and general $8,749 · fundraising $114

  • 22 · Depreciation, depletion and amortization

    total $73,069 · program services $57,559 · management and general $15,510

  • 23 · Insurance

    total $30,143 · program services $23,813 · management and general $6,330

  • 24a · Other expenses: CONTRACT SERVICES

    total $772,702 · program services $771,170 · management and general $1,532

  • 24b · Other expenses: SUPPLIES AND EQUIPMENT

    total $379,825 · program services $300,719 · management and general $77,421 · fundraising $1,685

  • 24c · Other expenses: VEHICLE EXPENSES

    total $30,090 · program services $30,090

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $161,620 · end of year $250,345

  • 2 · Savings and temporary cash investments

    beginning of year $94,667 · end of year $88,318

  • 4 · Accounts receivable

    beginning of year $2,031,341 · end of year $2,099,847

  • 8 · Inventories for sale or use

    beginning of year $189,400 · end of year $178,214

  • 9 · Prepaid expenses and deferred charges

    beginning of year $53,063 · end of year $100,205

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

    $778,517

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

    $346,111

  • 10c · Land, buildings and equipment, net

    beginning of year $319,819 · end of year $432,406

  • 11 · Investments: publicly traded securities

    beginning of year $308,584 · end of year $264,587

  • 15 · Other assets

    beginning of year $168,403 · end of year $211,182

  • 17 · Accounts payable and accrued expenses

    beginning of year $308,193 · end of year $269,723

  • 19 · Deferred revenue

    end of year $47,408

  • 23 · Secured mortgages and notes payable

    beginning of year $100,000 · end of year $81,267

  • 25 · Other liabilities

    beginning of year $168,403 · end of year $211,775

  • 27 · Net assets without donor restrictions

    beginning of year $2,668,076 · end of year $2,808,949

  • 28 · Net assets with donor restrictions

    beginning of year $82,225 · end of year $205,982

Mission and programs · 2022

Mission

THE INSTITUTE FOR APPLIED ECOLOGY CONSERVES NATIVE SPECIES AND HABITATS THROUGH RESTORATIONS, RESEARCH, AND EDUCATION

Activities or mission (Part I)

CONSERVES NATIVE SPECIES AND HABITATS THROUGH RESTORATIONS, RESEARCH, AND EDUCATION

  • CONSERVATION RESEARCH: OUR EFFORTS TO RESEARCH, MONITOR AND REINTRODUCE ENDANGERED SPECIES INTO RESTORED HABITATS IN WESTERN OREGON HAS MANY SUCCESSES. WE HAVE ESTABLISHED NEW POPULATIONS OF GOLDEN PAINTBRUSH, KINCAID'S LUPINE, NELSON'S CHECKERMALLOW, BRADSHAW'S LOMATIUM, AND WILLAMETTE DAISY. ALL OF THESE SPECIES WERE ON THE BRINK OF EXTINCTION, BUT DUE TO OUR EFFORTS AND PARTNERSHIPS WITH OTHER ORGANIZATIONS, ARE NOW BECOMING MORE COMMON ON THE LANDSCAPE. THEY ALSO NOW GROW IN PLACES WHERE LOCAL PEOPLE IN LOCAL COMMUNITIES CAN SEE AND INTERACT WITH THEM REGULARLY, A SEA CHANGE FOR CONSERVATION! (CONTINUED ON SCHEDULE O)PROGRAM ACCOMPLISHMENT NUMBERS: FOR THE SEVENTH YEAR, COORDINATED RANGE-WIDE MONITORING FOR FENDER'S BLUE BUTTERFLY, WITH SURVEYS AT NEARLY 100 SITES, TRACKING IMPORTANT TRENDS IN THIS ENDANGERED SPECIES POPULATION.THIRTY-NINE RESEARCH PROJECTS AT 277 SITES WITH 8 ENDANGERED SPECIESMONITORED 2,195 SQUARE METERS OF NATIVE PLANTSVISITED ESTUARIES FROM TEXAS TO MAINE AND EVERYWHERE IN BETWEEN -- BOTH VIRTUALLY AND IN PERSON -- VIA OUR PARTICIPATION IN A PROJECT THAT MAPS ESTUARY HABITATS ON ALL U.S. COASTLINES. WE FINISHED UP A DECADE OF ON-THE-GROUND MONITORING AT THE NI-LES'TUN TIDAL WETLAND RESTORATION PROJECT IN THE COQUILLE RIVER ESTUARY, AND OUR REPORT SHOWED SOLID RECOVERY OF TIDAL WETLAND HYDROLOGY, SALINITY, VEGETATION, SOILS, AND CARBON SEQUESTRATION.

    Expenses $753,534

  • HABITAT RESTORATION: FOR OVER 20 YEARS, IAE'S MISSION HAS INCLUDED RESTORING RESILIENT ECOSYSTEMS. WE'VE LEARNED THAT TO INCREASE HABITAT RESTORATION IN THE WILLAMETTE VALLEY AND NEW MEXICO AN INCREASE IN THE AVAILABILITY OF NATIVE SEEDS AND PLANTS IS NEEDED. WE'VE ACCOMPLISHED MUCH BY SUPPORTING THREE REGIONAL SEED PARTNERSHIPS AND DEVELOPING A NATIVE PLANT FARM. THE WILLAMETTE VALLEY NATIVE PLANT PARTNERSHIP (WVNPP), STAFFED BY IAE AND FUNDED IN PART BY THE OREGON WATERSHED ENHANCEMENT BOARD, HAS OVER 30 PUBLIC, PRIVATE, AND NONPROFIT ORGANIZATIONS AS MEMBERS, INCLUDING WATERSHED COUNCILS, SOIL AND WATER CONSERVATIONS DISTRICTS, LOCAL MUNICIPALITIES, PRIVATE LAND TRUSTS, COMMERCIAL GROWERS, AND STATE AND FEDERAL AGENCIES. (CONTINUED ON SCHEDULE O)PROGRAM ACCOMPLISHMENT NUMBERS: 64 SITES IN RESTORATION IN OREGON, 1121 ACRES IN SEED PRODUCTION OR ACTIVE RESTORATION 2.5 ACRES IN SEED PRODUCTION AT IAE FARM, WITH 37 SPECIES IN PRODUCTION 282 POUNDS OF SEED PRODUCED AT IAE FARM WILD SEED COLLECTED FROM 88 SPECIES IN OREGON, 36 SPECIES IN ARIZONA AND NEW MEXICO 1,300 POUNDS OF NATIVE SEED SOWN 17,000 NATIVE PLANT PLUGS AND BULBS OUT-PLANTED 8 TYPES OF OREGON HABITATS RESTORED 2251 VOLUNTEER ACTIVITY HOURS LOGGED HOSTED NATIVE PLANT MATERIALS VIRTUAL CONFERENCE ATTENDED BY NEARLY 500 NATIVE PLANT ENTHUSIASTS

    Expenses $745,242

  • ECOLOGICAL EDUCATION: THE DECLINE IN HUMAN CONNECTION WITH NATURE IS FOUND ESPECIALLY IN UNDERSERVED COMMUNITIES WITHIN OUR REGION, INCLUDING INCARCERATED PEOPLE WHO NUMBER OVER 15,000 IN OREGON AND 2.3 MILLION NATIONWIDE. THIS NATURE DEFICIT LEADS TO LOWER HUMAN HEALTH, HIGHER INCIDENTS OF VIOLENCE, AND REDUCED SENSE OF WELL-BEING. FURTHERMORE, THERE IS OFTEN A DISCONNECT BETWEEN ENVIRONMENTAL PROFESSIONALS AND THE DIVERSE COMMUNITIES THAT LIVE IN THE REGION WHERE RESTORATIONS TAKE PLACE. THIS ISOLATION EXCLUDES VALUABLE INSIGHTS FROM PROJECTS AND REDUCES OWNERSHIP OF HABITAT RESTORATIONS BY DIVERSE COMMUNITIES. INCARCERATED PEOPLE AND COMMUNITIES OF DIVERSITY ARE PARTICULARLY DEPRIVED OF OPPORTUNITIES TO INTERACT WITH ECOSYSTEMS AS WELL AS IN ENVIRONMENTAL FIELDS. (CONTINUED ON SCHEDULE O)ONE PROJECT OF OUR ECOLOGICAL EDUCATION PROGRAM, SAGEBRUSH IN PRISONS, DEEPLY ENGAGES PRISON INMATES IN HABITAT CONSERVATION BY GIVING THEM VOCATIONAL TRAINING IN NATIVE PLANT NURSERY MANAGEMENT AND A LECTURE SERIES IN CONSERVATION SCIENCE. THESE INCARCERATED ADULTS ARE HEALING THEIR ENVIRONMENT, THEIR COMMUNITIES, AND THEMSELVES.PROGRAM ACCOMPLISHMENT NUMBERS:NEARLY 500,000 SAGEBRUSH PLANTS GROWN BY ADULTS IN CUSTODY IN 10 PRISONS IN FIVE STATES TO RESTORE GREATER SAGE-GROUSE HABITAT IMPACTED BY FIRE.PROVIDED PLACE-BASED SUMMER EDUCATION AND FOREST IMMERSION PROGRAMS FOR MIDDLE AND HIGH SCHOOL STUDENTS IN NORTH-CENTRAL NEW MEXICO.OVER 100 ADULTS IN CUSTODY ENGAGED IN ECOLOGICAL EDUCATION.130 YOUTH IN JUVENILE DETENTION ATTENDED 17 LESSONS PROVIDED IN 2 FACILITIES.75 YOUTH ATTENDED EDUCATIONAL LESSONS AT 3 SCHOOLS.

    Expenses $258,037 · Revenue $18,093

  • THE INSTITUTE FOR APPLIED ECOLOGY (IAE) IS A NON-PROFIT 501 (C) (3) ORGANIZATION WHOSE VISION IS A WORLD WHERE ALL PEOPLE AND WILDLANDS ARE HEALTHY AND INTERACT POSITIVELY, BIOLOGICALLY DIVERSITY FLOURISHES, AND ENVIRONMENTAL CHALLENGES ARE MET WITH A SOCIAL COMMITMENT TO SOLVING PROBLEMS WITH SCIENCE. OUR MISSION IS CONSERVING NATIVE SPECIES AND HABITATS THROUGH RESTORATION, RESEARCH AND EDUCATION. WE PARTNER WITH AND SERVE A DIVERSITY OF GROUPS ACROSS OREGON AND THE WESTERN US, INCLUDING GOVERNMENT AGENCIES, LOCAL MUNICIPALITIES, CONSERVATION ORGANIZATIONS AND NONPROFITS, PRISONS, JUVENILE DETENTION FACILITIES, K-12 SCHOOLS, ALTERNATIVE HIGH SCHOOL PROGRAMS, TRIBES AND PRIVATE INDIVIDUALS. OUR PROJECTS WORK ACROSS THE WESTERN UNITED STATES, WITH OUR MAIN OFFICE IN OREGON AND AN OFFICE IN NEW MEXICO. OUR STRATEGIC PLAN LAYS OUT THREE PROGRAMMING GOALS: RESTORING RESILIENT ECOSYSTEMS, CONSERVING SPECIES, AND CONNECTING PEOPLE WITH NATURE. WE PRESENT AN ACCOMPLISHMENT FROM EACH IN THE SECTIONS ABOVE.

    Expenses $1,931,558

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ken Bierly

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3
  • Cary Stephens

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Jack Halsey

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Brandy Humphreys

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • John Savage

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Carol Savonen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Anne Bradley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Shinji Kawai

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Sunia Yang

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    9
  • Jason Bradford

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Judy Li

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Thomas Kaye

    EXECUTIVE DIRECTOR

    Total calculated
    $107,657
    From this org
    $102,605
    From related orgs
    $0
    Other
    $5,052
    Hours/week
    42

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
14 June 2023
IRS schema version
2022v5.0
Source object
202301789349301655

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