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← SAVANNA INSTITUTE

Form 990 for tax year 2024

Filed by SAVANNA INSTITUTE.

Totals

Total revenue
$3,633,316
Total expenses
$7,253,097
Contributions and grants received
$2,984,797
Grants paid
$133,364
Program service revenue
$167,646
Investment income
$311,395
Other revenue
$169,478
Total assets, end of year
$20,082,761
Total liabilities, end of year
$4,950,489
Net assets or fund balances, end of year
$15,132,272
Program services expenses (Part IX)
$6,778,758
Management and general expenses
$327,221
Fundraising expenses
$147,118
Program service expenses (Part III)
$6,778,758

Program services were 93.5% 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)

    $1,176,330

  • 1f · All other contributions, gifts and grants

    $1,808,467

  • 2a · Program service revenue: AGROFORESTRY EDUCATION

    total $98,972 · related or exempt $98,972

  • 2b · Program service revenue: FARM REVENUE

    total $41,271 · related or exempt $41,271

  • 2c · Program service revenue: PROGRAM SERVICES AND S

    total $27,403 · related or exempt $27,403

  • 3 · Investment income

    total $311,395 · excluded $311,395

  • 5 · Royalties

    total $5,010 · related or exempt $5,010

  • 6a · Gross rents

    real property $131,520

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $131,520

  • 6d · Net rental income or loss

    total $131,520 · related or exempt $131,520

  • 10a · Gross sales of inventory

    $7,960

  • 10b · Cost of goods sold

    $9,250

  • 10c · Net income from sales of inventory

    total -$1,290 · related or exempt -$1,290

  • 11a · Other revenue: OTHER INCOME

    total $34,238 · excluded $34,238

  • 11e · Other revenue, total

    $34,238

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $133,364 · program services $133,364

  • 5 · Compensation of officers, directors and key employees

    total $162,273 · program services $131,442 · management and general $21,095 · fundraising $9,736

  • 7 · Other salaries and wages

    total $3,400,763 · program services $3,216,252 · management and general $86,996 · fundraising $97,515

  • 9 · Other employee benefits

    total $273,638 · program services $250,408 · management and general $14,684 · fundraising $8,546

  • 10 · Payroll taxes

    total $280,355 · program services $263,533 · management and general $8,411 · fundraising $8,411

  • 11b · Fees: legal

    total $2,416 · program services $2,174 · management and general $242

  • 11c · Fees: accounting

    total $45,051 · program services $40,546 · management and general $4,505

  • 11g · Fees: other

    total $1,164,275 · program services $1,052,318 · management and general $111,957

  • 12 · Advertising and promotion

    total $59,785 · program services $41,849 · management and general $11,957 · fundraising $5,979

  • 13 · Office expenses

    total $145,101 · program services $140,749 · management and general $2,176 · fundraising $2,176

  • 14 · Information technology

    total $148,808 · program services $141,186 · management and general $6,066 · fundraising $1,556

  • 16 · Occupancy

    total $257,205 · program services $244,345 · management and general $12,860

  • 17 · Travel

    total $193,745 · program services $193,745

  • 19 · Conferences, conventions and meetings

    total $19,322 · program services $18,742 · management and general $290 · fundraising $290

  • 20 · Interest

    total $112,957 · program services $101,661 · management and general $11,296

  • 22 · Depreciation, depletion and amortization

    total $233,173 · program services $221,514 · management and general $11,659

  • 23 · Insurance

    total $31,650 · program services $22,155 · management and general $7,912 · fundraising $1,583

  • 24a · Other expenses: MATERIALS AND SUPPLIES

    total $451,342 · program services $429,096 · management and general $11,123 · fundraising $11,123

  • 24b · Other expenses: EDUCATION PROGRAM EXPEN

    total $133,505 · program services $129,528 · management and general $3,774 · fundraising $203

  • 24c · Other expenses: MISCELLANEOUS

    total $4,369 · program services $4,151 · management and general $218

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $223,819 · end of year $783,936

  • 2 · Savings and temporary cash investments

    beginning of year $5,921,961 · end of year $8,495,846

  • 3 · Pledges and grants receivable

    beginning of year $8,654,791 · end of year $1,789,528

  • 4 · Accounts receivable

    beginning of year $1,135,881 · end of year $716,145

  • 8 · Inventories for sale or use

    beginning of year $9,250 · end of year $6,536

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,140 · end of year $87,453

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

    $6,358,433

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

    $535,304

  • 10c · Land, buildings and equipment, net

    beginning of year $5,706,704 · end of year $5,823,129

  • 12 · Investments: other securities

    beginning of year $1,011,000 · end of year $1,011,000

  • 14 · Intangible assets

    beginning of year $33,002 · end of year $29,157

  • 15 · Other assets

    beginning of year $1,422,700 · end of year $1,340,031

  • 17 · Accounts payable and accrued expenses

    beginning of year $311,976 · end of year $491,659

  • 23 · Secured mortgages and notes payable

    beginning of year $3,354,525 · end of year $3,119,760

  • 25 · Other liabilities

    beginning of year $1,431,234 · end of year $1,339,070

  • 27 · Net assets without donor restrictions

    beginning of year -$195,132 · end of year $2,975,687

  • 28 · Net assets with donor restrictions

    beginning of year $19,219,645 · end of year $12,156,585

Mission and programs · 2024

Mission

THE SAVANNA INSTITUTE IS A 501(C)(3) NONPROFIT ORGANIZATION THAT WORKS WITH FARMERS AND SCIENTISTS TO LAY THE GROUNDWORK FOR WIDESPREAD AGROFORESTRY ADOPTION IN THE MIDWEST US. INSPIRED BY THE NATIVE SAVANNA ECOSYSTEMS THAT ONCE COVERED MUCH OF THIS REGION, THE SAVANNA INSTITUTE CONDUCTS RESEARCH, EDUCATION, AND OUTREACH TO SUPPORT THE GROWTH OF DIVERSE, PERENNIAL AGROECOSYSTEMS.THE MISSION OF THE SAVANNA INSTITUTE IS TO CATALYZE THE DEVELOPMENT AND ADOPTION OF RESILIENT, SCALABLE AGROFORESTRY.

Activities or mission (Part I)

THE SAVANNA INSTITUTE IS WORKING TO LAY THE GROUNDWORK FOR WIDESPREAD AGROFORESTRY IN THE MIDWEST US.

  • THE SAVANNA INSTITUTE EXPLORES THE POTENTIAL OF DIVERSE WOODY CROPPING SYSTEMS TO BECOME ECOLOGICALLY SOUND, AGRICULTURALLY PRODUCTIVE, AND ECONOMICALLY VIABLE ALTERNATIVES TO THE CORN-SOYBEAN ROTATION THAT FACILITATES KNOWLEDGE AND SKILLS DEVELOPMENT OF FARMERS, LANDOWNERS, AND OTHER AGRICULTURAL STAKEHOLDERS AROUND PERENNIAL AGRICULTURE AND EDUCATES THE GENERAL PUBLIC ABOUT THE ECOLOGICAL AND ECONOMIC BENEFITS OF PERENNIAL AGRICULTURE.

    Expenses $6,778,758 · Grants $133,364 · Revenue $302,886

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Rebecca Hegner

    CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Will Babler

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Kathy Dice

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Dick McFarlane

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.75

  • Ela Kakde

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.75

  • Patrick Worms

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.75

  • Mary Burke

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Keefe Keeley

    EXECUTIVE DIRECTOR

    Total calculated
    $162,273
    From this org
    $150,273
    From related orgs
    $0
    Other
    $12,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,273
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $12,000
    Filer's total
    $162,273

  • Scott Brainard

    TREE CROP BREEDER

    Total calculated
    $114,712
    From this org
    $114,712
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Frederick Iutzi

    DIRECTOR OF AGROFORESTRY INNOVATION

    Total calculated
    $117,966
    From this org
    $111,172
    From related orgs
    $0
    Other
    $6,794
    Hours/week
    40

  • Kate Wersan

    SENIOR DIRECTOR, IMPACT & ENGAGEMENT

    Total calculated
    $110,754
    From this org
    $110,754
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • David Bruce

    DIRECTOR OF AGROFORESTRY ADOPTION

    Total calculated
    $110,931
    From this org
    $105,390
    From related orgs
    $0
    Other
    $5,541
    Hours/week
    40

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 · Approval by the board or compensation committee

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE BOARD REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY.

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

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CANOPY FARM MANAGEMENT LLC

    CONTRACTOR OF TREE FARMS · WI · general or managing partner

    Directly controlled by TREE CROPS LLC

  • TREE CROPS LLC

    FOR-PROFIT AGROFORESTRY FARMING OPERATIONS · WI · 50% owned · general or managing partner

    Directly controlled by SAVANNA INSTITUTE HOLDINGS INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CANOPY EMPLOYEES INC

    C · FOR-PROFIT AGROFORESTRY FARMING OPERATIONS · WI · 50% owned

    Directly controlled by TREE CROPS LLC

  • SAVANNA INSTITUTE HOLDINGS INC

    C · FOR-PROFIT HOLDING COMPANY OF THE FOR-PROFIT AGROFORESTRY FARMING OPERATIONS · WI · 100% owned

    Directly controlled by SAVANNA INSTITUTE

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202503219349314890

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