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← JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION & CONSERVATION

Form 990 for tax year 2023

Filed by JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION & CONSERVATION.

Totals

Total revenue
$27,358,340
Total expenses
$26,318,646
Contributions and grants received
$24,919,449
Grants paid
$1,260,264
Program service revenue
$1,218,733
Investment income
$398,886
Other revenue
$821,272
Total assets, end of year
$21,548,595
Total liabilities, end of year
$3,866,524
Net assets or fund balances, end of year
$17,682,071
Program services expenses (Part IX)
$21,177,410
Management and general expenses
$2,855,948
Fundraising expenses
$2,285,288
Program service expenses (Part III)
$21,177,410

Program services were 80.5% 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)

    $3,070,262

  • 1f · All other contributions, gifts and grants

    $21,849,187

  • 1g · Noncash contributions included above

    $3,772,016

  • 2a · Program service revenue: LECTURE TOUR/HONORARIA

    total $1,218,733 · related or exempt $1,218,733

  • 3 · Investment income

    total $418,483 · excluded $418,483

  • 5 · Royalties

    total $329,509 · excluded $329,509

  • 6a · Gross rents

    real property $29,591

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $29,591

  • 6d · Net rental income or loss

    total $29,591 · excluded $29,591

  • 7a · Gross sales of assets other than inventory

    securities $2,029,401 · other assets $7,295

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

    securities $2,019,289 · other assets $37,004

  • 7c · Gain or loss

    securities $10,112 · other assets -$29,709

  • 7d · Net gain or loss

    total -$19,597 · excluded -$19,597

  • 10a · Gross sales of inventory

    $261,845

  • 10b · Cost of goods sold

    $25,554

  • 10c · Net income from sales of inventory

    total $236,291 · related or exempt $236,291

  • 11a · Other revenue: REIMBURSEMENTS

    total $121,772 · excluded $121,772

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $81,879 · excluded $81,879

  • 11c · Other revenue: REBATES

    total $22,230 · excluded $22,230

  • 11e · Other revenue, total

    $225,881

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $640,930 · program services $640,930

  • 3 · Grants to foreign organizations and individuals

    total $619,334 · program services $619,334

  • 5 · Compensation of officers, directors and key employees

    total $1,443,282 · program services $425,019 · management and general $717,651 · fundraising $300,612

  • 7 · Other salaries and wages

    total $7,215,020 · program services $5,833,233 · management and general $752,380 · fundraising $629,407

  • 8 · Pension plan contributions

    total $138,507 · program services $127,705 · management and general $3,072 · fundraising $7,730

  • 9 · Other employee benefits

    total $759,413 · program services $641,627 · management and general $70,113 · fundraising $47,673

  • 10 · Payroll taxes

    total $622,698 · program services $492,216 · management and general $75,031 · fundraising $55,451

  • 11b · Fees: legal

    total $21,968 · program services $15,779 · management and general $4,779 · fundraising $1,410

  • 11c · Fees: accounting

    total $122,856 · management and general $122,856

  • 11e · Fees: professional fundraising services

    total $1,066,631 · fundraising $1,066,631

  • 11f · Fees: investment management

    total $134,284 · management and general $134,284

  • 11g · Fees: other

    total $2,193,511 · program services $1,663,890 · management and general $381,059 · fundraising $148,562

  • 12 · Advertising and promotion

    total $30,801 · program services $16,371 · management and general $882 · fundraising $13,548

  • 13 · Office expenses

    total $568,943 · program services $466,606 · management and general $48,883 · fundraising $53,454

  • 14 · Information technology

    total $3,801,245 · program services $3,303,591 · management and general $198,801 · fundraising $298,853

  • 16 · Occupancy

    total $498,741 · program services $333,969 · management and general $164,772

  • 17 · Travel

    total $1,504,106 · program services $1,364,038 · management and general $96,239 · fundraising $43,829

  • 19 · Conferences, conventions and meetings

    total $118,150 · program services $62,795 · management and general $3,381 · fundraising $51,974

  • 22 · Depreciation, depletion and amortization

    total $186,768 · program services $185,939 · management and general $829

  • 23 · Insurance

    total $134,447 · program services $64,488 · management and general $24,847 · fundraising $45,112

  • 24a · Other expenses: G&A ALLOCATION

    total $0 · program services $1,643,028 · fundraising -$1,643,028

  • 24b · Other expenses: FIELD EXPENSES

    total $2,990,942 · program services $2,990,369 · management and general $10 · fundraising $563

  • 24c · Other expenses: DIRECT MAIL

    total $1,106,807 · program services $455 · management and general $646 · fundraising $1,105,706

  • 24d · Other expenses: PLAN ADMIN COSTS

    total $74,415 · program services $54,551 · management and general $12,146 · fundraising $7,718

  • 24e · All other expenses

    total $324,847 · program services $231,477 · management and general $43,287 · fundraising $50,083

  • 26 · Joint costs (an allocation of the lines above)

    total $2,173,438 · program services $1,643,208 · management and general $0 · fundraising $530,410

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,606,074 · end of year $1,689,895

  • 2 · Savings and temporary cash investments

    beginning of year $8,979,191 · end of year $7,508,312

  • 3 · Pledges and grants receivable

    beginning of year $2,049,525 · end of year $1,353,580

  • 4 · Accounts receivable

    beginning of year $1,028,632 · end of year $211,097

  • 9 · Prepaid expenses and deferred charges

    beginning of year $254,867 · end of year $259,753

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

    $1,898,908

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

    $626,390

  • 10c · Land, buildings and equipment, net

    beginning of year $2,973,520 · end of year $1,272,518

  • 11 · Investments: publicly traded securities

    beginning of year $4,419,902 · end of year $7,243,230

  • 15 · Other assets

    beginning of year $391,819 · end of year $2,010,210

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,656,213 · end of year $2,420,125

  • 19 · Deferred revenue

    beginning of year $2,328,039 · end of year $1,240,635

  • 25 · Other liabilities

    beginning of year $360,047 · end of year $205,764

  • 27 · Net assets without donor restrictions

    beginning of year $11,199,774 · end of year $12,212,989

  • 28 · Net assets with donor restrictions

    beginning of year $5,159,457 · end of year $5,469,082

Mission and programs · 2023

Mission

TO UNDERSTAND AND PROTECT CHIMPANZEES, OTHER APES, AND THEIR HABITATS, AND TO WORK TOWARDS CREATING AN INFORMED AND COMPASSIONATE CRITICAL MASS OF PEOPLE WHO WILL HELP TO CREATE A BETTER WORLD FOR PEOPLE, OTHER ANIMALS, AND OUR SHARED ENVIRONMENT.

Activities or mission (Part I)

SEE PART III, LINE 1.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $17,011,084 · Grants $1,260,264

  • COMMUNICATIONS AND PARTNERSHIPS: THROUGH COMMUNICATION AND PARTNERSHIP EFFORTS, THE INSTITUTE PROMOTES THEIR WORK AND IMPACT ON THE WORLD TO THE GENERAL PUBLIC. BY INFORMING EXTERNAL AUDIENCES ON THE SUCCESSFUL WORK BEING DONE IN CONSERVATION SCIENCE, WILDLIFE RESEARCH, COMMUNITY-LED CONSERVATION, AND ENVIRONMENTAL EDUCATION, THE INSTITUTE CONTINUES TO INCREASE VISIBILITY AND THOUGHT LEADERSHIP IN THE INDUSTRY. EXPENSES RELATE TO PROVIDING REGULAR UPDATES ON PROGRESS AND OUTCOMES OF THE INSTITUTE'S WORK, CREATING AND DISTRIBUTING EDUCATION MATERIALS THROUGH THE WEBSITE, PRINT MATERIALS, VIDEOS AND DIGITAL PROMOTION, AND MEDIA APPEARANCES.

    Expenses $2,386,423 · Revenue $236,291

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $1,779,903 · Revenue $1,218,733

As filed on the 2023 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Jane Goodall

    FOUNDER (SEE SCHEDULE O)

    Total calculated
    $20,635
    From this org
    $0
    From related orgs
    $0
    Other
    $20,635
    Hours/week
    20

  • Paul Baribault

    CHAIR - UNTIL 10/2023

    Total calculated
    $0
    Hours/week
    5

  • Franklin Moore

    MEMBER - UNTIL 10/2023, CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Mary Mapes

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • George Macricostas

    TREASURER - UNTIL 09/2023, MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Andre Alexander

    TREASURER - AS OF 09/2023

    Total calculated
    $0
    Hours/week
    5

  • Scott Atkinson

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Becci Crowe

    MEMBER - UNTIL 10/2023

    Total calculated
    $0
    Hours/week
    1

  • Suzanne Dibianca

    MEMBER - AS OF 11/2023

    Total calculated
    $0
    Hours/week
    1

  • Addison Fischer

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • James Lembeli

    MEMBER - UNTIL 10/2023

    Total calculated
    $0
    Hours/week
    1

  • Susan Sakmar

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Anna Rathmann

    EXECUTIVE DIRECTOR

    Total calculated
    $420,297
    From this org
    $398,060
    From related orgs
    $0
    Other
    $22,237
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $334,760
    Bonus
    $63,300
    Other
    $0
    Deferred
    $16,738
    Nontaxable benefits
    $5,499
    Filer's total
    $420,297

  • Rachel Strittmatter

    VP, FINANCE

    Total calculated
    $202,366
    From this org
    $184,455
    From related orgs
    $0
    Other
    $17,911
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,455
    Bonus
    $0
    Other
    $0
    Deferred
    $9,223
    Nontaxable benefits
    $8,688
    Filer's total
    $202,366

  • Daniel Dupont

    SR. VP, COMMUNICATIONS & PTRSHIPS

    Total calculated
    $213,348
    From this org
    $181,022
    From related orgs
    $0
    Other
    $32,326
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,022
    Bonus
    $0
    Other
    $0
    Deferred
    $9,051
    Nontaxable benefits
    $23,275
    Filer's total
    $213,348

  • Daniel Kemp

    VP, DEVELOPMENT

    Total calculated
    $205,625
    From this org
    $180,786
    From related orgs
    $0
    Other
    $24,839
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,786
    Bonus
    $0
    Other
    $0
    Deferred
    $9,039
    Nontaxable benefits
    $15,800
    Filer's total
    $205,625

  • Alice Macharia

    VP, AFRICA PROGRAMS

    Total calculated
    $191,036
    From this org
    $181,435
    From related orgs
    $0
    Other
    $9,601
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,435
    Bonus
    $0
    Other
    $20,000
    Deferred
    $8,072
    Nontaxable benefits
    $1,529
    Filer's total
    $191,036

  • Carol Irwin-Burg

    VP, BOARD RELATIONS & PLANNED GIVING

    Total calculated
    $189,975
    From this org
    $163,024
    From related orgs
    $0
    Other
    $26,951
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,024
    Bonus
    $0
    Other
    $0
    Deferred
    $8,151
    Nontaxable benefits
    $18,800
    Filer's total
    $189,975

  • Paul Cowles

    CHIEF OF PARTY, USAID PROGRAMS IN TZ

    Total calculated
    $244,676
    From this org
    $200,798
    From related orgs
    $0
    Other
    $43,878
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,994
    Bonus
    $0
    Other
    $12,804
    Deferred
    $9,400
    Nontaxable benefits
    $34,478
    Filer's total
    $244,676

  • Susana Name

    VP, FOUNDER RELATIONS

    Total calculated
    $210,482
    From this org
    $170,908
    From related orgs
    $0
    Other
    $39,574
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,908
    Bonus
    $0
    Other
    $0
    Deferred
    $8,045
    Nontaxable benefits
    $31,529
    Filer's total
    $210,482

  • Lilian Pintea

    VP, CONSERVATION & SCIENCE

    Total calculated
    $201,205
    From this org
    $163,358
    From related orgs
    $0
    Other
    $37,847
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,358
    Bonus
    $0
    Other
    $0
    Deferred
    $8,168
    Nontaxable benefits
    $29,679
    Filer's total
    $201,205

  • Sarah Festa

    SR. DIR. OF DEVELOPMENT OPERATIONS

    Total calculated
    $176,966
    From this org
    $161,235
    From related orgs
    $0
    Other
    $15,731
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,235
    Bonus
    $0
    Other
    $0
    Deferred
    $8,062
    Nontaxable benefits
    $7,669
    Filer's total
    $176,966

  • Mary Ford

    SR. DIRECTOR OF ROOT AND SHOOTS

    Total calculated
    $149,951
    From this org
    $131,118
    From related orgs
    $0
    Other
    $18,833
    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

  • 1a · First-class or charter travel
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 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 1A
JANE GOODALL, FOUNDER, FLIES IN BUSINESS CLASS OR FIRST CLASS WHEN TRAVELING AND IS REIMBURSED BY THE INSTITUTE. WHEN A STAFF MEMBER TRAVELS AS A COMPANION TO DR. GOODALL THEY FLY IN THE SAME CLASS. THIS ARRANGEMENT WAS APPROVED BY THE BOARD OF DIRECTORS. ONE HIGHLY COMPENSATED EMPLOYEE LIVES IN TANZANIA AND SERVES AS THE CHIEF OF PARTY FOR THE INSTITUTE'S COOPERATIVE AGREEMENT WITH USAID. AS PART OF HIS EMPLOYMENT TERMS, HE RECEIVES FINANCIAL SUPPORT FOR HIS HOUSING AND SECURITY IN TANZANIA UNDER THE PROGRAM'S EXPENSES.
PART I, LINE 7
ANNA RATHMANN RECEIVED A BONUS OF $63,300 DURING THE YEAR.

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

Provenance

Return type
form_990
Tax year
2023
Filed
11 October 2024
IRS schema version
2023v5.1
Source object
202402859349300515

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