Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
COOPER ORNITHOLOGICAL SOCIETY CO JEFF KELLY UNIVERSITY OF OKLAHOMA
Employer identification number
95-6091800
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here........................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2011 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2012.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2011.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2011.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
81,274
74,050
69,640
67,808
62,230
355,002
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
252,198
235,445
178,298
211,307
200,511
1,077,759
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
0
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
0
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
0
6
Total. Add lines 1 through 5.
333,472
309,495
247,938
279,115
262,741
1,432,761
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
0
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
0
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
1,432,761
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
9
Amounts from line 6...
333,472
309,495
247,938
279,115
262,741
1,432,761
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
33,865
27,498
28,499
29,326
33,373
152,561
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
0
c
Add lines 10a and 10b.
33,865
27,498
28,499
29,326
33,373
152,561
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
0
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
0
13
Total support. (Add lines 9, 10c, 11, and 12.)..
367,337
336,993
276,437
308,441
296,114
1,585,322
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f))
.........
15
90.380 %
16
Public support percentage from 2011 Schedule A, Part III, line 15
...............
16
89.670 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f))
......
17
9.620 %
18
Investment income percentage from 2011 Schedule A, Part III, line 17
.............
18
10.330 %
19a
33 1/3% support tests—2012.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2011.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information.
Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2012
Additional Data
Software ID:
12000229
Software Version:
2012v2.0
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
COOPER ORNITHOLOGICAL SOCIETY CO JEFF KELLY UNIVERSITY OF OKLAHOMA
Employer identification number
95-6091800
Identifier
Return Reference
Explanation
Part VI, Section A, Question 9
Past President (term ended March 2012)Kimberly A. SullivanDepartment of BiologyUtah State UniversityLogan UT 84322-5305 USAPresident (term began March 2012)Frank MooreDepartment of Biological SciencesUniversity of Southern MississippiHattiesburg, MS 39406 USAPresident-electMartin RaphealForestry Sciences Laboratory3625 93rd Ave. SWOlympia, WA 98512SecretaryAbby PowellInstitute of Arctic BiologyDepartment of Biology and WildlifeUniversity of Alaska Fairbanks, AK 99775-7020Assistant Secretary Joseph J. FontaineUniversity of Nebraska-Lincoln422 Hardin HallLincoln, Nebraska 68583-0984TreasurerJeff KellyOklahoma Biological Survey111 East Chesapeake St.Norman, OK 73019 Assistant Treasurer Margaret Petersen Anchorage, Alaska Editor, The CondorMichael PattenOklahoma Biological SurveyUniversity of Oklahoma111 E. Chesapeake StreetNorman, OK 73109 USASeries Editor, Studies in Avian Biology Brett K. SandercockDivision of BiologyKansas State UniversityManhattan, KS 66506Craig W. BenkmanDepartment of Zoology and PhysiologyUniversity of WyomingLaramie, WY 82071 USA Eileen KirschUpper Midwest Environmental Sciences Center2630 Fanta Reed RoadLa Crosse, WI 54601Anna ChalfounDepartment of Zoology & Physiology,USGS WY Cooperative Fish & Wildlife Research UnitDepartment 3166; 1000 East University AvenueUniversity of WyomingLaramie, WY 82071Victoria DreitzUniversity of MontanaWildlife Biology Program 32 Campus DriveMissoula, MT 59812Scott SillettSmithsonian Migratory Bird CenterNational Zoological ParkP.O. Box 37012-MRC 5503Washington, DC 20008 Carol VleckDepartment of Ecology, Evolution and Organismal BiologyBessey Hall 253Iowa State UniversityAmes, IA 50011-1020Carla CiceroMuseum of Vertebrate Zoology3101 Valley Life Sciences Bldg.University of CaliforniaBerkeley, CA 94720-3160Renee Duckworth Department of Ecology & Evolutionary BiologyUniversity of ArizonaP.O. Box 210088Tucson, Az 85721John RotenberryCollege of Bilogical Sciences1445 Gortner Ave.University of MinnesotaSaint Paul, MN 55108Alice Boyle Division of Biology 116 Ackert HallKansas State UniversityManhattan, KS 66506Kevin McGrawSchool of Life Sciences Arizona State UniversityTempe, AZ 85287-4501Tom Martin USGS Montana Cooperative Wildlife Research UnitMontana Cooperative Fishery Research UnitMontana State UniversityPO Box 173460
Form 990, Part VI, Line 19
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
THE BYLAWS OF THE SOCIETY ARE POSTED ON THE SOCIETY'S WEBSITE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
Form 990, Part VI, Line 11b
Form 990, Part VI, Line 11b: Form 990 Review Process
THE TREASURER REVIEWS AND APPROVES FORM 990, AND CONTACTS THE PRESIDENT AND/OR PRESIDENT-ELECT WITH ANY SPECIFIC CONCERNS. THE COMPLETED FORM 990 WILL BE PROVIDED TO EACH BOARD MEMBER FOR REVIEW AND APPROVAL BEFORE THE TAX RETURN IS FILED.
Form 990, Part VI, Line 9
Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address
See Schedule O for list of board members and directors
Form 990, Part VI, Line 7b
Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
See Part VI, Section A, Line 7a description.
Form 990, Part VI, Line 7a
Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
The Board of Directors is elected by the Society membership and consists of nine voting members. Non-voting, ex officer members include all incumbent officers of the Society who are not elected Directors, the Chief Editors, the most recent Past-President of the Board, and all chairpersons of standing committees. The board has power and authority under direction of the membership to: levy and collect assessments upon all of the Society members; call meetings when deemed necessary; adopt, by resolution, rules and regulations consistent with the State of California or with the Bylaws of the Society; conduct, manage and control the affairs of the Society; contract for, incur, or create indebtedness in any lawful manner for the purpose of the Society; keep accurate records of all meetings and acts of the Society; supervise all acts of the officers; invest surplus funds or funds of the Society in stocks and other securities; choose editors for publications of the Society; review editorial policy, and approve the financing and issuing of publications; determine scientific and educational policies of the Society; and act on matters concerning conservation, with or without resolution by the Society membership.
Form 990, Part VI, Line 6
Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
Any person may become a member of the Society upon payment of dues. Classes of membership are determined by the Board of Directors. Each member is entitled to one vote in elections or other matters brought before the membership. Membership classes currently consist of: regular members, honorary members, life members, student members, and emeritus members.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.