TY 2023 Form 990

- TIN:

Form990

Department of the TreasuryInternal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

A For the 2023 calendar year, or tax year beginning 09-01-2023 , and ending 08-31-2024

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
New Jersey Audubon Society

% MARK CARMICHAEL

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
9 Hardscrabble Road

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Bernardville, NJ07924

D Employer identification number

22-1539642

E Telephone number

G Gross receipts $ 8,143,992

F Name and address of principal officer:
Alex Ireland
9 Hardscrabble Road
Bernardville,NJ07924

Tax-exempt status: 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or 527

Website:

WWW.NJAUDUBON.ORG

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. See instructions.

H(c)

Group exemption number

K Form of organization: Corporation Trust Association Other

L Year of formation: 1910

M State of legal domicile: NJ

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: OUR TWO FOLD MISSION IS CONNECTING PEOPLE TO NATURE AND STEWARDING THE NATURE OF TODAY FOR THE PEOPLE OF TOMORROW.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	16
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	104
6	Total number of volunteers (estimate if necessary) .............	6	1,300
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	4,642,918	5,068,274
9	Program service revenue (Part VIII, line 2g) .........	972,356	957,374
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	345,712	694,362
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	291,032	283,497
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	6,252,018	7,003,507
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	9,000	1,576,867
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	4,412,673	4,241,644
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	30,000	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,146,094
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	2,619,873	2,899,117
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	7,071,546	8,717,628
19	Revenue less expenses. Subtract line 18 from line 12.......	-819,528	-1,714,121
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	37,569,195	37,214,782
21	Total liabilities (Part X, line 26).............	1,373,328	1,440,606
22	Net assets or fund balances. Subtract line 21 from line 20.....	36,195,867	35,774,176

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name

Firm's EIN

Firm's address

Phone no.

May the IRS discuss this return with the preparer shown above? See Instructions. ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2023)

Form 990 (2023)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response or note to any line in this Part III..............

Briefly describe the organization’s mission: THE NEW JERSEY AUDUBON SOCIETY IS A PRIVATELY SUPPORTED, NOT-FOR-PROFIT, STATEWIDE MEMBERSHIP ORGANIZATION. (SEE SCHEDULE O FOR DETAILS).

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 4,361,324 including grants of $ ) (Revenue $ 957,374 )
	EDUCATION AND SANCTUARIES - PROMOTE EDUCATIONAL AWARENESS AND ENVIRONMENTAL PROTECTION THROUGH SUMMER CAMPS, FIELD TRIPS, LECTURES AND WEEKEND EVENTS AND TO MAINTAIN WILDLIFE SANCTUARIES, EDUCATIONAL CENTERS AND OTHER PROPERTIES. FOR A MORE DETAILED DESCRIPTION OF THE PROGRAM SERVICES PROVIDED, SEE SCHEDULE O FOR NEW JERSEY AUDUBON'S CONSERVATION UPDATE.

4b	(Code: ) (Expenses $ 1,424,545 including grants of $ ) (Revenue $ )
	CONSERVATION - ENCOURAGE AND SUPPORT SOUND CONSERVATION AND STEWARDSHIP PRACTICES AND LAWS. FOR A MORE DETAILED DESCRIPTION OF THE PROGRAM SERVICES PROVIDED, SEE SCHEDULE O FOR NEW JERSEY AUDUBON'S CONSERVATION UPDATE.

4c	(Code: ) (Expenses $ 874,768 including grants of $ ) (Revenue $ )
	RESEARCH AND MONITORING - DISSEMINATE AND ADVANCE KNOWLEDGE OF THE NATURAL ENVIRONMENT THROUGH EDUCATIONAL AND RESEARCH PROGRAMS AND PUBLICATIONS. FOR A MORE DETAILED DESCRIPTION OF THE PROGRAM SERVICES PROVIDED, SEE SCHEDULE O FOR NEW JERSEY AUDUBON'S CONSERVATION UPDATE.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses6,660,637

Form 990 (2023)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Click to see attachment

List of Attached Documents:

// Content

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment

List of Attached Documents:

// Content

...

Yes

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I Click to see attachment

List of Attached Documents:

// Content

.............

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II Click to see attachment

List of Attached Documents:

// Content

.........

Yes

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III Click to see attachment

List of Attached Documents:

// Content

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Click to see attachment

List of Attached Documents:

// Content

.........................

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Click to see attachment

List of Attached Documents:

// Content

....

Yes

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III Click to see attachment

List of Attached Documents:

// Content

..............

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Click to see attachment

List of Attached Documents:

// Content

..............

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V Click to see attachment

List of Attached Documents:

// Content

......

Yes

If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment

List of Attached Documents:

// Content

...................

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

List of Attached Documents:

// Content

.......

11b

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

List of Attached Documents:

// Content

.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

List of Attached Documents:

// Content

............

11d

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11f

Yes

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII Click to see attachment

List of Attached Documents:

// Content

......................

12a

Yes

Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment

List of Attached Documents:

// Content

12b

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment

List of Attached Documents:

// Content

14b

Yes

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV..... Click to see attachment

List of Attached Documents:

// Content

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment

List of Attached Documents:

// Content

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. .... Click to see attachment

List of Attached Documents:

// Content

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment

List of Attached Documents:

// Content

Yes

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment

List of Attached Documents:

// Content

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....

20a

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..... Click to see attachment

List of Attached Documents:

// Content

Yes

Form 990 (2023)

Page 4

Part IV

Checklist of Required Schedules (continued)

Yes

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment

List of Attached Documents:

// Content

Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment

List of Attached Documents:

// Content

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............

24c

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................

25b

Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........

Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?

If "Yes," complete

Schedule L, Part III.........................

Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................

28a

A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....

28b

A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................

28c

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............

Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...

35b

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI

Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Part V

Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........

Yes

Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..

Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Form 990 (2023)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................

104

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..

If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................

Yes

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Yes

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?........

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.

13a

Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....

13b

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.

Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.

Form 990 (2023)

Page 6

Part VI

Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response or note to any line in this Part VI..............

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Yes

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................

Yes

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Yes

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

10b

11a

Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................

11a

Yes

Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....

12a

Did the organization have a written conflict of interest policy? If "No," go to line 13.......

12a

Yes

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................

12c

Yes

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Section C. Disclosure

List the states with which a copy of this Form 990 is required to be filed

NJ , NY , PA

Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization's books and records:
MARK CARMICHAEL9 HARDSCRABBLE ROAD BERNARDSVILLE,NJ07924 (908) 396-7380

Form 990 (2023)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response or note to any line in this Part VII..............

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) ALEX W IRELAND...................................................................... PRESIDENT & CEO	40.0 ................. 0.0		X		144,203	0	32,880
(2) KIMBERLY ANN ARMENTI...................................................................... VICE PRESIDENT DEVLOPMENT	40.0 ................. 0.0			X	124,980	0	32,225
(3) MARK CARMICHAEL...................................................................... SVP & CFO	40.0 ................. 0.0		X		129,298	0	24,500
(4) KRISTEN MEISTRELL...................................................................... DIRECTOR	40.0 ................. 0.0			X	103,755	0	12,832
(5) RICHARD KAUFFELD...................................................................... BOARD CHAIR	1.0 ................. 0.0	X	X		0	0	0
(6) MERIDETH S MUELLER DMin...................................................................... 1ST VICE CHAIR	1.0 ................. 0.0	X	X		0	0	0
(7) DAVIS H HALL PhD...................................................................... 2nd VICE CHAIR	1.0 ................. 0.0	X	X		0	0	0
(8) DANA POGORZELSKI...................................................................... TREASURER	1.0 ................. 0.0	X	X		0	0	0
(9) KATHY HORN...................................................................... SECRETARY	1.0 ................. 0.0	X	X		0	0	0
(10) JOSEPH L BASRALIAN Esq...................................................................... DIRECTOR	1.0 ................. 0.0	X			0	0	0
(11) JASON BIGLER...................................................................... DIRECTOR	1.0 ................. 0.0	X			0	0	0
(12) KATHRIN BERGIN...................................................................... DIRECTOR	1.0 ................. 0.0	X			0	0	0
(13) ALAN CRAWFORD...................................................................... DIRECTOR	1.0 ................. 0.0	X			0	0	0
(14) GORDON L KEEN JR...................................................................... DIRECTOR	1.0 ................. 0.0	X			0	0	0
(15) ANGELA ORTIZ...................................................................... DIRECTOR	1.0 ................. 0.0	X			0	0	0
(16) VEDA TRUESDALE...................................................................... DIRECTOR	1.0 ................. 0.0	X			0	0	0
(17) MICHAEL J VAN WAGNER...................................................................... DIRECTOR	1.0 ................. 0.0	X			0	0	0

Form 990 (2023)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) PAULA VUKSIC........................................................................ DIRECTOR	1.0 .......................0.0	X	0	0	0
(19) ELIZABETH WENDY WILKES........................................................................ DIRECTOR	1.0 .......................0.0	X	0	0	0
(20) PHILIP H WITT PhD ABPP........................................................................ DIRECTOR	1.0 .......................0.0	X	0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	502,236	0	102,437

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 4

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

Form 990 (2023)

Page 9

Part VIII

Statement of Revenue

Check if Schedule O contains a response or note to any line in this Part VIII.............

(A)
Total revenue

(B)
Related or
exempt
function
revenue

(D)
Revenue
excluded from
tax under sections
512 - 514

1a	Federated campaigns..		1a
b	Membership dues..		1b	435,290
c	Fundraising events..		1c	122,815
d	Related organizations		1d
e	Government grants (contributions)		1e	1,011,299

f	All other contributions, gifts, grants, and similar amounts not included above		1f	3,498,870

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		5,068,274

		Business Code
2a	PROGRAM FEES	813312	957,374	957,374
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		957,374

3 Investment income (including dividends, interest, and othersimilar amounts) ......			485,200			485,200
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
			(i) Real	(ii) Personal
6a	Gross rents	6a	9,375
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	9,375	0
d	Net rental income or (loss).......			9,375			9,375
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	496,367
b	Less: cost or other basis and sales expenses	7b	287,205
c	Gain or (loss)	7c	209,162
d	Net gain or (loss).........			209,162			209,162
8a	Gross income from fundraising events (not including $ 122,815of contributions reported on line 1c). See Part IV, line 18 ....
			8a	119,022
b	Less: direct expenses ...		8b	119,022
c	Net income or (loss) from fundraising events..			0			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	987,511
b	Less: cost of goods sold ..		10b	734,258
c	Net income or (loss) from sales of inventory..			253,253	253,253

Business Code
11a	MICELLANEOUS REVENUE		900099	20,869	20,869
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			20,869
12	Total revenue. See instructions.....			7,003,507	1,231,496		703,737

Form 990 (2023)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	1,576,867	1,576,867
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	349,161	215,453	120,537	13,171
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	0
7	Other salaries and wages........	3,072,500	2,116,402	351,768	604,330
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	60,842	43,420	2,369	15,053
9	Other employee benefits .......	412,539	288,891	28,930	94,718
10	Payroll taxes ...........	346,602	240,624	32,347	73,631
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	1,727		1,727
c	Accounting ...........	83,800		83,800
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	30,235		30,235
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	1,359,109	1,009,261	177,213	172,635
12	Advertising and promotion ....	26,236	26,236
13	Office expenses .......	449,726	262,411	22,787	164,528
14	Information technology ......	0
15	Royalties ..	0
16	Occupancy ...........	265,466	235,178	29,684	604
17	Travel ............	137,505	130,430	4,014	3,061
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	104,650	104,650
20	Interest ...........	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	184,393	182,549	1,844
23	Insurance ...	120,818	102,410	14,045	4,363
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	PROGRAM EXPENSES	127,202	125,855	1,347
b	BAD DEBT EXPENSE	8,250		8,250
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	8,717,628	6,660,637	910,897	1,146,094
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Form 990 (2023)

Page 11

Part X

Balance Sheet

Check if Schedule O contains a response or note to any line in this Part IX..............

				(A) Beginning of year		(B) End of year

1	Cash–non-interest-bearing ........			615,214	1	398,264
2	Savings and temporary cash investments .........			1,826,742	2	2,044,907
3	Pledges and grants receivable, net ......			2,031,588	3	1,780,650
4	Accounts receivable, net .............			110,819	4	144,208
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			0	7	0
8	Inventories for sale or use ............			459,693	8	464,377
9	Prepaid expenses and deferred charges ......			52,641	9	55,604
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	23,360,936
b	Less: accumulated depreciation	10b	4,717,625	20,229,894	10c	18,643,311
11	Investments—publicly traded securities .			11,335,483	11	12,642,283
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			907,121	15	1,041,178
16	Total assets. Add lines 1 through 15 (must equal line 33)...			37,569,195	16	37,214,782

17	Accounts payable and accrued expenses .....	518,648	17	436,828
18	Grants payable ...	0	18	0
19	Deferred revenue .........	852,480	19	1,001,578
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	2,200	25	2,200
26	Total liabilities. Add lines 17 through 25..	1,373,328	26	1,440,606

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	7,202,438	27	8,150,893
28	Net assets with donor restrictions ...........	28,993,429	28	27,623,283
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	36,195,867	32	35,774,176
33	Total liabilities and net assets/fund balances ........	37,569,195	33	37,214,782

Form 990 (2023)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI..............

Total revenue (must equal Part VIII, column (A), line 12) ............

7,003,507

Total expenses (must equal Part IX, column (A), line 25) ............

8,717,628

Revenue less expenses. Subtract line 2 from line 1 ..............

-1,714,121

Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..

36,195,867

Net unrealized gains (losses) on investments ...............

1,292,430

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))

35,774,176

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?

If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.

Form 990 (2023)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE A
(Form 990)

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.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

New Jersey Audubon Society

Employer identification number

22-1539642

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	7,310,844	6,056,413	12,332,099	4,642,918	5,068,274	35,410,548
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3	7,310,844	6,056,413	12,332,099	4,642,918	5,068,274	35,410,548
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) ..						7,177,525
6	Public support. Subtract line 5 from line 4.						28,233,023

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	7,310,844	6,056,413	12,332,099	4,642,918	5,068,274	35,410,548
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	169,968	191,589	224,125	331,195	494,575	1,411,452
9	Net income from unrelated business activities, whether or not the business is regularly carried on..						0
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	2,453	374	0	0	20,869	23,696
11	Total support. Add lines 7 through 10						36,845,696

Gross receipts from related activities, etc. (see instructions) ..................

3,947,164

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

76.625 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

77.850 %

16a

33 1/3% support test—2023. 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 ....................... right arrow

33 1/3% support test—2022. 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 ..................... right arrow

17a

10%-facts-and-circumstances test—2023. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
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
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
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.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. 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 ....... right arrow

33 1/3 % support tests—2022. 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 ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

New Jersey Audubon Society

Employer identification number

22-1539642

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization New Jersey Audubon Society

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization New Jersey Audubon Society		Employer identification number 22-1539642

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization New Jersey Audubon Society			Employer identification number 22-1539642
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

New Jersey Audubon Society

Employer identification number

22-1539642

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2022

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing organization's totals	(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................	0
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................	0
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	0
d	Other exempt purpose expenditures ...............................................................................	8,717,628
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	8,717,628
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	585,881
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................	146,470
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................		Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount	409,023	511,758	503,577	585,881	2,010,239

b	Lobbying ceiling amount (150% of line 2a, column(e))					3,015,359

c	Total lobbying expenditures	1,670	5,212	4,607	0	11,489

d	Grassroots nontaxable amount	102,256	127,940	125,894	146,470	502,560

e	Grassroots ceiling amount (150% of line 2d, column (e))					753,840

f	Grassroots lobbying expenditures				0	0

Schedule C (Form 990) 2022

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation

Schedule C (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

New Jersey Audubon Society

Employer identification number

22-1539642

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.

			Held at the End of the Year
a	Total number of conservation easements ......................	2a	3
b	Total acreage restricted by conservation easements ....................	2b	168.00
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

6.00

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

$ 1

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	11,387,982	4,601,507	6,103,373	5,349,964	5,442,294
b	Contributions ...	472,626	7,696,599	54,000	87,667	20,030
c	Net investment earnings, gains, and losses	1,772,679	698,073	-787,716	877,293	526,862
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	638,504	1,608,197	768,150	211,551	639,222
f	Administrative expenses ....
g	End of year balance ......	12,994,783	11,387,982	4,601,507	6,103,373	5,349,964

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

42.780 %

Permanent endowment right arrow

55.740 %

Term endowment right arrow

1.480 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	15,527,029		15,527,029
b	Buildings ....	7,084,381	4,114,343	2,970,038
c	Leasehold improvements
d	Equipment ....	748,526	603,282	145,244
e	Other .....	1,000		1,000
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				18,643,311

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
RENT/SECURITY DEPOSITS	2,200








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	2,200
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	8,379,633
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	1,292,430
b	Donated services and use of facilities .........	2b	113,931
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	1,406,361
3	Subtract line 2e from line 1..................			3	6,973,272
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	30,235
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	30,235
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	7,003,507

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	8,801,324
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	113,931
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................			2e	113,931
3	Subtract line 2e from line 1...................			3	8,687,393
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	30,235
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	30,235
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	8,717,628

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
Schedule D, Part II, Line 5	Conservation Easement Monitoring Protocol is intended to aid in the Conservation Easement monitoring process for New Jersey Audubon Society. Conservation Easements are defined as a voluntary agreement between NJA and a landowner that limits the type or amount of development on their property while at the same time allowing the landowner to maintain private ownership of the land. NJA accepts the easement with understanding that it must enforce the terms of the easement in perpetuity. After the easement is signed, it is recorded with the County Register of Deeds and applies to all future owners of the land. Conservation Easement Monitoring Protocol involves a site visit (monitoring) and follow-up report. Site visits are performed annually by a NJA representative. The landowner is contacted prior to the site visit and is invited to participate (however participation is not mandatory). The date of easement monitoring may vary annually (i.e. seasonally) to maximize opportunity to observe a wider variety of plants and animals making use of the easement. The easement monitoring report is completed during the site visit and placed in the property file. Photos are taken at each site visit as part of the monitoring report. A follow-up letter is sent to the landowner highlighting the results of the site visit.
Schedule D, Part II, Line 9	Expenses associated with acquiring and maintaining the easements are expensed as incurred.
Schedule D, Part X, Line 2	New Jersey Audubon Society is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, the financial statements do not reflect a provision for Federal income taxes. There were no uncertain tax positions at August 31, 2024 and 2023. The Society did not have any income tax related penalties or interest for the years in question.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
New Jersey Audubon Society

Employer identification number

22-1539642

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in the region	(f) Total expenditures for and investments in the region
	South America	0	0	Program Services	SHOREBIRD RESEARCH	62,928
















3a	Sub-total ....	0	0			62,928
b	Total from continuation sheets to Part I ...
c	Totals (add lines 3a and 3b)	0	0			62,928

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023

Schedule F (Form 990) 2023

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2023

Schedule F (Form 990) 2023Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2023

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2023

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation

Schedule F (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
New Jersey Audubon Society

Employer identification number

22-1539642

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) 2023

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 WSOB (event type)	(b) Event #2 CATCH CAPE MAY (event type)	(c) Other events 0 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	201,371	30,321		231,692
2	Less: Contributions . . . .	108,420	21,260		129,680
3	Gross income (line 1 minus line 2) . . . . . .	92,951	9,061		102,012

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	5,679		5,679
7	Food and beverages . . .		1,415	1,415
8	Entertainment . . . .
9	Other direct expenses . . .	87,272	7,646	94,918
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .			102,012
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) 2023

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
New Jersey Audubon Society

Employer identification number
22-1539642

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) MONMOUTH CONSERVATION FOUNDATION 628 MIDDLETOWN-LINCROFT ROAD LINCROFT,NJ07738	22-2185314	501(c)(3)	50,000				OPEN SPACE
(2) MONMOUTH CONSERVATION FOUNDATION 628 MIDDLETOWN-LINCROFT ROAD LINCROFT,NJ07738	22-2185314	501(c)(3)		1,526,867	APPRAISAL	OPEN LAND	OPEN SPACE

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation

Schedule I (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

New Jersey Audubon Society

Employer identification number

22-1539642

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1ALEX W IRELAND PRESIDENT & CEO	(i) (ii)	144,203 ------------- 0	0 ------------- 0	0 ------------- 0	6,200 ------------- 0	26,680 ------------- 0	177,083 ------------- 0	0 ------------- 0
2MARK CARMICHAEL SVP & CFO	(i) (ii)	129,298 ------------- 0	0 ------------- 0	0 ------------- 0	5,500 ------------- 0	19,000 ------------- 0	153,798 ------------- 0	0 ------------- 0
3KIMBERLY ANN ARMENTI VICE PRESIDENT DEVLOPMENT	(i) (ii)	124,980 ------------- 0	0 ------------- 0	0 ------------- 0	5,483 ------------- 0	26,742 ------------- 0	157,205 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

New Jersey Audubon Society

Employer identification number

22-1539642

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 6	The Society has an estimated 16,000 members.
FORM 990, PART VI, SECTION A, LINE 7A	The Society has members who may elect one or more members of the governing body.
FORM 990, PART VI, SECTION A, LINE 7B	The decisions of the governing body are subject to approval by members of the organization by a two-thirds vote of the members present and voting at the Society's annual or business meeting.
FORM 990, PART VI, SECTION B, LINE 11B	The Form 990 was prepared by the outside audit firm that has experience in the preparation of the form and was reviewed and approved by the executive and finance commmittees and then provided to the full board of directors.
FORM 990, PART VI, SECTION B, LINE 12C	Each member of the board of directors is required to sign an annual disclosure report regarding any conflicts of interest and risks of fraud within the organization.
FORM 990, LINE VI, SECTION B, LINE 15	The executive committee of the board of directors reviews and approves the compensation of the president & ceo of the Society annually. Key elements of the process include use of benchmarking to determine comparable compensation and to facilitate a process where persons with conflict of interest with respect to the compensation agreement are excluded from the process.
FORM 990, PART VI, SECTION C, LINE 19	the Society does not make public its by-laws which are its governing documents. the Society evaluates the by-laws on a regular basis and amends them as circumstances change. when an amendment is recommended by the board of directors, notice is given to the members that a proposed amendment will be considered at the annual or business meeting of the Society and the text of such proposed amendment will be made available in advance of the meeting upon request. The audited financial statements and the Form 990 are made available on the organization's website.
FORM 990, PART III, LINE 4A	the program service accomplishments shown below support the summary of the Society's accomplishments during the year ended August 31, 2020, which include: Program Service Accomplishments - EDUCATION AND SANCTUARIES New Jersey Audubons (NJA) education team creates and conducts programming that meets our mission of connecting all people with nature and stewarding the nature of today for all people of tomorrow. Staff worked across the state to inform, educate, and engage 426,214 people through a diversified platform of communications outreach and direct programming. While the COVID-19 pandemic impacted in person program participation with an almost complete shutdown of nature centers and programs for six months and with reduced limits for the additional six months we still engaged 106,214 people on our sanctuary trails, at our migration watches, and through in-person and virtual programming. We conducted 1,265 programs focused on ecology, birding, nature exploration, sustainability, land stewardship, gardening for wildlife and wildlife migration which directly reached 5,404 children and 25,656 adults. Of the total number of adults 1,117 were teachers who impacted an additional 26,808 students (24 students/teacher) in Science, Technology, Engineering and Math (STEM) practices. NJAs programs are designed with the organizations conservation priorities in mind. Programs range from connecting very young children with the wonders of nature to training teachers in environmental science and sustainability to sharing the magic of bird and butterfly migration to adults across the hemisphere. With constraints surrounding COVID-19, all programs needed to be rethought and redesigned including summer camps, school field trips, festivals, afterschool programs, adult natural history field trips and general nature programs for families. Programs that traditionally were conducted in person needed to be transformed to online, virtual platforms or to be done completely outdoors. New technologies needed to be learned and those programs that could be conducted in person were done with reduced program capacity and following strict health and safety protocols. Despite restrictions, NJA continued to innovate with a highly successful World Series of Birding (At Home Version), online spring and fall birding festivals, a hybrid monarch festival utilizing both a virtual and in person model, a Birders Bucket List Bash to engage people from around the world in eco-tourism and multiple series of learning webinars on bird families, gardening for wildlife, nature photography and de-stressing through nature-based yoga. Our fall migration watch which occurred September through December 2019 and pre-COVID continued to command high visitation numbers while the spring migration watches in Cape May and Montclair were conducted but were not open to the public due to the pandemic. NJA values our partners, collaborators, and sponsors. With funding from the PSEG Foundation through National Wildlife Federation (NWF), NJA staff worked alongside the NJ School Boards Association to identify and recognize nine school teams for innovative projects and prototypes designed to solve real world problems. All projects in this STEAM Tank competition had to include an environmental sustainability piece. NJA continues to oversee, with the NJ Department of Education, the national Green Ribbon Schools program. BASF continues to support NJAs efforts to connect middle school students and teachers to environmental science learning through implementation of the BASF Nature of Chemistry series. Spring field trips and classroom visits are an integral part of this program and with New Jersey schools shut down, no in person experiences were allowed. Instead, our staff worked directly with the teachers to support their efforts in doing science from home. As a result, students and teachers created projects that they could implement at home or follow up with recommendations for school changes based on their school problem solving. This years projects ranged from removing school rugs to make indoor air quality better to creating rain gardens to reduce stormwater runoff and erosion. All programs are delivered in such a way as to support the Eco-Schools USA program that NJA administers as part of our partnership with NWF. In person programs supporting urban communities were curtailed due to COVID-19, but virtual summer programs were conducted in Newark, Plainfield, and Wildwood. Additionally, NJA staff created summer nature quests for children to explore their own yards and neighborhoods. Through Ocean First Foundations Good Neighbor Fund, we were able to provide these quests to military families at no cost. Teacher workshops, summer institutes, webinars and face-to-face meetings are essential to train and support our teachers to integrate ecology, environmental science and sustainability into their curricula. With schools closed and struggling to provide equitable access to technology for remote learning as well as train their teachers to utilize new forms of technology, there was less engagement with teachers during this time period. Those teachers who did participate in remote learning or limited in person learning were grateful for the assistance and resources. The John B. Snow Memorial Trust and Verizon Foundation provided support for teacher professional development around watershed health around the Passaic River. Work with the NJ Natural Lands Trust, with a grant from the William Penn Foundation, enabled continued teacher professional development around the Delaware Watershed and Pettys Island. NJA has encouraged thousands of people to create habitat for birds, butterflies and other species through programs, native plant sales and incentive programs. Due to the pandemic, staff had to re-envision all programs related to the Garden for wildlife program. We planned and conduct the organizations first ever society wide native plant sale where people pre-ordered and picked plants up curbside. Garden certifications increased by 47% during 2020 from the previous year as people stayed home and improved their yards for wildlife. We also launched a pilot program Garden for Wildlife to engage more people in gardening and working with others to do the same. Over 41,645 people visited our nature centers and walked miles of trails enjoying all manner of nature exploration. NJA kept its trails open during the early days of the pandemic for people to enjoy, understanding that connecting with nature during this very difficult time was a high priority. Many local and state parks were closed during the early months of the pandemic. With buildings remaining closed, much needed habitat stewardship and restoration occurred using newly developed Field Work Health and Safety Protocols. Staff undertook the majority of this work including removing invasive plant species, creating native plant gardens (especially for pollinators) and conducting trail maintenance and enhancement as volunteers were only able to assist on a very limited basis. No large groups of volunteers were engaged during this time period. NJA operates seven migration watches during the year through its Cape May Bird Observatory (Cape May Hawkwatch, Avalon Seawatch, Songbird Morning Flight, Cape May Springwatch, Monarch Monitoring Program, Montclair Hawkwatch spring and fall). Funds to support these signature programs come from individual donors, Swarovski Optik, Zeiss, Actions@EBMF and others. These sites provided over 32,392 people with access to wildlife migration phenomena (hawk migration, seabird migration, songbird migration, butterfly migration) and information about the species through direct interpretive programming. Data from these watches helps monitor species population trends and inform conservation actions. During 2020, New Jersey Audubon had 828 volunteers who contributed 7,160 total hours to the organization. This is about 50% of the total number of volunteers that the organization typically engages in a non COVID In addition to the stewardship work, these volunteers conducted programs, led field trips, participated in bird and butterfly monitoring, helped in our nature stores and provided assistance with all manner of administrative tasks.
FORM 990 PART III, Line 4B	PROGRAM SERVICE ACCOMPLISHMENTS - CONSERVATION NEW JERSEY AUDUBON'S STEWARDSHIP EFFORTS LARGELY CONCENTRATED ON THE MORE THAN 2-MILLION ACRES OF FORESTS AND FARMLAND THROUGHOUT THE GARDEN STATE. THIS PAST YEAR WE CONTINUED, WITH MANY PARTNERS, TO ADVANCE THE DELAWARE RIVER WATERSHED INITIATIVE THANKS TO SUPPORT FROM THE WILLIAM PENN FOUNDATION, NATIONAL FISH AND WILDLIFE FOUNDATION, AND OTHERS. OUTREACH TO AND ENGAGEMENT OF FARMLAND MANAGERS AND OWNERS RESULTED IN THE IMPLEMENTATION OF MORE THAN 20 CONSERVATION PRACTICES AFFECTING MORE THAN 5,000 ACRES. AS EXAMPLES, STAFF IMPLEMENTED A PLANTING OF 6,500 TREES ALONG THE MUSCONETCONG RIVER, CONDUCTED MAINTENANCE ON A 15-ACRE BUFFER IN SALEM COUNTY, CONVERTED A 4.5-ACRE CORN FIELD TO NATIVE WARM SEASON GRASS AND WILDFLOWERS, PLANTED 2-ACRES WITH NATIVE TREES, MAINTAINED A 30-ACRE RIPARIAN BUFFER, AND CERTIFIED NUMEROUS ON THE FARM PROJECTS AS COMPLETE. SUB-GRANTS TO FARMERS HAVE ENSURED COVER CROPS WERE INSTALLED AND PROTECTING SOIL, AND POLLINATOR HABITAT WAS CREATED TO HOST BUTTERFLIES, MOTHS AND MORE. IN ADDITION, MORE THAN 2.5-MILES OF FENCING HELPED PROTECT IMPORTANT WETLANDS AND WATERWAYS. WORK ALSO CONTINUED TO RESTORE 30-ACRES OF WETLAND HABITAT FOR AMERICAN BLACK DUCK, WITH OUTREACH TO ADDITIONAL PRIVATE LANDOWNERS CONDUCTED THROUGH A TARGETED MAILING. BOG TURTLE HABITAT ASSESSMENTS WERE CONDUCTED AT SEVEN SITES, YIELDING TWO NEW TURTLES. AT THE SALEM BOG TURTLE SITE, RESTORATION WORK CONTINUED AS WELL AS MONITORING NINE TURTLES THAT RANGED FROM YOUNG TO PREGNANT. THROUGH A COOPERATIVE AGREEMENT WITH THE NATURAL RESOURCES CONSERVATION SERVICE, NINE CONSERVATION PLANS WERE COMPLETED, ADDRESSING HABITAT MANAGEMENT ON >400 ACRES. WITH THE U.S. FISH AND WILDLIFE SERVICE, SWAMP PINK PROTECTION ADVANCED, A FEDERALLY THREATENED SPECIES OF THE LILY FAMILY THAT GROWS IN FORESTED WETLANDS. NON-NATIVE INVASIVE PLANT CONTROL ON CAPE ISLAND AND NEARBY SITES PROGRESSED WITH CONTROL MEASURES IMPLEMENTED AT LAKE LILY, TRIANGLE PARK, CENTER FOR RESEARCH AND EDUCATION, NATURE CENTER OF CAPE MAY AND CAPE MAY POINT STATE PARK - WHERE 9-ACRES WERE MANAGED, AND A VOLUNTEER EVENT PLANTED 116 TREES AND SHRUBS. WORKING PRIMARILY IN NORTHWESTERN NEW JERSEY AND THE PINELANDS, MORE THAN 100 FOREST STEWARDSHIP PLANNING AND IMPLEMENTATION PROJECTS ADVANCED, IMPACTING 10,000 ACRES OF FOREST LAND. FROM THE DEVELOPMENT OF FOREST STEWARDSHIP PLANS FOR LARGE (1,000 ACRES PLUS) PROPERTIES TO THE IMPLEMENTATION OF CONSERVATION PROJECTS AT THE SCALE OF A FEW TO DOZENS OF ACRES, THE STEPS REQUIRED TO UNDERTAKE FOREST CONSERVATION PROJECTS ARE MANY, DETAILED AND CRITICALLY IMPORTANT TO ENSURE THE LONG-TERM HEALTH OF NEW JERSEY'S FORESTS. YOUNG FOREST HABITAT MANAGEMENT IN NORTHWESTERN NEW JERSEY SAW THE FIRST OCCUPANCY OF NEWLY CREATED HABITAT BY A GOLDEN-WINGED WARBLER (HTTPS://BIT.LY/GWWAFOUND). A PROCESS THAT CAN TAKE MANY YEARS, SIX IN THIS CASE, BEFORE THE WARBLER BEGINS TO FIND ITS HABITAT NEEDS MET! HABITAT MANAGEMENT AND CREATION FOR YOUNG FOREST WILDLIFE, INCLUDING GOLDEN-WINGED WARBLER, CONTINUED AT THE SPARTA MOUNTAIN WILDLIFE MANAGEMENT AREA, IN COLLABORATION WITH THE NEW JERSEY DIVISION OF FISH AND WILDLIFE, AND ON NUMEROUS PRIVATE LANDS THROUGHOUT NORTHWESTERN NEW JERSEY. NEW JERSEY AUDUBON WAS PLEASED TO SEE THE NEW JERSEY FOREST FIRE SERVICE ALONG WITH PUBLIC AND PRIVATE LANDOWNERS THROUGHOUT NEW JERSEY CONDUCT PRESCRIBED BURNS ON MORE THAN 26,000 ACRES, BEFORE COVID-19 IMPACTS. NEW JERSEY AUDUBON ASSISTED WITH BURNS AT THE HOVNANIAN SANCTUARY, CENTER FOR RESEARCH AND EDUCATION, AND THE NATURAL RESOURCES CONSERVATION SERVICE'S PLANT MATERIALS CENTER. THE NORTHERN BOBWHITE RESTORATION INITIATIVE HAS TRANSITIONED TO DATA ANALYSIS, DATA MODELING, PRIVATE LANDOWNER OUTREACH, AND HABITAT MANAGEMENT ON PUBLIC AND PRIVATE LANDS. THE BOBWHITE INITIATIVE REALIZED ITS FIRST RESEARCH PUBLICATION IN THE JOURNAL OF WILDLIFE MANAGEMENT ENTITLED: LANDSCAPE CONNECTIVITY INFLUENCES SURVIVAL AND RESOURCE USE FOLLOWING LONG-DISTANCE TRANSLOCATION OF NORTHERN BOBWHITE (HTTP://BIT.LY/JWMBOBWHITEPAPER1). THROUGH PINELANDS LANDOWNER OUTREACH EFFORTS, STEWARDSHIP STAFF ASSISTED IN THE RECRUITMENT OF THOUSANDS OF ACRES FOR NORTHERN BOBWHITE HABITAT MANAGEMENT AND PRESCRIBED FIRE APPLICATION, WITH SEVERAL HUNDRED ACRES BURNED THIS YEAR. WORKING CLOSELY WITH NEW JERSEY AUDUBON EDUCATION STAFF, A NEW WEBINAR SERIES WAS LAUNCHED IN APRIL FOCUSED ON GARDENING FOR WILDLIFE. WEBINARS WERE TARGETED TO INDIVIDUALS SEEKING TO CREATE HABITAT AT HOME, WHETHER THAT IS A BACKYARD, SIDE-YARD, COMMUNITY, OR CONTAINER GARDEN. SEVERAL PARTICIPANTS WENT ON TO CERTIFY THEIR SPACE AS A CERTIFIED WILDLIFE HABITAT (HTTP://BIT.LY/GARDENINGFORWILDLIFE). ALSO, IN THE GARDENING FOR WILDLIFE CONTEXT, NEW NATIVE PLANTINGS WERE INSTALLED AT THE CENTER FOR RESEARCH AND EDUCATION AND A SECOND CHIMNEY SWIFT TOWER WAS INSTALLED AT THE WATTLES STEWARDSHIP CENTER, WHERE SWIFTS ARE ALREADY USING THE FIRST TOWER! WITH ERIC STILES SERVING AS MODERATOR, STEWARDSHIP STAFF PARTICIPATED IN A PANEL DISCUSSION FOCUSED ON THE LOSS OF THREE BILLION BIRDS SINCE 1970. THE EVENT HELD AT STOCKTON UNIVERSITY HAD MORE THAN 200 ATTENDEES AND INCLUDED PARTNERS FROM THE U.S. FISH AND WILDLIFE SERVICE, FRIENDS OF FORSYTHE NATIONAL WILDLIFE REFUGE, THE NJ CONSERVATION FOUNDATION, DELAWARE VALLEY ORNITHOLOGICAL CLUB AND ENVIRONMENTAL CLUB AT STOCKTON UNIVERSITY (HTTP://BIT.LY/BIRDSGONEMISSING). THE ANNUAL WORLD SERIES OF BIRDING WENT VIRTUAL, SORT OF. BIRDING OCCURRED AS INDIVIDUALS IN DEFINED AREAS WITH AN END-OF-THE-DAY ONLINE TALLY AND STORY SWAP OF THE DAY'S MIGRATION FINDS. STEWARDSHIP'S FIGHT'N FEMELSCHLAGERS RALLIED FOR A 3RD PLACE FINISH IN THE BOUNDLESS BIRDING CATEGORY, A 2ND PLACE FINISH IN FUNDRAISING, AND MOST IMPORTANTLY WELCOMED EIGHT NEW TEAM MEMBERS - EXPANDING ENGAGEMENT AND SPREADING THE JOY OF BIRDWATCHING! WHILE THERE WERE MANY SUCCESSES AND ACCOMPLISHMENTS, THE IMPACTS OF COVID-19 WERE REAL. PROGRAMS AND PROJECTS WERE SLOWED, PERMITTING OF PROJECTS TOOK LONGER, ENGAGEMENT WITH LANDOWNERS WAS MORE CHALLENGED, AND WORKING AS A DISTRIBUTED TEAM AND AT HOME CAN BE TRYING. NONETHELESS NEW JERSEY AUDUBON'S STEWARDSHIP STAFF PERSEVERED, CONDUCTING INTERNAL STAFF TRAINING REMOTELY AND DISTANCED IN THE FIELD, VOLUNTEER ENGAGEMENT BEGAN WITH ONLINE SAFETY ORIENTATIONS, AND FIELD WORK NECESSITATED DRIVING SEPARATELY, MASKS AND NO SHARING OF EQUIPMENT. WE ALSO REFLECTED MORE, ON THE WILDLIFE AND HABITATS WE CHERISH AND THE SIGNIFICANCE OF THE WORK WE UNDERTAKE. NEW JERSEY AUDUBON CONTINUED ITS LEADERSHIP IN CUTTING EDGE CONSERVATION POLICY AT THE STATE AND FEDERAL LEVEL, INCLUDING CONTINUING ITS LONG-STANDING EFFORTS ADVANCING SEVERAL LEGISLATIVE ISSUES AS WELL AS CRITICAL STATE AND REGIONAL COALITION LEADERSHIP. NJ AUDUBON CONTINUED LEADING THE FOUR-STATE, OVER 160-MEMBER COALITION FOR THE DELAWARE RIVER WATERSHED (CDRW). THE COALITION WAS SUCCESSFUL IN ADVOCATING FOR THE SECOND ROUND OF FEDERAL FUNDING FOR THE DELAWARE RIVER BASIN RESTORATION PROGRAM IN THE AMOUNT OF $9.7 MILLION, REPRESENTING A 62% INCREASE FROM THE FISCAL YEAR 2019 FUNDING LEVEL. AN ESPECIALLY SIGNIFICANT SUCCESS DURING THE PANDEMIC. IN THE UPCOMING YEAR, WE PLAN TO REQUEST THE SAME OR SLIGHTLY HIGHER AMOUNT, ALTHOUGH WE HAD PLANNED TO REQUEST SIGNIFICANTLY MORE BUT ARE SCALING IT DOWN DUE TO BUDGETARY SHORTFALLS DUE TO THE PANDEMIC. FEDERAL DOLLARS APPROPRIATED TO THE PROGRAM HAS SUPPORTED 53 ON-THE-GROUND PROJECTS TO DATE DESIGNED TO CONSERVE AND PROTECT FISH AND WILDLIFE HABITAT, IMPROVE WATER QUALITY, AND MORE. WHEN CONSIDERED WITH THE MANDATORY MATCH, THE PROJECTS TOTAL A CONSERVATION IMPACT OF $20.78 MILLION. NJA CONTINUES TO LEAD THE EFFORT TO SUPPORT CONTINUED ROBUST AND INCREASED YEARLY FUNDING FOR THIS PROGRAM. THE COALITION ALSO INITIATED WORK ON A ROADSIDE SIGNAGE PROJECT THAT WILL HELP THE PUBLIC KNOW WHEN THEY ARE ENTERING AMERICA'S FOUNDING WATERWAY. SIGNS HAVE BEEN INSTALLED IN NY AND DE.
Form 990, Part III, Line 4b, continued	NJ AUDUBON CONTINUED COORDINATION OF THE STATE-WIDE KEEP IT GREEN COALITION SUPPORTING MILLIONS OF DOLLARS IN APPROPRIATIONS FOR OPEN SPACE, PARKS, FARMLAND AND HISTORIC SITES IN 2019. ADDITIONALLY, WE WERE ABLE TO SECURE IMPLEMENTATION LEGISLATION THAT WILL GUIDE THE EXPENDITURE OF ROUGHLY $150 MILLION FOR THESE PURPOSES FROM 2020 INTO THE FUTURE. THE CONTINUED FUNDING FOR THESE PROJECTS COMES AT A CRITICAL TIME AS NJ IS SLATED TO REACH FULL BUILDOUT BY THE MIDDLE OF THE CENTURY. ALL MEMBERS OF THE 150-MEMBER COALITION WERE INVITED TO DIVERSITY, EQUITY, AND INCLUSION TRAINING TO HELP THE GROUP FOSTER A CULTURE OF INCLUSION. THE GOAL IS TO INCREASE THE NUMBER OF MEMBER ORGANIZATIONS, PARTICULARLY AT THE LEADERSHIP LEVEL, WHO ARE FROM ENVIRONMENTALLY OVERBURDENED COMMUNITIES. COALITION -WIDE TRAINING IN DIVERSITY, EQUITY, INCLUSION AND JUSTICE WAS CONDUCTED BY THE EQUITY PARADIGM TO HELP THE COALITION DEVELOP A CULTURE OF INCLUSION. DEVELOPING A COALITION THAT IS WELCOMING TO COMMUNITIES OF COLOR IS PARAMOUNT IN ORDER TO INVITE, ENGAGE AND RETAIN MEMBERS MOVING FORWARD. WE ANTICIPATE ADDITIONAL TRAINING AS WE WORK TO INCREASE MEMBERSHIP OF THESE COMMUNITIES IN THE COALITION. REGARDING PARKS, WE WERE SUCCESSFUL AT ENSURING AN ADDITIONAL $22 MILLION FROM STATE APPROPRIATIONS TO FUND OUR STATE PARKS MANAGEMENT AND PREVENT PROPOSED DIVERSIONS FROM TWO IMPORTANT LOCAL ENVIRONMENTAL GRANT PROGRAMS. AT THE FEDERAL LEVEL, NJA WORKED WITH PARTNERS TO PASS THE GREAT AMERICAN OUTDOORS ACT WHICH ESTABLISHES PERMANENT FUNDING FOR THE LAND AND WATER CONSERVATION FUND. OVER THE PAST 50 YEARS, THIS FUND HAS PROVIDED $350 MILLION TO THE STATE TO BE USED FOR IMPORTANT LAND AND WATER CONSERVATION PROJECTS. IN THE PAST, WE HAVE WORKED ANNUALLY TO ENSURE FUNDS WERE MADE AVAILABLE. WITH THE PASSAGES OF THE GAOA, PERMANENT FUNDING HAS BEEN ALLOCATED FOR THE FUND ENSURING ADEQUATE PROJECT SUPPORT MOVING FORWARD. WE ALSO CONTINUED OUR EFFORTS PARTNERING WITH STATE, REGIONAL AND FEDERAL GROUPS TO PROVIDE MEANINGFUL SUPPORT FOR THE RECOVERING AMERICA'S WILDLIFE ACT, THE ENVIRONMENTAL JUSTICE ACT, MIGRATORY BIRDS TREATY ACT PROTECTIONS, THE COASTAL BARRIER RESOURCES ACT AND MORE. FINALLY, WE WORKED TO PROTECT AGAINST ENVIRONMENTAL ROLLBACKS SUCH AS THE OPENING OF OFFSHORE LEASE AREAS FOR OFFSHORE OIL AND GAS EXPLORATION AND DEVELOPMENT, AND NEPA ROLLBACKS OF THE CLEAN WATER ACT. AT THE STATE LEVEL, WE CONTINUED TO FOCUS ON, AND ADVANCE, OUR KEY PRIORITIES INCLUDING PLASTIC POLLUTION. IN 2020, WE HAVE SUCCESSFULLY WORKED WITH A STATE-BASED COALITION TO SUPPORT THE REGULATION OF PLASTICS TO PREVENT THEM FROM ENTERING OUR ENVIRONMENT AND HARMING PEOPLE AND WILDLIFE AND ANTICIPATE NEW JERSEY TO PASS ONE OF THE STRONGEST PLASTIC LAWS IN THE COUNTRY IN EARLY 2020. NJA CONTINUES TO PARTNER WITH OTHER ORGANIZATIONS SUCH AS THE NATURAL RESOURCE DEFENSE COUNCIL TO PROTECT POLLINATORS FROM TOXIC PESTICIDES. SPECIALLY, WE ARE WORKING WITH POLICY MAKERS TO RESTRICT THE USE OF NEONICOTINOID PESTICIDES WHICH ARE PARTICULARLY HARMFUL TO BEES. WE ANTICIPATE PASSAGE OF A BILL DESIGNATED THESE PESTICIDES AS RESTRICTED USE IN THE UPCOMING YEAR. WE CONTINUE TO SERVE AS IMPORTANT TECHNICAL AND POLICY ADVISORS TO NJ DEPT ENVIRONMENTAL PROTECTION AND BOARD OF PUBLIC UTILITIES ON RESPONSIBLE SITTING, CONSTRUCTION AND MAINTENANCE OF OFFSHORE WIND FACILITIES. BY PARTNERING WITH NATIONAL WILDLIFE FEDERATION, WE MAINTAIN A STRONG ADVOCACY VOICE FOR WILDLIFE AND HABITAT PROTECTION. GOVERNMENT RELATIONS STAFF SERVE AS MEMBERS OF SEVERAL WORK GROUPS ESTABLISHED BY THE AGENCIES. WE ARE ALSO IN CONSULTATION WITH SEVERAL WIND DEVELOPERS TO ENSURE THAT THEY INCLUDE ADEQUATE PRE-AND POST-CONSTRUCTION MONITORING INTO THEIR PLANS. OVER THE PAST YEAR, WE HAVE ACTIVELY BEEN WORKING TO EDUCATE KEY STATE DECISION MAKERS ABOUT OUR FOREST HEALTH AND CURRENT OBSTACLES IN MANAGEMENT, WHICH HAS LED TO A PACKAGE OF BILLS BEING DRAFTED WITH THE ANTICIPATION THAT WE WILL BEGIN A ROBUST ADVOCACY EFFORT ON THEM STARTING NEXT YEAR. FINALLY, WE HAVE POSITIONED OURSELVES AS A LEADING ORGANIZATION FIGHTING FOR RESPONSIBLY DEVELOPED OFFSHORE WIND. WE PROVIDED INPUT, AND ULTIMATELY APPLAUDED, THE MURPHY ADMINISTRATION'S SELECTION OF THE NATION'S LARGEST SINGLE OFFSHORE WIND PROJECT, WHICH THEY CONDITIONED ON THE COMPANY IMPLEMENTING TO STRONG ENVIRONMENTAL PROTECTIONS. SINCE THE DECISION, WE HAVE BEEN REGULARLY MEETING WITH THE DEVELOPER AND APPROPRIATE AGENCIES TO ENSURE THEY ADHERE TO THE ORDER, SO THAT OFFSHORE WIND CAN BE IMPLEMENTED IN NEW JERSEY IN A WAY THAT ALSO PROTECTS OUR VITAL NATURAL RESOURCES. WE ARE WORKING AT THE LOCAL, STATE AND FEDERAL LEVEL ON IMPLEMENTATION OF BIRD-SAFE CONSTRUCTION AND MITIGATION STRATEGIES TO LESSEN THE NUMBER OF BIRD STRIKES RESULTING IN MORTALITIES. ULTIMATELY, WE HOPE TO ADVISE ON LEGISLATION TO ENSURE LOWERING THE PERCENTAGE OF MIGRATING BIRDS THAT DIE DUE TO COLLISIONS WITH MAN-MADE STRUCTURES.
Form 990, Part III, Line 4C	Program Service Accomplishments - RESEARCH AND MONITORING Coasts and Wetlands - We continue intensive monitoring of Semipalmated Sandpipers (SESA) during spring migration staging periods in Delaware Bay, a critical stopover for shorebirds to rest, feed and store fat reserves ahead of the final leg of their migration to the arctic breeding grounds. SESA have been identified as a high priority conservation concern species, as their Atlantic Flyway populations have declined by 80% since the 1980s. Although somewhat constrained by COVID-19 in FY 2020, we still banded more than 1000 SESA and attached 25 solar-powered radio transmitters to assess habitat use and stopover duration in Delaware Bay. We also attached digitally-coded and solar-powered tags on SESA in Brazil and installed a third automated tracking station as part of our program to understand survival during their wintering period in northern South America. These data, combined with survival data during migration and breeding periods, will be used to better understand when and where SESA are experiencing situations that significantly affect population declines. This work was bolstered by the installation of the first automated tracking stations in Brazil to compliment the seven currently operating in Suriname (3) and French Guiana (4). Our shorebird conservation efforts in South America also includes working with partners in Suriname, French Guiana and Brazil to curtail illegal or poorly regulated shorebird hunting. Through grants from US Agency for International Development, US Fish and Wildlife Service and the National Fish and Wildlife Foundation, NJA has helped support law enforcement capacity in Suriname, which includes providing gasoline and maintenance for patrol vehicles, conduct a survey on hunters and develop a program to educate hunters about game laws and the importance of conserving species of conservation concern, like SESA and other migratory shorebirds. In June 2020, NJ Audubon and partners launched the Horseshoe Crab Recovery Coalition. The work of the Coalition focuses on four primary objectives that we believe will help restores horseshoe crab populations along the Atlantic Coast, and, consequently, the shorebird and fish species depend on them. Specifically, the objectives are: 1) Manage HSC bait harvest to ensure populations can support the needs of species that consume their eggs (e.g., shorebirds, sportfish), 2) Encourage pharmaceutical companies to adopt rFC, synthetic LAL alternative, for use in BET procedures, 3) Institute policies that reform the HSC bleeding industry to reduce mortality and other impacts and 4) Raise awareness about HSCs by engaging volunteers in efforts to conserve crabs along the Atlantic Coast. Currently, the Coalition has 31 active members including several from the pharmaceutical industry. As part of a grant from the National Park Service, Research staff continue to monitor responses of beach nesting birds to the habitat restoration at Stone Harbor Point completed by NJA and its partners in 2014 and 2015. The restoration, funded by a $1.28 million grant through the National Fish and Wildlife Foundation and the US Department of Interior, NJ Audubon Research, improved critical habitat for endangered beach nesting and migratory shorebirds while protecting neighboring communities from storm surges. More than 40 acres were restored or enhanced during the project, which raised the elevation of nesting areas, thereby reducing potential flooding of nests of federally threatened Piping Plovers, state endangered Black Skimmers and Least Terns and American Oystercatcher, a species of special conservation concern. Since 2016, we received funding from the Department of Interior to continue collecting data to evaluate the persistent value of the restoration. In 2020, we were able to implement the project by following COVID-19 guidance from the state. Our data suggest that the number of nesting pairs and the number of chicks produced at the site has increased significantly compared to the period prior to restoration, although predation pressure is having adverse effects on nesting success. Forest and Farms - New Jersey Audubon Research staff continued to assess the response of wildlife species to routine maintenance activities on PSEG transmission line corridors in the Highlands. The goal of this project is to develop management recommendations that meet safety and regulatory requirements for powerline Rights-of-Way, while also providing habitat for early successional species of conservation concern. In 2020, we completed the fourth year of bird and habitat surveys along spans that received maintenance 2012 2019. We also worked closely with PSEG and the NJ Endangered and Nongame Species Program to develop span-specific maintenance plans for areas that provide critical habitat for breeding Golden-winged Warbler populations. Treatments continued during the winter of 2019/2020, and Golden-winged Warbler responses to habitat modifications were assessed during the 2020 breeding season. We focused more attention on nest survival and productivity as a metric of overall habitat quality and this approach will continue in future years. In 2016, New Jersey Audubon partnered with a private landowner in Sussex County, New Jersey, to help develop and guide forest stewardship practices on more than 3,000 acres of largely forested habitat. Management actions will be implemented over the next ten years following an approved Forest Stewardship Plan. One of the primary goals of the landowner is to manage habitat for Ruffed Grouse and Golden-winged Warbler, both considered species in decline throughout the Northeast. Active management will be required to maintain young forest habitat for these and a variety of other bird species of conservation concern. Starting in March 2016, New Jersey Audubons Research Department implemented a Before-After-Control-Impact survey design to determine whether Ruffed Grouse are currently present on the property. This work continued in 2020. Surveys were also conducted at two control sites in northwest New Jersey (Delaware Water Gap National Recreation Area and Sparta Mountain Wildlife Management Area) known to support healthy Ruffed Grouse populations. Cities and Towns - NJA Research staff continue to monitor bird populations in the urban landscape through surveys at brownfield sites in Linden, Pennsauken and the Hackensack Meadowlands. In 2020, we started a new project in the Meadowlands in partnership with USFWS. In August 2020, we reinitiated our Newark Bird/Building Collision Project with support from Public Service Electric and Gas.
Form 990, Part III, Line 1	THE NEW JERSEY AUDUBON SOCIETY IS A PRIVATELY SUPPORTED, NOT-FOR-PROFIT, STATEWIDE MEMBERSHIP ORGANIZATION. FOUNDED IN 1897 AND ONE OF THE OLDEST INDEPENDENT AUDUBON SOCIETIES,NEW JERSEY AUDUBON HAS NO CONNECTION WITH THE NATIONAL AUDUBON SOCIETY. NEW JERSEY AUDUBON FOSTERS ENVIRONMENTAL AWARENESS AND A CONSERVATION ETHIC AMOUNG NEW JERSEY'S CITIZENS; PROTECTS NEW JERSEY'S BIRDS, MAMMALS, OTHER ANIMALS AND PLANTS, ESPECIALLY ENDANGERED AND THREATENED SPECIES; AND PROMOTES PRESERVATION OF NEW JERSEY'S VALUABLE NATURAL HABITATS.
FORM 990 PART IX LINE 11G	DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:999057
FORM 990 PART IX LINE 11G	DESCRIPTION:SUBCONTRACTOR FEES TOTAL FEES:360052

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No