Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 1,104,022 | 1,561,937 | 2,392,082 | 2,036,488 | 2,856,666 | 9,951,195 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 60,055 | 60,055 | ||||
| 4 | Total. Add lines 1 through 3 | 1,164,077 | 1,561,937 | 2,392,082 | 2,036,488 | 2,856,666 | 10,011,250 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 10,011,250 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,164,077 | 1,561,937 | 2,392,082 | 2,036,488 | 2,856,666 | 10,011,250 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 44,114 | 119,216 | 172,356 | 247,361 | 287,290 | 870,337 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 1,862 | 1,045 | 71,338 | 377,453 | 19,984 | 471,682 |
| 11 | Total support. Add lines 7 through 10 | 11,353,269 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 | ||||
| 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 2024 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-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990, PART VI, SECTION A, LINE 2 | JOSH DALE IS MARRIED TO ALANA MILLER |
| FORM 990, PART VI, SECTION A, LINE 4 | THE FOLLOWING SUMMARIZES THE KEY CHANGES MADE TO THE CONSTATING DOCUMENTS (ARTICLES AND BYLAWS) OF THE TURTLE SURVIVAL ALLIANCE FOUNDATION IN 2024 AS WELL AS MATERIAL CHANGES TO IMPORTANT POLICIES. FEBRUARY 2024: A. THE BYLAWS WERE AMENDED TO MAKE THE FOLLOWING MATERIAL CHANGES: (1) TO CHANGE THE FUNCTION OF THE PRESIDENT FROM A LIMITED NON-EXECUTIVE ROLE TO ONE IN WHICH THE PRESIDENT IS THE CHIEF EXECUTIVE OFFICER, RESPONSIBLE FOR IMPLEMENTING THE STRATEGIC PLANS AND POLICIES OF THE CORPORATION; (2) TO EXTEND THE MAXIMUM TERM OF DIRECTORS TO THREE CONSECUTIVE 3-YEAR TERMS; (3) TO CHANGE THE ROLE OF THE ANIMAL MANAGEMENT AND FIELD CONSERVATION COMMITTEES TO STANDING ADVISORY COMMITTEES ONLY, WITHOUT THE AUTHORITY TO BIND THE BOARD; (4) TO ALLOW THE BOARD TO DESIGNATE PERSONS AS HONORARY OR SPECIAL DIRECTORS ONLY, WITHOUT VOTING RIGHTS, AND NOT ENTITLED TO BE A GOVERNING PERSON OF THE CORPORATION; AND (5) TO REMOVE THE EQUITY, DIVERSITY AND INCLUSION COMMITTEE AS A STANDING COMMITTEE OF THE BOARD. A COPY OF THE CURRENT BY-LAWS ACCOMPANIES THIS MEMORANDUM. B. THE CODE OF ETHICS, A MATERIAL POLICY, WAS ALSO AMENDED TO MAKE THE FOLLOWING MATERIAL CHANGES: (1) TO ADD BACK IN PROHIBITIONS ON SEXUAL HARASSMENT/HARASSMENT (WHICH HAD BEEN INADVERTENTLY REMOVED IN 2023); AND (2) TO AUGMENT THE CONFLICT OF INTEREST PROVISIONS APPLICABLE TO DIRECTORS, OFFICERS AND EMPLOYEES TO MORE CLOSELY CORRESPOND TO THE REQUIREMENTS OF APPLICABLE TEXAS LAW. A COPY OF THE MOST RECENT VERSION OF THE CODE OF ETHICS ACCOMPANIES THIS MEMORANDUM. C. THE ARTICLES OF INCORPORATION WERE AMENDED TO MAKE THE FOLLOWING MATERIAL CHANGES: (1) TO CHANGE THE REGISTERED AGENT OF THE CORPORATION TO LONE STAR REGISTERED AGENT LLC: (2) TO CHANGE THE PURPOSES OF THE CORPORATION SET OUT UNDER ARTICLE FOUR TO DELETE THE PHRASE AND TO SUPPORT THE TURTLE SURVIVAL ALLIANCE, A TASK INITIATIVE OF THE INTERNATIONAL UNION FOR THE CONSERVATION OF NATURE", BEING A NOW-DEFUNCT TASK FORCE; AND (3) TO CORRECT THE DIVESTITURE UPON DISSOLUTION CLAUSE IN ARTICLE SEVEN TO REMOVE THE ERRONEOUS PHRASE "IGUANA CONSERVATION AND TO REPLACE THE SAME WITH THE PHRASE "TORTOISE AND FRESHWATER TURTLE CONSERVATION". MAY 2024-THE WHISTLEBLOWER POLICY WAS AMENDED TO ADD A STATEMENT TO THE POLICY THAT INDIVIDUALS IN MADAGASCAR MAY SUBMIT COMPLAINTS DIRECTLY TO THE COUNTRY DIRECTOR (AS WELL AS THE PREVIOUSLY NAMED INDIVIDUALS). A COPY OF THE CURRENT WHISTLEBLOWER POLICY ACCOMPANIES THIS MEMORANDUM. JULY 2024 - THE ARTICLES OF INCORPORATION WERE FURTHER AMENDED TO BROADEN THE ORGANIZATION'S PURPOSE BY CHANGING THE PHRASE "TORTOISES AND FRESHWATER TURTLES" TO READ" TORTOISES, FRESHWATER TURTLES, AND SEA TURTLES" WHERE IT APPEARS UNDER THE SECTION ENTITLED "PURPOSES" IN ARTICLE FOUR; AND CHANGING THE PHRASE "TORTOISES AND FRESHWATER TURTLES" TO READ "TORTOISES AND TURTLES" WHERE IT APPEARS UNDER THE SECTION ENTITLED "DISSOLUTION" IN ARTICLE SEVEN. ARTICLE FOUR, "PURPOSES" OF THE ARTICLES OF INCORPORATION CURRENTLY READS AS FOLLOWS: (1) THE CORPORATION IS ORGANIZED AND IS TO BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC OR EDUCATIONAL PURPOSES, WHICH PURPOSES SHALL BE MET BY THE CORPORATION BY (A) ENGAGING DIRECTLY IN THE SUPPORT OF SUCH PURPOSES AND/OR (B) MAKING DISTRIBUTIONS TO OTHER ORGANIZATIONS FOR USE BY SUCH ORGANIZATIONS IN THE SUPPORT OF SUCH PURPOSES. WITHIN THE SCOPE OF THE FOREGOING PURPOSES, THE CORPORATION IS ORGANIZED TO SUPPORT AND OPERATE CONSERVATION, EDUCATION, AND SCIENTIFIC PROGRAMS FOR TORTOISES, FRESHWATER TURTLES, AND SEA TURTLES AND THEIR HABITATS, BOTH EX SITU (IN CAPTIVITY) AND IN SITU (IN THE WILD). NOTWITHSTANDING ANY OTHER PROVISIONS OF THESE ARTICLES TO THE CONTRARY, THE CORPORATION SHALL NOT CONDUCT OR CARRY ON ANY ACTIVITIES NOT PERMITTED TO BE CONDUCTED OR CARRIED ON BY AN ORGANIZATION WHICH IS EXEMPT FROM TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE (THE "CODE"), OR ITS REGULATIONS, AS THEY NOW EXIST OR MAY HEREAFTER BE AMENDED (THE "REGULATIONS"), OR BY AN ORGANIZATION, DONATIONS TO WHICH ARE DEDUCTIBLE FROM TAXABLE INCOME UNDER SECTION 170(C)(2) OF THE CODE, OR ITS REGULATIONS. ARTICLE SEVEN, "DISSOLUTION" CURRENTLY READS AS FOLLOWS: "UPON DISSOLUTION OF THE CORPORATION, (1) ALL LIABILITIES AND OBLIGATIONS OF THE CORPORATION SHALL BE PAID, SATISFIED AND DISCHARGED, (2) ALL ASSETS HELD BY THE CORPORATION UPON A CONDITION REQUIRING RETURN, TRANSFER OR CONVEYANCE, WHICH CONDITION OCCURS BECAUSE OF THE CORPORATION'S DISSOLUTION, SHALL BE RETURNED, TRANSFERRED OR CONVEYED IN ACCORDANCE WITH SUCH REQUIREMENTS AND (3) ALL REMAINING ASSETS OF THE CORPORATION SHALL BE DISTRIBUTED ONLY FOR TAX EXEMPT PURPOSES TO ANOTHER ORGANIZATION DEDICATED TO TORTOISE AND TURTLE CONSERVATION WHICH IS EXEMPT FROM TAX UNDER SECTION 501(C)(3) OF THE CODE, OR ITS REGULATIONS, PURSUANT TO A PLAN OF DISTRIBUTION ADOPTED AS PROVIDED IN THE ACT, EXCEPT THAT NO PAYMENT, DISTRIBUTION OR TRANSFER SHALL BE MADE UPON DISSOLUTION THAT WOULD CAUSE THE CORPORATION TO FAIL TO QUALIFY AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE, OR ITS REGULATIONS. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIPS ARE AVAILABLE WITH A DONATION TO THE TURTLE SURVIVAL ALLIANCE FOUNDATION. MEMBERSHIPS FEES ARE $50 FOR SUPPORTERS, $100 FOR RESEARCHER, AND $250 FOR CONSERVATIONIST. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS FIRST CIRCULATED TO THE FINANCE COMMITTEE FOR REVIEW, THEN THE REMAINDER OF THE BOARD MEMBERS FOR REVIEW PRIOR TO THE FILING OF THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING THE POLICY REGULARLY AND CONSISTENTLY- EXECUTIVE DIRECTOR MONITORS AND REPORTS |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF ALL EMPLOYEES IS REVIEWED BY GOVERNANCE, THEN APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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