2024-03-14T15:37:27-05:00 2023-06-30 341897225 HILL BARTH & KING LLC 8010 SUMMERLIN LAKES DRIVE FORT MYERS FL 33907 990 2022-07-01 591205087 SANIBEL-CAPTIVA CONSERVATION FOUNDATION SANI 2394722329 PO BOX 839 SANIBEL FL 33957 JOHN RAHO TREASURER 2394722329 2024-03-11 1 JOHN RAHO 999009999 0 GERALD M KIMBLE P00022470 2394825522 2024-03-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN RAHO PO BOX 839 SANIBEL FL 33957 15398281 0 X WWW.SCCF.ORG X 1967 FL PRESERVING AND PROTECTING THE NATURAL ENVIRONMENT ON AND AROUND SANIBEL-CAPTIVA 15 15 47 781 0 0 5127697 11074118 743917 506585 332117 444623 485155 -15406 6688886 12009920 0 0 0 0 2676922 3152909 193300 230021 238930 2266107 2056906 5136329 5439836 1552557 6570084 41236821 49212418 637789 1277097 40599032 47935321 X SCCF IS DEDICATED TO THE CONSERVATION OF COASTAL HABITATS AND AQUATIC RESOURCES ON SANIBEL AND CAPTIVA AND IN THE SURROUNDING WATERSHED. 0 0 738218 MARINE LABORATORY- INVESTIGATE THE STATUS AND TRENDS AND TO PROMOTE THE HEALTH OF THE HABITAT AND FAUNA WITHIN THE MARINE NURSERY AREAS IN AND AROUND THE BARRIER ISLANDS OF SANIBEL-CAPTIVA. SUPPORTED BY PUBLIC CONTRIBUTIONS AND GRANTS. 1474201 506585 RESEARCH, ENVIRONMENTAL AND WATER QUALITY EDUCATION- RESEARCH, EDUCATIONAL FACILITY, CONSERVATION CENTER EXHIBIT AREA AND PROGRAMS THAT PROMOTE THE PROTECTION OF THE NATURAL RESOURCES OF SANIBEL AND CAPTIVA ISLAND. SUPPORTED BY ADMISSION FEES, PUBLIC CONTRIBUTIONS AND GRANTS. 343386 18621 NATIVE LANDSCAPES AND GARDEN CENTER- RESEARCH/EDUCATIONAL FACILITY FOR THE STUDY, PROPAGATION, AND CARE OF NATIVE PLANTS, AND TO MAKE THEM AVAILABLE FOR PUBLIC USE IN THE LOCAL AREA. 1276551 HABITAT MANAGEMENT- ENSURE THE PROTECTION OF LAND FOR WILDLIFE HABITAT. WORK TO RESTORE, MANAGE AND MAINTAIN LAND TO SUPPORT NATIVE SPECIES OF PLANTS AND ANIMALS. SUPPORTED BY PUBLIC CONTRIBUTIONS AND GRANTS. 1276551 3832356 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 39 0 47 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X WENDY CERDAN 2394722329 3333 SANIBEL-CAPTIVA ROAD SANIBEL FL 33957 ANNE NOBLES PRESIDENT 10.00 X X 0 0 0 DOUG RYCKMAN VICE-PRESIDENT 10.00 X X 0 0 0 MEGAN DOSS SECRETARY 10.00 X X 0 0 0 JOHN RAHO TREASURER 10.00 X X 0 0 0 BOB BROOKS TRUSTEE 5.00 X 0 0 0 LAURA DEBRUCE TRUSTEE 5.00 X 0 0 0 BOB ADAMS TRUSTEE 5.00 X 0 0 0 SCOTT DINGER TRUSTEE 5.00 X 0 0 0 SCOTT HENDERSHOT TRUSTEE 5.00 X 0 0 0 JOHN MORSE TRUSTEE 5.00 X 0 0 0 JILL MCCORMACK TRUSTEE 5.00 X 0 0 0 MARY ELLEN PFEIFER TRUSTEE 5.00 X 0 0 0 RACHEL PIERCE TRUSTEE 5.00 X 0 0 0 LISA RIORDAN TRUSTEE 5.00 X 0 0 0 KATE SERGEANT TRUSTEE 5.00 X 0 0 0 WENDY CERDAN CFO & DIRECTOR OF OPS 40.00 X 124836 0 0 JAMES EVANS CHIEF EXECUTIVE OFFICER 45.00 X 225000 0 0 349836 0 0 2 0 1 0 CHERYL GIATTINI 5270 INDIAN COURT SANIBEL FL 33957 ANNUAL FUND DRIVE 197208 1 114065 526423 10433630 1957488 11074118 TUITION 611710 257745 257745 248840 248840 506585 204858 204858 2296263 1186869 2492207 751160 -195944 435709 239765 239765 0 114065 34027 -34027 -34027 129588 110967 18621 18621 12009920 525206 0 410596 349836 101250 248586 2251915 2030399 221516 136058 114722 21336 224292 193229 31063 190808 159550 31258 64000 64000 230021 230021 86721 86721 282625 160182 122443 8909 8909 34495 20089 14406 211274 133364 77910 86205 26523 59682 441673 400530 41143 192028 192028 RESEARCH & EDUCATION 172275 172275 REPAIRS & MAINTENANCE 140580 54163 86417 OTHER EXPENSES 140088 94550 45538 CONTRACT LABOR 105388 105388 90645 66142 24503 5439836 3832356 1368550 238930 25 25 8215305 8524595 238992 103550 232268 36232 41019 105760 133125 33208511 2785665 25569581 30422846 7065526 9749590 5400 5400 41236821 49212418 497088 1222020 140701 55077 637789 1277097 X 35210924 38298387 5388108 9636934 40599032 47935321 41236821 49212418 6570084 695729 70476 0 X 0 1 X 1 0 X 3293214 3335999 10448108 5295067 11074118 33446506 96000 84000 84000 84000 84000 432000 3389214 3419999 10532108 5379067 11158118 33878506 5769764 28108742 206218 224285 158757 157842 204858 951960 235726 397451 164377 628356 1425910 36256376 1816905 0.77530 0.79470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 322 0 0 1 828 1 345 0 1495 0 PART II-B, LINE 1: PART II-B, 1.D: THIS ACTIVITY INCLUDED PREPARATION, PRINTING, AND POSTAGE FOR MAILING AND ALERTS ASSOCIATED WITH LEGISLATION INVOLVING LAND AND WATER CONSERVATION. PART II-B, 1.G: THIS ACTIVITY INVOLVED DIRECT CONTACT WITH LEGISLATORS REGARDING LAND AND WATER CONSERVATION ISSUES. PART II-B, 1.H: THIS ACTIVITY INVOLVED SPEECHES GIVEN TO THE PUBLIC REGARDING LAND & WATER CONSERVATION LEGISLATION. 34596553 7467846 704643 4737420 1598570 36433052 34028183 6837648 -880256 3995783 1393239 34596553 26122139 10647449 1585896 2990025 1337276 34028183 26123436 4050918 -20290 3077688 954237 26122139 25639508 3417431 810424 2649183 1094744 26123436 0.74715 0.09964 0.15321 0 0 24352864 24352864 2660904 958368 1702536 2703336 1576717 1126619 3491407 250580 3240827 30422846 MERRILL LYNCH INVESTMENTS 405670 F SANCAP TRUST MANAGED FUNDS 4037710 F JP MORGAN INVESTMENTS 3880352 F FINEMARK INVESTMENTS 1425858 F 9749590 ANNUITIES 55077 55077 13601803 695729 896154 1591883 12009920 0 12009920 6335990 896154 896154 5439836 0 5439836 PART V, LINE 4: THE BOARD OF TRUSTEES HAS DESIGNATED PORTIONS OF THE FOUNDATION'S UNRESTRICTED NET ASSETS. CERTAIN PARCELS OF LAND HAVE BEEN DESIGNATED TO BE SET ASIDE IN THEIR NATURAL STATE BY THE FOUNDATION. ADDITIONALLY, CASH, CASH EQUIVALENTS AND MUTUAL FUNDS HAVE BEEN DESIGNATED BY THE BOARD TO BE SEPARATELY INVESTED AND EARNINGS USED FOR LAND PRESERVATION, NATURAL HABITAT RESTORATION AND MANAGEMENT, RESEARCH AND EDUCATION AND PROTECTION OF WILDLIFE. TEMPORARILY RESTRICTED NET ASSETS (TERM) CONSIST OF FUNDS RESTRICTED FOR DEFERRED MEMBERSHIP DUES, OPERATION AND MANAGEMENT OF THE MARINE LABORATORY, AND RECEIVABLES FROM THE FOUNDATIONS' ANNUAL FUND DRIVE. PERMENANTLY RESTRICTED NET ASSETS ARE COMPRISED OF ENDOWMENTS WHOSE EARNINGS ARE RESTRICTED FOR PURPOSES OF ENVIRONMENTAL EDUCATION, PRESERVATION OF NATURAL RESOURCES, HABITAT MANAGEMENT, SEA TURTLE CONSERVATION, AND LAND HOLDINGS PERMANENTLY RESTRICTED FOR PRESERVATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES INCLUDED IN EXPENSES ON FINANCIAL STATEMENTS 110,967. FUNDRAISING COSTS INCLUDED IN EXPENSES ON FINANCIAL STATEMENTS 34,027. LOSS ON DISPOSAL OF ASSETS 751,160. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES INCLUDED IN EXPENSES ON FINANCIAL STATEMENTS 110,967. FUNDRAISING COSTS INCLUDED IN EXPENSES ON FINANCIAL STATEMENTS 34,027. LOSS ON DISPOSAL OF ASSETS 751,160. X X X X X X X 1 CHERYL GIATTINI PO BOX 1080 SANIBEL FL 33957 ANNUAL FUND DRIVE 0 7348906 230201 7118705 7348906 230201 7118705 FL WINE IN THE WILD ANNIVERSARY EVENT 40150 40150 1575 OCTIFEST 1250 1250 2176 208 5 72665 72665 30068 114065 114065 2176 208 31643 34027 -34027 X 0 0 0 0 0 0 0 0 0 JAMES EVANS CHIEF EXECUTIVE OFFICER 225000 0 0 0 0 0 0 0 0 0 225000 0 0 0 X 1 1867124 FAIR MARKET VALUE X OTHER 1 84000 FAIR MARKET VALUE X PRIZES FOR RAFFLES AND AUCTIONS 1 6364 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION MAY HAVE ONE OR MORE CLASSES OF MEMBERS. THE TERMS AND CONDITIONS OF MEMBERSHIP, THE CLASSES OF MEMBERSHIP, AND MEMBERSHIP DUES, IF, ANY, SHALL BE AS DETERMINED FROM TIME TO TIME BY THE BOARD OF TRUSTEES. ALL MEMBERS OF THE FOUNDATION IN GOOD STANDING, AS SHOWN ON THE FOUNDATION'S MEMBERSHIP ROLLS TEN BUSINESS DAYS PRIOR TO THE ANNUAL OR SPECIAL MEMBERSHIP MEETING SHALL BE VOTING MEMBERS OF THE FOUNDATION. EACH MEMBER SHALL HAVE ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7A A PERSON MAY BE NOMINATED AS A CANDIDATE FOR ELECTION TO THE BOARD OF TRUSTEES BY A WRITTEN PETITION SIGNED BY NOT LESS THAN TWENTY PERCENT OF THE VOTING MEMBERS OF THE FOUNDATION WHO ARE IN GOOD STANDING AT THE TIME SAID PETITION IS SUBMITTED TO THE NOMINATING COMMITTEE. IF NOMINATION IS DEEMED SUFFICIENT BY THE NOMINATING COMMITTEE, THE NAME OF EACH PERSON SO NOMINATED SHALL BE SUBMITTED TO THE BOARD OF TRUSTEES AS A CANDIDATE FOR ELECTION BY THE VOTING MEMBERS OF THE FOUNDATION AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER, FINANCE COMMITTEE, BOARD TREASURER, BOARD OF DIRECTORS AND BUSINESS MANAGER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DISCUSSION OF CONFLICT OF INTEREST POLICY DURING REGULARLY SCHEDULED STAFF MEETINGS AND BOARD OF DIRECTOR MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS OF DETERMINING COMPENSATION FOR ALL EMPLOYEES OF THE FOUNDATION, INCLUDING THE CHIEF EXECUTIVE OFFICER, DOES INCLUDE REVIEW BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS DELIBERATION. THE FOUNDATION HAS A FINANCE COMMITTEE CHAIRED BY THE TREASURER WITH MEMBERS FROM THE COMMUNITY, INDEPENDENT OF THE BOARD OF TRUSTEES. THIS COMMITTEE REVIEWS THE ENTIRE FOUNDATION BUDGET, INCLUDING COMPENSATION, AND MAKES ITS RECOMMENDATIONS TO THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, BOARD POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND AT WWW.SCCF.ORG