2023-03-16T11:32:54-05:00 2022-09-30 201277979 BERGER TOOMBS ELAMGAINES & FRANK 729 S FEDERAL HWY SUITE 103 STUART FL 34994 990 2021-10-01 591114306 FLORIDA OCEANOGRAPHIC SOCIETY INC FLOR 7722250505 890 NE OCEAN BLVD STUART FL 34996 MARK PERRY EXECUTIVE DIRECTOR / CEO 7722250505 2023-03-15 MARK PERRY 999009999 BRITT W FRANK P00115391 7722190220 2023-03-01 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARK PERRY 890 NE OCEAN BLVD STUART FL 34996 3534395 0 X WWW.FLORIDAOCEAN.ORG X 1964 FL TO INSPIRE ENVIRONMENTAL STEWARDSHIP OF FLORIDA'S COASTAL ECOSYSTEMS THROUGH EDUCATION, RESEARCH AND ADVOCACY. 14 14 50 220 0 0 3738043 2354922 576725 693432 -61656 4270 146330 217119 4399442 3269743 0 0 0 0 1267906 1645548 49992 33328 438572 786007 1134158 2103905 2813034 2295537 456709 10438109 10987978 92370 185530 10345739 10802448 X TO INSPIRE ENVIRONMENTAL STEWARDSHIP OF FLORIDA'S COASTAL ECOSYSTEMS THROUGH EDUCATION, RESEARCH AND ADVOCACY. 0 0 847866 623046 COASTAL CENTER OPERATIONS - FLORIDA OCEANOGRAPHIC SOCIETY'S MISSION IS TO INSPIRE ENVIRONMENTAL STEWARDSHIP OF FLORIDA'S COASTAL ECOSYSTEMS THROUGH EDUCATION, RESEARCH AND ADVOCACY, SITUATED ON 57-ACRES, THE COASTAL CENTER WELCOMES OVER 60,000 GUESTS ANNUALLY AND IS HOME TO OVER 300 ANIMALS INCLUDING 30+ SPECIES OF FISH, STINGRAYS, NURSE SHARKS, AND 4 SEA TURTLES. THE NEW 26,000 SQUARE FOOT OCEAN ECOCENTER INCLUDES 4 EDUCATIONAL INTERACTIVE EXHIBIT GALLERIES, AQUARIUMS AND AN EXPLORATION LAB CLASSROOM FOR DAILY AND SPECIAL EDUCATION PROGRAMS. 557311 18206 RESEARCH & ADVOCACY - RESERACH AND ADVOCACY PROGRAMS RESTORE LOCAL HABITATS IN THE ST LUCIE ESTUARY AND INDIAN RIVER LAGOON BY ESTABLISHING OYSTER REEFS, SEAGRASS MEADOWS, AND NATURAL LIVING SHORELINES. 395277 52180 EDUCATIONAL PROGRAMS - EDUCATIONAL PROGRAMS INCLUDES COASTAL CENTER PROGRAMMING, AS WELL AS SCHOOL FIELD TRIPS, GROUP VISITS, SUMMER CAMPS, AND EDUCATION OUTREACH IN THE COMMUNITY. 288594 OTHER - OTHER PROGRAMS TO INSPIRE ENVIRONMENTAL STEWARDSHIP OF FLORIDA'S COASTAL ECOSYSTEMS THROUGH EDUCATION, SCIENTIFIC RESEARCH, CONSERVATION AND ADVOCACY. 288594 2089048 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 1 17 0 1 50 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X ANDREW DORE 7722250505 890 NE OCEAN BLVD STUART FL 34996 ROBERT J MATHIAS BOARD CHAIR 4.00 X X 0 0 0 MARK COCORULLO DIRECTOR 2.00 X 0 0 0 MATTHEW KING TREASURER 4.00 X X 0 0 0 NANCY RAND SECRETARY 4.00 X X 0 0 0 W JOHN AMERLING DIRECTOR 2.00 X 0 0 0 KEVIN BOUSQUETTE DIRECTOR 2.00 X 0 0 0 ALLEN HERSKOWITZ DIRECTOR 2.00 X 0 0 0 LINDA HOUSTON VICE CHAIR 4.00 X X 0 0 0 DANIEL B MERRITT DIRECTOR 2.00 X 0 0 0 PATRICIA NOONAN DIRECTOR 2.00 X 0 0 0 W SCOTT TURNBULL DIRECTOR 2.00 X 0 0 0 ROB LORD DIRECTOR 2.00 X 0 0 0 LESLIE GARVIS DIRECTOR 2.00 X 0 0 0 DONNA BOYD DIRECTOR 2.00 X 0 0 0 PAUL HEDERMAN COO 40.00 X 41462 0 1244 MARK PERRY EXECUTIVE DIRECTOR / CEO 40.00 X 132731 0 3982 ANDREW DORE CFO 40.00 X 9231 0 277 183424 0 5503 1 0 0 0 0 259739 506624 1588559 112050 2354922 PROGRAM REVENUE 541700 693432 693432 693432 4446 4446 14315 0 14315 14315 14315 37436 37612 -176 -176 -176 75399 506624 75399 0 346707 151641 195066 195066 MISCELLANEOUS INCOME 561000 7738 7738 7738 3269743 701170 0 213651 183424 87096 63145 33183 1253410 983272 43392 226746 95307 68764 2520 24023 113407 83526 10152 19729 33328 33328 43614 43614 23154 23154 13288 6489 241 6558 471546 360752 66476 44318 99304 92617 4572 2115 PROGRAM EXPENSES 117657 117657 UTILITIES 104453 104453 MAINTENANCE & REPAIRS 103365 103365 BANK CHARGES 45116 38428 6688 112661 42629 44614 25418 2813034 2089048 285414 438572 165819 200121 1660393 1720074 547357 506357 2954 2908 16627 52818 6676 31567 12373214 3904631 8032733 8468583 5550 5550 10438109 10987978 92370 182113 0 3417 92370 185530 X 9223286 9880883 1122453 921565 10345739 10802448 10438109 10987978 456709 0 X 0 1 X 1 0 X 3519364 2953557 3166731 3738043 2354922 15732617 3519364 2953557 3166731 3738043 2354922 15732617 15732617 12397 59784 24444 3085 18761 118471 6954 6055 5824 7851 7738 34422 15885510 0.99040 0.99120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 494762 13060 897 332039 176680 158524 335032 1206 494762 147479 10000 1045 158524 145287 2192 147479 145071 216 145287 1.00000 0 0 6499516 463342 6036174 3705692 2805374 900318 282573 227495 55078 1885433 408420 1477013 8468583 CUSTOMER DEPOSITS 3417 3417 X 3269743 0 3269743 0 3269743 2813034 0 2813034 0 2813034 Part X, Line 2: IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AS THEY RELATE TO INCOME TAXES, THE SOCIETY EVALUATES UNCERTAIN TAX POSITIONS FOR EACH REPORTING PERIOD BASED ON THE CIRCUMSTANCES RELATED TO EACH TRANSACTION OR AFFILIATION. AT SEPTEMBER 30, 2022, THE SOCIETY DOES NOT BELIEVE THAT THERE ARE UNRECOGNIZED TAX BENEFITS OR TAX LIABILITIES THAT WOULD BE CONSIDERED SIGNIFICANT TO THE FINANCIAL STATEMENTS. THE SOCIETY'S FEDERAL TAX RETURNS FOR FISCAL YEARS SEPTEMBER 30 2021, 2020, AND 2019 REMAIN OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. X X X X X 1 NANCY B PERRY CFRE 5062 SW SUNSHINE FARMS WAY PALM CITY FL 34990 PROFESSIONAL FUNDRAISING 0 698116 33328 664788 698116 33328 664788 OCEANS ALIVE 577339 506624 70715 5418 50043 3050 16248 OTHER EVENTS 4684 4684 640 582023 506624 75399 5418 50043 3050 16888 75399 0 Schedule G, Part I, Line 2b, Column (v) PROFESSIONAL FUNDRAISER'S CONTRACT WAS NEGOTIATED AND APPROVED BY THE INDEPENDENT BOARD OF DIRECTORS TO CONSULT WITH THE ORGANIZATION REGARDING THEIR CAPITAL CAMPAIGN AND OTHER FUNDRAISING RESPONSIBILITIES. NANCY B PERRY CFRE WIFE OF EXECUTIVE DIRECTOR 33328 PROFESSIONAL FUNDRAISER'S CONTRACT WAS NEGOTIATED AND APPROVED BY THE INDEPENDENT BOARD OF DIRECTORS TO CONSULT WITH THE ORGANIZATION REGARDING THEIR CAPITAL CAMPAIGN AND OTHER FUNDRAISING RESPONSIBILITIES. 0 X 2 4660 ESTIMATED VALUE X 5 37672 AVERAGE TRADED VALUE X AUCTION ITEMS 25 68718 ESTIMATED VALUE X GOLF CART 1 1000 ESTIMATED VALUE 0 1 0 Form 990, Part VI, Section B, line 11b THE BOARD OF DIRECTORS HAS DESIGNATED THE EXEUCTIVE DIRECTOR AND BOARD TREASURER TO REVIEW AND SUBMIT THE YEARLY FORM 990. THE ORGANIZATION'S INDEPENDENT ACCOUNTANT IS AVAILABLE TO GIVE AN OVERVIEW OF THE FORM 990 TO THE BOARD OF DIRECTORS IF REQUESTED. Form 990, Part VI, Section B, line 12c THE BOARD OF DIRECTORS SIGNS A CONFLICT OF INTEREST POLICY ANNUALLY, REPORTS ANY CHANGES THROUGHOUT THE YEAR, AND REVIEWS FOR ANY POTENTIAL CONFLICTS AS DEEMED NECESSARY. Form 990, Part VI, Section B, line 15 THE OFFICERS (INCLUDING THE EXECUTIVE DIRECTOR) HAVE PERFORMANCE EVALUATIONS CONDUCTED BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. Form 990, Part VI, Section C, line 18 A COPY OF THE FORM 1023 AND 990 ARE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICE Form 990, Part VI, Section C, line 19 A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICE.