2022-05-17T16:11:25-05:00 2021-09-30 591753337 Kerkering Barberio & Co PO Box 49348 Sarasota FL 342306348 990 2020-10-01 200345249 Conservation Foundation of the Gulf Coast Inc CONS 9419182000 PO Box 902 Osprey FL 34229 Christine P Johnson President 9419182000 2022-02-23 1 Christine Johnson 999009999 Rebecca U Stoner P00585910 9413654617 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Christine P Johnson PO Box 902 Osprey FL 34229 4985452 0 X http://www.conservationfoundation.com/ X 2003 FL See Schedule O 14 14 13 500 0 0 4180832 1927610 61110 94082 107739 689237 -92668 -14064 4257013 2696865 0 0 0 0 893303 947273 0 0 223744 2112290 690103 3005593 1637376 1251420 1059489 32984953 34289392 345507 469833 32639446 33819559 To protect the land and water of Southwest Florida for the benefit of people and nature. 0 0 1344068 0 94083 In its 18 years, Conservation Foundation of the Gulf Coast has protected 46 properties totaling 18,324 acres, creating preserves and conservation areas across five counties. The Foundation collaborated with 55 private, public, and not-for-profit organizations in the past year. The Foundation's mission is supported by over 1,600 donors annually. Cumulatively over the past 18 years, total revenues exceeded $56,300,000 derived from contributions, grants, and other program fees such as contract work with Sarasota County's environmentally sensitive land acquisitions program. The Foundation's education programs include programming for youth and adults including our Next Gen Conservation and Youth in Nature programs. 1344068 1 1 0 1 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 13 1 0 0 0 0 0 1 1 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 X X Christine P Johnson 9419182100 PO Box 902 Osprey FL 34229 Lowe Morrison Board Member 5.00 X 0 0 0 David Crawford Board Member 5.00 X 0 0 0 Elizabeth Moore Board Member 5.00 X 0 0 0 Sherry Davis Board Member 5.00 X 0 0 0 Jim Westman Board Member 5.00 X 0 0 0 Mike Knupp Board Member 5.00 X 0 0 0 Eileen Scudder-Zimmerman Board Member 5.00 X 0 0 0 Nora Patterson Board Member 5.00 X 0 0 0 Rob Brown Board Member 5.00 X 0 0 0 Stephen Cetrulo Board Member 5.00 X 0 0 0 Glenn Shipley Board Chair 10.00 X X 0 0 0 Mario Bernardis Vice Chair 5.00 X X 0 0 0 Dr Rhonda Deems Treasurer 5.00 X X 0 0 0 Mickey Davis Secretary 5.00 X X 0 0 0 Christine Johnson President 40.00 X 137086 0 11450 137086 0 11450 1 0 0 0 0 X 145132 1782478 49789 1927610 Additional Program Income 541900 94082 94082 94082 139990 139990 2809719 2260472 549247 549247 549247 14050 145132 28115 -14065 -14065 Extinguishment of land held for c 541900 1 1 1 2696865 94083 0 675172 X 164161 131329 8208 24624 596404 472043 124361 21217 18129 3088 108824 91741 33 17050 56667 44803 496 11368 12220 12220 36957 36957 23058 23058 195495 182468 81 12946 19142 19142 6522 6522 31788 18315 174 13299 83934 81843 434 1657 9955 9368 587 6613 6613 267 267 116658 116658 53609 53609 Printing and Reproducti 45911 37358 8553 47974 41640 123 6211 1637376 1344068 69564 223744 416680 396262 3245225 3584241 108452 156327 26253 22268 51437 237520 26517501 1257066 25311236 25260435 3825670 4632339 32984953 34289392 131700 194502 70237 97875 136070 162956 7500 14500 345507 469833 X 10861287 11424432 21778159 22395127 32639446 33819559 32984953 34289392 1059489 120624 0 X X 0 1 X 1 0 X 911200 3307509 2494415 4180832 1927610 12821566 911200 3307509 2494415 4180832 1927610 12821566 1389099 11432467 67536 64198 122639 139626 139990 533989 3 793799 23248 1 817051 14172606 731380 0.80670 0.80890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9993 0 9993 1627383 1637376 231869 57967 0 0 285746 258757 300280 231869 1076652 1614978 19277 16858 33070 9993 79198 71437 64689 75070 57967 269163 403745 9277 16858 33070 9993 69198 X X X X X 12 1898.83 0 0 0 1 1 108.00 4032 1 3993747 93500 808114 140153 23058 4732150 3731461 79140 343183 139701 20336 3993747 3686453 95500 108645 138957 20180 3731461 3554909 27500 257486 133104 20338 3686453 3310029 400637 135320 20437 3554909 0.94410 0.05590 0 0 21517402 21517402 4104553 1175765 2928788 98996 81301 17695 796550 796550 25260435 Security Deposits 14500 14500 X 2795361 120624 1590 -660 121554 2673807 23058 23058 2696865 1615248 930 930 1614318 23058 23058 1637376 Part II, Line 5: Each property in CFGC's portfolio is monitored at least once annually by means of a site visit conducted by one or more CFGC staff personnel, during which a report is completed regarding the condition of the property. The report and any accompanying documentation, such as photos and maps, are archived according to CFGC Records Policy. Part II, Line 9: Conservation easements, either purchased or donated, are initially valued at their appraised value. When donated, the appraised value is reflected as an unrestricted gift of land in the statements of activities. When purchased, the difference between the purchase price and the appraised value is reflected as an unrestricted gift of land in the statement of activities. Once the development rights for a specific conservation easement are extinguished, generally immediately after acquisition, a valuation allowance is established to reduce the carrying value of the conservation easement to a nominal value of $1, in order to reflect the lack of marketability of the easement, due to the extinguishment of development rights. The valuation is reflected as "Program Expenses" in the statements of activities. Part V, Line 4: The quasi-endowment funds of the Conservation Foundation of the Gulf Coast are intended to support the foundation's current operations, and capital needs, as well as the costs to manage, monitor, insure, and provide legal defense of the protected properties. Traditional endowment funds are designated by the donor and support specific properties' stewardship costs. Part X, Line 2: Under the Income Taxes Topic of the FASB Accounting Standards Codification, the Foundation has reviewed and evaluated the relevant technical merits of each of its tax positions in accordance with accounting principles generally accepted in the United States of America for accounting for uncertainty in income taxes, and determined that there are no uncertain tax positions that would have a material impact on the financial statements of the Foundation. Part XI, Line 2d - Other Adjustments: In-kind special event expenses netted against FS revenue -660. Feast Upon the Fields 159182 145132 14050 14643 500 13632 159182 145132 14050 14643 500 13632 28775 -14725 X 2 49129 NYSE X Donated Plants 1 660 FMV 0 1 0 Form 990, Part I, Line 1 Mission or most significant activities Conservation Foundation protects land and water for the benefit of people and nature. A nationally accredited land trust, we partner with landowners, businesses, government, and the community to identify critical land parcels and protect them in perpetuity. Our urgent work is accomplished by purchasing natural areas, holding voluntary land conservation agreements, creating and restoring native habitats, and educating for responsible land and water stewardship. We continue to steward natural areas on twenty different properties totaling over 2,500 acres. This includes scrub and pine flatwood restoration on Pine Island in Lee County, Myakka River restoration in Sarasota, and scrub restoration in Myakka City. Our work contributes to water quality, flood prevention, wildlife corridor connectivity, habitat protection, and unique public access, benefiting all those who call our region home. Despite the ongoing pandemic, in 2021 we completed a massive, landowner outreach effort across four counties - Manatee, Sarasota, Charlotte, and Hardee - in which we identified hundreds of environmentally significant parcels of land and reached out to their landowners to begin establishing relationships. We also ensured our ability to quicken the pace of conservation by increasing our staff with four new positions. These additional roles allow us to save more land faster, engage more people in nature, and support our growing conservation community. Our youth education programs continue to expand in both the number of partner organizations and counties we reach through programming. We continue to be innovative in how we engage our constituents and increase the public's awareness of the value of land conservation, bringing us ever closer to a future in which the human and natural worlds of Southwest Florida flourish together. Form 990, Part I, Line 6 Volunteers Volunteers participate in the following ways: Board of Trustees, Board of Advisors, pro bono legal work, Welcome Center docents, office administration, K-12 education, special event planning and implementation, land stewardship activities and developing our park settings. Form 990, Part VI, Section B, line 11b The completed annual Form 990 is reviewed by staff and approved by Conservation Foundation of the Gulf Coast management. The audit committee then reviews the Form 990 with the preparer and management/staff, approves the Form 990 for filing with the IRS, recommends to the board that the board accept its recommendation, and authorizes management to file the Form 990 with the IRS. The board acts on the audit committee's recommendation. Form 990, Part VI, Section B, line 12c Board members, staff, and volunteers are required to annually review, acknowledge their understanding of and compliance with, and sign the conflict of interest policy. The board is apprised of the results of the responses to the annual acknowledgements and acts on all potential conflicts in accordance with procedures required by the policy. Form 990, Part VI, Section B, line 15 The President's contract and compensation is reviewed annually by the chair and board of trustees. The chair compares the compensation to industry standards and comparables, and solicits input from all trustees. The compensation is reviewed by the finance committee during the budget process and approval is voted on by the board of trustees. Form 990, Part VI, Section C, line 19 Conservation Foundation's governing documents, conflict of interest policy, and audited financial statements, as well as the Form 990, are available for review in the foundation's office. The past five years' Form 990 and three years' audited financial statements, as well as the three-year Strategic Plan are available on the Foundation's website. Form 990 and audited financial statements are also available for review on-line at Guidestar and through the Community Foundation of Sarasota County's Giving Partner website. Form 990, Part VIII, line 8 The organization's net revenues from the Feast Upon the Fields consist of contribution revenues, sponsorships revenues and ticket sales netted with the related expenses. The net revenue from the Palm Ball and Feast Upon the Fields was $130,407 . Included in this amount is $25,000 in sponsorships and other contributions which for IRS purposes is reported on Form 990, Part VIII, line 1c as contributions. Form 990, Part IX, line 11g Professional Fees: Program service expenses 182,468. Management and general expenses 81. Fundraising expenses 12,946. Total expenses 195,495. Form 990, Part XII, Line 2c Audit review process There were no changes to the audit review process.