2021-11-15T12:09:06-06:00 2020-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2020-01-01 236400408 ARCHBOLD EXPEDITIONS INC ARCH 8634652571 123 MAIN DRIVE VENUS FL 33960 HILARY SWAIN EXECUTIVE DIRECTOR 8634652571 2021-11-12 1 HILARY SWAIN 999009999 DANIEL L WEAVER P01249346 3019860600 2021-11-12 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z HILARY SWAIN 123 MAIN DRIVE VENUS FL 33960 22071878 0 X WWW.ARCHBOLD-STATION.ORG X 1937 FL LONG-TERM ECOLOGICAL RESEARCH, CONSERVATION, AND EDUCATIONAL PROGRAMS. 17 17 94 28 48415 0 2956715 3476626 171259 576799 2557729 1164349 -220018 -34810 5465685 5182964 0 0 0 0 2830463 3014129 47706 15367 205796 2461853 2314910 5340022 5344406 125663 -161442 89509963 92397695 6205224 5388636 83304739 87009059 X ARCHBOLD EXPEDITIONS, INC.'S MISSION IS TO BUILD AND SHARE THE SCIENTIFIC KNOWLEDGE NEEDED TO PROTECT THE LIFE, LANDS, AND WATERS OF THE HEART OF FLORIDA AND BEYOND. 0 0 3984748 872504 ARCHBOLD EXPEDITIONS, INC. CONDUCTS SCIENTIFIC RESEARCH, EDUCATION AND, CONSERVATION PROGRAMS ACROSS THE LANDS AND WATERS OF THE HEADWATERS OF THE EVERGLADES WATERSHED IN SOUTH CENTRAL FLORIDA. WITHIN THIS LANDSCAPE ARCHBOLD EXPEDITIONS, INC. MANAGES NEARLY 20,000 ACRES, SERVING AS A NATURAL LABRATORY FOR PROGRAMMATIC ACTIVITIES, INCLUDING (1) ARCHBOLD BIOLOGICAL STATION, A 5,200-ACRE PRISTINE FLORIDA SCRUB EXCOSYSTEM LOCATED ON THE ANCIENT LAKE WALES; (2) THE 10,500-ACRE BUCK ISLAND RANCH, A WORKING CATTLE RANCH LANDSCAPE FORMERLY MANAGED BY ARCHBOLD EXPEDITIONS, INC. AS THE MACARTHUR AGRO-ECOLOGY RESEARCH CENTER MAERC; AND (3) THE WETLAND AND UPLAND ECOSYSTEM RESTORATION LANDSCAPE OF THE 3,600-ACRE ARCHBOLD RESERVE. SCIENTIFIC RESEARCH: STAFF AND VISITING SCIENTISTS STUDY ECOLOGICALPATTERNS AND PROCESSES ON PRISTINE FLORIDA SCRUB ECOSYSTEMS, WORKINGRANCHLANDS, AND WETLAND AND UPLAND RESTORATION LANDS IN THE HEADWATERSOF THE EVERGLADES. FIELDS OF RESEARCH INCLUDE BUT ARE NOT LIMITED TOPOPULATION BIOLOGY, ANIMAL BEHAVIOR, BIOGEOGRAPHY, RESTORATION ECOLOGY,COMMUNITY ECOLOGY, CONSERVATION BIOLOGY, AGRO-ECOLOGY, LIMNOLOGY,ENTOMOLOGY, EVOLUTION AND LANDSCAPE ECOLOGY. CONTRIBUTIONS TOFUNDAMENTAL SCIENCE HAVE RESULTED TO DATE IN MORE THAN TWO THOUSAND ANDFOUR HUNDRED FIFTY RESEARCH PUBLICATIONS. MANY ARCHBOLD EXPEDITIONS,INC. RESEARCH ACTIVITIES ARE COORDINATED WITH NATIONAL ANDINTERNATIONAL RESEARCH NETWORKS SUCH AS THE US DEPARTMENT OF AGRICULTURE LONG-TERM AGROECOSYSTEM RESEARCH LTAR NETWORK, THE GLOBALLAKES ECOLOGICAL RESEARCH GLEON NETWORK, AND IDIGBIO, THE NATIONALNETWORK FOR BIOLOGICAL MUSEUM COLLECTIONS RESEARCH. RESEARCH AT BUCKISLAND RANCH IS LINKED TO LIFE CYCLE ANALYSES (GREENHOUSE GASES, WATERQUALITY AND QUANTITY) OF AGRICULTURAL PRODUCTS. IN ADDITION TOCONTRIBUTIONS TO SCIENTIFIC UNDERSTANDING, ARCHBOLD EXPEDITIONS, INC.RESEARCH INFORMS CONSERVATION AND LAND MANAGEMENT DECISION-MAKING ONARCHBOLD PROPERTY, ACROSS THE WATERSHED, AND INTERNATIONALLY. STUDIESOF RARE SPECIES, THE CYCLING OF FIRE, WATER, NUTRIENTS AND CARBON, ANDTHE RELATIONSHIP BETWEEN AGRICULTURE PRODUCTION AND SUSTAININGESSENTIAL ECOSYSTEM PROCESSES, ARE ALL REPRESENTED ON ARCHBOLD'SPROPERTY. THESE STUDIES GUIDE LAND MANAGEMENT AND LAND AND WATERCONSERVATION BY PUBLIC AGENCIES, CONSERVATION ORGANIZATIONS, ANDPRIVATE LANDOWNERS.EDUCATION: THIS DESCRIPTION OF EDUCATION PROGRAMS AT ARCHBOLD IS FOR A TYPICAL YEAR. THESE WERE SEVERLY CURTAILED AFTER MARCH 2020 DUE TO COVID. ARCHBOLD EXPEDITIONS, INC. LINKS ITS SCIENTIFIC RESEARCH TOEDUCATION THROUGH PROGRAMS THAT PROVIDE EDUCATION AND OUTREACHACTIVITIES AT ARCHBOLD BIOLOGICAL STATION, BUCK ISLAND RANCH, AND THEARCHBOLD RESERVE. THE EDUCATION PROGRAM IS MULTIFACETED. ITENCOMPASSES ENVIRONMENTAL EDUCATION AND SCIENCE CURRICULUM DEVELOPMENTFOR GRADES 3 - 5 AND SCHOOLCHILDREN SUMMER CAMPS WITH MORE THAN ONETHOUSAND K-12 SCHOOLCHILDREN PARTICIPATING ANNUALLY. UNDERGRADUATE ANDGRADUATE STUDENTS CONDUCT INDEPENDENT RESEARCH ADVISED BY ARCHBOLDSTAFF; MORE THAN 100 MASTERS AND DOCTORAL THESES HAVE STEMMED FROMSTUDENT RESEARCH. VISITING CLASSES FROM COLLEGES AND UNIVERSITIESAROUND THE COUNTRY USE ARCHBOLD EXPEDITIONS, INC. LANDS FOR TEACHING AND FIELD BIOLOGY. ARCHBOLD EXPEDITIONS, INC. HOSTS MANY PUBLIC AGENCY, CONSERVATION ORGANIZATION, AND OTHER EVENTS INCLUDING SEMINARS AND TALKS, MEETINGS, WORKSHOPS, TOURS AND DEMONSTRATION DAYS AT ARCHBOLD BIOLOGICAL STATION AND AT BUCK ISLAND RANCH. ARCHBOLD EXPEDITIONS, INC.OFFERS TALKS AND TOURS, GUIDED NATURE TRAILS, AND OTHER EVENTS OPEN TO THE PUBLIC.CONSERVATION: ARCHBOLD EXPEDITIONS, INC. PROPERTY INCLUDES MANAGEMENT OF LANDS AND WATERS OF NATIONAL CONSERVATION SIGNIFICANCE AND ITS RESEARCH INFORMS CONSERVATION MANAGEMENT ACROSS THE RIDGES, RANCHES AND RIVERS OF THE NATIONALLY IMPORTANT HEADWATERS OF THE EVERGLADES WATERSHED. ARCHBOLD BIOLOGICAL STATION IS A GLOBALLY SIGNIFICANT PRESERVE, WHICH SUPPORTS THE THREATENED FLORIDA SCRUB HABITAT AND 19 FEDERALLY THREATENED AND ENDANGERED SPECIES. BUCK ISLAND RANCH LIES WITHIN AN IMPORTANT SUB BASIN OF THE HEADWATERS, PROVIDING HABITAT FOR 5 FEDERALLY LISTED SPECIES, SERVING AS A VITAL ELEMENT IN FLORIDA'S NETWORK OF WILDLIFE CORRIDORS, AND PROVIDING ESSENTIAL ECOSYSTEM SERVICES FROM WORKING LANDS. ON THE ARCHBOLD RESERVE, A DEGRADED FORMER CATTLE RANCH ARCHBOLD EXPEDITIONS, INC. HAS A RESEARCH AND CONSERVATION FOCUS ON LARGE SCALE ECOLOGICAL RESTORATION, WITH AN EMPHASIS ON THE SCRUB, SEEPAGE SLOPES AND CUTTHROAT FLATWOODS COMMUNITIES OF THE SITE. IN ADDITION TO CONSERVATION LAND MANAGEMENT, ARCHBOLD STAFF SERVE AS INDEPENDENT ADVISORS TO PUBLIC AND PRIVATE CONSERVATION ORGANIZATIONS, FOR EXAMPLE, TO ESTABLISH BIOLOGICAL PRIORITIES FOR LAND ACQUISITION AND MANAGEMENT, THE ESTABLISHMENT OF THE FLORIDA WILDLIFE CORRIDOR, LAND AND WATER CONSERVATION, AND RESTORATION BY PUBLIC AGENCIES, CONSERVATION ORGANIZATIONS, AND PRIVATE LANDOWNERS. 3984748 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 94 1 1 1 0 0 0 0 0 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO CT DC HI KY MD MI MN MS MO NH NY NC OH OR PA SC X KERKERING BARBERIO CO 9413654617 123 MAIN DRIVE VENUS FL 33960 LELA PORTER LOVE CHAIRPERSON 4.00 X X 0 0 0 MARY PAGE HUFTY DIRECTOR 2.00 X X 0 0 0 LOREN ALEGRIA VICE CHAIR 2.00 X X 0 0 0 BARBARA STEWART TREASURER 2.00 X X 0 0 0 VERONICA ALEGRIA SECRETARY 2.00 X X 0 0 0 ROBERT LLOYD GEORGE ASSISTANT TREASURER 2.00 X X 0 0 0 JACK HUFTY DIRECTOR 2.00 X 0 0 0 DYLAN ALEGRIA DIRECTOR 2.00 X 0 0 0 SCHELLIE ARCHBOLD DIRECTOR 2.00 X 0 0 0 VEVIE DIMMITT DIRECTOR 2.00 X 0 0 0 JOHN FITZPATRICK DIRECTOR 2.00 X 0 0 0 SAM MACHOTKA DIRECTOR 2.00 X 0 0 0 JAMES KUSHLAN DIRECTOR 2.00 X 0 0 0 MALLORY DIMMITT DIRECTOR 2.00 X 0 0 0 NICOLE LOVE DOPPELT DIRECTOR 2.00 X 0 0 0 KYLE ASHTON DIRECTOR 2.00 X 0 0 0 DANIEL ALEGRIA DIRECTOR 2.00 X 0 0 0 ERIC STEIN CFO/ ASST SEC 40.00 X 62369 0 34171 HILARY SWAIN EXEC DIRECTOR/ ASST SEC OF CORP 40.00 X 134160 0 18269 ERIC MENGES SR. RESEARCH PROGRAM DIR. 40.00 X 110187 0 16532 306716 0 68972 2 0 0 0 BENITA WHALEN DISPERSED WATER LLC 5770 EAGLES NE JUPITER FL 33458 MONTHLY SITE INSPECTIONS, QUARTERLY AND 104568 1 2413202 1063424 249838 3476626 CONTRACT REVENUE 900099 522358 522358 FACILITIES REVENUE 531110 54441 54441 576799 785419 785419 15278305 111594 14983262 27707 295043 83887 378930 378930 1612126 1877945 -265819 -265819 OTHER INCOME 900099 182594 182594 PARTNERSHIP INCOME 900099 48415 48415 231009 5182964 872504 48415 785419 248969 35059 213910 2084608 1701239 299196 84173 107047 80008 22227 4812 386649 294208 74938 17503 186856 129472 49749 7635 101 101 64450 34382 30068 15367 15367 116692 116692 139482 55680 83802 62123 29072 31297 1754 134709 117869 16840 14050 11814 2200 36 952486 952486 221043 114291 106752 SUPPLIES 292687 158234 60076 74377 REPAIRS AND MAINTENANCE 178224 137144 41080 0 CONTRACTED SERVICES 78950 77836 975 139 SPECIAL EVENTS AND INTE 38016 34615 3401 0 21897 21339 558 5344406 3984748 1153862 205796 1200 1165 4144926 2841028 712813 630622 515054 129148 2064040 2089272 157457 99836 55380359 9105446 46315137 46274913 31790423 37143021 3808913 3188690 89509963 92397695 795940 698232 63278 165190 5344006 4523214 2000 2000 6205224 5388636 X 82305365 86020396 999374 988663 83304739 87009059 89509963 92397695 X -161442 3914177 -48415 X X 0 1 X 1 0 X 2382936 2875344 4208012 2956715 3476626 15899633 2382936 2875344 4208012 2956715 3476626 15899633 1232147 14667486 328754 805309 1047987 1036807 811210 4030067 -37924 -9126 -9296 -12496 48415 -20427 95393 184312 374410 262196 182594 1098905 21008178 9647021 0.69820 0.70480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37544172 4708821 1830657 40422336 33356162 5745806 1557796 37544172 36256746 -1135984 1764600 33356162 33543835 4411004 1698093 36256746 33708472 10651 1607233 1782521 33543835 1.00000 0 0 37354147 37354147 11354581 4528263 6826318 3692477 2990782 701695 2979154 1586401 1392753 46274913 ENVIRONMENTAL REMEDIATION LIABILITY 2000 2000 X 8932035 3914178 3914178 5017857 116692 48415 165107 5182964 5227714 0 5227714 116692 116692 5344406 PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE ORGANIZATION 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 ORGANIZATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: PARTNERSHIP INCOME PART V, LINE 4: THE QUASI-ENDOWMENT HAS BEEN ESTABLISHED TO SUPPORT THE ORGANIZATION'S PRIMARY NON-PROFIT MISSION AND RELATED PROGRAMS OF SCIENCE CONSERVATION AND EDUCATION. ANNUAL DISTRIBUTIONS ARE USED TO FUND THE OPERATING BUDGET AND SPECIAL PROJECTS OF THE ORGANIZATION. X X X X X 1 SCHULTZ & WILLIAMS INC 1617 JOHN F KENNEDY BLVD PHILADELPHIA PA 19103 ANNUAL APPEALS- FUNDRAISING CONSULTANTS 0 206016 50731 155065 206016 50731 155065 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI PART 1 LINE 2B, COLUMN (V) THE ORGANIZATION PAID $50,731 DURING THE YEAR FOR A PROFESSIONAL FUNDRAISING SERVICES PROVIDER TO ADMINISTER TWO ANNUAL CAMPAIGNS; A SUMMER APPEAL AND A YEAR-END APPEAL. THE GRAND TOTAL INCLUDES: $13,500 FOR CONSULTING; $15,750 FOR CREATIVE FEES, $9,000 FOR PRODUCTION AND $12,481 FOR PRINTING AND LETTERSHOP. X X 0 0 0 0 0 0 0 0 0 HILARY SWAIN EXEC DIRECTOR/ ASST SEC OF CORP 134160 0 0 0 0 0 6920 0 11349 0 152429 0 0 0 X 2 249838 STOCK EXCHANGE 0 0 0 FORM 990, PART 1 LINE 6 VOLUNTEERS IN A TYPICAL YEAR VOLUNTEERS HELP WITH MANY PROGRAMS AT ARCHBOLD EXPEDITIONS, INC. VOLUNTEERS ARE AN INDISPENSABLE PART OF THE ARCHBOLD EDUCATION PROGRAMS, THE SCRUB ECOLOGY SUMMER DAY CAMP AND THE ELEMENTARY ENVIRONMENTAL EDUCATION PROGRAM. ADULT AND TEEN VOLUNTEERS ASSIST CAMPERS AND STUDENTS WITH RESEARCH-ORIENTED ACTIVITIES, ANIMAL TRACKING AND ECOLOGY-ORIENTED GAMES. IN ADDITION, ADULT VOLUNTEERS HELP WITH THE RESEARCH AND LAND MANAGEMENT PROGRAMS, AND WITH PUBLIC TOURS AND EVENTS. IN 2020 AFTER THE ONSET OF COVID SHUTDOWNS IN MARCH 2020 THE VOLUNTEER PROGRAM LARGELY CEASED AND VOLUNTEERS WERE ONLY ABLE TO PARTICIPATE, WHERE POSSIBLE, REMOTELY FROM HOME. FORM 990, PART VI, SECTION A, LINE 2 MARY PAGE HUFTY-DANIEL SANTIAGO ALEGRIA (WIFE - HUSBAND) MARY PAGE HUFTY-DYLAN ARCHBOLD HUFTY ALEGRIA (MOTHER - SON) MARY PAGE HUFTY-LOREN DANIEL HUFTY ALEGRIA (MOTHER - SON) DANIEL SANTIAGO ALEGRIA-DYLAN ARCHBOLD HUFTY ALEGRIA (FATHER - SON) DANIEL SANTIAGO ALEGRIA-LOREN DANIEL HUFTY ALEGRIA (FATHER - SON) DYLAN ARCHBOLD HUFTY ALEGRIA-VERONICA ALEGRIA (HUSBAND - WIFE) MARY PAGE HUFTY-JOHN ARCHBOLD HUFTY (SISTER - BROTHER) FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING. FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER, AND CFO PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD AND EMPLOYEES FILL OUT A CONFLICT OF INTEREST FORM ANNUALLY. ALL FORMS ARE COLLECTED AND REVIEWED BY THE CFO FOR ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 DETAILED SALARY COMPARISONS AND BENEFITS PACKAGES FOR ALL EMPLOYEES INCLUDING THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES ARE PREPARED ANNUALLY BY HUMAN RESOURCES, WITH COMPARISONS USING INDEPENDENT DATA FROM THE AMERICAN ASSOCIATION OF UNIVERSITY PROFESSORS, AS REPORTED BY THE CHRONICLE OF HIGHER EDUCATION, THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES AND THE FLORIDA OCCUPATIONAL EMPLOYMENT AND WAGES SURVEY. THESE ARE REVIEWED ANNUALLY BY THE CHAIR AND THE TREASURER WHO APPROVE RAISES AND CHANGES IN COMPENSATION. 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. FORM 990, PART VI, LINE 17, LIST OF STATES RECEIVING COPY OF FORM 990: CA, CO, CT, DC, HI, KY, MD, MI, MN, MS, MO, NH, NY, NC, OH, OR, PA, SC FORM 990, PART XI, LINE 9: PARTNERSHIP INCOME -48,415. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR.