2019-11-12T12:26:51-06:00 2018-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2018-01-01 236400408 ARCHBOLD EXPEDITIONS ARCH 8634652571 123 MAIN DRIVE VENUS FL 33960 HILARY SWAIN EXECUTIVE DIRECTOR 8634652571 2019-11-12 1 REBECCA U STONER P00585910 9413654617 71.101.221.218 2019-11-12 13:24:42 ES P 1DDA76E780E419B43F0AC8CCF8703AACD10E77E2 1DDA76E780E419B43F0AC8CCF8703AACD10E77E2 2018 2020-03-31 21:24:44Z HILARY SWAIN 123 MAIN DRIVE VENUS FL 33960 49452888 0 X WWW.ARCHBOLD-STATION.ORG X 1937 PA LONG-TERM ECOLOGICAL RESEARCH, LAND MANAGEMENT, AND EDUCATIONAL PROGRAMS. 14 14 103 79 -9296 0 2875344 27132097 135775 131620 1786807 2565422 212058 338666 5009984 30167805 0 0 0 0 2690378 2777587 0 43266 202025 2275228 2435920 4965606 5256773 44378 24911032 60719616 86299575 2762813 6820201 57956803 79479374 X ARCHBOLD'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 3782702 479582 ARCHBOLD EXPEDITIONS 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 MANAGES NEARLY 20,000 ACRES, SERVING AS A NATURAL LABORATORY FOR PROGRAMMATIC ACTIVITIES, INCLUDING (1) ARCHBOLD BIOLOGICAL STATION, A 5,200-ACRE PRISTINE FLORIDA SCRUB ECOSYSTEM LOCATED ON THE ANCIENT LAKE WALES; (2) THE 10,500-ACRE BUCK ISLAND RANCH, A WORKING CATTLE RANCH LANDSCAPE FORMERLY MANAGED BY ARCHBOLD EXPEDITIONS AS THE MACARTHUR AGRO-ECOLOGY RESEARCH CENTER MAERC; AND (3) THE WETLAND AND UPLAND ECOSYSTEM RESTORATION LANDSCAPE OF THE 3,600-ACRE ARCHBOLD RESERVE. (BUCK ISLAND RANCH WAS LEASED BY ARCHBOLD EXPEDITIONS, 1988-2018, FROM THE JOHN D AND CATHERINE T MACARTHUR FOUNDATION AND WAS ACQUIRED BY ARCHBOLD EXPEDITIONS FROM THE FOUNDATION IN 2018.)SCIENTIFIC RESEARCH: STAFF AND VISITING SCIENTISTS STUDY ECOLOGICAL PATTERNS AND PROCESSES ON PRISTINE FLORIDA SCRUB ECOSYSTEMS, WORKING RANCHLANDS, AND WETLAND AND UPLAND RESTORATION LANDS IN THE HEADWATERS OF THE EVERGLADES. FIELDS OF RESEARCH INCLUDE BUT ARE NOT LIMITED TO POPULATION BIOLOGY, ANIMAL BEHAVIOR, BIOGEOGRAPHY, RESTORATION ECOLOGY, COMMUNITY ECOLOGY, CONSERVATION BIOLOGY, AGRO-ECOLOGY, LIMNOLOGY, ENTOMOLOGY, EVOLUTION AND LANDSCAPE ECOLOGY. CONTRIBUTIONS TO FUNDAMENTAL SCIENCE HAVE RESULTED TO DATE IN MORE THAN TWO THOUSAND AND FOUR HUNDRED RESEARCH PUBLICATIONS. MANY ARCHBOLD EXPEDITIONS RESEARCH ACTIVITIES ARE COORDINATED WITH NATIONAL AND INTERNATIONAL RESEARCH NETWORKS SUCH AS THE US DEPARTMENT OF AGRICULTURE LONG-TERM AGROECOSYSTEM RESEARCH LTAR NETWORK, THE GLOBAL LAKES ECOLOGICAL RESEARCH GLEON NETWORK, AND IDIGBIO, THE NATIONAL NETWORK FOR BIOLOGICAL MUSEUM COLLECTIONS RESEARCH. RESEARCH AT BUCK ISLAND RANCH IS LINKED TO LIFE CYCLE ANALYSES (GREENHOUSE GASES, WATER QUALITY AND QUANTITY) OF AGRICULTURAL PRODUCTS. IN ADDITION TO CONTRIBUTIONS TO SCIENTIFIC UNDERSTANDING, ARCHBOLD EXPEDITIONS RESEARCH INFORMS CONSERVATION AND LAND MANAGEMENT DECISION-MAKING ON ARCHBOLD PROPERTY, ACROSS THE WATERSHED, AND INTERNATIONALLY. STUDIES OF RARE SPECIES, THE CYCLING OF FIRE, WATER, NUTRIENTS AND CARBON, AND THE RELATIONSHIP BETWEEN AGRICULTURE PRODUCTION AND SUSTAINING ESSENTIAL ECOSYSTEM PROCESSES, ARE ALL REPRESENTED ON ARCHBOLD'S PROPERTY. THESE STUDIES GUIDE LAND MANAGEMENT AND LAND AND WATER CONSERVATION BY PUBLIC AGENCIES, CONSERVATION ORGANIZATIONS, AND PRIVATE LANDOWNERS. EDUCATION: ARCHBOLD EXPEDITIONS LINKS ITS SCIENTIFIC RESEARCH TO EDUCATION THROUGH PROGRAMS THAT PROVIDE EDUCATION AND OUTREACH ACTIVITIES AT ARCHBOLD BIOLOGICAL STATION, BUCK ISLAND RANCH, AND THE ARCHBOLD RESERVE. THE EDUCATION PROGRAM IS MULTIFACETED. IT ENCOMPASSES ENVIRONMENTAL EDUCATION AND SCIENCE CURRICULUM DEVELOPMENT FOR GRADES 3 - 5 AND SCHOOLCHILDREN SUMMER CAMPS WITH MORE THAN ONE THOUSAND K-12 SCHOOLCHILDREN PARTICIPATING ANNUALLY. UNDERGRADUATE AND GRADUATE STUDENTS CONDUCT INDEPENDENT RESEARCH ADVISED BY ARCHBOLD STAFF; MORE THAN 100 MASTERS AND DOCTORAL THESES HAVE STEMMED FROM STUDENT RESEARCH. VISITING CLASSES FROM COLLEGES AND UNIVERSITIES AROUND THE COUNTRY USE ARCHBOLD EXPEDITIONS LANDS FOR TEACHING AND FIELD BIOLOGY. ARCHBOLD EXPEDITIONS 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 OFFERS TALKS AND TOURS, GUIDED NATURE TRAILS, AND OTHER EVENTS OPEN TO THE PUBLIC. CONSERVATION: ARCHBOLD EXPEDITIONS PROPERTY INCLUDES MANAGEMENT OF NATIONALLY SIGNIFICANT CONSERVATIONS 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 7 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 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, AND LAND MANAGEMENT AND LAND AND WATER CONSERVATION AND RESTORATION BY PUBLIC AGENCIES, CONSERVATION ORGANIZATIONS, AND PRIVATE LANDOWNERS. 3782702 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 1 103 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL CA CO CT GA HI IL KY MD MA MS NY NC OH PA SC VA X ERIC STEIN 8634652571 123 MAIN DRIVE VENUS FL 33960 DANIEL ALEGRIA TRUSTEE 2.00 X 0 0 0 DYLAN A H ALEGRIA TRUSTEE 2.00 X 0 0 0 SCHELLIE ARCHBOLD TRUSTEE 2.00 X 0 0 0 SEBASTIAN DE ATUCHA TRUSTEE 2.00 X 0 0 0 VEVIE DIMMITT TRUSTEE 2.00 X 0 0 0 JOHN FITZPATRICK TRUSTEE 2.00 X 0 0 0 JACK HUFTY TRUSTEE 2.00 X 0 0 0 LELA PORTER LOVE TRUSTEE 2.00 X 0 0 0 JIM STRICKLAND TRUSTEE 2.00 X 0 0 0 MARY PAGE HUFTY CHAIRPERSON 4.00 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 ROBERT LLOYD GEORGE ASSISTANT TREASURER 2.00 X X 0 0 0 VERONICA ALEGRIA SECRETARY 2.00 X X 0 0 0 HILARY SWAIN EXEC DIRECTOR/ ASST SEC 40.00 X 157850 0 20873 ERIC STEIN CFO / ASST SEC 40.00 X 60242 0 37680 ERIC MENGES SR. RESEARCH PROGRAM DIR. 40.00 X 100587 0 34708 318679 0 93261 2 0 1 0 USHER LAND & TIMBER PO BOX 843 CHIEFLAND FL 32644 CATTLE FEED 483201 QUINCEY CATTLE CO 2350 NW 120 ST CHIEFLAND FL 32626 CATTLE FEED 417796 WALPOLE FEED & SUPPLY CO PO BOX 1723 OKEECHOBEE FL 34973 CATTLE FEED 173203 HUBBARD FEEDS (RIDLEY USA) 250 BONNE MINE RD BARTOW FL 33830 LAND CONSTRUCTION 129793 UNIVERSITY OF ILLINOIS 28392 NETWORK PLACE CHICAGO IL 60673 GRANT SUB-RECIPIENT 120966 5 2287794 24844303 24101412 27132097 FACILITIES REVENUE 531110 131620 131620 131620 1047987 1047987 19290068 294694 17882487 184840 1407581 109854 1517435 1517435 1191308 1217756 -26448 -26448 OTHER INCOME 900099 374410 374410 PARTNERSHIP LOSSES 900099 -9296 -9296 365114 30167805 479582 -9296 2565422 302506 49674 252832 1911671 1570637 264487 76547 59170 55698 3472 333347 294775 25409 13163 170893 129126 35625 6142 10000 10000 58880 22894 35986 43266 43266 159282 159282 93447 63545 23980 5922 24996 17739 7257 174463 124858 48932 673 58487 48418 9364 705 784120 640236 141351 2533 196608 94563 101081 964 SUPPLIES 295947 191592 57324 47031 CONTRACTED SERVICES 287274 280567 6628 79 REPAIRS AND MAINTENANCE 270817 186880 83937 AGRICULTURAL SUPPLIES 10783 10189 594 10816 1311 7977 1528 5256773 3782702 1272046 202025 984 1200 3132807 3206122 721667 476825 274654 255814 2110415 3173536 256846 115594 54538700 8430231 18138221 46108469 31245155 28614913 4838867 4347102 60719616 86299575 847120 749640 119933 86032 793760 5982529 1002000 2000 2762813 6820201 X 56864836 78187708 1091967 1291666 57956803 79479374 60719616 86299575 X 24911032 -3397757 9296 X X 0 1 X 1 1 1 X 1436946 2568210 2382936 2875344 4208012 13471448 1436946 2568210 2382936 2875344 4208012 13471448 1002940 12468508 457847 502182 328754 805309 1047987 3142079 -28336 -37924 -9126 -9296 -84682 84757 245922 95393 184312 402112 1012496 17541341 8796291 0.71080 0.76150 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: LAND AND BUILDINGS DATE: 11/28/18 AMOUNT: 22924085. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36256746 -1135984 1764600 33356162 33543835 4411004 1698093 36256746 33708472 10651 1607233 1782521 33543835 35391389 -439010 1243907 33708472 35541468 1612787 1762866 35391389 1.00000 0 0 37296888 37296888 10942710 3869743 7072967 3349667 2686575 663092 2949435 1873913 1075522 46108469 PRIVATE EQUITY FUNDS 4347102 F 4347102 ENVIRONMENTAL REMEDIATION LIABILITY 2000 2000 X 26620062 -3397757 -3397757 30017819 159282 -9296 149986 30167805 5097491 0 5097491 159282 159282 5256773 PART V, LINE 4: THE QUASI-ENDOWMENT HAS BEEN ESTABLISHED FOR THE PRIMARY PURPOSE OF PROVIDING SUPPORT TO CARRY OUT THE ORGANIZATION'S ROLE AND MISSION AS DESCRIBED IN THE ORGANIZATION'S GOVERNING DOCUMENTS. ANNUAL DISTRIBUTIONS ARE USED TO FUND THE OPERATING BUDGET AND SPECIAL PROJECTS OF THE ORGANIZATION. 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 LOSSES -9,296. X 1 SCHULTZ & WILLIAMS INC 1617 JOHN F KENNEDY BLVD PHILADELPHIA PA 19103 ANNUAL APPEALS - FUNDRAISING CONSULTING SERVICES 0 321719 43266 278453 321719 43266 278453 FL CA CO CT DC GA HI IL KY MD MA MS MO NY NC OH PA SC VA SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION PAID $26,025 DURING THE YEAR FOR PROFESSIONAL FUNDRAISING CONSULTING, CREATIVE FEES AND PRODUCTION MANAGEMENT. ADDITIONALLY, $17,241 IN FUNDRAISING EXPENSES WAS REMITTED TO THE FUNDRAISING SERVICES PROVIDER FOR PRINTING, LETTERSHOP, SHIPPING AND POSTAGE. X X X 0 0 0 0 0 0 0 0 0 HILARY SWAIN EXEC DIRECTOR/ ASST SEC 132850 0 25000 0 0 0 7926 0 12947 0 178723 0 0 0 X 3 1177327 STOCK EXCHANGE X 1 22924085 APPRAISAL 0 0 0 FORM 990, PART I, LINE 6 VOLUNTEERS VOLUNTEERS HELPED WITH MANY PROGRAMS AT ARCHBOLD EXPEDITIONS. 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. 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, CFO AND AUDIT COMMITTEE 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 BOARD COMPENSATION COMMITTEE WHICH APPROVES ALL 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 XI, LINE 9: PARTNERSHIP LOSSES 9,296. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR.