2018-04-05T15:27:37-05:00 2017-06-30 341897225 HILL BARTH & KING LLC 8010 SUMMERLIN LAKES DRIVE FORT MYERS FL 33907 990 2016-07-01 591205087 SANIBEL-CAPTIVA CONSERVATION FOUNDATION SANI 2394722329 PO BOX 839 SANIBEL FL 33957 DON RICE TREASURER 2394722329 2018-04-02 1 GERALD M KIMBLE P00022470 2394825522 2018-04-02 74.112.4.164 2018-04-02 17:58:52 ED P B7756E016B6767B3E649AAA4593B32405E812A2D E98CF5B0BF44783DACF49D36F6B8DD5E6E856B36 2016 2021-01-29 14:40:06Z DON RICE PO BOX 839 SANIBEL FL 33957 5970647 0 X WWW.SCCF.ORG X 1967 FL PRESERVING AND PROTECTING THE NATURAL ENVIRONMENT ON AND AROUND SANIBEL-CAPTIVA 14 14 26 318 0 0 3091078 3693455 36121 1749371 91998 74197 196002 365147 3415199 5882170 0 0 0 0 1684265 1734685 155444 180704 321939 1267145 1180087 3106854 3095476 308345 2786694 25430859 28881188 1049437 1000088 24381422 27881100 X SCCF IS DEDICATED TO THE CONSERVATION OF COASTAL HABITATS AND AQUATIC RESOURCES ON SANIBEL AND CAPTIVA AND IN THE SURROUNDING WATERSHED. 0 0 698264 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. 625227 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. 373402 219990 NATIVE PLANT NURSERY- RESEARCH/EDUCATIONAL FACILITY FOR THE STUDY, PROPAGATION, AND CARE OF NATIVE PLANTS, AND TO MAKE THEM AVAILABLE FOR PUBLIC USE IN THE LOCAL AREA. 475564 1749371 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. 475564 1749371 2172457 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 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 7 0 26 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 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 X GWENDA HIETT-CLEMENTS PRESIDENT 10.00 X X 0 0 0 JOHN MORSE VICE-PRESIDENT 10.00 X X 0 0 0 DOUG RYCKMAN TREASURER 10.00 X X 0 0 0 LINDA UHLER SECRETARY 10.00 X X 0 0 0 CLAUDE CRAWFORD TRUSTEE 5.00 X 0 0 0 CHAUNCEY GOSS TRUSTEE 5.00 X 0 0 0 SHELLEY GREGGS TRUSTEE 5.00 X 0 0 0 SANDY GROSS TRUSTEE 5.00 X 0 0 0 ROBIN KRIVANEK TRUSTEE 5.00 X 0 0 0 DIANE NETZEL TRUSTEE 5.00 X 0 0 0 MARY ELLEN PFEIFER TRUSTEE 5.00 X 0 0 0 THOMAS A ROTHBONE TRUSTEE 5.00 X 0 0 0 PAUL ROTH TRUSTEE 5.00 X 0 0 0 RICHARD SHIPLEY TRUSTEE 5.00 X 0 0 0 ERIK LINDBLAD EXECUTIVE DIRECTOR 45.00 X 137601 0 63142 137601 0 63142 1 0 1 0 CHERYL GIATTINI 5270 INDIAN COURT SANIBEL FL 33957 ANNUAL FUND DRIVE 180704 1 294394 3399061 14500 3693455 ADMISSIONS 900099 14537 14537 1734834 1734834 1749371 74197 74197 233634 88477 145157 145157 219990 0 219990 219990 5882170 1969361 0 219354 137601 27520 110081 1289592 1146372 143220 81528 72834 8694 127101 120906 6195 98863 81791 17072 44981 44981 25290 25290 180704 180704 10481 10481 78068 68866 9202 4866 4866 18043 12017 6026 95028 65152 29876 42139 21225 20914 167337 139746 27591 93979 32668 61311 OTHER EXPENSES 128926 33665 47369 47892 FUNDRAISING EXPENSES IN 88477 88477 NPN COGS 81215 81215 SUPPLIES AND SMALL EQUI 69467 59625 9842 231790 208855 22935 3095476 2172457 601080 321939 25 25 1404407 2807173 500 20500 144894 864479 15921 20143 74486 91065 20788851 2203985 17971186 18584866 5412946 6086443 406494 406494 25430859 28881188 208874 186485 18700 62500 821863 751103 1049437 1000088 X 21558845 24724801 184195 303618 2638382 2852681 24381422 27881100 25430859 28881188 X 2786694 577954 46553 88477 X X 0 1 X 1 0 X 1968354 3373677 3415364 3071078 3141525 14969998 1968354 3373677 3415364 3071078 3141525 14969998 1731184 13238814 82143 65627 84843 91998 74177 398788 15368786 2712808 0.86140 0.76190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 42597 0 0 1 6912 1 896 0 50405 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. 20776313 4685757 652151 2313692 832681 22967848 21286687 2901508 -183178 2421499 807205 20776313 20893254 3016247 132237 2022066 732985 21286687 20373254 2753485 576484 2047415 762554 20893254 19927635 2390742 377266 1713536 578853 20403254 0 0 16544611 16544611 1296168 725139 571029 1632552 1197498 435054 1315520 281348 1034172 18584866 MERRILL LYNCH INVESTMENTS 279641 F FIDELITY INVESTMENTS 1494262 F SANCAP TRUST MANAGED FUNDS 4312540 F 6086443 DEFERRED COMPENSATION 557440 ANNUITIES 193663 751103 X 6595154 577954 46553 88477 712984 5882170 0 5882170 3095476 0 3095476 0 3095476 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 X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2017. THE FOUNDATION'S 2016, 2015 AND 2014 TAX YEARS ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES INCLUDED IN EXPENSES ON FINANCIAL STATEMENTS 88,477. DIRECT FUNDRAISING EXPENSES X X X X X X X 1 CHERYL GIATTINI 5270 INDIAN COURT SANIBEL FL 33957 FUNDRAISING 0 2367486 180704 2186782 2367486 180704 2186782 FL WINE IN THE WILD ANNIVERSARY EVENT 60169 60169 4742 100 2489 BEER IN THE BUSHES EVENT 98057 98057 9427 30693 11804 5 75408 75408 5384 14916 8922 233634 233634 5384 29085 30793 23215 88477 145157 X 0 0 0 0 0 0 0 0 0 ERIK LINDBLAD EXECUTIVE DIRECTOR 137601 0 0 0 0 0 62111 0 1031 0 200743 0 0 0 X 1 602827 FAIR MARKET VALUE X OTHER 10 14500 FAIR MARKET VALUE X PRIZES FOR FUNDRAISER RAFFLES AND AUCTIONS 25 11060 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE BOARD OF DIRECTORS ARE CONSIDERED MEMBERS OF THE ORGANIZATION, AS DEFINED BY THE IRS. DONORS ARE CONSIDERED MEMBERS OF THE ORGANIZATION BASED ON THE PHYSICAL ACT OF MAKING A CONTRIBUTION TO THE ORGANIZATION AND STAYS IN EFFECT FOR ONE YEAR FROM THE DATE OF LAST CONTRIBUTION. NO BENEFITS ARE OFFERED AS A RESULT OF BEING A "MEMBER". 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 EXECUTIVE DIRECTOR, 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 EXECUTIVE DIRECTOR, 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 FORM 990, PART XI, LINE 9: NET REALIZED/UNREALIZED GAINS (LOSSES) ON INVESTMENTS COGS RECOGNIZED AS PROGRAM EXPENSE ON 990 BUT NOT INCLUDED AS REVENUE 88,477. FORM 990, PART XII, LINE 2C: THE FINANCIAL STATEMENTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR, FINANCE COMMITTEE, BOARD TREASURER, BOARD OF DIRECTORS AND BUSINESS MANAGER PRIOR TO ISSUANCE. NO CHANGES HAVE OCCURRED DURING THE YEAR.