2018-11-02T13:37:14-05:00 2017-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2017-01-01 236400408 ARCHBOLD EXPEDITIONS ARCH 8634652571 123 MAIN DRIVE VENUS FL 33960 HILARY SWAIN EXECUTIVE DIRECTOR 8634652571 2018-10-31 1 REBECCA U STONER P00585910 9413654617 71.101.221.218 2018-10-31 10:24:42 ED P BBBBBBE07E8A9A02B2C1B5A0F351B57994A28B98 262576631B761DD032A50EB4523BB6276368EFF7 2017 2018-06-14 16:35:46Z HILARY SWAIN 123 MAIN DRIVE VENUS FL 33960 28767627 0 X WWW.ARCHBOLD-STATION.ORG X 1937 PA LONG-TERM ECOLOGICAL RESEARCH, LAND MANAGEMENT, AND EDUCATIONAL PROGRAMS. 14 14 104 66 -9126 -9126 2382936 2875344 167743 135775 3423103 1786807 219188 212058 6192970 5009984 0 0 0 0 2585708 2690378 0 0 153781 1906964 2275228 4492672 4965606 1700298 44378 56082830 60719616 1150477 2762813 54932353 57956803 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 2050523 314299 ARCHBOLD EXPEDITIONS - ARCHBOLD BIOLOGICAL STATIONRESEARCH: STAFF AND VISITING SCIENTISTS STUDY ECOLOGICAL PATTERNS AND PROCESSES WITH AN EMPHASIS ON THE ECOSYSTEMS OF THE LAKE WALES RIDGE, CENTRAL FLORIDA. THE RESEARCH INCLUDES POPULATION BIOLOGY, ANIMAL BEHAVIOR, BIOGEOGRAPHY, COMMUNITY ECOLOGY, CONSERVATION BIOLOGY, EVOLUTION AND LANDSCAPE ECOLOGY. STUDIES OF RARE SPECIES REPRESENTED ON THE PROPERTY GUIDE HABITAT MANAGEMENT AND PROTECTION BY PUBLIC AND PRIVATE AGENCIES. MORE THAN TWO THOUSAND AND TWO HUNDRED RESEARCH PUBLICATIONS HAVE BEEN PUBLISHED TO DATE. EDUCATION: ARCHBOLD BIOLOGICAL STATION PROVIDES ENVIRONMENTAL EDUCATION AND SCIENCE CURRICULUM DEVELOPMENT FOR GRADES 3 - 5 AND CONDUCTS CHILDREN'S SUMMER CAMPS. OVER ONE THOUSAND K - 12 STUDENTS PARTICIPATE ANNUALLY. UNDERGRADUATE AND GRADUATE STUDENTS CONDUCT INDEPENDENT RESEARCH ADVISED BY STATION STAFF; MORE THAN 100 MASTERS AND DOCTORAL THESES HAVE STEMMED FROM STUDENT RESEARCH. VISITING CLASSES FROM COLLEGES AND UNIVERSITIES AROUND THE COUNTRY USE ARCHBOLD BIOLOGICAL STATION FOR TEACHING AND FIELD BIOLOGY. CONSERVATION: ARCHBOLD BIOLOGICAL STATION IS 5,193 ACRES, GLOBALLY SIGNIFICANT NATURE PRESERVE, WHICH SUPPORTS THE THREATENED FLORIDA SCRUB HABITAT AND NUMEROUS STATE AND FEDERALLY THREATENED AND ENDANGERED SPECIES. IN ADDITION TO CONSERVATION LAND MANAGEMENT, ARCHBOLD STAFF MEMBERS SERVE AS INDEPENDENT ADVISORS TO PUBLIC AND PRIVATE CONSERVATION ORGANIZATIONS, FOR EXAMPLE, TO ESTABLISH BIOLOGICAL PRIORITIES FOR LAND ACQUISITION AND MANAGEMENT REGIONALLY. 1454596 17595 ARCHBOLD EXPEDITIONS - MACARTHUR AGRO-ECOLOGY RESEARCH CENTER (MAERC) MAERC IS DEDICATED TO LONG-TERM RESEARCH, EDUCATION AND OUTREACH ON THE RELATIONSHIPS BETWEEN SUB-TROPICAL GRAZING SYSTEMS AND THE NATIVE ECOLOGICAL SYSTEMS OF THE NORTHERN EVERGLADES. MAERC IS LOCATED AT BUCK ISLAND RANCH, A FULL-SCALE 10,500-ACRE WORKING CATTLE RANCH ON A LONG-TERM LEASE FROM THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATION. MAERC PROVIDES RESEARCHERS THE OPPORTUNITY TO EVALUATE THE RELATIONSHIPS AMONG ECOLOGICAL, PHYSICAL AND ECONOMIC FACTORS, AND HOW THESE CHANGE OVER TIME. OVER TWO HUNDRED SCIENTIFIC BOOKS AND ARTICLES HAVE BEEN PUBLISHED BASED ON THIS RESEARCH, INCLUDING SEVERAL MASTER'S AND DOCTORAL THESES. MAERC PROVIDES EDUCATION PROGRAMS VIA UNDERGRADUATE AND GRADUATE TRAINING, SCHOOL CURRICULUM DEVELOPMENT, AGENCY AND INDUSTRY WORKSHOPS, AND PUBLIC EDUCATION. 155108 25065 ARCHBOLD EXPEDITIONS - ARCHBOLD RESERVEARCHBOLD EXPEDITIONS MANAGES THE ARCHBOLD RESERVE ON A 3,648-ACRE SITE ADJACENT TO ARCHBOLD BIOLOGICAL STATION. IT IS A DEGRADED FORMER CATTLE RANCH THAT IS THE FOCUS OF RESEARCH AND CONSERVATION PROGRAMS IN RESTORATION ECOLOGY, RESEARCH STAFF AND VISITING SCIENTISTS STUDY ECOLOGICAL PATTERNS AND PROCESSES WITH AN EMPHASIS ON THE RESTORATION AND PROCESSES OF THE SCRUB, SEEPAGE SLOPES AND CUTTHROAT FLATWOODS COMMUNITIES OF THE SITE. SEVERAL STUDIES ARE UNDERWAY WITH EMPHASIS TO DATE ON POPULATION BIOLOGY, COMMUNITY ECOLOGY, NUTRIENT CYCLING, HYDROLOGY, AND AGRO-ECOLOGY. THESE STUDIES GUIDE HABITAT MANAGEMENT, HABITAT RESTORATION AND PROTECTION BY PUBLIC AGENCIES AND PRIVATE LANDOWNERS. LAND MANAGEMENT FOR CONSERVATION ON THE ARCHBOLD RESERVE INCLUDES PRESCRIBED BURNING, GRAZING AND REMOVAL OF EXOTIC INVASIVE PLANTS. WE ARE WORKING WITH THE USDA AND STATE AGENCIES TO CONDUCT LARGE SCALE HYDROLOGICAL AND VEGETATION RESTORATION OVER PORTIONS OF THE SITE. THE ARCHBOLD RESERVE PROVIDES RESEARCHERS WITH THE OPPORTUNITY TO EVALUATE THE RELATIONSHIPS AMONG ECOLOGICAL AND PHYSICAL FACTORS UNDER RESTORATION CONDITIONS. EDUCATION PROGRAMS INCLUDE MASTER'S AND DOCTORAL STUDENT TRAINING AND AGENCY WORKSHOPS AND TOURS. 3660227 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 104 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL GA IL MA MD NC NY PA VA X ERIC STEIN 8634652571 123 MAIN DRIVE VENUS FL 33960 ALEXANDER HUFTY GRISWOLD TRUSTEE 2.00 X 0 0 0 SCHELLIE ARCHBOLD TRUSTEE 2.00 X 0 0 0 DYLAN A H ALEGRIA TRUSTEE 2.00 X 0 0 0 LOREN D H ALEGRIA TRUSTEE 2.00 X 0 0 0 BARBARA STEWART TRUSTEE 2.00 X 0 0 0 VEVIE DIMMITT TRUSTEE 2.00 X 0 0 0 JOHN ELTING TRUSTEE 2.00 X 0 0 0 JIM STRICKLAND TRUSTEE 2.00 X 0 0 0 JOHN FITZPATRICK TRUSTEE 2.00 X 0 0 0 MARY PAGE HUFTY CHAIR/ASST TREAS/ASST SEC 4.00 X X 0 0 0 DANIEL SANTIAGO ALEGRIA VICE PRESIDENT 2.00 X X 0 0 0 SEBASTIAN DE ATUCHA PRESIDENT 2.00 X X 0 0 0 LELA PORTER LOVE VICE PRESIDENT/LEGAL AFFAI 2.00 X X 0 0 0 CARTER RANDOLPH LEIDY III TREASURER 2.00 X X 0 0 0 JOHN ARCHBOLD HUFTY 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 122627 0 34162 ERIC STEIN CFO / ASST SEC 40.00 X 58903 0 36448 181530 0 70610 1 0 1 0 DOLIME MINERALS COMPANY 250 BONNE MINE RD BARTOW FL 33830 LAND CONSTRUCTION 494318 QUINCEY CATTLE CO 2350 NW 120 ST CHIEFLAND FL 32626 CATTLE FEED 454978 USHER LAND & TIMBER PO BOX 843 CHIEFLAND FL 32644 CATTLE FEED 211273 BROWN ADVISORY 901 SOUTH BOND STREET STE 400 BALTIMORE MD 21231 INVESTMENT FEES 130130 CHARLIE CREEK LIVESTOCK 6134 STATE RD 66 ZOLFO SPRINGS FL 33890 CATTLE FEED 127740 6 2306828 568516 129125 2875344 FACILITIES REVENUE 531110 135775 135775 135775 805309 805309 22841913 149039 21946207 63247 895706 85792 981498 981498 1785061 1748189 36872 36872 OTHER INCOME 900099 184312 184312 PARTNERSHIP LOSSES 900099 -9126 -9126 175186 5009984 356959 -9126 1786807 252140 31358 220782 1818256 1520792 235606 61858 78030 66127 9207 2696 377333 316474 49683 11176 164619 126176 33396 5047 37550 11799 25751 130301 130301 34103 10228 10556 13319 28744 20399 8345 183555 132605 50332 618 54222 45343 4126 4753 843763 700888 139146 3729 181197 80132 101065 REPAIRS AND MAINTENANCE 278324 206626 71698 SUPPLIES 267847 167184 54537 46126 CONTRACTED SERVICES 215011 204687 6673 3651 AGRICULTURAL SUPPLIES 18007 17613 394 2604 1796 808 4965606 3660227 1151598 153781 1200 984 2886588 3132807 646035 721667 155838 274654 2049193 2110415 215530 256846 26529390 8391169 17632451 18138221 27386666 31245155 5109329 4838867 56082830 60719616 744758 847120 64480 119933 339239 793760 2000 1002000 1150477 2762813 X 54072902 56864836 859451 1091967 54932353 57956803 56082830 60719616 X 44378 2970946 9126 X X 0 1 X 1 1 1 X 1391614 1436946 2568210 2382936 2875344 10655050 1391614 1436946 2568210 2382936 2875344 10655050 98002 10557048 377503 457847 502182 328754 805309 2471595 -28336 -37924 -9126 -75386 202141 84757 245922 95393 184312 812525 13863784 9651191 0.76150 0.74970 X 33543835 4411004 1698093 36256746 33708472 10651 1607233 1782521 33543835 35391389 -439010 1243907 33708472 35541468 1612787 1762866 35391389 32122862 4314023 895417 35541468 1.00000 0 0 9113873 9113873 10780292 3551420 7228872 3215128 2529754 685374 3420097 2309995 1110102 18138221 SSG RELATIVE VALUE & EVENT DRIVEN 128656 F PRIVATE EQUITY FUNDS 4710211 F 4838867 ENVIRONMENTAL REMEDIATION LIABILITY 2000 REFUNDABLE ADVANCES 1000000 1002000 X 7990056 2970946 2970946 5019110 -9126 -9126 5009984 4965606 0 4965606 0 4965606 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 -9,126. X X X 0 0 0 0 0 0 0 0 0 HILARY SWAIN EXEC DIRECTOR/ ASST SEC 122627 0 0 0 0 0 6368 0 27794 0 156789 0 0 0 X 4 129125 STOCK EXCHANGE 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 A, LINE 6 TRUSTEES ARE ISSUED STOCK CERTIFICATES WHICH ENTITLE THEM WITH VOTING RIGHTS. NONE OF THE STOCKHOLDERS ARE ENTITLED TO RECEIVE ANY DISTRIBUTIONS OF MONIES OR OTHER PROPERTIES WITH RESPECT TO ANY OF STOCK AS A DIVIDEND, LIQUIDATION DISTRIBUTION OR OTHERWISE. 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 9,126. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR.