2025-10-23T16:00:11-05:00 2024-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2024-01-01 236400408 ARCHBOLD EXPEDITIONS INC ARCH 8634652571 123 MAIN DRIVE VENUS FL 33960 JANET BARBER CFO 8634652571 2025-10-20 1 1 DANIEL L WEAVER P01249346 3019860600 2025-10-22 2024 2025-03-06 01:10:19Z JANET BARBER 123 MAIN DRIVE VENUS FL 33960 26138331 0 X WWW.ARCHBOLD-STATION.ORG X 1937 FL LONG-TERM ECOLOGICAL RESEARCH, CONSERVATION, AND EDUCATIONAL PROGRAMS. 20 20 113 43 38190 37187 4309129 3596050 1620669 2066148 4347792 8501129 1176392 734629 11453982 14897956 0 0 0 0 4092023 4308180 81592 0 261279 4022150 4219863 8195765 8528043 3258217 6369913 95807854 105063108 1203111 1876113 94604743 103186995 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 6622330 2762587 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 ECOSYSTEM LOCATED ON THE ANCIENT LAKE WALES RIDGE; (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 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 TOPOPULATION 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 2,750 RESEARCH PUBLICATIONS. MANY ARCHBOLD EXPEDITIONS, INC. 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, INC. 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: THIS DESCRIPTION OF EDUCATION PROGRAMS AT ARCHBOLD IS FOR A TYPICAL YEAR. ARCHBOLD EXPEDITIONS, INC. LINKS ITS SCIENTIFIC RESEARCH TO EDUCATION 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 OF THE EVERGLADES, PROVIDING HABITAT FOR 6 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. 6622330 1 1 0 0 0 0 0 0 0 1 1 0 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 44 0 1 113 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL NY PA X THE ORGANIZATION 8634652571 123 MAIN DRIVE VENUS FL 33960 LELA PORTER LOVE CHAIRPERSON (UNTIL 12/6/24) 1.00 X X 0 0 0 JOHN FITZPATRICK DIRECTOR/CHAIR (AFTER 12/6/24) 1.00 X X 0 0 0 JAMES KUSHLAN VICE CHAIR/SECRETARY 0.50 X X 0 0 0 MARY HUFTY DIRECTOR/VICE CHAIR 0.50 X X 0 0 0 NICOLE LOVE DOPPELT SECRETARY/DIRECTOR 0.50 X X 0 0 0 WOODY LARSON TREASURER 0.50 X X 0 0 0 DANIEL ALEGRIA DIRECTOR 0.50 X 0 0 0 SCHELLIE ARCHBOLD DIRECTOR 0.50 X 0 0 0 LOREN ALEGRIA DIRECTOR 0.50 X 0 0 0 KYLE ASHTON DIRECTOR 0.50 X 0 0 0 ROBERT LLOYD GEORGE DIRECTOR 0.50 X 0 0 0 AMY CONLEE DIRECTOR 0.50 X 0 0 0 SAM MACHOTKA DIRECTOR 0.50 X 0 0 0 MALLORY DIMMITT DIRECTOR 0.50 X 0 0 0 BURR O'CONNOR DIRECTOR 0.50 X 0 0 0 LUANNA PREVOST DIRECTOR 0.50 X 0 0 0 DAVID TERESHCHUK DIRECTOR 0.50 X 0 0 0 JACK HUFTY DIRECTOR 0.50 X 0 0 0 JON THAXTON DIRECTOR 0.50 X 0 0 0 DYLAN ALEGRIA DIRECTOR 0.50 X 0 0 0 ALEX GRISWOLD DIRECTOR 0.50 X 0 0 0 ELIZABETH MOORE DIRECTOR 0.50 X 0 0 0 HILARY SWAIN EXECUTIVE DIRECTOR 40.00 X 202675 0 20645 ELIZABETH BOUGHTON DIRECTOR OF AGROECOLOGY 40.00 X 132381 0 6613 GENE LOLLIS RANCH MANAGER 45.00 X 104111 0 32138 439167 0 59396 3 0 1 0 RSM US LLP 4650 E 53RD ST DAVENPORT IA 52807 ACCOUNTING SERVICES 548606 1 2032014 1564036 253617 3596050 CONTRACT REVENUE 900099 1952055 1952055 FACILITIES REVENUE 531110 114093 114093 2066148 1152098 1152098 10801824 5265536 8521443 196886 2280381 5068650 7349031 7349031 2871399 2522046 349353 349353 OTHER INCOME 900099 347086 347086 PARTNERSHIP INCOME 900099 38190 38190 385276 14897956 2762587 38190 8501129 223320 33743 189577 3141160 2712186 270570 158404 66671 62353 4318 607083 512524 59963 34596 269946 224781 30037 15128 9080 9080 513399 513399 143809 143809 215164 179176 34818 1170 31119 5946 24542 631 229756 185402 44318 36 105087 99602 5184 301 1172395 1172395 353376 225670 127648 58 SUPPLIES 507238 319206 141465 46567 CONTRACTED SERVICES 506436 504069 2297 70 REPAIRS AND MAINTENANCE 325156 292215 32941 AGRICULTURAL SUPPLIES 79900 79623 277 27948 4359 23589 8528043 6622330 1644434 261279 1725 5011090 9073295 515755 840037 201058 758567 2266836 1184480 188262 255489 58925395 11789670 46525080 47135725 38660467 43715756 2437581 2099759 95807854 105063108 1105360 1126127 30989 1323 66762 44663 0 704000 1203111 1876113 X 90669249 99580458 3935494 3606537 94604743 103186995 95807854 105063108 X 6369913 2250529 -38190 X X 0 1 X 1 1 1 X 3476626 5722892 5945354 4309129 3596050 23050051 3476626 5722892 5945354 4309129 3596050 23050051 5054411 17995640 811210 1394258 889244 936380 1152098 5183190 48415 27985 24047 53491 38190 192128 182594 226103 707644 425824 347086 1889251 30314620 17843818 0.59360 0.59430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 182,594. 2021 AMOUNT: $ 226,103. 2022 AMOUNT: $ 707,644. 2023 AMOUNT: $ 425,824. 2024 AMOUNT: $ 347,086. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42536969 903811 5771280 1863056 47349004 39100724 6063224 2626979 42536969 47095269 -6257309 1737236 39100724 40422336 2000000 6497398 1824465 47095269 37544172 4708821 1830657 40422336 0.95620 0.04223 0.00157 0 0 37598741 37598741 13071913 6220166 6851747 4920871 3987984 932887 3333870 1581520 1752350 47135725 REFUNDABLE ADVANCES 704000 704000 X 16966486 2250529 2250529 14715957 143809 38190 181999 14897956 8384234 0 8384234 143809 143809 8528043 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. THE PERMANENT ENDOWMENT FUND HAS BEEN ESTABLISHED TO SUPPORT THE ORGANIZATION'S AVIAN ECOLOGY PROGRAM. ANNUAL DISTRIBUTIONS FROM THE TERM ENDOWMENT WILL BE USED TO COVER PARTIAL COSTS OF SALARY AND BENEFITS FOR THE DIRECTOR OF THE AVIAN ECOLOGY PROGRAM AND THE REMAINDER TO BE USED AT THE DISCRETION OF THE DIRECTOR OF THE AVIAN ECOLOGY PROGRAM. X X 0 0 0 0 0 0 0 0 0 HILARY SWAIN EXECUTIVE DIRECTOR 202675 0 0 0 0 0 10374 0 10271 0 223320 0 0 0 X 1 253617 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. 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. FORM 990, PART VI, SECTION A, LINE 2 SCHELLIE ARCHBOLD-DAVID TERESHCHUK (DOMESTIC PARTNERS) MARY PAGE HUFTY-DYLAN ARCHBOLD HUFTY ALEGRIA (MOTHER - SON) MARY PAGE HUFTY-LOREN DANIEL HUFTY ALEGRIA (MOTHER - SON) LOREN DANIEL HUFTY ALEGRIA-DYLAN ARCHBOLD HUFTY ALEGRIA (BROTHER - BROTHER) MARY PAGE HUFTY-JOHN ARCHBOLD HUFTY (SISTER - BROTHER) LELA PORTER LOVE-NICOLE LOVE DOPPELT (MOTHER - DAUGHTER) FORM 990, PART VI, SECTION A, LINE 4 IN 2024, THE BYLAWS WERE AMENDED TO: (1) AUTHORIZE THE BOARD TO EXTEND DIRECTOR TERMS UNDER SPECIAL CIRCUMSTANCES; (2) CLARIFY THE COMPOSITION OF THE EXECUTIVE COMMITTEE AS CHAIR, VICE CHAIR, TREASURER, AND TWO ADDITIONAL DIRECTORS; AND (3) REVISE INVESTMENT AUTHORITY TO INCLUDE THE CHAIR, TREASURER, OR ANOTHER BOARD-DELEGATED OFFICER. 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, THE CHIEF FINANCIAL OFFICER, TREASURER, AND OUTSOURCED ACCOUNTING MANAGER 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 CEO FOR ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 DETAILED SALARY COMPARISONS AND BENEFITS PACKAGES FOR THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES ARE PREPARED ANNUALLY BY HUMAN RESOURCES. 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 XI, LINE 9: PARTNERSHIP INCOME -38,190. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR.