2017-03-06T13:08:32-06:00 2016-06-30 592745432 HILL BARTH & KING LLC 8010 SUMMERLIN LAKES DRIVE FORT MYERS FL 33907 990 2015-07-01 591205087 SANIBEL-CAPTIVA CONSERVATION FOUNDATION SANI 2394722329 PO BOX 839 SANIBEL FL 33957 GWENDA HIETT-CLEMENTS PRESIDENT 2394722329 2017-03-06 1 GERALD M KIMBLE P00022470 2394825522 2017-03-06 2015 2021-01-29 14:40:06Z GWENDA HIETT-CLEMENTS PO BOX 839 SANIBEL FL 33957 3554339 0 X WWW.SCCF.ORG X 1967 FL PRESERVING AND PROTECTING THE NATURAL ENVIRONMENT ON AND AROUND SANIBEL-CAPTIVA 14 14 27 318 0 0 3412846 3091078 37483 36121 87343 91998 128768 196002 3666440 3415199 0 0 0 0 1555749 1684265 147210 155444 207995 974774 1267145 2677733 3106854 988707 308345 25317854 25430859 821487 1049437 24496367 24381422 X SCCF IS DEDICATED TO THE CONSERVATION OF COASTAL HABITATS AND AQUATIC RESOURCES ON SANIBEL AND CAPTIVA AND IN THE SURROUNDING WATERSHED. 0 0 894028 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 AND IN THE SURROUNDING WATERSHED. SUPPORTED BY PUBLIC CONTRIBUTIONS AND GRANTS. 594033 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. 301617 123892 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. 456489 36121 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. 456489 36121 2246167 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 17 0 27 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 RONALD E GIBSON PRESIDENT 10.00 X X 0 0 0 GWENDA HIETT-CLEMENTS VICE-PRESIDENT 10.00 X X 0 0 0 DOUG RYCKMAN TREASURER 10.00 X X 0 0 0 RAN NIEHOFF 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 SANDY GROSS TRUSTEE 5.00 X 0 0 0 DEBORAH LA GORCE TRUSTEE 5.00 X 0 0 0 JOHN MORSE TRUSTEE 5.00 X 0 0 0 DIANE NEITZEL TRUSTEE 5.00 X 0 0 0 MARY ELLEN PFEIFER TRUSTEE 5.00 X 0 0 0 TOM PRICE 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 ERICK LINDBLAD EXECUTIVE DIRECTOR 45.00 X X 132601 0 25622 132601 0 25622 1 0 1 0 CHERYL GIATTINI 5270 INDIAN COURT SANIBEL FL 33957 ANNUAL FUND DRIVE 155444 1 737103 2353975 55427 3091078 ADMISSIONS 900099 18589 18589 17532 17532 36121 91998 91998 136793 64683 72110 72110 198349 74457 123892 123892 3415199 160013 0 164108 132601 26520 106081 1225937 1117234 108703 119980 69394 50586 108851 103916 4935 96896 80733 16163 35320 35320 155444 155444 15596 15596 220633 207136 13497 4659 4659 9603 3863 5740 128905 99755 29150 57986 23187 34799 133447 106043 27404 82185 26184 56001 HABITAT MANAGEMENT/LAND 83920 83920 SUPPLIES & SMALL EQUIPM 81891 65720 16171 REPAIRS & MAINTENANCE 75919 36916 39003 NPN COGS 74457 74457 262624 121189 93543 47892 3106854 2246167 652692 207995 25 25 1567308 1404407 6750 500 4235 144894 15219 15921 58679 74486 20042104 2070918 17682894 17971186 5294620 5412946 688124 406494 25317854 25430859 103656 208874 20000 18700 697831 821863 821487 1049437 X 22169858 21558845 195671 184195 2130838 2638382 24496367 24381422 25317854 25430859 X 308345 -275176 65266 -105670 -107710 X 0 1 X 1 0 X 2000907 1968354 3373677 3415346 3071078 13829362 2000907 1968354 3373677 3415346 3071078 13829362 1526703 12302659 79157 82143 65627 84843 91998 403768 14233130 875654 0.86440 0.83730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 39463 0 0 1 2833 1 660 0 42956 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. 21286687 2901508 -183178 2421499 807205 20776313 20893254 3016247 132237 2022066 732985 21286687 20373254 2753485 576484 2047415 762554 20893254 19927635 2390742 377266 1713536 578853 20403254 19983660 2401378 98463 2071457 484409 19927635 0.77430 0.12780 0.09790 0 0 15545487 15545487 1556295 694449 861846 1465347 1132998 332349 1474975 243471 1231504 17971186 MERRILL LYNCH INVESTMENTS 265638 F FIDELITY INVESTMENTS 1322270 F SANCAP TRUST MANAGED FUNDS 3825038 F 5412946 DEFERRED COMPENSATION 505129 ANNUITIES 191734 REFUND OF CONTRIBUTION OWED 125000 821863 X 3344429 -275176 65266 139140 -70770 3415199 0 3415199 3228704 121850 121850 3106854 0 3106854 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, 2016. THE FOUNDATION'S 2015, 2014 AND 2013 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 74,457. DIRECT FUNDRAISING EXPENSES 64,683. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 64,683. LOSS ON DISPOSITION OF ASSET FOR FINANCIAL STATEMENT PURPOSES 57,167. X X X X X X X 1 CHERYL GIATTINI 5270 INDIAN COURT SANIBEL FL 33957 FUNDRAISING 0 1914722 155444 1759278 1914722 155444 1759278 FL WINE IN THE WILD ANNIVERSARY EVENT 46261 46261 3218 2535 BEER IN THE BUSHES EVENT 62171 62171 7923 16125 7558 5 28361 28361 4554 17183 5587 136793 136793 4554 28324 16125 15680 64683 72110 X 0 0 0 0 0 0 0 0 0 ERICK LINDBLAD EXECUTIVE DIRECTOR 132601 0 0 0 0 0 24598 0 1024 0 158223 0 0 0 X 1 20000 FAIR MARKET VALUE X PRIZES FOR FUNDRAISER RAFFLES AND AUCTIONS 48 22320 FAIR MARKET VALUE X OTHER 7 13304 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 11 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: LOSS ON DISPOSITION OF ASSET FOR FINANCIAL STATEMENT PURPOSES -57,167. COGS RECOGNIZED AS PROGRAM EXPENSE ON 990 BUT NOT INCLUDED AS REVENUE 74,457. REFUND OF CONTRIBUTION OWED -125,000.