2016-04-25T12:53:01-05:00 2015-06-30 592745432 HILL BARTH & KING LLC 8010 SUMMERLIN LAKES DRIVE FORT MYERS FL 33907 990 2014-07-01 591205087 SANIBEL-CAPTIVA CONSERVATION FOUNDATION SANI 2394722329 PO BOX 839 SANIBEL FL 33957 RON GIBSON PRESIDENT 2394722329 2016-04-22 1 GERALD M KIMBLE P00185339 2394825522 2016-04-22 2014 2016-08-17 19:52:53Z RON GIBSON PO BOX 839 SANIBEL FL 33957 3801813 0 X WWW.SCCF.ORG X 1967 FL PRESERVING AND PROTECTING THE NATURAL ENVIRONMENT ON AND AROUND SANIBEL-CAPTIVA 14 14 23 500 0 0 3373677 3412846 36953 37483 65627 87343 147359 128768 3623616 3666440 0 0 0 0 1464248 1555749 137099 147210 200078 1160860 974774 2762207 2677733 861409 988707 24121190 25317854 791732 821487 23329458 24496367 X SCCF IS DEDICATED TO THE CONSERVATION OF COASTAL HABITATS AND AQUATIC RESOURCES ON SANIBEL AND CAPTIVA AND IN THE SURROUNDING WATERSHED. 0 0 737299 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. 507074 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. 242638 89827 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. 404869 39983 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. 404869 39983 1891880 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 8 0 23 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 LINDA UHLER PRESIDENT 10.00 X X 0 0 0 RONALD E GIBSON VICE-PRESIDENT 10.00 X X 0 0 0 DONALD H RICE TREASURER, CHAIRMAN OF FINANCE COMMITTEE 10.00 X X 0 0 0 GWENDA HIETT-CLEMENTS SECRETARY 10.00 X 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 RAN NIEHOFF 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 DOUG RYCKMAN TRUSTEE 5.00 X 0 0 0 RICHARD SHIPLEY TRUSTEE 5.00 X 0 0 0 ED WHEELER TRUSTEE 5.00 X 0 0 0 ERIK LINDBLAD EXECUTIVE DIRECTOR 45.00 X 127608 0 47311 127608 0 47311 1 0 1 0 CHERYL GIATTINI 5270 INDIAN COURT SANIBEL FL 33957 ANNUAL FUND DRIVE 147210 1 220640 3192206 304837 3412846 ADMISSIONS 900099 19613 19613 17870 17870 37483 84843 84843 2500 0 2500 2500 2500 112384 73443 38941 38941 151757 61930 89827 89827 3666440 129810 0 123784 127608 25522 102086 1129731 1032565 97166 111847 68295 43552 96859 94202 2657 89704 75646 14058 18135 18135 147210 147210 8354 25 8329 63429 39551 23878 5263 5263 9277 4575 4702 131125 102956 28169 36029 19759 16270 99830 80052 19778 77142 24309 52833 OTHER EXPENSES 110376 12301 50470 47605 SUPPLIES AND SMALL EQUI 79154 68385 10769 REPAIRS & MAINTENANCE 65086 40907 24179 COGS INCLUDED AS NET OF 61930 61930 209644 140900 68744 2677733 1891880 585775 200078 25 25 2502972 1567308 107556 6750 5119 4235 17127 15219 46770 58679 19631061 1948167 16814818 17682894 4621403 5294620 5400 688124 24121190 25317854 116765 103656 20000 674967 697831 791732 821487 X 20900846 22169858 493433 195671 1935179 2130838 23329458 24496367 24121190 25317854 X 988707 47394 72753 58055 X 0 1 X 1 0 X 6412356 2000907 1968354 3373677 3415346 17170640 6412356 2000907 1968354 3373677 3415346 17170640 2464549 14706091 80469 79157 82143 65627 84843 392239 17562879 801087 0.83730 0.80830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 26933 0 0 1 2226 1 1246 0 30405 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. 20893254 3016247 132237 2022066 732985 21286687 20373254 2753485 576484 2047415 762554 20893254 19927635 2390742 377266 1713536 578853 20403254 19983660 2401378 98463 2071457 484409 19927635 15284766 6257123 547538 1605574 500193 19983660 0.80890 0.10010 0.09100 0 0 15525487 15525487 1278961 644106 634855 1550862 1066632 484230 1275751 237429 1038322 17682894 MERRILL LYNCH INVESTMENTS 260639 F FINEMARK INVESTMENTS 1185150 F SANCAP TRUST MANAGED FUNDS 3848831 F 5294620 DEFERRED COMPENSATION 490020 ANNUITIES 207811 697831 X 3640330 47394 72753 135373 255520 3384810 281630 281630 3666440 2755051 77318 77318 2677733 0 2677733 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, 2015. THE FOUNDATION'S 2014, 2013 AND 2012 TAX YEARS ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 73,443. COGS INCLUDED IN EXPENSES ON FINANCIAL STATEMENTS 61,930. PART XI, LINE 4B - OTHER ADJUSTMENTS: NONCASH PROPERTY CONTRIBUTION 281,630. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 73,443. LOSS ON DISPOSITION OF ASSET FOR FINANCIAL STATEMENT PURPOSES 3,875. X X X X X X X 1 CHERYL GIATTINI 5270 INDIAN COURT SANIBEL FL 33957 ANNUAL FUND DRIVE 0 2159312 147210 2012102 2159312 147210 2012102 FL WINE IN THE WILD ANNIVERSARY EVENT 38360 38360 3997 125 8605 BEER IN THE BUSHES EVENT 39878 39878 3650 6450 4710 5 34146 34146 5310 250 15902 24443 112384 112384 5310 250 23549 6575 37759 73443 38941 X 0 0 0 0 0 0 0 0 0 ERIK LINDBLAD EXECUTIVE DIRECTOR 127608 0 0 0 0 0 46287 0 1024 0 174919 0 0 0 X REAL PROPERTY 1 281630 X PRIZES FOR FUNDRAISER RAFFLES AND AUCTIONS 44 17989 FAIR MARKET VALUE X OTHER 5 4858 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 PER ITS BYLAWS, THE CORPORATION IS A MEMBER ORGANIZATION. SUPPORTERS MAKING AN ANNUAL CONTRIBUTION OF NOT LESS THAN $25.00, OR PROVIDING VOLUNTEER SUPPORT DURING A GIVEN FISCAL YEAR, ARE DEEMED TO BE MEMBERS IN GOOD STANDING FOR THAT YEAR. 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 -3,875. COGS REPORTED AS EXPENSE ON FINANCIAL STATEMENTS 61,930.