ARCHBOLD EXPEDITIONS INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ARCHBOLD EXPEDITIONS INC (EIN 23-6400408)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-17
- IRS object ID
- 201202619349300835
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-17T14:14:11-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591753337 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49348 | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 342306348 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236400408 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHBOLD EXPEDITIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARCH | NameControl |
| Phone | 8634652571 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 MAIN DRIVE | AddressLine1 |
| City | VENUS | City |
| State | FL | State |
| ZIP Code | 33960 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HILARY SWAIN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8634652571 | Phone |
| Date Signed | 2012-09-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REBECCA U STONER | Name |
| PTIN | P00585910 | PTIN |
| Phone | 9413654617 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | HILARY SWAIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 MAIN DRIVE | AddressLine1 |
| City | VENUS | City |
| State | FL | State |
| ZIP Code | 33960 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23435130 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ARCHBOLD-STATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1937 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | LONG-TERM ECOLOGICAL RESEARCH, LAND MANAGEMENT, AND EDUCATIONAL PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 99 | TotalNbrEmployees |
| Total Nbr Volunteers | 135 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1888368 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1866705 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 116017 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 121622 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1383907 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1051655 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 315047 | OtherRevenuePriorYear |
| Other Revenue Current Year | 399100 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3703339 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3439082 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2393657 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2388795 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 12634 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1707916 | OtherExpensePriorYear |
| Other Expenses Current Year | 1772906 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4101573 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4161701 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -398234 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -722619 | RevenuesLessExpensesCY |
| Total Assets BOY | 55734424 | TotalAssetsBOY |
| Total Assets EOY | 51500653 | TotalAssetsEOY |
| Total Liabilities BOY | 805927 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 881821 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 54928497 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 50618832 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ARCHBOLD EXPEDITIONS IS DEDICATED TO LONG-TERM ECOLOGICAL RESEARCH, EDUCATION AND CONSERVATION. THE PRIMARY FOCUS IS ON THE ORGANISMS AND ENVIRONMENTS OF THE UNIQUE LAKE WALES RIDGE AND ADJACENT CENTRAL FLORIDA. ARCHBOLD EXPEDITIONS PROGRAM IS PART OF A GLOBAL EFFORT TO UNDERSTAND, INTERPRET, AND PRESERVE THE EARTH'S NATURAL DIVERSITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1497671 | Expense |
| Revenue | 151790 | Revenue |
| Description | ARCHBOLD EXPEDITIONS - ARCHBOLD BIOLOGICAL STATION RESEARCH: 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 SEVENTEEN 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 TWO 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1053217 | Expense |
| Revenue | 368932 | Revenue |
| Description | 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 ONE 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, 6 - 8 GRADE SCHOOL CURRICULUM DEVELOPMENT, AGENCY AND INDUSTRY WORKSHOPS, AND PUBLIC EDUCATION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 183025 | Expense |
| Description | ARCHBOLD EXPEDITIONS - ARCHBOLD RESERVE ARCHBOLD EXPEDITIONS HAS ESTABLISHED 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 NEW RESEARCH AND CONSERVATION PROGRAM 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 WILL 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 TO DATE INCLUDE MASTER'S AND DOCTORAL STUDENT TRAINING AND AGENCY WORKSHOPS AND TOURS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2733913 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 21 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 99 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC STEIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8634652571 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 MAIN DRIVE | AddressLine1 |
| City | VENUS | City |
| State | FL | State |
| ZIP Code | 33960 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DONNA HUFTY LLOYD GEORGE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ROBERT LLOYD GEORGE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ALEXANDER HUFTY GRISWOLD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| HARRY W GREENE | ||||||
| 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 | |
| MARY PAGE HUFTY | ||||||
| CHAIR, ASSIST TREAS, ASSIST SECR | 4.00 | X | 0 | 0 | 0 | X |
| DANIEL SANTIAGO ALEGRIA | ||||||
| PRESIDENT, ASSIST TREAS, ASSIST SECR | 2.00 | X | 0 | 0 | 0 | X |
| SEBASTIAN DE ATUCHA | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| LELA PORTER LOVE | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| CARTER RANDOLPH LEIDY III | ||||||
| VICE PRESIDENT, ASSIST TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| JOHN ARCHHOLD HUFTY | ||||||
| ASSISTANT TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| VERONICA ALEGRIA | ||||||
| ASSISTANT SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| HILARY SWAIN | ||||||
| EXECUTIVE DIRECTOR, ASSIST SECR | 50.00 | 93862 | 0 | 32382 | X | |
| ERIC STEIN | ||||||
| CHIEF FINANCIAL OFFICER, ASSIST SECR | 40.00 | 55443 | 0 | 19128 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 149305 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 51510 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWEN-AMES-KIMBALL | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11941 FAIRWAY LAKES DRIVE | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33913 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSTRUCTION MANAGEMENT | DescriptionOfServices |
| Compensation | 107006 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Government Grants | 1605510 | GovernmentGrants |
| All Other Contributions | 261195 | AllOtherContributions |
| Total Contributions | 1866705 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FACILITIES REVENUE | Description |
| Business Code | 531110 | BusinessCode |
| Total Revenue Column | 121622 | TotalRevenueColumn |
| Related Or Exempt Function Income | 121622 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 121622 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 477540 | TotalRevenueColumn |
| Exclusion | $477,540 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18672003 | Securities |
| Other | 140815 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18166503 | Securities |
| Other | 72200 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 505500 | Securities |
| Other | 68615 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 574115 | TotalRevenueColumn |
| Exclusion | $574,115 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 2068958 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1757345 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 311613 | TotalRevenueColumn |
| Related Or Exempt Function Income | 311613 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 87487 | TotalRevenueColumn |
| Related Or Exempt Function Income | 87487 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 87487 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3439082 | TotalRevenueColumn |
| Related Or Exempt Function Income | 520722 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,051,655 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200815 | Total |
| Program Services | 20571 | ProgramServices |
| Management And General | 180244 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1679380 | Total |
| Program Services | 1306977 | ProgramServices |
| Management And General | 370227 | ManagementAndGeneral |
| Fundraising | 2176 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82621 | Total |
| Program Services | 62158 | ProgramServices |
| Management And General | 20375 | ManagementAndGeneral |
| Fundraising | 88 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269097 | Total |
| Program Services | 228261 | ProgramServices |
| Management And General | 40402 | ManagementAndGeneral |
| Fundraising | 434 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156882 | Total |
| Program Services | 118027 | ProgramServices |
| Management And General | 38688 | ManagementAndGeneral |
| Fundraising | 167 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3581 | Total |
| Management And General | 3581 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34248 | Total |
| Management And General | 34248 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66863 | Total |
| Management And General | 66863 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56436 | Total |
| Program Services | 25347 | ProgramServices |
| Management And General | 25321 | ManagementAndGeneral |
| Fundraising | 5768 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8756 | Total |
| Program Services | 3297 | ProgramServices |
| Management And General | 5459 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143553 | Total |
| Program Services | 34455 | ProgramServices |
| Management And General | 108998 | ManagementAndGeneral |
| Fundraising | 100 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52926 | Total |
| Program Services | 37069 | ProgramServices |
| Management And General | 15857 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 626861 | Total |
| Program Services | 527687 | ProgramServices |
| Management And General | 98309 | ManagementAndGeneral |
| Fundraising | 865 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179834 | Total |
| Program Services | 7173 | ProgramServices |
| Management And General | 172661 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES | 217538 | 116234 | 98268 | 3036 |
| REPAIRS AND MAINTENANCE | 202503 | 78929 | 123574 | |
| CONTRACT FEES | 160935 | 154374 | 6561 | |
| AGRICULTURAL SUPPLIES | 12649 | 11578 | 1071 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6223 | Total |
| Program Services | 1776 | ProgramServices |
| Management And General | 4447 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4161701 | Total |
| Program Services | 2733913 | ProgramServices |
| Management And General | 1415154 | ManagementAndGeneral |
| Fundraising | 12634 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1365 | BOY |
| EOY | 2104 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3152591 | BOY |
| EOY | 1505323 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419544 | BOY |
| EOY | 525385 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15975 | BOY |
| EOY | 63558 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 558103 | BOY |
| EOY | 461105 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230130 | BOY |
| EOY | 201415 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 23770567 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6679890 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14748702 | BOY |
| EOY | 17090677 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30579923 | BOY |
| EOY | 25915219 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6028091 | BOY |
| EOY | 5735867 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55734424 | BOY |
| EOY | 51500653 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 742376 | BOY |
| EOY | 647792 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53551 | BOY |
| EOY | 224029 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
| EOY | 10000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 805927 | BOY |
| EOY | 881821 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53233200 | BOY |
| EOY | 50325750 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1695297 | BOY |
| EOY | 293082 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54928497 | BOY |
| EOY | 50618832 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55734424 | BOY |
| EOY | 51500653 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -722619 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3587046 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2665095 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2433851 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3212063 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1888368 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1866705 | CurrentTaxYear |
| Total | 12066082 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2665095 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2433851 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3212063 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1888368 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1866705 | CurrentTaxYear |
| Total | 12066082 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 674965 | AmountsSubstContributorsTotal |
| Public Support Total170 | 11391117 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 766958 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 946252 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 612155 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 546021 | CurrentTaxYearMinus1Year |
| Current Tax Year | 477540 | CurrentTaxYear |
| Total | 3348926 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 162766 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 98841 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 127085 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 238943 | CurrentTaxYearMinus1Year |
| Current Tax Year | 209109 | CurrentTaxYear |
| Total | 836744 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 16251752 | TotalSupport |
| Gross Receipts From Admissions Etc | 5453224 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.70090 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.68040 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37216355 | BeginningOfYearBalance |
| Contributions | 5000 | Contributions |
| Investment Earnings Or Losses | -2701611 | InvestmentEarningsOrLosses |
| Other Expenditures | 2350000 | OtherExpenditures |
| End Of Year Balance | 32169744 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35699464 | BeginningOfYearBalance |
| Contributions | 384576 | Contributions |
| Investment Earnings Or Losses | 3582315 | InvestmentEarningsOrLosses |
| Other Expenditures | 2450000 | OtherExpenditures |
| End Of Year Balance | 37216355 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 40487249 | BeginningOfYearBalance |
| Contributions | 1413692 | Contributions |
| Investment Earnings Or Losses | 8241891 | InvestmentEarningsOrLosses |
| Other Expenditures | 1700000 | OtherExpenditures |
| End Of Year Balance | 48442832 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 56642271 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -14180022 | InvestmentEarningsOrLosses |
| Other Expenditures | 1975000 | OtherExpenditures |
| End Of Year Balance | 40487249 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9113873 | OtherCostOrOtherBasis |
| Book Value | 9113873 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8089256 | OtherCostOrOtherBasis |
| Depreciation | 1802107 | Depreciation |
| Book Value | 6287149 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23251 | OtherCostOrOtherBasis |
| Depreciation | 4887 | Depreciation |
| Book Value | 18364 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2900370 | OtherCostOrOtherBasis |
| Depreciation | 2453961 | Depreciation |
| Book Value | 446409 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3643817 | OtherCostOrOtherBasis |
| Depreciation | 2418935 | Depreciation |
| Book Value | 1224882 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17090677 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| SSG RELATIVE VALUE & EVENT DRIVEN | 4103526 | F |
| PRIVATE EQUITY FUNDS | 1632341 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 5735867 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ENVIRONMENTAL REMEDIATION LIABILITY | Description |
| Amount | $10,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10000 | TotalOfAmounts |
| Total Revenue | 3439082 | TotalRevenue |
| Total Expenses | 4161701 | TotalExpenses |
| Excess Or Deficit For Year | -722619 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3587046 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -3587046 | TotalAdjustments |
| Excess Or Deficit Per FS | -4309665 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2456042 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 2456042 | RevenueSubtotal |
| Other Revenues Not Included | 983040 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 983040 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3439082 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4161701 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4161701 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4161701 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 XII, LINE 4B - OTHER ADJUSTMENTS: | INTEREST AND DIVIDENDS SEPARATELY STATED ON STATEMENT OF ACTIVITIES 477,540. REALIZED GAINS SEPARATELY STATED ON STATEMENT OF ACTIVITIES 505,500. | |
| PART V - ENDOWMENT FUNDS PREVIOUSLY, IN 2009 AND 2010, ALL UNRESTRICTED NET ASSETS WERE INADVERTENTLY REPORTED AS PART OF A BOARD DESIGNATED ENDOWMENT. DURING 2012, IT WAS DETERMINED THAT THE INTENT OF THE BOARD HAD BEEN TO INCLUDE ONLY THE INVESTMENTS IN THE QUASI ENDOWMENT, NOT ALL NET UNRESTRICTED ASSETS. CHANGES WERE MADE TO THE VALUE OF THE QUASI ENDOWMENT FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010. BECAUSE OF THE TIME CONSUMING NATURE OF GATHERING THE NECESSARY INFORMATION TO RESTATE THE 2009 ENDOWMENT BALANCE AND ACTIVITY, THE ORGANIZATION ELECTED TO FORGO MAKING CHANGES TO THIS 990 FOR 2008 AND 2009. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| VOLUNTEERS | FORM 990, PART I, LINE 6 | 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 SCRUB JAY COUNTS, RESEARCH AND LAND MANAGEMENT PROGRAMS. |
| 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) DONNA LLOYD GEORGE-ROBERT LLOYD GEORGE (WIFE - HUSBAND) JOHN ARCHBOLD HUFTY-DONNA LLOYD GEORGE (FATHER - DAUGHTER) DYLAN ARCHBOLD HUFTY ALEGRIA-VERONICA ALEGRIA (HUSBAND - WIFE) | |
| 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 11 | 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 WRITTEN REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,587,046. |
| AUDIT REVIEW PROCESS | FORM 990, PART XII, LINE 2C | THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR. |
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