2012-09-17T14:14:11-05:00 2011-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2011-01-01 236400408 ARCHBOLD EXPEDITIONS ARCH 8634652571 123 MAIN DRIVE VENUS FL 33960 HILARY SWAIN 8634652571 2012-09-10 1 REBECCA U STONER P00585910 9413654617 2011 2016-02-24 21:20:13Z HILARY SWAIN 123 MAIN DRIVE VENUS FL 33960 23435130 0 X WWW.ARCHBOLD-STATION.ORG X 1937 PA LONG-TERM ECOLOGICAL RESEARCH, LAND MANAGEMENT, AND EDUCATIONAL PROGRAMS. 14 14 99 135 0 0 1888368 1866705 116017 121622 1383907 1051655 315047 399100 3703339 3439082 0 0 0 0 2393657 2388795 0 0 12634 1707916 1772906 4101573 4161701 -398234 -722619 55734424 51500653 805927 881821 54928497 50618832 X 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. 0 0 1497671 151790 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. 1053217 368932 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. 183025 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. 2733913 1 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 99 1 0 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 FL PA X ERIC STEIN 8634652571 123 MAIN DRIVE VENUS FL 33960 DONNA HUFTY LLOYD GEORGE 2.00 X 0 0 0 ROBERT LLOYD GEORGE 2.00 X 0 0 0 ALEXANDER HUFTY GRISWOLD 2.00 X 0 0 0 HARRY W GREENE 2.00 X 0 0 0 DYLAN A H ALEGRIA 2.00 X 0 0 0 LOREN D H ALEGRIA 2.00 X 0 0 0 BARBARA STEWART 2.00 X 0 0 0 MARY PAGE HUFTY 4.00 X X 0 0 0 DANIEL SANTIAGO ALEGRIA 2.00 X X 0 0 0 SEBASTIAN DE ATUCHA 2.00 X X 0 0 0 LELA PORTER LOVE 2.00 X X 0 0 0 CARTER RANDOLPH LEIDY III 2.00 X X 0 0 0 JOHN ARCHHOLD HUFTY 2.00 X X 0 0 0 VERONICA ALEGRIA 2.00 X X 0 0 0 HILARY SWAIN 50.00 X 93862 0 32382 ERIC STEIN 40.00 X 55443 0 19128 149305 0 51510 0 0 0 0 OWEN-AMES-KIMBALL 11941 FAIRWAY LAKES DRIVE FORT MYERS FL 33913 CONSTRUCTION MANAGEMENT 107006 1 1605510 261195 1866705 FACILITIES REVENUE 531110 121622 121622 121622 477540 477540 18672003 140815 18166503 72200 505500 68615 574115 574115 2068958 1757345 311613 311613 OTHER INCOME 900099 87487 87487 87487 3439082 520722 0 1051655 200815 20571 180244 1679380 1306977 370227 2176 82621 62158 20375 88 269097 228261 40402 434 156882 118027 38688 167 3581 3581 34248 34248 66863 66863 56436 25347 25321 5768 8756 3297 5459 143553 34455 108998 100 52926 37069 15857 626861 527687 98309 865 179834 7173 172661 SUPPLIES 217538 116234 98268 3036 REPAIRS AND MAINTENANCE 202503 78929 123574 CONTRACT FEES 160935 154374 6561 AGRICULTURAL SUPPLIES 12649 11578 1071 6223 1776 4447 4161701 2733913 1415154 12634 1365 2104 3152591 1505323 419544 525385 15975 63558 558103 461105 230130 201415 23770567 6679890 14748702 17090677 30579923 25915219 6028091 5735867 55734424 51500653 742376 647792 53551 224029 10000 10000 805927 881821 X 53233200 50325750 1695297 293082 54928497 50618832 55734424 51500653 X -722619 -3587046 X X 0 1 1 X 1 1 X 2665095 2433851 3212063 1888368 1866705 12066082 2665095 2433851 3212063 1888368 1866705 12066082 674965 11391117 766958 946252 612155 546021 477540 3348926 162766 98841 127085 238943 209109 836744 16251752 5453224 0.70090 0.68040 X 37216355 5000 -2701611 2350000 32169744 35699464 384576 3582315 2450000 37216355 40487249 1413692 8241891 1700000 48442832 56642271 -14180022 1975000 40487249 1.00000 0 0 9113873 9113873 8089256 1802107 6287149 23251 4887 18364 2900370 2453961 446409 3643817 2418935 1224882 17090677 SSG RELATIVE VALUE & EVENT DRIVEN 4103526 F PRIVATE EQUITY FUNDS 1632341 F 5735867 ENVIRONMENTAL REMEDIATION LIABILITY 10000 10000 3439082 4161701 -722619 -3587046 -3587046 -4309665 2456042 0 2456042 983040 983040 3439082 4161701 0 4161701 0 4161701 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. 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.