2026-05-15T08:22:59-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2024-07-01 591205087 SANIBEL-CAPTIVA CONSERVATION FOUNDATION SANI 2394722329 PO BOX 839 SANIBEL FL 33957 JAMES EVANS CEO 2394722329 2026-05-14 1 1 AMELIA COOPER P00437898 2392628686 2026-05-14 2024 2025-03-06 01:10:19Z JAMES EVANS PO BOX 839 SANIBEL FL 33957 8772069 0 X WWW.SCCF.ORG X 1967 FL PRESERVING AND PROTECTING THE NATURAL ENVIRONMENT ON AND AROUND SANIBEL-CAPTIVA. 17 17 43 589 0 0 12481581 6378680 457780 1142128 687693 730148 -27922 76321 13599132 8327277 0 0 0 0 3318015 3660368 200229 230000 279845 2470488 2898012 5988732 6788380 7610400 1538897 56901045 59275815 532065 662188 56368980 58613627 X TO PROTECT AND CARE FOR SOUTHWEST FLORIDA'S COASTAL ECOSYSTEMS. 0 0 1183531 152824 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. SUPPORTED BY PUBLIC CONTRIBUTIONS AND GRANTS. 1383478 366496 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 ANDGRANTS. 1538750 365635 HABITAT MANAGEMENT- ENSURE THE PROTECTION OF LAND FOR WILDLIFE HABITAT. WORK TO RESTORE, MANAGE AND MAINTAIN LAND TO SUPPORT NATIVE SPECIES OFPLANTS AND ANIMALS. SUPPORTED BY PUBLIC CONTRIBUTIONS AND GRANTS. 513350 349638 NATIVE LANDSCAPES AND GARDEN CENTER- RESEARCH/EDUCATIONAL FACILITY FOR THE STUDY, PROPAGATION, AND CARE OF NATIVE PLANTS, AND TO MAKE THEM AVAILABLE FOR PUBLIC USE IN THE LOCAL AREA. 513350 349638 4619109 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 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 26 0 1 43 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 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 ANNE NOBLES PRESIDENT - THRU 12/24 10.00 0.00 X X 0 0 0 NIK KHAKEE PRESIDENT - AS OF 12/24 10.00 0.00 X X 0 0 0 DOUG RYCKMAN VICE-PRESIDENT 10.00 0.00 X X 0 0 0 JOHN MORSE TREASURER - AS OF 12/24 10.00 0.00 X X 0 0 0 JOHN RAHO TREASURER - THRU 12/24 10.00 0.00 X X 0 0 0 MEGAN DOSS SECRETARY 10.00 0.00 X X 0 0 0 BOB BROOKS TRUSTEE 5.00 0.00 X 0 0 0 CALLI JOHNSON DUPONT TRUSTEE - AS OF 12/24 5.00 0.00 X 0 0 0 DAVE NICHOLS TRUSTEE - AS OF 12/24 5.00 0.00 X 0 0 0 JILL MCCORMACK TRUSTEE - THRU 12/24 5.00 0.00 X 0 0 0 KATE SERGEANT TRUSTEE 5.00 0.00 X 0 0 0 LAURA DEBRUCE TRUSTEE - THRU 4/24 5.00 0.00 X 0 0 0 LAURA GALES TRUSTEE - AS OF 12/24 5.00 0.00 X 0 0 0 LISA RIORDAN TRUSTEE 5.00 0.00 X 0 0 0 MARY ELLEN PFEIFER TRUSTEE 5.00 0.00 X 0 0 0 NIK KHAKEE TRUSTEE 5.00 0.00 X 0 0 0 RACHEL PIERCE TRUSTEE 5.00 0.00 X 0 0 0 ROBERT ADAMS TRUSTEE 5.00 0.00 X 0 0 0 SCOTT DINGER TRUSTEE 5.00 0.00 X 0 0 0 SCOTT HENDERSHOT TRUSTEE 5.00 0.00 X 0 0 0 JAMES EVANS CHIEF EXECUTIVE OFFICER 45.00 0.00 X 230571 0 41582 WENDY CERDAN CFO & DIRECTOR OF OPS 40.00 0.00 X 121552 0 19148 JEFFREY SIWICKE FACILITIES & EVENTS DIRECTOR 40.00 0.00 X 104324 0 22716 ERIC MILBRANDT MARINE LABORATORY DIRECTOR 40.00 0.00 X 103212 0 23455 MATTHEW DEPAOLIS ENVIRONMENTAL POLICY DIRECTOR 40.00 0.00 X 101588 0 19998 661247 0 126899 5 0 1 0 CHERLY GIATTINI 1060 BRICKELL AVE UNIT 1013 MIAMI FL 33131 ANNUAL FUND DRIVE 230000 1 748673 521117 5108890 1078101 6378680 TUITION 611710 366496 366496 HABITAT MANAGEMENT 541700 365635 365635 MARINE LAB 541700 152824 152824 257173 257173 1142128 732920 732920 50923 0 53695 50923 -53695 -2772 -2772 103095 748673 205038 -101943 -101943 278524 186059 92465 92465 INSURANCE PROCEEDS 900099 85799 85799 85799 8327277 1234593 0 714004 493170 212079 281091 2602089 2259562 342527 123589 109581 14008 221271 192345 28926 220249 167434 52815 13966 13966 76784 76784 230000 230000 74570 74570 243792 84517 159275 25913 25913 103284 50453 52831 51008 51008 213848 178821 35027 5651 5651 32023 6995 25028 702615 608799 93816 391405 391405 PROJECT EXPENSES 237410 237410 LAND ACQUISITION EXP 163337 163337 ENVIRONMENTAL EDUCATION 142322 142322 VEHICLE MAINTENANCE 92730 62574 30156 327354 137229 166193 23932 6788380 4619109 1889426 279845 2878753 25 7897779 4346532 330206 248628 99449 85119 31954 34266 144434 114116 42153906 3866170 36746817 38287736 8739697 16118743 8694 31956 31956 56901045 59275815 502958 429489 2000 205592 27107 27107 532065 662188 X 38617057 39377875 17751923 19235752 56368980 58613627 56901045 59275815 1538897 705750 0 X X 0 0 0 X 10448108 5295067 11074118 12481581 6378680 45677554 84000 84000 84000 84000 84000 420000 10532108 5379067 11158118 12565581 6462680 46097554 8430366 37667188 158757 157842 204858 600236 732920 1854613 188894 188894 48141061 3381507 0.78240 0.77090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 144 0 0 1 1440 1 864 0 2448 0 8739697 995410 322054 73391 9339662 4990698 635472 5626170 3735542 1062850 192306 4990698 4291139 1211020 -655631 4846528 3475029 791110 25000 4291139 0.62365 0.15395 0.22239 0 0 30334624 30334624 8288330 1378006 6910324 3504038 2461980 1042058 26914 26184 730 38287736 MERRILL LYNCH INVESTMENTS 485451 F SANCAP TRUST MANAGED FUNDS 4695881 F JP MORGAN INVESTMENTS 10937411 F 16118743 LEASE LIABILITIES - FINANCE 27107 27107 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. PERMANENTLY 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. X X X X X X X 1 CHERYL H GIATTINI 1060 BRICKELL AVE UNIT 1013 MIAMI FL 33131 ANNUAL FUND DRIVE 0 834143 230000 604143 834143 230000 604143 FL BEER IN THE BUSHES 198185 144775 53410 91814 THE CAUSE 450928 446353 4575 58906 2 202655 157545 45110 54318 851768 748673 103095 205038 205038 -101943 0 0 0 0 0 0 0 0 0 JAMES EVANS CHIEF EXECUTIVE OFFICER 230571 0 0 0 0 0 13508 0 28074 0 272153 0 0 0 X 1 13000 COMPARABLE SALES PRICE X 1 16000 COMPARABLE SALES PRICE X 1 1020000 COMPARABLE SALES PRICE X VARIOUS ITEMS 12 29100 COMPARABLE SALES PRI 1 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION MAY HAVE ONE OR MORE CLASSES OF MEMBERS. THE TERMS AND CONDITIONS OF MEMBERSHIP, THE CLASSES OF MEMBERSHIP, AND MEMBERSHIP DUES, IF, ANY, SHALL BE AS DETERMINED FROM TIME TO TIME BY THE BOARD OF TRUSTEES. ALL MEMBERS OF THE FOUNDATION IN GOOD STANDING, AS SHOWN ON THE FOUNDATION'S MEMBERSHIP ROLLS TEN BUSINESS DAYS PRIOR TO THE ANNUAL OR SPECIAL MEMBERSHIP MEETING SHALL BE VOTING MEMBERS OF THE FOUNDATION. EACH MEMBER SHALL HAVE ONE VOTE. 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 11B FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER, 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 DIRECTORS MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS OF DETERMINING COMPENSATION FOR ALL EMPLOYEES OF THE FOUNDATION, INCLUDING THE CHIEF EXECUTIVE OFFICER, 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 XII, LINE 2C: BOARD OF DIRECTORS - NO CHANGE IN PROCESS