2024-05-14T16:24:48-05:00 2023-06-30 366055558 GRANT THORNTON LLP 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2022-07-01 593228899 THE EVERGLADES FOUNDATION INC EVER 3052510001 18001 OLD CUTLER ROAD 625 PALMETTO BAY FL 33157 ERIC EIKENBERG CEO 3052510001 2024-05-14 1 ERIC EIKENBERG 999009999 0 MARY TORRETTA P00847851 7038477500 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z ERIC EIKENBERG 18001 OLD CUTLER ROAD 625 PALMETTO BAY FL 33157 36457236 0 X WWW.EVERGLADESFOUNDATION.ORG X 1994 FL SEE SCHEDULE O.THE FOUNDATION ADVANCES ITS MISSION PRIMARILY THROUGH PUBLIC EDUCATION, ADVOCACY AND SCIENCE BASED RESEARCH. IT HAS A FULLTIME STAFF DEDICATED TO COMMUNICATIONS, SCIENCE AND ADVOCACY EFFORTS, AND IT ALSO PROVIDES GRANTS TO OTHER ORGANIZATIONS FOR WORK ALIGNED WITH THE FOUNDATION'S MISSION. THE EVERGLADES FOUNDATION, INC. WAS FOUNDED IN 1993 IN RESPONSE TO A MASSIVE SEAGRASS DIE-OFF IN FLORIDA BAY. CO-FOUNDERS GEORGE BARLEY AND PAUL TUDOR JONES II ENGAGED SCIENTISTS FROM THE OUTSET AND QUICKLY DISCOVERED THE SEAGRASS DIE-OFF IN THEIR BACK YARD WAS LINKED TO A MUCH LARGER WATER PROGRAM THAT SPANNED MORE THAN 200 MILES, FROM ORLANDO TO THE FLORIDA KEYS, AND ENCOMPASSED BOTH COASTS, FROM THE GULF COAST TO THE ATLANTIC SHORES. APPLYING SCIENCE TO DRIVE SOLUTIONS, THE FOUNDATION INFLUENCED THE DEVELOPMENT AND PASSAGE OF THE COMPREHENSIVE EVERGLADES RESTORATION PLAN (CERP) IN 2000, THE LARGEST ECOSYSTEM RESTORATION PROJECT IN THE WORLD. 36 35 40 36 0 0 28949510 19785496 0 0 -21480 -373780 -628835 -1377056 28299195 18034660 1257659 1440856 0 0 4384106 4886575 85000 85000 1657506 3913683 5121583 9640448 11534014 18658747 6500646 34972529 47810420 1032438 4658036 33940091 43152384 X THE MISSION OF THE FOUNDATION IS TO RESTORE AND PROTECT AMERICA'S EVERGLADES THROUGH ITS THREE PROGRAMMATIC PILLARS: SCIENCE, ADVOCACY, AND EDUCATION. (CONTINUED ON SCHEDULE O)THE FOUNDATION WORKS TO RESTORE AND PROTECT THE FLOW OF CLEAN FRESH WATER TO AMERICA'S EVERGLADES BY ADVOCATING FOR SCIENCE-BASED SOLUTIONS AND EMPOWERING PEOPLE WITH THE KNOWLEDGE OF THE IMPORTANCE OF THE EVERGLADES ECOSYSTEM. 0 0 1729103 278134 0 SCIENCE:OUR SCIENTIFIC EXPERTISE HAS ALWAYS BEEN THE BEDROCK OF THE FOUNDATION, AND IT SERVES A CRITICAL ROLE IN ACHIEVING THE 2030 RESTORATION GOALS. THE FOUNDATION HAS A BUILT A NATIONALLY RESPECTED SCIENCE INSTITUTE MODEL WITH LEADING EXPERTS IN HYDROLOGY, ECOLOGY, WATER QUALITY, ECONOMICS AND RESILIENCY TO PROVIDE SCIENCE-BASED SOLUTIONS FOR EVERGLADES RESTORATION AT THE STATE AND NATIONAL LEVELS. THE SCIENCE DEPARTMENT BUILDS AND MAINTAINS RESEARCH EXPERTISE IN RESTORATION PROJECT PLANNING, WATER QUALITY MONITORING, HYDROLOGICAL AND ECOLOGICAL IMPACTS OF WATER MANAGEMENT OPERATIONS, AND VALUING ECOSYSTEM SERVICES LIKE FLOOD PROTECTION AND WATER SUPPLY. (CONTINUED ON SCHEDULE O)THE SCIENCE DEPARTMENT WORKS WITH HIGHLY REGARDED EXTERNAL RESEARCH PARTNERS AND PUBLISHES A NUMBER OF PAPERS AND TECHNICAL COMMENT LETTERS ON PRIORITY RESTORATION TOPICS. THE EVERGLADES FOUNDATION SCIENCE TEAM SHARES SCIENCE-BASED EVIDENCE AND CONVEYS THE COMPLEXITY OF EVERGLADES RESTORATION TO A VARIETY OF STAKEHOLDERS, DECISION MAKERS AND OTHER SCIENTIFIC ORGANIZATIONS TO PROVIDE SCIENTIFIC SUPPORT FOR STRATEGIC RESTORATION OUTCOMES. 2309046 1050315 POLICY & ENGAGEMENT:USING INSIGHTS ROOTED IN SCIENCE AND ECONOMICS, THE POLICY & ENGAGEMENT TEAM WORKS TO EDUCATE AND CONVINCE KEY DECISION MAKERS AND PARTNERS TO TAKE ACTIONS THAT POSITIVELY IMPACT EVERGLADES RESTORATION AND PRESERVATION. THE EVERGLADES FOUNDATION'S POLICY TEAM HAS PARTICIPATED IN INFLUENCING EVERY MAJOR EVERGLADES RESTORATION PROJECT SINCE 2008. THE POLICY DEPARTMENT ADVOCATES FOR FUNDING OF THE EAA RESERVOIR CONSTRUCTION, AS WELL AS OTHER KEY RESTORATION COMPONENTS WITHIN CEPP. WITH A VARIETY OF HIGH-IMPACT PARTNER ORGANIZATIONS, THE TEAM TRACKS ISSUES THAT MAY IMPACT EVERGLADES RESTORATION AND ADVANCES COLLABORATIVE SOLUTIONS. (CONTINUED ON SCHEDULE O)SHARING SCIENCE AND ECONOMIC BASED EVIDENCE WITH COALITIONS OF REALTORS, CHAMBERS OF COMMERCE, AND THE TOURISM BUSINESS HELPS ADVANCE SENTIMENT AND LEGISLATIVE ISSUES THAT SUPPORT RESTORATION. 1244230 104907 EDUCATION:THE EDUCATION TEAM SERVES TO EDUCATE AND EMPOWER PEOPLE WITH THE KNOWLEDGE OF THE IMPORTANCE OF THE EVERGLADES ECOSYSTEM. THE EDUCATION DEPARTMENT HAS TRAINED OVER 6,000 TEACHERS IN EVERGLADES LITERACY, RESULTING IN THE EVERGLADES EDUCATION OF OVER 200,000 STUDENTS ACROSS 30 COUNTIES IN FLORIDA. THE EDUCATION DEPARTMENT WORKS WITH OVER 50 CHAMPION SCHOOLS THAT HAVE INCORPORATED EVERGLADES CURRICULUM IN EVERY GRADE LEVEL OF THEIR SCHOOL. THE EVERGLADES FOUNDATION EVERGLADES LITERACY PROGRAM PROVIDES A PREK TO 5TH GRADE LEARNING JOURNEY, WITH SCALABLE MIDDLE AND HIGH SCHOOL PROGRAMS THROUGHOUT THE STATE OF FLORIDA. (CONTINUED ON SCHEDULE O)THE DEPARTMENT CONDUCTS TEACHER TRAININGS, UPDATES CURRICULUM AND CREATES DIGITAL CONTENT AND LEARNING AIDS THAT ARE AVAILABLE WITHOUT COST TO STUDENTS AND TEACHERS THAT SEEK TO INCREASE THEIR KNOWLEDGE ABOUT THE EVERGLADES AND THE IMPORTANCE OF PRESERVING AND PROTECTING CLEAN WATER FLOW. 2140877 7500 COMMUNICATIONS:THE COMMUNICATIONS TEAM SUPPORTS THE FOUNDATION'S PROGRAMMATIC PILLARS AND TEAMS BY CREATING AND EXECUTING A COMPREHENSIVE COMMUNICATIONS PLAN THAT ADVANCES THE FOUNDATION'S MISSION. COMMUNICATIONS SHOWCASES AND PROMOTES, THROUGH A VARIETY OF MEDIUMS, MESSAGING AROUND KEY SCIENTIFIC, EDUCATIONAL, DEVELOPMENT, AND POLICY TOPICS AND EVENTS. 2140877 7500 7423256 1 1 0 1 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 1 0 0 1 75 0 1 40 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 36 35 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X ANGIE ITURRIOZ 3052510001 18001 OLD CUTLER ROAD SUITE 625 PALMETTO BAY FL 33157 CARLOS M DE LA CRUZ JR CHAIRMAN 1.00 0.00 X X 0 0 0 ELLIN GOETZ VICE CHAIR 1.00 0.00 X X 0 0 0 JOSEPH Z DUKE III VICE CHAIR 1.00 0.00 X X 0 0 0 JOHN A HILTON JR TREASURER 1.00 0.00 X X 0 0 0 CHRISTOPHER H BUCKLEY JR ESQ SECRETARY 1.00 0.00 X X 0 0 0 MARY L BARLEY DIRECTOR 1.00 0.00 X 0 0 0 DIANA BARRETT PHD DIRECTOR 1.00 0.00 X 0 0 0 KAREN BECHTEL DIRECTOR 1.00 0.00 X 0 0 0 JIMMY BUFFETT DIRECTOR 1.00 0.00 X 0 0 0 BARBARA WHITNEY CARR DIRECTOR 1.00 0.00 X 0 0 0 NANCY RUTTER CLARK DIRECTOR 1.00 0.00 X 0 0 0 ROBERT COLETTI DIRECTOR 1.00 0.00 X 0 0 0 THOMAS N DAVIDSON SR DIRECTOR 1.00 0.00 X 0 0 0 NANCY J DE LISI DIRECTOR 1.00 0.00 X 0 0 0 MARSHALL FIELD V DIRECTOR 1.00 0.00 X 0 0 0 MAURICE R FERRE MD DIRECTOR (THRU 11/2022) 1.00 0.00 X 0 0 0 GREGORY HAILE DIRECTOR 1.00 0.00 X 0 0 0 DONNA S HALL DIRECTOR 1.00 0.00 X 0 0 0 REX HAMILTON DIRECTOR 1.00 0.00 X 0 0 0 LOU JACOBS DIRECTOR 1.00 0.00 X 0 0 0 PAUL TUDOR JONES II DIRECTOR 1.00 0.00 X 0 0 0 JOHN P KELLER DIRECTOR 1.00 0.00 X 0 0 0 JAMES A KUSHLAN PHD DIRECTOR 1.00 0.00 X 0 0 0 GARRISON DUP LICKLE DIRECTOR 1.00 0.00 X 0 0 0 NANCY MARSHALL DIRECTOR 1.00 0.00 X 0 0 0 KIMBERLY MENDELSON DIRECTOR 1.00 0.00 X 0 0 0 HONORABLE JON L MILLS ESQ DIRECTOR 1.00 0.00 X 0 0 0 JACK NICKLAUS DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM J NUTT DIRECTOR 1.00 0.00 X 0 0 0 ROBERT L PARKS ESQ DIRECTOR 1.00 0.00 X 0 0 0 BRUCE V RAUNER DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM RILEY DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL W SOLE DIRECTOR 1.00 0.00 X 0 0 0 MAC STONE DIRECTOR 1.00 0.00 X 0 0 0 SADEK WAHBA DIRECTOR (AS OF 02/2023) 1.00 0.00 X 0 0 0 GARY WENDT DIRECTOR 1.00 0.00 X 0 0 0 BEAU WRIGLEY DIRECTOR 1.00 0.00 X 0 0 0 ERIC EIKENBERG CHIEF EXECUTIVE OFFICER 40.00 0.00 X 373226 0 35516 COREEN RODGERS CHIEF FIN & OPERATIONS OFFICER 40.00 0.00 X 278527 0 12919 JODI FARRELL VP, DEVELOPMENT 40.00 0.00 X 196868 0 18351 DR STEPHEN E DAVIS III CHIEF SCIENCE OFFICER 40.00 0.00 X 196823 0 18862 BRADLEY WATSON VP, POLICY & ENGAGEMENT 40.00 0.00 X 155431 0 16846 GEOFFREY MULLINS CHIEF PROGRAM OFFICER (THRU 01/2023) 40.00 0.00 X 158449 0 24850 JACQUELINE WEISBLUM VP, COMMUNICATIONS 40.00 0.00 X 139428 0 28020 OWEN A BAILIE SR. DIRECTOR OF DEVELOPMENT 40.00 0.00 X 129731 0 48 BEGONE CAZALIS DIRECTOR OF COMMUNICATIONS 40.00 0.00 X 118374 0 14973 JENNIFER A DIAZ VP OF EDUCATION 40.00 0.00 X 149985 0 7547 NIKOLE DVORCHAK DIRECTOR OF DEVELOPMENT 40.00 0.00 X 103988 0 20344 2000830 0 198276 12 0 1 0 TYZ LAW GROUP PC 4 EMBARCADERO CENTER STE 1400 SAN FRANCISCO CA 94111 LEGAL SERVICES 369343 KOZYAK TROPIN 2525 PONCE DE LEON 9TH FLOOR MIAMI FL 33134 LEGAL SERVICES 230658 CAPITAL CITY CONSULTING 124 W JEFFERSON STREET TALLAHASSEE FL 32301 CONSULTING SERVICES 132155 CMA STRATEGIC ADVISORS 3800 HIGHAND AVE MANHATTAN BEACH CA 90266 LEGAL SERVICES 122220 VERTICAL 3 MEDIA LLC 5901 SW 74TH ST 307 MIAMI FL 33143 MARKETING SERVICES 120575 7 5074237 14711259 807700 19785496 966739 966739 15294992 16635511 -1340519 -1340519 -1340519 260430 5074237 1787065 -1526635 -1526635 OTHER INCOME 900099 149579 149579 149579 18034660 0 0 -1750836 X 1439306 1439306 1550 1550 469395 201840 201840 65715 3533179 2269067 467000 797112 196771 107906 52149 36716 400203 260486 48250 91467 287027 173707 43981 69339 870673 870673 143519 143519 368368 367718 650 85000 85000 89832 89832 1212020 1101378 103014 7628 324307 324307 97141 68853 21076 7212 333406 164414 101795 67197 299788 181522 42581 75685 273601 99068 137571 36962 24122 14878 3837 5407 25918 15984 4123 5811 DONOR ACTIVITIES & TOUR 191331 178717 12614 EVERGLADES LITERACY 189395 189395 PRINTING & PHOTOCOPY 96913 80552 5642 10719 BOOKS AND SUBSCRIPTIONS 92472 92472 488777 90136 115719 282922 11534014 7423256 2453252 1657506 23313 131246 6366272 2945935 0 7438399 5511876 0 200028 192454 29722 12237 34065 17485 22767634 33554716 0 0 69341 3530185 34972529 47810420 1032438 1160409 0 0 0 3497627 1032438 4658036 X 14094212 15146992 19845879 28005392 33940091 43152384 34972529 47810420 6500646 2211647 500000 0 X 0 1 X 1 0 X 5982243 12366416 12532837 28949510 19785496 79616502 5982243 12366416 12532837 28949510 19785496 79616502 13827610 65788892 9475 42626 259047 965 966739 1278852 585 10547 410009 421141 81316495 0.80900 0.77610 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 585. 2019 AMOUNT: $ 10,547. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 149,579. FUNDRAISING EVENT - 2022 AMOUNT: $ 260,430. FORM 990, SCHEDULE A, PART II: THE ORGANIZATION FILED A SHORT YEAR FOR THE PERIOD OF 1/1/2019-6/30/2019. COLUMN (A) REFLECTS THIS PERIOD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8820 0 359548 0 368368 0 7054888 0 7423256 0 521163 0 130291 0 0 0 575745 551730 482726 521163 2131364 3197046 389309 408644 371391 368368 1537712 143936 399685 120682 130291 794594 1191891 15120 8959 32056 8820 64955 SCHEDULE C, PART II-A LOBBYING EXPENDITURES AT THE FEDERAL AND STATE LEVELS OF GOVERNMENT ENABLE CRITICAL TAX DOLLARS TO BE ALLOCATED FOR EVERGLADES INFRASTRUCTURE PROJECTS. THE EVERGLADES FOUNDATION WORKS TO ENSURE FEDERAL AND STATE SUPPORT REMAINS STRONG AND THAT ALL COMPONENTS OF THE COMPREHENSIVE EVERGLADES RESTORATION PLAN ARE CONSTRUCTED. 23678189 3112629 1346884 116544 28021158 7968285 17594466 -1884562 23678189 1804209 5915104 248973 7968286 1747134 26324 30751 1804209 1615737 127600 3797 1747134 0.18530 0.81470 0 0 5200 5200 24522 12237 12285 17485 CASH AND CASH EQUIVALENTS 4523813 F EQUITY SECURITIES 15156527 F FIXED INCOME SECURITIES 13874376 F 33554716 INTEREST IN ASSETS HELD BY OTHER ENTITIES 72621 RIGHT-OF-USE ASSET 3457564 3530185 OPERATING LEASE LIABILITY 3497627 3497627 X 20656475 2211647 500000 2711647 17944828 89832 89832 18034660 11444182 0 11444182 89832 89832 11534014 PART V, LINE 4: THE FOUNDATION HAS ADOPTED AN INVESTMENT AND SPENDING POLICY FOR ENDOWMENT ASSETS THAT PRESERVES THE REAL (INFLATION ADJUSTED) VALUE OF ENDOWMENT ASSETS, INCREASES THE TOTAL MARKET VALUE OF THE PORTFOLIO AND FACILITATES A POTENTIAL DISTRIBUTION OF SPEND RATE TO SUPPORT OPERATIONS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXATION AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS AND, IN ADDITION, UNRELATED BUSINESS INCOME TAX FOR THE FOUNDATION, IF ANY, IS IMMATERIAL AND WILL NOT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF FASB ASC 740, INCOME TAXES. X X X X X X 1 EVENT ASSOCIATES 162 W 56TH STREET NEW YORK NY 10019 EVENT PLANNING 0 4015699 85000 3930699 4015699 85000 3930699 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI PALM BEACH GALA 4015699 3836769 178930 1938 186151 1309969 138525 NAPLES EVENT 1318968 1237468 81500 2147 2785 73047 16661 55842 5334667 5074237 260430 4085 2785 259198 1326630 194367 1787065 -1526635 1 1000 FRIENDS OF FLORIDA INC P O BOX 5948 TALLAHASSEE FL 32314 592761163 501(C)(3) 25000 0 LAND USE EDUCATION AUDUBON FLORIDA 4500 BISCAYNE BLVD 350 MIAMI FL 33137 131624102 501(C)(3) 383134 0 ENVIRONMENTAL EDUCATION CAPTAINS FOR CLEAN WATER INC 2031 JACKSON STREET FT MYERS FL 33901 811789969 501(C)(3) 28000 0 ENVIRONMENTAL EDUCATION COASTAL CAROLINA UNIVERSITY PO BOX 261954 CONWAY SC 29528 474156836 501(C)(3) 25000 0 ENVIRONMENTAL EDUCATION EVERGLADES LAW CENTER 378 NORTH BLVD NORTH PALM BEACH FL 33408 593082799 501(C)(3) 230000 0 ENVIRONMENTAL EDUCATION EVERGLADES NATIONAL PARK 40001 STATE ROAD 9336 HOMESTEAD FL 33034 GOVERNMENT 16315 0 ENVIRONMENTAL EDUCATION FAU FOUNDATION 777 GLADES ROAD ADMIN 295 BOCA RATON FL 33431 590917284 501(C)(3) 32000 0 ENVIRONMENTAL EDUCATION FIU FOUNDATION INC 11200 SW 8TH STREET MODESTO MARC 5TH FLOOR MIAMI FL 33199 237047106 501(C)(3) 109576 0 ENVIRONMENTAL EDUCATION FLORIDA BAY FOREVER P O BOX 1334 ISLA MORADA FL 33036 812819818 501(C)(3) 36000 0 ENVIRONMENTAL EDUCATION FLORIDA OCEANOGRAPHIC SOCIETY 890 NE OCEAN BLVD STUART FL 34996 591114306 501(C)(3) 20000 0 ENVIRONMENTAL EDUCATION FLORIDA PRESS ASSOCIATION 1025 GREENWOOD BLVD 121 LAKE MARY FL 32746 590761164 501(C)(6) 40000 0 DEBATE SPONSOR MISS FLORIDA SCHOLARSHIP INC P O BOX 92865 LAKELAND FL 33804 450484843 501(C)(3) 7500 0 SCHOLARSHIP NATIONAL PARKS CONSERVATION ASSOCIATION 1300 19TH STREET 300 WASHINGTON DC 20036 530225165 501(C)(3) 145000 0 ENVIRONMENTAL EDUCATION NATIONAL WILDLIFE FEDERATION P O BOX 1583 MERRIFIELD VA 22116 530204616 501(C)(3) 80000 0 ENVIRONMENTAL EDUCATION SANIBEL-CAPTIVA CONSERVATION FOUNDATION 3333 SANIBEL-CAPTIVA ROAD SANIBEL FL 33957 591205087 501(C)(3) 70000 0 ENVIRONMENTAL EDUCATION THE REGENTS OF UNIVERSITY OF CALIFORNIA 1156 HIGH ST SANTA CRUZ CA 95064 941539563 501(C)(3) 25000 0 ENVIRONMENTAL EDUCATION THEODORE ROOSEVELT CONSERVATION PARTNERSHIP 529 14 STREET NW 500 WASHINGTON DC 20045 043706385 501(C)(3) 40000 0 ENVIRONMENTAL EDUCATION TROPICAL AUDOBON SOCIETY 5530 SUNSET DRIVE MIAMI FL 33143 566147345 501(C)(3) 60000 0 ENVIRONMENTAL EDUCATION UNIVERSITY OF CENTRAL FL BOARD OF TRUSTEES 593251264 501(C)(3) 30000 0 ENVIRONMENTAL EDUCATION UNIVERSITY OF FLORIDA BOARD OF TRUSTEES PO BOX 14425 GAINESVILLE FL 32604 590974739 STATE OF FLORIDA 25000 0 ENVIRONMENTAL EDUCATION 19 1 PART I, LINE 2: THE EVERGLADES FOUNDATION SENDS OUT INVITATIONS FOR APPLICATIONS TO PROSPECTIVE GRANT RECIPIENTS. THE APPLICATIONS MUST BE ACCOMPANIED BY FINANCIAL INFORMATION AND A SCOPE OF WORK THAT ALIGN WITH THE FOUNDATION'S GOALS AND AIMS FOR THE UPCOMING YEAR. THE APPLICATIONS ARE ANALYZED AND SUBMITTED TO AN ADVISORY COMMITTEE ESTABLISHED TO REVIEW AND AWARD FUNDS FROM AN APPROVED GRANT POOL INCLUDED IN THE APPROVED OPERATING BUDGET FOR THE FISCAL YEAR. GRANTS ARE AWARDED FOR PARTNERSHIPS IN ADVOCACY, RESEARCH AND EDUCATION. THE RECIPIENTS PROVIDE REPORTS TO THE RESPECTIVE INTERNAL DEPARTMENTS WHO MONITOR PROGRESS AND THE USE OF GRANT FUNDS AWARDED. X X X X X 0 0 0 0 0 0 0 1 0 ERIC EIKENBERG CHIEF EXECUTIVE OFFICER 298226 0 75000 0 0 0 15250 0 20266 0 408742 0 0 0 COREEN RODGERS CHIEF FIN & OPERATIONS OFFICER 258527 0 20000 0 0 0 5500 0 7419 0 291446 0 0 0 DR STEPHEN E DAVIS III CHIEF SCIENCE OFFICER 181823 0 15000 0 0 0 9904 0 8958 0 215685 0 0 0 JODI FARRELL VP, DEVELOPMENT 181868 0 15000 0 0 0 0 0 18351 0 215219 0 0 0 GEOFFREY MULLINS CHIEF PROGRAM OFFICER (THRU 01/2023) 155449 0 3000 0 0 0 5109 0 19741 0 183299 0 0 0 BRADLEY WATSON VP, POLICY & ENGAGEMENT 150431 0 5000 0 0 0 7888 0 8958 0 172277 0 0 0 JACQUELINE WEISBLUM VP, COMMUNICATIONS 136428 0 3000 0 0 0 7754 0 20266 0 167448 0 0 0 JENNIFER A DIAZ VP OF EDUCATION 139985 0 10000 0 0 0 7499 0 48 0 157532 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDES BONUSES FOLLOWING MANAGEMENT'S AND HUMAN RESOURCES' REVIEW OF ITS BONUS POOL IN THE LAST MONTH OF THE FISCAL YEAR. INDIVIDUALS WILL RECEIVE BONUS PAYMENTS BASED ON PERFORMANCE REVIEWS AT THE DISCRETION OF MANAGEMENT. MAC STONE DIRECTOR 40000 PHOTOGRAPHY 0 SCHEDULE L, PART IV: IN JULY OF 2022, THE FOUNDATION'S BOARD APPROVED A BUSINESS TRANSACTION WITH DIRECTOR MAC STONE, PAYING MAC PHOTOGRAPHY TO PROVIDE PHOTOGRAPHS TO BE USED IN A UNIQUE, LIMITED-EDITION BOOK TO BE CREATED BY THE FOUNDATION AS A THANK YOU GIFT TO TOP SUPPORTER OF THE FOUNDATION'S ENDOWMENT, WITH RIGHTS TO USE THE PHOTOGRAPHS FOR ALL INTERNAL PURPOSES AND LIMITED EXTERNAL PURPOSES FOR A PERIOD OF FIVE YEARS. THE BOARD FOLLOWED ITS CONFLICT-OF-INTEREST POLICY; APPROVING THE PAYMENT IN ADVANCE, ENSURED PAYMENT FOR SERVICES WERE REASONABLE BASED ON A MARKET COMPARISON PRIOR TO MAKING ITS DECISION, AND DOCUMENTING THE BASIS FOR THE DECISION. THE BOARD REVIEWED SIMILAR TRANSACTIONS MADE BY VISIT FLORIDA AND ANOTHER NON-PROFIT TO ENGAGE ANOTHER WILDLIFE PHOTOGRAPHER TO MAKE THE DETERMINATION THAT THE PAYMENT FOR SERVICES WOULD BE LESS THAN MARKET VALUE. MR. STONE WAS NOT PART OF THE DECISION-MAKING PROCESS. THIS CUSTOM, LIMITED EDITION ENDOWMENT BOOK WAS PRODUCED AND DISTRIBUTED BEGINNING IN NOVEMBER OF 2023. X 17 807700 FMV 0 0 0 PART I, COLUMN (B) THE AMOUNT REPORTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 4 DURING THE YEAR, THE ORGANIZATION MADE CHANGES TO ITS BYLAWS THAT INCLUDE THE FOLLOWING: - REMOVAL OF BOARD MEMBERS WITHOUT CAUSE - REVISED FINANCIAL OVERSIGHT MEASURES - PROVISIONS TO DEVELOP CHARTERS FOR FINANCE AND AUDIT COMMITTEES - MORE DETAILED PROCESSES FOR ELECTIONS AND COMMITTEE APPOINTMENTS FORM 990, PART VI, SECTION B, LINE 11B STAFF REVIEWS THE FORM 990 WITH THE AUDIT COMMITTEE AND EXECUTIVE COMMITTEE. THE FORM 990 IS SHARED WITH THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE EXECUTIVE COMMITTEE CONTINUOUSLY MONITORS ALL OF THE ORGANIZATION'S ACTIVITIES AND TRANSACTIONS TO ENSURE COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE FOUNDATION'S COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE CONSISTS OF 3-5 INDEPENDENT MEMBERS APPOINTED BY THE BOARD CHAIR. THE SUBCOMMITTEE MEETS NO LESS THAN THREE TIMES PER FISCAL YEAR FOR THE PURPOSE OF COORDINATING AND MANAGING THE ANNUAL REVIEW PROCESS OF THE FOUNDATION'S EXECUTIVE OFFICERS; ESTABLISHING POLICIES AND PROCEDURES FOR REVIEW AND APPROVAL OF COMPENSATION OF RELEVANT EMPLOYEES; IMPLEMENTING REQUIREMENTS OF POLICIES AND PROCEDURES ONCE APPROVED, INCLUDING REVIEW OF COMPARABILITY DATA AND DOCUMENTING THE BASIS FOR THE COMPENSATION DETERMINATIONS AND DECISIONS BY THE SUBCOMMITTEE; KEEPING CONTEMPORANEOUS MINUTES OF SUBCOMMITTEE MEETINGS AND REPORTING THE SUBCOMMITTEE'S ACTIONS AND DECISIONS TO THE EXECUTIVE COMMITTEE TO APPROVE EXECUTIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT IS WIDELY DISTRIBUTED AND AVAILABLE UPON REQUEST. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G STRATEGIC PLAN: PROGRAM SERVICE EXPENSES 203,996. MANAGEMENT AND GENERAL EXPENSES 50,999. TOTAL EXPENSES 254,995. CONSULTING: PROGRAM SERVICE EXPENSES 643,855. MANAGEMENT AND GENERAL EXPENSES 21,019. FUNDRAISING EXPENSES 7,628. TOTAL EXPENSES 672,502. SCHOOL ED MOBILE APP: PROGRAM SERVICE EXPENSES 68,000. TOTAL EXPENSES 68,000. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,152. MANAGEMENT AND GENERAL EXPENSES 30,996. TOTAL EXPENSES 33,148. RECRUITING: PROGRAM SERVICE EXPENSES 45,784. TOTAL EXPENSES 45,784. CONTRACTED SCIENTISTS: PROGRAM SERVICE EXPENSES 112,899. TOTAL EXPENSES 112,899. POLICY & ENGAGEMENT - OTHER: PROGRAM SERVICE EXPENSES 24,692. TOTAL EXPENSES 24,692. THE EVERGLADES TRUST INC 1400 VILLAGE SQUARE BLVD 3 PMB 271 TALLAHASSEE FL 32312 593293097 EVERGLADES PRESERVATION FL 501(C)(4) THE EVERGLADES FOUNDATION INC 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 THE EVERGLADES TRUST INC M 218000 ACTUAL COST