2024-07-29T16:26:08-05:00 2023-09-30 591753337 Kerkering Barberio & Co PO Box 49348 Sarasota FL 342306348 990 2022-10-01 200345249 Conservation Foundation of the Gulf Coast Inc CONS 9419182000 PO Box 902 Osprey FL 34229 Christine P Johnson President 9419182000 2024-07-25 1 1 Rebecca U Stoner P00585910 9413654617 2022 2024-08-08 14:25:15Z Christine P Johnson PO Box 902 Osprey FL 34229 9846858 0 X http://www.conservationfoundation.com/ X 2003 FL See Schedule O 10 10 22 200 0 0 8086296 2837034 103009 74101 151959 177577 -250570 -171371 8090694 2917341 0 0 0 0 1175915 1340413 0 0 412311 6066463 847450 7242378 2187863 848316 729478 33994922 35154099 301204 470910 33693718 34683189 To protect the land and water of Southwest Florida for the benefit of people and nature. 0 0 1676114 0 74101 In its 20-year history, Conservation Foundation of the Gulf Coast has protected 56 properties totaling 19,213 acres, creating preserves and conservation areas across five counties. The Foundation collaborated with 55 private, public, and not-for-profit organizations in the past year. The Foundation's mission is supported by approximately 1,100 donors annually. Cumulatively over the past 20 years, total revenues exceeded $64,000,000 derived from contributions, grants, and other program fees such as contract work with Sarasota County's environmentally sensitive land acquisitions program. The Foundation's education programs include programming for youth and adults connecting people of all ages to nature and to each other, building a conservation community. 1676114 1 1 0 1 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 31 0 1 22 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X Christine P Johnson 9419182100 PO Box 902 Osprey FL 34229 Mario Bernardis Board Member 5.00 X 0 0 0 David Crawford Board Member 5.00 X 0 0 0 Mike Knupp Board Member 5.00 X 0 0 0 Elizabeth Moore Board Member 5.00 X 0 0 0 Eileen Scudder-Zimmerman Board Member 5.00 X 0 0 0 Glenn Shipley Board Member 5.00 X 0 0 0 Dr Rhonda Deems Board Chair 10.00 X X 0 0 0 Rob Brown Vice Chair 5.00 X X 0 0 0 Sherry Davis Treasurer 5.00 X X 0 0 0 Lowe Morrison Secretary 5.00 X X 0 0 0 Christine Johnson President 40.00 X 146666 0 23886 146666 0 23886 1 0 1 0 Michael's on East Catering 1212 East Avenue South Sarasota FL 34239 Catering 114820 1 X 450677 2386357 207000 2837034 Program Income 541900 74101 74101 74101 125852 125852 4056583 2693138 3991590 2706406 64993 -13268 51725 51725 60150 450677 231521 -171371 -171371 2917341 74101 0 6206 191105 147151 9555 34399 905211 683108 222103 34025 25676 8349 130339 98359 31980 79733 60170 19563 7026 7026 69500 69500 836 836 14121 14121 90916 79711 11205 21355 21355 8739 8739 56287 34837 4496 16954 133588 129240 4348 44964 42967 1997 7351 7351 4241 4241 129475 121457 1766 6252 96020 96020 Printing and Reproducti 37741 29040 8701 Catering/Food 36223 36223 Bad Debt Expense 20952 20952 Dues, Subscriptions, Bo 17297 15517 1780 50818 27090 23728 2187863 1676114 99438 412311 355397 312808 4299998 3480327 201655 301537 10966 7186 240576 138927 28375551 1490065 25376293 26885486 3510037 4027828 33994922 35154099 181397 214279 101707 240181 18100 16450 301204 470910 X 11161837 10507639 22531881 24175550 33693718 34683189 33994922 35154099 729478 259993 0 X X 0 1 X 1 0 X 2494415 4180832 1927610 8086296 2837034 19526187 2494415 4180832 1927610 8086296 2837034 19526187 3283181 16243006 122639 139626 139990 226392 125852 754499 793799 23248 1 3 817051 21097737 686562 0.76990 0.76740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 836 836 1675278 1676114 233806 58452 0 0 300280 231869 229785 233806 995740 1493610 33070 9993 1366 836 45265 75070 57967 57446 58452 248935 373403 33070 9993 1366 44429 Schedule C, Part II-A The Conservation Foundation will engage in lobbying for policy related initiatives. Direct expenses for "Policy" was only $835.97 for the year X X X X X 15 2246.84 0 0 0 1 1 122.00 4797 1 3809484 417120 171206 22525 4032873 4732150 -784940 115025 22701 3809484 3993747 93500 808114 140153 23058 4732150 3731461 79140 343183 139701 20336 3993747 3686453 95500 108645 138957 20180 3731461 0.94325 0.05675 0.00000 0 0 22943531 22943531 4171016 1396962 2774054 130134 93103 37031 1130870 1130870 26885486 Security Deposits 16450 16450 X 3177108 259993 13895 273888 2903220 14121 14121 2917341 2187637 13895 13895 2173742 14121 14121 2187863 Part II, Line 5: Each property in CFGC's portfolio is monitored at least once annually by means of a site visit conducted by one or more CFGC staff, during which a report is completed regarding the condition of the property. The report and any accompanying documentation, such as photos and maps, are archived according to CFGC Records Policy. Part II, Line 9: Conservation easements, either purchased or donated, are initially valued at their appraised value. When donated, the appraised value is reflected as an unrestricted gift of land in the statements of activities. When purchased, the difference between the purchase price and the appraised value is reflected as an unrestricted gift of land in the statement of activities. Once the development rights for a specific conservation easement are extinguished, generally immediately after acquisition, a valuation allowance is established to reduce the carrying value of the conservation easement to a nominal value of $1, in order to reflect the lack of marketability of the easement, due to the extinguishment of development rights. The valuation is reflected as "Program Expenses" in the statements of activities. Part V, Line 4: The quasi-endowment funds of the Conservation Foundation of the Gulf Coast are intended to support the foundation's current operations, and capital needs, as well as the costs to manage, monitor, insure, and provide legal defense of the protected properties. Traditional endowment funds are designated by the donor and support specific properties' stewardship costs. Part X, Line 2: Under the Income Taxes Topic of the FASB Accounting Standards Codification, the Foundation 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 Foundation. Palm Ball 319929 284679 35250 52674 13382 82445 Feast Upon the Fields 159331 141691 17640 29406 500 34665 1 31567 24307 7260 8081 10368 510827 450677 60150 90161 13882 127478 231521 -171371 X 0 0 0 0 0 0 0 0 0 Christine Johnson President 136666 0 10000 0 0 0 5867 0 18019 0 170552 0 0 0 X 1 205000 Fair Market Value X Merchandise 1 2000 Supporting Invoices 0 1 0 Form 990, Part I, Line 1 Mission or most significant activities Conservation Foundation protects land and water for the benefit of people and nature. A nationally accredited land trust, we partner with landowners, businesses, government, and the community to identify critical land parcels and protect them in perpetuity. Our urgent work is accomplished by purchasing natural areas, holding voluntary land conservation agreements, creating, and restoring native habitats, and educating for responsible land and water stewardship. We continue to steward natural areas on twenty-six different properties totaling over 3,040 acres. This includes pine flatwoods restoration on Pine Island in Lee County, Myakka River restoration in Manatee and Sarasota Counties, and scrub restoration in Myakka City. Our work contributes to water quality, flood prevention, wildlife corridor connectivity, habitat protection, and unique public access, benefiting all those who call our region home. This year, we acquired the 69-acre Lewis property completing the 462-acre Myakka Headwaters Preserve in Myakka City, a focus for our habitat restoration and community outreach and education efforts. We also acquired almost nine acres adjacent to Don Pedro Island State Park before it was sold for development using our Land Fund and short-term loans from dedicated supporters. The State of Florida then purchased the property from us as an addition to the State Park. Our youth education programs continue to expand in both the number of partner organizations and counties we reach. We continue to be innovative in how we engage our constituents and increase the public's awareness of the value of land conservation, bringing us ever closer to a future in which the human and natural worlds of Southwest Florida flourish together. Form 990, Part I, Line 6 Volunteers Volunteers participate in the following ways: Board of Trustees, Board of Advisors, Committees, pro bono legal work, office administration, youth and community education, special event planning and implementation, community outreach events, and land stewardship activities. Form 990, Part VI, Section B, line 11b The completed annual Form 990 is reviewed by staff and approved by Conservation Foundation of the Gulf Coast management. The audit committee then reviews the Form 990 with management staff, recommends to the Board that they accept its recommendation to approve the 990 and authorize management to file the Form 990 with the IRS. The Board then reviews and acts on the audit committee's recommendation. Form 990, Part VI, Section B, line 12c Board members, staff, and volunteers are required to annually review, acknowledge their understanding of and compliance with, and sign the conflict of interest policy. The board is apprised of the response results and acts on all potential conflicts in accordance with required policy procedures. Form 990, Part VI, Section B, line 15 The President's contract and compensation are reviewed annually by the chair and vice-chair. They compare the compensation to industry standards and comparables, share their findings with and solicit input from all the trustees. During the budget process, the finance committee reviews all compensation. The board of trustees approve the budget, including the President's compensation. Form 990, Part VI, Section C, line 19 Conservation Foundation's governing documents, conflict of interest policy, and audited financial statements, as well as the Form 990, are available for review in the foundation's office. The past five years' Form 990 and audited financial statements, as well as the three-year Strategic Plan are available on the Foundation's website. Form 990 and audited financial statements are also available for review on-line at Guidestar and through the Community Foundation of Sarasota County's Giving Partner website. Form 990, Part VIII, line 8 The organization's net revenues from the Feast Upon the Fields consist of contribution revenues, sponsorships revenues and ticket sales netted with the related expenses. The net revenue from the Palm Ball and Feast Upon the Fields was $479,593 . Included in this amount is $25,000 in sponsorships and other contributions which for IRS purposes is reported on Form 990, Part VIII, line 1c as contributions. Form 990, Part XII, Line 2c Audit review process There were no changes to the audit review process.