2025-11-17T14:30:47-05:00 2024-12-31 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2024-01-01 592775992 SHELL MUSEUM AND EDUCATIONAL FOUNDATION INC SHEL 2393952233 3075 SANIBEL CAPTIVA ROAD SANIBEL FL 33957 CLAIR BECKMANN PRESIDENT 2393952233 2025-11-17 true false MARC WHITFIELD CPA P00125986 2394331002 2025-11-17 2024 2025-03-06 01:10:19Z CLAIR BECKMANN 3075 SANIBEL CAPTIVA ROAD SANIBEL FL 33957 2823411 false X WWW.SHELLMUSEUM.ORG X 1986 FL TO EDUCATE ABOUT SHELLS THROUGH EXHIBITS, EDUCATIONAL PROGRAMS, LIBRARY AND PUBLICATIONS; TO FURTHER AWARENESS OF NATURE; TO PROMOTE COLLECTION-BASED RESEARCH WITH EMPHASIS ON SOUTHWEST FLORIDA AND THE GULF OF MEXICO. 14 14 0 80 0 3516308 1830785 13569 249190 187528 304899 151848 202326 3869253 2587200 0 0 107481 106327 0 149819 1247027 1832385 1354508 1938712 2514745 648488 14299308 14986569 426467 321704 13872841 14664865 X SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC. (THE "FOUNDATION") WAS ORGANIZED UNDER THE LAWS OF FLORIDA ON OCTOBER 1, 1986, AS A NON-PROFIT CORPORATION. THE FOUNDATION WAS ESTABLISHED TO OPERATE A CENTER IN SANIBEL, FLORIDA FOR PUBLIC EDUCATION AND FOR THE STUDY, RESEARCH, AND DISPLAY OF MOLLUSKS AND OTHER MARINE LIFE. false false 1413931 249190 TO EDUCATE ABOUT SHELLS AND MOLLUSKS, THE SHELL-MAKERS, THROUGH EXHIBITS, EDUCATIONAL PROGRAMS, LIBRARY SERVICES AND PUBLICATIONS. TO FURTHER AWARENESS OF NATURE AND THE NATURAL ENVIRONMENT. TO PROMOTE COLLECTION- BASED RESEARCH ON SHELLS AND MOLLUSKS WITH EMPHASIS ON SOUTHWEST FLORIDA AND THE GULF OF MEXICO. OPERATION OF A PUBLIC MUSEUM AND EDUCATIONAL CENTER FEATURES MORE THAN 30 EXHIBITS OF MOLLUSKS FROM AROUND THE WORLD. EXHIBITS ARE DEVOTED TO SHELLS IN ART AND HISTORY, SHELL HABITAT, RARE SPECIMENS, FOSSIL SHELLS, COMMON SOUTHWEST FLORIDA SHELLS, AND MORE. THE LEARNING LAB FEATURES A HANDS-ON PLAY AREA FOR CHILDREN, DISPLAYS, GAMES, AND A TANK WITH INDIGENOUS MOLLUSKS. A HALF-HOUR VIDEO, MOLLUSKS IN ACTION, IS SHOWN ON THE HOUR, AND A CHILDREN'S VIDEO IS SHOWN CONTINUOUSLY. THE MUSEUM STORE OFFERS A WIDE SELECTION OF SHELL BOOKS. 1413931 true true false false false false false true false true true false false false false true true false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 13 0 0 false false false false false true true false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false FL X X RYAN POWELL 2393952233 3075 SANIBEL CAPTIVA RD SANIBEL FL 33957 SAMUEL ANKERSON EXECUTIVE DI 40.00 X 106327 0 29283 EVAN BARNISKIS TRUSTEE 0.50 X 0 0 0 CLAIR BECKMANN PRESIDENT 2.30 X X 0 0 0 LAURIE CHOUINARD TRUSTEE 0.50 X 0 0 0 MEGAN DAVIS PH D TRUSTEE 0.50 X 0 0 0 MELISSA MAY PH D TRUSTEE 0.50 X 0 0 0 BARBARA ELLIS TRUSTEE 1.10 X 0 0 0 ROGER GROGMAN TREASURER 1.00 X X 0 0 0 JASON HALLIBURTON TRUSTEE 1.80 X 0 0 0 TIFFANI KALIKO TRUSTEE 1.00 X 0 0 0 MEGAN MARQUARDT TREASURER 1.80 X X 0 0 0 SARAH MCCLURE VICE PRESIDE 2.30 X X 0 0 0 ELIZABETH SHEA PHD TRUSTEE 1.40 X 0 0 0 KATE SERGEANT TRUSTEE 1.00 X 0 0 0 LAURA SHAFFER TRUSTEE 1.00 X 0 0 0 DR BRAD SHINGLETON TRUSTEE 0.50 X 0 0 0 JOSH STEWART TRUSTEE 0.50 X 0 0 0 RICH TOTH TRUSTEE 0.50 X 0 0 0 MICHAEL YOUNG SECRETARY 1.80 X X 0 0 0 106327 29283 1 false false false 112362 509978 1208445 84544 1830785 ADMISSIONS 223449 223449 PROGRAM & FIELD TRIPS 15816 15816 NAUTILUS SUBSCRIPTIONS 9925 9925 249190 236143 236143 85239 16483 68756 68756 68756 40000 509978 53420 -13420 -13420 326854 166308 160546 160546 FEMA 46815 46815 OTHER INCOME 8385 8385 55200 2587200 464936 291479 X 106327 82364 16826 7137 29985 29985 823398 600600 170433 52365 110209 77142 33067 56696 29149 23368 4179 33175 15518 14734 2923 232778 174583 46555 11640 3901 3802 83 16 312183 234137 62437 15609 12591 7289 4667 635 LIBRARY/EXHIBIT EXPENSES 97204 97204 EDUCATIONAL 61476 61476 FUNDRAISING 21083 21083 MEMBERSHIP FEES 12247 12247 25459 18420 5874 1165 1938712 1413931 374962 149819 1503193 2762198 177500 213746 136215 10993 67737 121933 34914 30640 10617996 2384435 7403885 8233561 4946799 3483498 29065 130000 14299308 14986569 365177 215174 11290 56530 50000 50000 426467 321704 X 13632841 13149240 240000 1515625 13872841 14664865 14299308 14986569 X 648488 143536 X true true X true false X 1721284 851731 1846146 3516308 1830785 9766254 841832 1585224 1429626 178850 631244 4666776 2563116 2436955 3275772 3695158 2462029 14433030 46250 16000 5000 67250 46250 16000 5000 67250 14365780 55994 59759 71498 164827 236143 588221 55994 59759 71498 164827 236143 588221 7250 7250 2619110 2496714 3354520 3859985 2698172 15028501 0.95590 0.96150 0.04000 0.03000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 332432 X false 850659 98852 31000 4007 914504 734192 58 146796 28000 2387 850659 864622 -128077 2354 734192 706808 100000 60258 2444 864622 705168 3761 2122 706808 1.00000 true false 455031 455031 3468228 1173396 2294832 102197 52187 50010 186251 11019 175232 6406289 1147833 5258456 8233561 X 2734222 143536 3486 147022 2587200 2587200 1942198 3486 3486 1938712 1938712 SCHEDULE D, PAGE 3, PART X THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE MUSEUM IS A NOT-FOR-PROFIT FLORIDA CORPORATION AND THEREFORE IS NOT SUBJECT TO STATE INCOME TAXES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE MUSEUM REPORTS NO UNRELATED BUSINESS TAXABLE INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED TAX RETURNS BY THE APPPROPRIATE TAXING AUTHORITIES. THE MUSEUMS TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. CERTAIN INCOME TAX RETURNS FILED BY THE MUSEUM REMAIN OPEN TO EXAMINATION BY THESE GOVERNMENT AGENCIES. THE FINANCIAL ACCOUNTING STANDARDS BOARD HAS ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND THE MUSEUM HAS ADOPTED THIS GUIDANCE. THE MUSEUM HAS EVALUATED ITS TAX POSITIONS AND ANY ESTIMATES UTILIZED IN ITS TAX RETURN, AND CONCLUDED THAT THE MUSEUM HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTIAN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE, IF REQUIRED. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EXPENSES 3,486 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 3,486 NIGHT AT THE MU 549978 509978 40000 31200 8370 13850 549978 509978 40000 31200 8370 13850 53420 -13420 X 1 77544 FMV X AUCTION ITEMS 6 7000 FMV false false false FORM 990 - ORGANIZATION'S MISSION SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC. (THE "FOUNDATION") WAS ORGANIZED UNDER THE LAWS OF FLORIDA ON OCTOBER 1, 1986, AS A NON-PROFIT CORPORATION. THE FOUNDATION WAS ESTABLISHED TO OPERATE A CENTER IN SANIBEL, FLORIDA FOR PUBLIC EDUCATION AND FOR THE STUDY, RESEARCH, AND DISPLAY OF MOLLUSKS AND OTHER MARINE LIFE. FORM 990 THE ORGANIZATION SWITCHED TO A PEO FOR PAYROLL THEREFORE SALARIES ARE RECORDED ON PART IX LINE 11 WITH THE EXCEPTION OF OFFICER WAGES, WHICH ARE RECORDED ON PART IX, LINE 5 FOR TRANSPARENCY PURPOSES. FORM 990, PAGE 2, PART III, LINE 4A TO EDUCATE ABOUT SHELLS AND MOLLUSKS, THE SHELL-MAKERS, THROUGH EXHIBITS, EDUCATIONAL PROGRAMS, LIBRARY SERVICES AND PUBLICATIONS. TO FURTHER AWARENESS OF NATURE AND THE NATURAL ENVIRONMENT. TO PROMOTE COLLECTION- BASED RESEARCH ON SHELLS AND MOLLUSKS WITH EMPHASIS ON SOUTHWEST FLORIDA AND THE GULF OF MEXICO. OPERATION OF A PUBLIC MUSEUM AND EDUCATIONAL CENTER FEATURES MORE THAN 30 EXHIBITS OF MOLLUSKS FROM AROUND THE WORLD. EXHIBITS ARE DEVOTED TO SHELLS IN ART AND HISTORY, SHELL HABITAT, RARE SPECIMENS, FOSSIL SHELLS, COMMON SOUTHWEST FLORIDA SHELLS, AND MORE. THE LEARNING LAB FEATURES A HANDS-ON PLAY AREA FOR CHILDREN, DISPLAYS, GAMES, AND A TANK WITH INDIGENOUS MOLLUSKS. A HALF-HOUR VIDEO, MOLLUSKS IN ACTION, IS SHOWN ON THE HOUR, AND A CHILDREN'S VIDEO IS SHOWN CONTINUOUSLY. THE MUSEUM STORE OFFERS A WIDE SELECTION OF SHELL BOOKS. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD REVIEWS A DRAFT OF THE TAX RETURN FOR ACCURACY AND COMPLETENESS PRIOR TO SIGNING AND FILING. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST POLICY IS DOCUMENTED IN EMPLOYEE HANDBOOK WHICH IS SIGNED BY ALL EMPLOYEES. BOARD CONFLICTS ARE INCLUDED IN THE BOARD GOVERNANCE MANUAL AND REVIEWED ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A THE FINANCE COMMITTEE RECOMMENDS SALARY OF THE MUSEUM DIRECTOR BASED ON GOALS SET BY THE BOARD. MINUTES ARE KEPT FOR THE COMMITTEE MEETING. SALARY IS APPROVED BY THE BOARD AS PART OF THE BUDGET APPROVAL PROCESS. MINUTES ARE KEPT FOR BOARD MEETINGS. FORM 990, PAGE 6, PART VI, LINE 15B THE MUSEUM OR EXECUTIVE DIRECTOR DETERMINES SALARIES FOR ALL OTHER EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 0 6,500 0 PAYROLL FEES 16,647 2,705 1,457 PROFESSIONAL FEES 0 47,431 0 EMPLOYEE LEASE EXPENSE 583,953 113,797 50,908 TOTAL 600,600 170,433 52,365 FORM 990, PART XI, LINE 9 FUNDRAISING EXPENSES 3,486 FUNDRAISING EXPENSES -3,486