2021-02-08T12:26:04-06:00 2020-09-30 591753337 Kerkering Barberio & Co PO Box 49348 Sarasota FL 342306348 990 2019-10-01 200345249 Conservation Foundation of the Gulf Coast Inc CONS 9419182000 PO Box 902 Osprey FL 34229 Christine P Johnson President 9419182000 2021-01-30 1 Rebecca U Stoner P00585910 9413654617 2019 2022-09-23 18:48:47Z Christine P Johnson PO Box 902 Osprey FL 34229 6371387 0 X http://www.conservationfoundation.com/ X 2003 FL See Schedule O 15 15 13 500 0 0 2494415 4180832 105758 61110 100695 107739 675816 -92668 3376684 4257013 0 0 0 0 743580 893303 0 0 209170 1431563 2112290 2175143 3005593 1201541 1251420 31372378 32984953 240159 345507 31132219 32639446 To protect the land and water of Southwest Florida for the benefit of people and nature. 0 0 2722821 84358 In its 17 years, Conservation Foundation of the Gulf Coast has protected 46 properties totaling 18,291 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 over 1,600 donors annually. Cumulatively over the past 17 years, total revenues exceeded $53,500,000 derived from contributions, grants, and other program fees such as contract work with Sarasota County's environmentally sensitive land acquisitions program. 2722821 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 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 15 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 1 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 Lowe Morrison Board Member 5.00 X 0 0 0 David Crawford Board Member 5.00 X 0 0 0 Elizabeth Moore Board Member 5.00 X 0 0 0 Harold Johnson MD Board Member 5.00 X 0 0 0 Sherry Davis Board Member 5.00 X 0 0 0 Jim Westman Board Member 5.00 X 0 0 0 Mike Knupp Board Member 5.00 X 0 0 0 Eileen Scudder-Zimmerman Board Member 5.00 X 0 0 0 Nora Patterson Board Member 5.00 X 0 0 0 Rob Brown Board Member 5.00 X 0 0 0 Ken Johnson Board Member 5.00 X 0 0 0 Stephen Cetrulo Board Member 5.00 X 0 0 0 Glenn Shipley Board Chair 10.00 X X 0 0 0 Mario Bernardis Vice Chair 5.00 X X 0 0 0 Rhonda Deems Treasurer 5.00 X X 0 0 0 Mickey Davis Secretary 5.00 X X 0 0 0 Christine Johnson President 40.00 X 133943 0 10362 133943 0 10362 1 0 0 0 0 X 331006 3849826 952 4180832 Additional Program Income 541900 61110 61110 61110 139626 139626 1891662 1923549 -31887 -31887 -31887 74909 331006 190825 -115916 -115916 Settlements 541900 23248 23248 23248 4257013 84358 0 -8177 162037 129381 8086 24570 593852 478559 397 114896 20713 16393 28 4292 63425 53615 32 9778 53276 43445 542 9289 32663 32623 40 36579 36579 20336 20336 89009 84564 74 4371 34903 34878 25 4758 4758 27226 18482 8 8736 91107 88570 550 1987 20493 19044 1449 1371 1371 117936 111378 1587 4971 56854 51599 5255 Land Acquisition Progra 1500000 1500000 Printing and Reproducti 45602 25992 19610 Property Taxes 7357 7357 Dues, Subscriptions, Bo 6823 6493 330 19273 14319 128 4826 3005593 2722821 73602 209170 288377 416680 3401797 3245225 4402 108452 22052 26253 45694 51437 26451643 1140407 23991555 25311236 3618501 3825670 31372378 32984953 161387 131700 70272 70237 136070 8500 7500 240159 345507 X 10851745 10861287 20280474 21778159 31132219 32639446 31372378 32984953 1251420 255807 0 X X 0 1 X 1 0 X 2646303 911200 3307509 2494415 4180832 13540259 2646303 911200 3307509 2494415 4180832 13540259 1527157 12013102 99802 67536 64198 122639 139626 493801 3 793799 23248 817050 14851110 761293 0.80890 0.75710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33070 0 33070 2972523 3005593 300280 75070 0 0 184710 285746 258757 300280 1029493 1544240 10106 19277 16858 33070 79311 46178 71437 64689 75070 257374 386061 10106 9277 16858 33070 69311 X X X X X 11 1865.23 0 0 0 1 1 45.00 2848 1 3731461 79140 343183 139701 20336 3993747 3686453 95500 108645 138957 20180 3731461 3554909 27500 257486 133104 20338 3686453 3310029 400637 135320 20437 3554909 3159246 305858 135343 19732 3310029 0.96880 0.03120 0 0 21517401 21517401 4078725 1064277 3014448 90122 76130 13992 765395 765395 25311236 Security Deposits 7500 7500 X 4503824 255807 11340 267147 4236677 20336 20336 4257013 2996597 11340 11340 2985257 20336 20336 3005593 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 personnel, 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 305253 238039 67214 29077 47541 5875 60519 Feast Upon the Fields 95240 87545 7695 13659 19417 500 6999 1 5422 5422 772 3500 2966 405915 331006 74909 42736 67730 9875 70484 190825 -115916 Christine P Johnson Family member to one of the Board of Trustees 162037 Employment 0 Form 990, Part I, Line 1 Mission or most significant activities Despite the COVID-19 pandemic, FYE 2020 was a great year! The year's significant activities were the permanent protection of 6,208 acres represented by the 5,777 acre Orange Hammock Ranch; 363 acre Myakka Headwaters Preserve; 40 acre Old Miakka Preserve Expansion; and the 28 acre Manatee Audubon Felts Preserve. As a nationally accredited land trust, we identify significant land parcels and work with landowners, philanthropists and governments to preserve and protect these lands in perpetuity. These properties will contribute to water quality, flood prevention, habitat protection, and unique public access. We unveiled our new, three-year strategic plan, The Call to Lead and published a new Vision Statement: We envision a future where the human and natural worlds of Southwest Florida flourish together. We revised our Mission Statement: To protect the land and water of Southwest Florida for the benefit of people and nature. We created our first Advocacy Team in Manatee County, partnered with Trust for Public Land and The Manatee Fish and Game Association to successfully place on the November ballot a bond referendum for a dedicated land protection funding source. Despite the pandemic, we continued our commitment to community engagement by pivoting our youth education programs to on-line events and continued to accomplish our mission by acquiring and maintaining conservation easements and owning nature preserves; educating for responsible land stewardship; and, collaborating with individuals, organizations and communities. We were innovative in how we engaged our conservation community and the public's awareness in the value of land conservation and our donor base grew by 70 percent. Form 990, Part I, Line 6 Volunteers Volunteers participate in the following ways: Board of Trustees, Board of Advisors, pro bono legal work, Welcome Center docents, office administration, K-12 education, special event planning and implementation, land stewardship activities and developing our park settings. Form 990, Part VI, Section A, line 2 Christine P. Johnson is the CFGC President and has a family relationship with Harold Johnson who is one of the Board of Trustees. 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 the preparer and management/staff, approves the Form 990 for filing with the IRS, recommends to the board that the board accept its recommendation, and authorizes management to file the Form 990 with the IRS. The board 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 results of the responses to the annual acknowledgements and acts on all potential conflicts in accordance with procedures required by the policy. Form 990, Part VI, Section B, line 15 The President's contract and compensation is reviewed annually by the chair and board of trustees. The chair compares the compensation to industry standards and comparables, and solicits input from all trustees. The compensation is reviewed by the finance committee during the budget process and approval is voted on by the board of trustees. 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 three years' 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 Palm Ball and 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 $215,090 . Included in this amount is $331,006 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.