2012-05-11T08:12:52-05:00 2011-09-30 SUPLEE & SHEA PA 800 SOUTH OSPREY AVENUE SARASOTA FL 342367834 990 2010-10-01 200345249 CONSERVATION FOUNDATION OF THE GULF COAST INC CONS 9419182100 PO BOX 902 OSPREY FL 34229 CHRISTINE P JOHNSON 9419182100 2012-05-02 1 NORMAN J SHEA III 9413663600 2010 2016-02-24 21:20:13Z CHRISTINE P JOHNSON PO BOX 902 OSPREY FL 34229 1501786 0 X WWW.CONSERVATIONFOUNDATION.COM X 2003 FL THE CONSERVATION FOUNDATION OF THE GULF COAST WORKS TO PROTECT THE CHARACTER, NATURAL INTEGRITY, AND BIODIVERSITY OF THE BAYS, BEACHES, BARRIER ISLANDS, AND WATERSHEDS OF FLORIDA'S GULF COAST BY 1) HOLDING CONSERVATION EASEMENTS AND OWNING NATURE PRESERVES, 2) EDUCATING FOR RESPONSIBLE LAND STEWARDSHIP, AND 3) COLLABORATING WITH INDIVIDUALS, ORGANIZATIONS, AND COMMUNITIES. 11 11 13 77 0 0 2031291 1129631 380879 240566 86984 35701 0 0 2499154 1405898 0 210000 0 0 387825 493673 0 0 44924 660262 389511 1048087 1093184 1451067 312714 27717006 27941341 77621 126125 27639385 27815216 TO PROTECT THE CHARACTER, NATURAL INTEGRITY, AND BIODIVERSITY OF THE BAYS, BEACHES, BARRIER ISLANDS, AND WATERSHEDS OF FLORIDA'S GULF COAST. 0 0 956778 210000 240566 CONSERVATION FOUNDATION OF THE GULF COAST HAS PROTECTED OVER 8,200 ACRES, CREATING SEVERAL PRESERVES AND CONSERVATION AREAS. THE FOUNDATION ALSO EDUCATES FOR RESPONSIBLE STEWARDSHIP AND HOLDS MONTHLY EDUCATION PROGRAMS. 956778 1 1 0 1 0 0 1 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X CHRISTINE P JOHNSON 9419182100 PO BOX 902 OSPREY FL 34229 HAROLD L JOHNSON MD 5.00 X X 0 0 0 JEFFREY STEINWACHS 10.00 X X 0 0 0 JOSE URANGA ESQ 5.00 X X 0 0 0 EILEEN SCUDDER-ZIMMERMANN 5.00 X X 0 0 0 ANN CHARTERS 5.00 X 0 0 0 DAN DELEO 5.00 X 0 0 0 FREDERIC JACOBS ESQ 5.00 X 11086 0 0 KARIN LEEREVELD 5.00 X 0 0 0 ROB PATTEN 5.00 X 0 0 0 CHRISTOPHER SFORZO 5.00 X 0 0 0 JACK SWAN 5.00 X 0 0 0 ALBERT G JOERGER 40.00 X 80769 0 18045 91855 0 18045 0 0 0 0 MY GREEN BUILDINGS INC 205 N ORANGE AVE SUITE 1-SE SARASOTA FL 34236 RENOVATE CARRIAGE HOUSE & ROOF 367844 1 31661 319757 778213 1129631 SARASOTA COUNTY PARTNE 541900 190224 190224 50342 50342 240566 35701 35701 95888 319757 95888 0 1405898 240566 0 35701 210000 210000 107326 78048 14639 14639 321123 265922 38970 16231 28119 24263 2082 1774 37105 27346 6391 3368 4557 4557 8283 8283 71947 71947 2829 2349 322 158 12642 9870 1857 915 18406 14439 2664 1303 7639 6791 568 280 6660 5295 814 551 67498 67498 11100 3244 8062 -206 PROGRAM EXPENSES 75191 75191 OUTREACH 34883 34633 250 PRINTING 19530 14947 830 3753 POSTAGE 10439 9106 893 440 BAD DEBT EXPENSE 9656 9656 28251 21676 5107 1468 1093184 956778 91482 44924 318068 173253 255286 2074528 792049 527972 210913 44435 36830 41473 22825716 205730 22105361 22619986 3998499 2459694 27717006 27941341 47721 92625 29900 29000 0 4500 77621 126125 X 6190448 7476161 1779892 670008 19669045 19669047 27639385 27815216 27717006 27941341 X 312714 -136883 X 0 1 1 X 0 X 1080871 708843 1687138 2031291 1129631 6637774 1080871 708843 1687138 2031291 1129631 6637774 1431412 5206362 48413 44920 67401 86984 35701 283419 3731 22204 25935 6947128 1280586 0.74940 0.68860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1072 1072 1092112 1093184 184318 46080 0 0 128626 179809 184318 492753 739130 810 780 1072 2662 32157 44952 46080 123189 184784 X X X 4 24.12 2 1 1 48.00 87 1 3998499 1051649 -86974 2487312 16168 2459694 3986645 74900 201703 241949 22800 3998499 1245777 2747043 47857 41383 12649 3986645 1.00000 1 0 19669047 19669047 2973903 167793 2806110 65239 34639 30600 117527 3298 114229 22619986 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 2459694 F 2459694 SECURITY DEPOSITS 4500 4500 1405898 1093184 312714 -136885 2 -136883 175831 1283522 -136885 14509 -122376 1405898 0 1405898 1107693 14509 14509 1093184 0 1093184 DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: 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 PROVISION FOR THE VALUATION ALLOWANCE IS REFLECTED AS "PROGRAM SERVICES" EXPENSE IN THE STATEMENTS OF ACTIVITIES. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. SCHEDULE D, PART XI, LINE 7 - PRIOR PERIOD ADJUSTMENTS: IT WAS DISCOVERED THAT THE NOMINAL VALUE ($1) OF TWO CONSERVATION EASEMENTS DONATED TO THE FOUNDATION IN A PRIOR YEAR HAD NOT BEEN PREVIOUSLY RECORDED. AN ADJUSTMENT WAS MADE TO INCREASE LAND HELD FOR CONSERVATION AND PERMANENTLY RESTRICTED NET ASSETS BY $2. PALM BALL 409475 319757 89718 1670 50671 3300 34077 409475 319757 89718 1670 50671 3300 34077 89718 0 1 LEE COUNTY FLORIDA PO BOX 398 FORT MYERS FL 339023098 596000702 N/A - LEE COUNTY, FL 210000 0 TO FACILITATE AND ASSIST LEE COUNTY WITH THE PURCHASE AND RESTORATION OF 190 ACRES ON PINE ISLAND. 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: CONSERVATION FOUNDATION OF THE GULF COAST LAND PROTECTION STAFF REMAINS IN CONTACT WITH THE GRANTEE ORGANIZATION AND MAKES PERIODIC INQUIRIES REGARDING THE STATUS OF THE RESTORATION AND MAINTENANCE OF THE GRANTEE'S PROPERTY, THE SUBJECT OF THE GRANT, TO CONFIRM THAT PLANNED USES OF GRANT FUNDS ARE CONSISTENT WITH GRANTOR'S DONATIVE INTENT. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED ANNUAL FORM 990 IS FIRST APPROVED BY THE CONSERVATION FOUNDATION OF THE GULF COAST MANAGEMENT STAFF. THE AUDIT COMMITTEE THEN REVIEWS THE FORM 990 WITH THE PREPARER AND MANAGEMENT STAFF, APPROVES THE FORM 990 FOR FILING WITH THE IRS AND RECOMMENDS TO THE BOARD THAT THE BOARD ACCEPT ITS RECOMMENDATION AND ALSO AUTHORIZE MANAGEMENT TO FILE THE FORM 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 REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN AN ANNUAL ACKNOWLEDGEMENT OF THEIR UNDERSTANDING OF AND COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE BOARD IS APPRISED OF THE RESULTS OF THE RESPONSES TO THE ANNUAL ACKOWLEDGEMENTS AND ACTS ON ALL POTENTIAL CONFLICTS IN ACCORDANCE WITH THE PROCEDURES REQUIRED BY THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S CONTRACT AND COMPENSATION IS REVIEWED ANNUALLY BY THE CHAIRMAN AND BOARD OF TRUSTEES. THE CHAIRMAN 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. THE COMPENSATION OF KEY EMPLOYEES IS ALSO REVIEWED ANNUALLY BY THE FINANCE COMMITTEE AND IS ALSO SUBJECT TO BOARD APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE 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 FOUNDATION'S FORM 990 IS ALSO AVAILABLE FOR REVIEW ON-LINE AT GUIDESTAR. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -136,885. PRIOR PERIOD ADJUSTMENTS: 2. TOTAL TO FORM 990, PART XI, LINE 5: -136,883.