Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 10-01-2015 , and ending 09-30-2016
BCheck if applicable:
CName of organization
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1450 MERRIHUE DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NAPLES, FL34102
D Employer identification number

59-1157084
E Telephone number

G Gross receipts $ 10,823,709
F Name and address of principal officer:
ROB MOHER
1450 MERRIHUE DRIVE
NAPLES,FL34102
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CONSERVANCY.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1964
M State of legal domicile: FL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: OUR MISSION IS TO PROTECT SOUTHWEST FLORIDA'S UNIQUE NATURAL ENVIRONMENT AND QUALITY OF LIFE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 31
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 31
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 83
6 Total number of volunteers (estimate if necessary) ............. 6 600
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -13,816
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -13,816
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 6,385,623 7,050,240
9 Program service revenue (Part VIII, line 2g) ......... 381,477 357,552
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,134,007 202,336
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 142,802 -485,165
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 8,043,909 7,124,963
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 3,753,563 3,900,903
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet883,596    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,704,126 3,741,063
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 7,457,689 7,641,966
19 Revenue less expenses. Subtract line 18 from line 12....... 586,220 -517,003
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 52,829,972 53,161,288
21 Total liabilities (Part X, line 26)............. 4,568,582 3,806,057
22 Net assets or fund balances. Subtract line 21 from line 20..... 48,261,390 49,355,231
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: WE ARE A GRASSROOTS ORGANIZATION FOCUSED ON THE CRITICAL ENVIRONMENTAL ISSUES OF SOUTHWEST FLORIDA. WE ACCOMPLISH THIS THROUGH THE COMBINED EFFORTS OF OUR PROGRAMMATIC DEPARTMENTS: SCIENCE, POLICY, EDUCATION AND WILDLIFE REHABILITATION.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,269,306 including grants of $   ) (Revenue $   )
THE CONSERVANCY OF SOUTHWEST FLORIDA'S ENVIRONMENTAL SCIENCE TEAM IS DEDICATED TO PROVIDING UNBIASED STUDIES AND ENJOYS A NATIONAL REPUTATION FOR THEIR EXPERTISE. WITH MORE THAN 100 YEARS OF COLLECTIVE EXPERIENCE, THE SCIENTISTS PROVIDE THE DEPTH OF EXPERIENCE AND KNOWLEDGE RANGING FROM CONDUCTING ENVIRONMENTAL SITE AUDITS TO DETAILED LABORATORY STUDIES. THE PRIMARY OBJECTIVE IS TO CONDUCT RESEARCH TO ENHANCE OUR UNDERSTANDING OF WILDLIFE POPULATIONS AND THE BIOLOGICAL COMMUNITIES ON WHICH THEY DEPEND - FOR USE IN MORE EFFECTIVELY CONSERVING, MANAGING AND RESTORING SOUTHWEST FLORIDA'S NATURAL SYSTEMS. CONTINUED ON SCHEDULE O
4b (Code:   ) (Expenses $ 1,388,646 including grants of $   ) (Revenue $   )
THE CONSERVANCY OF SOUTHWEST FLORIDA'S ENVIRONMENTAL POLICY TEAM USES A SCIENCE-BASED APPROACH TO TACKLE BROAD REGIONAL ENVIRONMENTAL ISSUES AND COLLABORATES WITH PARTNERS SUCH AS BUSINESS, ENVIRONMENTAL, ACADEMIC AND GOVERNMENT LEADERS TO ENSURE THE PROPER STEWARDSHIP OF SOUTHWEST FLORIDA'S WATER, LAND AND WILDLIFE. THEY PROVIDE OUR REGION'S DECISION MAKERS WITH THE TOOLS NECESSARY TO MAKE INFORMED DECISIONS ON ENVIRONMENTAL AND CONSERVATION ISSUES. SPECIFIC OBJECTIVES TACKLED BY THE TEAM ARE DEVELOPMENT, SMART GROWTH, WATER ISSUES, ENDANGERED SPECIES AND WILDLIFE HABITAT PROTECTION.CONTINUED ON SCHEDULE O
4c (Code:   ) (Expenses $ 1,757,328 including grants of $   ) (Revenue $ 357,552 )
THE CONSERVANCY OF SOUTHWEST FLORIDA'S ENVIRONMENTAL EDUCATION TEAM IS COMMITTED TO DEVELOPING THE ENVIRONMENTAL LEADERSHIP OF TOMORROW. WE STRIVE TO PROVIDE CHILDREN AND ADULTS AN APPRECIATION AND UNDERSTANDING OF SOUTHWEST FLORIDA'S UNIQUE NATURAL RESOURCES. THROUGH THIS WORK, WE STRIVE TO EQUIP OUR COMMUNITY WITH THE KNOWLEDGE AND UNDERSTANDING TO MAKE A DIFFERENCE FOR THE ENVIRONMENT AND CREATE THE NEXT GENERATION OF ENVIRONMENTAL LEADERS. PEOPLE WHO APPRECIATE THE IMPORTANCE OF THESE RESOURCES ARE MORE WILLING TO HELP PROTECT AND TO ADDRESS THE CRITICAL ENVIRONMENTAL ISSUES FACING SOUTHWEST FLORIDA'S LAND, WATER AND WILDLIFE. CONTINUED ON SCHEDULE O
(Code:   ) (Expenses $ 1,445,830 including grants of $   ) (Revenue $   )
CONSERVANCY OF SOUTHWEST FLORIDA'S VON ARX HOSPITAL WILDLIFE HOSPITALTHE CONSERVANCY OF SOUTHWEST FLORIDA'S VON ARX WILDLIFE HOSPITAL ADMITTED APPROXIMATELY 3,500 NATIVE ANIMALS THIS YEAR. FOREMOST THE HOSPITAL IS DESIGNED TO MEET THE MEDICAL NEEDS OF INJURED, SICK AND ORPHANED NATIVE BIRDS, MAMMALS AND REPTILES, ULTIMATELY IMPROVING THEIR ABILITY TO BE RELEASED BACK IN TO THE WILD. THE SECOND GOAL IS TO PROVIDE EDUCATION TO OUR NATURE CENTER VISITORS ON HOW TO PREVENT INJURIES TO WILDLIFE.THE VON ARX WILDLIFE HOSPITAL IS THE ONLY FACILITY OF ITS KIND WITHIN COLLIER COUNTY. THE INJURED, SICK AND ORPHANED NATIVE WILDLIFE ARE CARED FOR BY A DEDICATED STAFF OF FIVE FULL-TIME EMPLOYEES, A STAFF VETERINARIAN, AND SEASONAL INTERNS. STAFF EFFORTS ARE SUPPORTED BY VOLUNTEERS WHO ASSIST WITH DIET PREPARATION, CAGE CLEANING, ANIMAL RESTRAINT AND WILDLIFE RESCUE AND RELEASE.THE COST TO TREAT EACH ANIMAL IS MORE THAN $250. OPERATING EXPENSES FOR FOOD, MEDICAL SUPPLIES AND STAFF EXCEEDS $350,000 ANNUALLY. INCREMENTAL OPERATING COSTS ARE SUBSIDIZED BY A SMALL NUMBER OF COMMUNITY PARTNERS WHO DONATE BASIC SUPPLIES SUCH AS FOOD, MAINTENANCE EQUIPMENT AND MEDICAL SUPPLIES NEEDED TO CARE FOR THE WILDLIFE PATIENTS. THE VON ARX WILDLIFE HOSPITAL TEAM RELEASES ABOUT HALF OF THE ANIMALS TREATED BACK INTO THEIR NATURAL HABITATS.IN 2016 THE CONSERVANCY OF SOUTHWEST FLORIDA OPENED EXPANDED OUTDOOR WILDLIFE RECOVERY AREAS. THE GOAL OF THESE ENCLOSURES IS TO SERVE A BROADER VARIETY OF PATIENTS AND INCREASE THE NUMBER OF PATIENTS WE ARE ABLE TO REHABILITATE. THE EXPANSION ALSO INCLUDES A PUBLIC AREA WHERE NATURE CENTER GUESTS CAN LEARN MORE ABOUT PREVENTING INJURY TO WILDLIFE. BEHIND-THE-SCENES EXPANSION FEATURES INCLUDE:O A NEW AND ENLARGED SHOREBIRD RECOVERY AREAO TWO LARGE OUTDOOR REHABILITATION STRUCTURES TO ACCOMMODATE THE INCREASING NUMBER OF PATIENTS, INCLUDING THE ABILITY TO CARE FOR OTTERS THROUGH THE ENTIRE REHABILITATION PROJECTO EIGHT SMALL MAMMAL RECOVERY AREASO IMPROVEMENTS TO INFRASTRUCTURE INCLUDING WATER, POWER AND CAREGIVER ACCESSO ADDITIONAL MAINTENANCE AND STORAGE FACILITIES GUEST EDUCATION AREAS DUE TO PERMITS, THE VAST MAJORITY OF WORK AT THE VON ARX WILDLIFE HOSPITAL HAPPENS BEHIND-THE-SCENES, AWAY FROM PUBLIC VIEW. THE NEW PUBLIC EXHIBITS PROVIDE GUESTS WITH A VARIETY OF OPPORTUNITIES TO LEARN ABOUT WORK THAT TAKES PLACE INSIDE THE WILDLIFE HOSPITAL AND HOW TO PREVENT INJURY TO WILDLIFE. SAPAKIE WILDLIFE EXHIBIT HALLTHE NEW SAPAKIE WILDLIFE EXHIBITS ARE GEARED TOWARD EDUCATING MEMBERS AND VISITORS ON THE REASONS WHY ANIMALS ARE ADMITTED TO THE VON ARX WILDLIFE HOSPITAL, THE TYPES OF MEDICAL CARE THEY RECEIVE, AND THE WAYS THE PUBLIC CAN HELP PREVENT WILDLIFE INJURIES. IN ADDITION, THE EXHIBIT HAS A KIDS' PLAY AREA, WHERE CHILDREN CAN TRANSFORM INTO JUNIOR VETERINARIANS AND JOIN DR. OLLIE OWL FOR HANDS-ON ACTIVITIES EMPHASIZING HOW THE HOSPITAL CARES FOR PATIENTS. VON ARX WILDLIFE VIEWING PAVILIONTHE NEW VON ARX WILDLIFE VIEWING PAVILION GIVES GUESTS THE OPPORTUNITY TO COME FACE-TO-BEAK WITH THREE WILDLIFE AMBASSADORS. THESE PERMANENT RESIDENTS ARE FORMER HOSPITAL PATIENTS. DUE TO THE SEVERITY OF THEIR INJURIES, THEY ARE UNABLE TO SURVIVE IN THE WILD. GUESTS CAN MEET A RED-TAILED HAWK, BALD EAGLE AND AN EASTERN SCREECH OWL. PREVENTION OF INJURY TO WILDLIFE CAMPAIGNDURING THE EXPANSION CELEBRATION, THE CONSERVANCY ANNOUNCED A NEW PUBLIC OUTREACH CAMPAIGN, THROUGH THEIR EYES. THE CAMPAIGN INTENDS FOR THE PUBLIC TO SEE LIFE THROUGH THE EYES OF SOUTHWEST FLORIDA'S WILDLIFE. THE INITIATIVE'S CALL TO ACTION URGES THE COMMUNITY TO PROTECT WILDLIFE AND PRESERVE THEIR HABITATS. THE CAMPAIGN WAS INSPIRED THROUGH A PARTNERSHIP BETWEEN THE CONSERVANCY AND ADVERTISING STUDENTS AT THE UNIVERSITY OF MIAMI, SCHOOL OF COMMUNICATION.
4d Other program services (Describe in Schedule O.)
(Expenses $ 1,445,830 including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet5,861,110
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
Yes
 
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV ........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
54
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
1
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
83
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
31
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
31
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
FL , PA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletVICTORIA POLLOCK1495 SMITH PRESERVE WAY   NAPLES,FL34102 (239) 403-4202
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) KEN KRIER......................................................................
CHAIRMAN OF BOARD
 15.00
.................
  		X   X       0 0 0
(2) VAN WILLIAMS......................................................................
VICE CHAIRMAN
 15.00
.................
  		X   X       0 0 0
(3) JAY TOMPKINS......................................................................
TREASURER
 15.00
.................
  		X   X       0 0 0
(4) LYNNE SHOTWELL......................................................................
SECRETARY
 5.00
.................
  		X           0 0 0
(5) LEW ALLYN......................................................................
DIRECTOR
 5.00
.................
  		X           0 0 0
(6) DENNIS BROWN......................................................................
DIRECTOR
 5.00
.................
  		X           0 0 0
(7) WILLIAM BOYAJIAN......................................................................
DIRECTOR
 5.00
.................
  		X           0 0 0
(8) ED EATON......................................................................
DIRECTOR
 5.00
.................
  		X           0 0 0
(9) THOMAS GIBSON......................................................................
DIRECTOR
 5.00
.................
  		X           0 0 0
(10) STEPHANIE GOFORTH......................................................................
DIRECTOR
 5.00
.................
  		X           0 0 0
(11) PHIL GRESH......................................................................
DIRECTOR
 5.00
.................
  		X           0 0 0
(12) JOHN R HALL......................................................................
DIRECTOR
 5.00
.................
  		X           0 0 0
(13) DR JUDITH HURSHON......................................................................
DIRECTOR
 5.00
.................
  		X           0 0 0
(14) LOIS KELLEY......................................................................
DIRECTOR
 5.00
.................
  		X           0 0 0
(15) LORALEE LEBOEUF......................................................................
DIRECTOR
 5.00
.................
  		X           0 0 0
(16) WAYNE MELAND......................................................................
DIRECTOR
 5.00
.................
  		X           0 0 0
(17) GERRI MOLL......................................................................
DIRECTOR
 5.00
.................
  		X           0 0 0
Form 990 (2015)
Form 990 (2015)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) KARL WILLIAMS........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(19) DR KAMELA PATTON........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(20) MAYELA ROSALES........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(21) PATSY SCHROEDER........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(22) BOB SALTARELLI........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(23) PHIL COLLINS........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(24) TOM MORAN........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(25) TUCKER TYLER........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(26) NANCY WHITE........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(27) JANE PEARSALL........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(28) DAVE RISMILLER........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(29) JOHN WALTER........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(30) SUE SHULTZ........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(31) SHARON VON ARX........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(32) LYNN SLABAUGH........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(33) JOH WALTER........................................................................
DIRECTOR
 5.00
.......................   		X           0 0 0
(34) ROB MOHER........................................................................
CEO
 60.00
.......................   		    X       216,703 0 16,469
(35) VICTORIA POLLOCK........................................................................
CFO
 60.00
.......................   		    X       99,296 0 7,510
(36) PAUL SIEFERT........................................................................
VP OF MARKETING
 60.00
.......................   		    X       183,577 0 10,427
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 499,576 0 34,406
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet2
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
STEVENS CONSTRUCTION

62808 WHISKEY CREEK DR
FT MYERS,FL33919 		CONSTRUCTION 192,977
PRESSTIGE PRINTING

10940 HARMONY PARK DRIVE
BONITA SPRINGS,FL34135 		PRINTING 149,082
HEATHERWOOD CONSTRUCTION COMPANY

8880 TERRENCE COURT
BONITA SPIRNGS,FL34135 		CONSTRUCTION 122,064
TENTLOGIX INC

2820 SE MARTIN SQUARE
STUART,FL34994 		RENT OF A TENT 114,542
GLMV ARCHITECTURE INC

1525 E DOUGLAS
WICHITA,KS67211 		ARCHITECTUAL SERVICES 107,012
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet5
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 1,885,026
d Related organizations1d  
e Government grants (contributions)1e 503,904
f All other contributions, gifts, grants, and similar amounts not included above1f 4,661,310
g Noncash contributions included in lines 1a-1f:$ 648,574
h Total.Add lines 1a-1f.......MediumBullet 7,050,240
Program Service RevenueAmt Business Code
2a PROGRAM INCOME 611710 206,044 206,044    
b ADMISSIONS 713990 151,508 151,508    
c
d
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet 357,552
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 199,317     199,317
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   33,403
b Less: rental expenses   0
c Rental income or (loss)   33,403
d Net rental income or (loss)......MediumBullet 33,403     33,403
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   2,516,624
b Less: cost or other basis and sales expenses 22,090 2,491,515
c Gain or (loss) -22,090 25,109
d Net gain or (loss).....MediumBullet 3,019     3,019
8a Gross income from fundraising events (not including $ 1,885,026of contributions reported on line 1c). See Part IV, line 18 ....
a 120,745
b Less: direct expenses ...b 744,003
c Net income or (loss) from fundraising events..MediumBullet -623,258   -623,258
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a 508,773
b Less: cost of goods sold ..b 441,138
c Net income or (loss) from sales of inventory..MediumBullet 67,635 81,451 -13,816  
Business Code Miscellaneous Revenue
11a OTHER INCOME 900099 31,958     31,958
b TAX REFUNDS 900099 5,097     5,097
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 37,055
12 Total revenue. See Instructions......MediumBullet 7,124,963 439,003 -13,816 -350,464
Form 990 (2015)
Form 990 (2015)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 528,259 101,131 191,509 235,619
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 2,700,935 2,077,715 353,973 269,247
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 47,700 36,877 5,282 5,541
9 Other employee benefits ....... 392,205 279,130 61,083 51,992
10 Payroll taxes ........... 231,804 157,619 38,676 35,509
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 40,444 31,626 4,112 4,706
c Accounting ...........        
d Lobbying ........... 47,047 47,047    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 37,967   37,967  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 351,881 264,901 40,557 46,423
12 Advertising and promotion .... 167,155 152,238 5,216 9,701
13 Office expenses ....... 199,688 155,342 5,999 38,347
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 22,243 14,518 3,096 4,629
17 Travel ............ 57,633 44,939 3,629 9,065
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 101,412 99,384 2,028  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 1,311,849 1,164,015 69,732 78,102
23 Insurance ... 275,742 236,779 19,065 19,898
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MAINTENANCE 271,572 225,104 18,765 27,703
b MATERIALS AND SMALL EQU 242,880 205,951 18,760 18,169
c TELEPHONE AND UTILITIES 225,519 199,149 11,089 15,281
d INTERNS 154,260 154,260    
e All other expenses 233,771 213,385 6,722 13,664
25 Total functional expenses. Add lines 1 through 24e 7,641,966 5,861,110 897,260 883,596
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 562,520 1 492,933
2 Savings and temporary cash investments ......... 1,464,199 2 218,890
3 Pledges and grants receivable, net ...... 1,765,695 3 1,317,017
4 Accounts receivable, net ............. 10,387 4 10,647
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........ 138,415 8 31,462
9 Prepaid expenses and deferred charges ...... 187,989 9 192,112
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 32,500,789
b Less: accumulated depreciation 10b 7,372,193 24,065,973 10c 25,128,596
11 Investments—publicly traded securities . 10,804,793 11 11,478,007
12 Investments—other securities. See Part IV, line 11 ..... 5,000 12 5,511
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 13,825,001 15 14,286,113
16 Total assets. Add lines 1 through 15 (must equal line 34)... 52,829,972 16 53,161,288
Liabilities 17 Accounts payable and accrued expenses ..... 654,646 17 529,195
18 Grants payable ...   18  
19 Deferred revenue ......... 182,858 19 146,481
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.. 12,719 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 3,712,759 23 3,126,631
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 5,600 25 3,750
26 Total liabilities. Add lines 17 through 25.. 4,568,582 26 3,806,057
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 26,238,354 27 27,099,845
28 Temporarily restricted net assets ........... 11,469,544 28 11,590,354
29 Permanently restricted net assets 10,553,492 29 10,665,032
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 48,261,390 33 49,355,231
34 Total liabilities and net assets/fund balances ........ 52,829,972 34 53,161,288
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
7,124,963
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
7,641,966
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-517,003
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
48,261,390
5
Net unrealized gains (losses) on investments ...............
5
825,857
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
784,987
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
49,355,231
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
 
Employer identification number

59-1157084
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4


5
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... 4,802,653 4,799,475 10,554,665 6,385,623 7,050,240 33,592,656
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 4,802,653 4,799,475 10,554,665 6,385,623 7,050,240 33,592,656
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 3,882,229
6 Public support. Subtract line 5 from line 4. 29,710,427
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4.. 4,802,653 4,799,475 10,554,665 6,385,623 7,050,240 33,592,656
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 221,681 233,453 299,242 293,393 232,720 1,280,489
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 34,237 132,833 49,780 31,775 0 248,625
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 52,034   8,642 15,158 37,055 112,889
11 Total support. Add lines 7 through 10. 35,234,659
12
12
2,548,847
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
84.320 %
15
15
88.130 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513...            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2015 		(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2016. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2011 AMOUNT: $ 52,034. 2013 AMOUNT: $ 8,642. 2014 AMOUNT: $ 15,158. 2015 AMOUNT: $ 37,055.
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the organization
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
 
Employer identification number

59-1157084
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
  		Employer identification number
59-1157084
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
  		Employer identification number

59-1157084
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
  		Employer identification number

59-1157084
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
 
Employer identification number

59-1157084
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ......................................................................................................................SchCMd Bullet
$  
3
Volunteer hours .............................................................................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ............................................... 22,147  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................................... 24,900  
c Total lobbying expenditures (add lines 1a and 1b) ....................................................................... 47,047  
d Other exempt purpose expenditures ......................................................................................... 5,821,990  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................................... 5,869,037  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 443,452  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .......................................................................... 110,863  
h Subtract line 1g from line 1a. If zero or less, enter -0-. .......................................................................... 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ........................................................................... 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ..............................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2012 (b) 2013 (c) 2014 (d) 2015 (e) Total
2a Lobbying nontaxable amount 465,654 487,456 434,521 443,452 1,831,083
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		2,746,625
c Total lobbying expenditures 28,701 38,944 46,603 47,047 161,295
d Grassroots nontaxable amount 116,414 121,864 108,630 110,863 457,771
e Grassroots ceiling amount
(150% of line 2d, column (e))		 686,657
f Grassroots lobbying expenditures   1,954 13,862 22,147 37,963
Schedule C (Form 990 or 990-EZ) 2015


Schedule C (Form 990 or 990-EZ) 2015
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2015


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
 
Employer identification number

59-1157084
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ....    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a 2
b Total acreage restricted by conservation easements .................... 2b 10.00
c Number of conservation easements on a certified historic structure included in (a) ..... 2c 0
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet1
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet350.00
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $ 22,146
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 10,154,617 10,386,854 9,941,441 9,302,844 10,513,485
b Contributions ... 111,540 503,799 330,121 263,640 16,662
c Net investment earnings, gains, and losses 936,687 -236,036 615,292 726,957  
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		500,000 500,000 500,000 352,000 1,227,303
f Administrative expenses ....          
g End of year balance ...... 10,702,844 10,154,617 10,386,854 9,941,441 9,302,844
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
Yes
 
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ...   579,046 579,046
b Buildings   28,408,277 5,746,028 22,662,249
c Leasehold improvements        
d Equipment ...   745,435 474,716 270,719
e Other ...   2,768,031 1,151,449 1,616,582
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 25,128,596
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c)Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) LAND HELD FOR CONSERVATION 5,065,002
(2) OTHER RECEIVABLES 221,337
(3) TRUST RECEIVABLES 8,999,774
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 14,286,113
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
FACILITY DEPOSITS 3,750
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,750
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 7,912,854
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 825,858
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 825,858
3 Subtract line 2e from line 1.................. 3 7,086,996
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 37,967
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 37,967
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 7,124,963
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 7,604,000
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 7,604,000
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 37,967
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 37,967
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 7,641,967

Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART II, LINE 9: LAND HELD FOR CONSERVATION: LAND HELD FOR CONSERVATION IS RECORDED AT COST WHEN PURCHASED OR AT FAIR MARKET VALUE AT THE DATE OF ACQUISITION, IF DONATED. MANAGEMENT REVIEWS EACH PARCEL PERIODICALLY TO DETERMINE IF THERE HAS BEEN IMPAIRMENT TO THE VALUE THAT IS RECORDED IN THE STATEMENT OF FINANCIAL POSITION.
PART V, LINE 4: A FUND HELD IN PERPETUITY, THE INCOME FROM WHICH CAN BE SET ASIDE FOR FUTURE PROJECTS AND USES OR USED FOR THE ORGANIZATION'S OVERALL NEEDS.
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
 
Employer identification number

59-1157084
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
FL, PA
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

MAGIC UNDER THE MANGROVES
(event type) 		(b) Event #2

RED SNOOK FISHING TOURNAMENT
(event type) 		(c) Other events

2
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
1,751,816
108,089
145,866
2,005,771

2
Less: Contributions . . . .
1,640,121
104,239
140,666
1,885,026
3 Gross income (line 1 minus
line 2) . . . . . .
111,695
3,850
5,200
120,745



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . . 139,784     139,784
7 Food and beverages . . . 137,299 1,740   139,039
8 Entertainment . . . .        
9 Other direct expenses . . . 365,842 52,270 47,068 465,180
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 744,003
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -623,258
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
365,842
52,270
47,068
465,180


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2015
Additional Data


Software ID:  
Software Version:  
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
 
Employer identification number

59-1157084
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1ROB MOHERCEO (i)

(ii)		 216,703
-------------
0 		0
-------------
0 		0
-------------
0 		6,111
-------------
0 		10,358
-------------
0 		233,172
-------------
0 		0
-------------
0
2PAUL SIEFERTVP OF MARKETING (i)

(ii)		 183,577
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		10,427
-------------
0 		194,004
-------------
0 		0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2015
Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
 
Employer identification number

59-1157084
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 22 361,814  
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( AUCTION ITEMS ) X 166 286,760  
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2015)
Schedule M (Form 990) (2015)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 32B: A THIRD PARTY IS USED TO SELL CONTRIBUTED SECURITIES UPON RECEIPT.
Schedule M (Form 990) (2015)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
 
Employer identification number

59-1157084
Return Reference Explanation
FORM 990, PART III, LINE 4A PROGRAM ACCOMPLISHMENTS FOR CONSERVANCY SCIENCE TEAM IN 2015-2016: - ADVANCED WORK ON RESTORATION OF MANGROVE DIE-OFF AREAS, INCLUDING AREAS NEAR GOODLAND FL. - CONTINUING ONE OF THE LONGEST LOGGERHEAD SEAT TURTLE MONITORING PROGRAMS IN THE COUNTRY. THIS PROGRAM INCLUDES APPLYING SATELLITE TAGS TO MONITOR SEA TURTLE TRAVEL HABITS. - CONTINUE WORKING WITH OTHER ORGANIZATIONS TO MANAGE EXOTIC SPECIES, IN ORDER TO HELP LIMIT THE DESTRUCTION OF NATIVE PLANTS AND WILDLIFE. THIS INCLUDES THE TAGGING OF PYTHONS TO STUDY THEIR BEHAVIOR IN HOPES OF CONTROLLING THIS NON-NATIVE INVADER. STUDY EXPANDED THIS YEAR TO INCLUDE BEHAVIORS OF PYTHON HATCHLINGS AND EMERGING EXOTIC SPECIES SUCH AS THE TEGU AND MONITOR LIZARDS. - ONGOING STUDY OF WATER QUALITY PARAMETERS IN COAST SYSTEMS, AND RESEARCH AND ASSESS STORM WATER RUNOFF, WATER RESOURCE AND WATERSHEDS. SEA TURTLES THE CONSERVANCY'S SEA TURTLE NESTING AND BEACH MONITORING PROGRAM ON KEEWAYDIN ISLAND IS 34 YEARS OLD. THE SUMMER OF 2016 WAS ANOTHER BUSY NESTING YEAR. THIS YEAR ALONE AN ESTIMATED 26,000 HATCHLINGS MADE IT SAFELY TO THE GULF. FECAL SAMPLES HAVE BEEN COLLECTED FROM 31 KEMP'S RIDLEYS FOR USE IN DIET STUDIES. FIFTEEN YEARS PRIOR TO CURRENT STUDY, KEMP'S RIDLEY CONSUMED SOLITARY TUNICATES (SEA SQUIRTS) AND SECONDARILY CRABS. THE CURRENT STUDY HAS DOCUMENTED A SHIFT IN THE DIET WITH TURTLES INITIALLY FEEDING ON SPONGES, (WHICH HAS NEVER BEEN OBSERVED IN KEMP'S RIDLEYS), SWITCHING COLONIAL TUNICATES, AND THEN SWITCHING TO CRABS. THE SHIFTING DIET IS YET ANOTHER "RIDDLE OF THE RIDLEY AND IT IS HYPOTHESIZED THAT THERE HAS BEEN SOME SORT OF DISTURBANCE IN THE TURTLE'S FEEDING GROUNDS ALTERING THE AVAILABILITY OF THEIR PREY. MANGROVES THIS PROGRAM SPANS 3 DIFFERENT MANGROVE RESEARCH AND RESTORATION PROJECTS, WHICH EVALUATE RESTORATION SUCCESS IN AN AREA WHERE MANGROVES HAVE DIED OFF; HELP TO MAINTAIN HEALTHY FOREST CONDITIONS IN RESTORED FORESTS BY SPOTTING PROBLEMS EARLY; AND PERFORM RESEARCH TO ASSESS FOREST RESPONSE TO HUMAN ALTERATION. WE ALSO ARE RAISING PUBLIC AWARENESS OF THESE IMPORTANT FORESTS UPON WHICH NUMEROUS FISH, BIRDS, REPTILES, AMPHIBIANS AND INVERTEBRATES DEPEND UPON DURING SOME PART OF THEIR LIVES. MANGROVES, ALONG WITH SEAGRASS, FORM THE BACKBONE OF ESTUARIES AND WITHOUT THEIR PRESENCE THE WILDLIFE, INCLUDING THE FISH AND BIRDS THAT THRIVE IN THESE AREAS WILL DECLINE. THIS IS WHY MANGROVE RESTORATION IS SO IMPORTANT TO OUR FUTURE, OUR ECONOMY AND OUR QUALITY OF LIFE IN YEARS TO COME. THIS YEAR WE ASSESSED THE HEALTH AND VIABILITY OF 21,405 MANGROVES! WESTERN EVERGLADES PICAYUNE STRAND STATE FOREST UNDERWENT EXTENSIVE HYDROLOGIC AND ENVIRONMENTAL ALTERATION IN THE 1960'S WHEN A NETWORK OF CANALS, LEVEES, AND ROADS WERE CONSTRUCTED TO MAKE ROOM FOR THE NOW DEFUNCT SOUTHERN GOLDEN GATE ESTATES DEVELOPMENT. THE RESTORATION IS ALL ABOUT RETURNING THIS AREA, AS MUCH AS POSSIBLE, TO ITS PRE-DEVELOPMENT HYDROLOGIC REGIME. THIS SHOULD RESULT IN RE-ESTABLISHMENT OF THE PRE-DEVELOPMENT PLANT AND ANIMAL COMMUNITIES IN THE AREAS DOWNSTREAM OF THE RESTORATION PROJECT. CONSERVANCY BIOLOGISTS PERFORMED THE BASELINE FAUNAL STUDIES PRIOR TO RESTORATION AND NOW ARE BACK AT WORK DOCUMENTING ANY CHANGES IN AQUATIC FAUNAL AND ANURAN COMMUNITIES (FISH, AQUATIC INVERTEBRATES AND FROGS) RESULTING FROM HYDROLOGIC AND TOPOGRAPHIC RESTORATION OF THE INITIAL TWO PHASES OF THE PSRP FOR THE SOUTH FLORIDA WATER MANAGEMENT DISTRICT. THIS WORK SHALL PROVIDE THE FIRST POST-CONSTRUCTION MONITORING OF AQUATIC FAUNA PLOTS THAT WE ESTABLISHED DURING THE PSRP BASELINE MONITORING EFFORT BEFORE CONSTRUCTION COMMENCED ON THE PROJECT. ALTHOUGH THIS WORK HAS JUST BEGUN GIVEN THE FACT THAT WE HAVE TO KAYAK DOWN OLD TORN UP ROAD BEDS TO GET TO THE MONITORING SITES IS AN ENCOURAGING SIGN THAT SOMETHING HAPPENED! INVASIVE SPECIES MORE THAN 50 SPECIES OF NONNATIVE REPTILES ARE CURRENTLY ESTABLISHED IN FLORIDA! A GROWING COALITION OF PARTNERS INCLUDING THE CONSERVANCY OF SOUTHWEST FLORIDA, DENISON AND DAVIDSON UNIVERSITIES, ROOKERY BAY NATIONAL ESTUARINE RESEARCH RESERVE, UNITED STATES GEOLOGICAL SURVEY, THE NAPLES ZOO, FLORIDA FISH AND WILDLIFE CONSERVATION COMMISSION, UNIVERSITY OF FLORIDA, SWFL COOPERATIVE SPECIES MANAGEMENT AREA AND OTHER GROUPS HAVE BANDED TOGETHER TO DEVELOP A MANAGEMENT STRATEGY WITH THE ULTIMATE GOAL OF CONTROLLING BURMESE PYTHON POPULATION LEVELS IN SOUTHWEST FLORIDA. THIS PYTHON IS OF PARTICULAR ECOLOGICAL CONCERN, AS THIS INVASIVE EXOTIC APPEARS TO BE CAUSING MASSIVE DECLINES IN A RANGE OF NATIVE MAMMAL SPECIES IN THE EVERGLADES. BY DEVELOPING AND IMPLEMENTING SCIENTIFICALLY APPLIED METHODS TO LESSEN PYTHON DISPERSAL RATES AND CONTAIN THEIR POPULATION WE WILL LESSEN THE IMPACT ON OUR NATIVE WILDLIFE HERE IN SOUTHWEST FLORIDA. BULLETS: - 37 KEMP'S RIDLEYS CAPTURED AND TAGGED IN THE TEN THOUSAND ISLANDS SINCE SEPTEMBER 2014 - 4 TAGGED RIDLEYS HAVE BEEN RECAPTURED IN THE STUDY AREA AND 2 OF THESE TURTLES HAVE BEEN RECAPTURED TWICE - 7 KEMP'S RIDLEYS TRACKED WITH SATELLITE TELEMETRY IN 2014-15. ONE OF THESE TURTLES (OB1) HAS BEEN RECAPTURED TWICE FOLLOWING TRACKING AND ANOTHER (CASPER) WAS RECAPTURED ONCE. - 9,665 JUVENILE FISH IDENTIFIED, MEASURED AND SEXED FOR VARIOUS STUDIES. - 75 DIFFERENT SPECIES OF BIRDS WERE OBSERVED DURING SURVEYS IN THE UPPER GORDON RIVER - REMOVED A TON OF PYTHONS DURING DECEMBER 2015-EARLY MARCH 2016. - 21,405 MANGROVES GOT A PHYSICAL THIS YEAR.
FORM 990, PART III, LINE 4B PROGRAM ACCOMPLISHMENTS FOR CONSERVANCY POLICY TEAM IN 2015-2016: POLICY LED INITIATIVES GROWTH MANAGEMENT 1. PROMOTED MORE SUSTAINABLE GROWTH IN CHARLOTTE COUNTY CHARLOTTE COUNTY PLANNING & ZONING BOARD ACCEPTS AND SUPPORTS INPUT FROM THE CONSERVANCY TO THEIR STAFF REPORT ON PROPOSED COMP PLAN AMENDMENTS INCLUDING: ORETAINING BUFFERS AROUND WETLANDS AND WETLAND PROTECTIONS ORETAINING CONSERVATION LAND PROTECTIONS FOR NEIGHBORING DEVELOPMENT TO ENSURE COMPATIBILITY ODIRECTING GROWTH TO LESS ENVIRONMENTALLY SENSITIVE AREAS OHOLD MORE PUBLIC MEETINGS ON UPCOMING TRANSFERABLE DEVELOPMENT RIGHT POLICY CHANGES 2. RIVER HALL SUCCESSFULLY SUPPORTED RESIDENTS IN THEIR CHALLENGE AGAINST THE RIVER HALL COMPREHENSIVE PLAN AMENDMENT AND ACTED AS THEIR EXPERT PLANNING WITNESS DURING THE ADMINISTRATIVE HEARING PROCESS. 3. LEE COUNTY DENSITY REDUCTION/GROUNDWATER RESOURCE (DR/GR) AREA ENVIRONMENTAL ENHANCEMENT AND PRESERVATION COMMUNITIES OVERLAY SUCCESSFULLY ADVOCATED PROPOSED DEVELOPMENTS WITHIN THIS OVERLAY BE DESIGNED TO PROVIDE INCREASED HYDROLOGICAL AND WILDLIFE HABITAT BENEFITS. 4. COLLIER 2040 LONG RANGE TRANSPORTATION PLAN SERVED AS A NON-VOTING MEMBER OF THE COLLIER METROPOLITAN PLANNING ORGANIZATION'S (MPO) TECHNICAL ADVISORY COMMITTEE AND WORKED WITH THE MPO TO INCLUDE LANGUAGE IN THE LONG RANGE TRANSPORTATION PLAN IDENTIFYING THE NEED TO FURTHER STUDY APPROPRIATE ROAD ALIGNMENTS WITHIN THE AREAS OF NORTH BELLE MEADE AND CR951. 5. LEE COUNTY'S CONSERVATION 20/20 PINE LAKES PRESERVE PROVIDED INFORMATION TO THE LEE COUNTY SCHOOL BOARD REGARDING THE INCOMPATIBILITY OF PLACING THE NEW BONITA SPRINGS HIGH SCHOOL WITHIN PINE LAKES PRESERVE, WHICH RESULTED IN THE SCHOOL BOARD ELIMINATING THIS CONSERVATION LAND FROM CONSIDERATION. 6. GORDON RIVER GREENWAY WORKED WITH THE CITY OF NAPLES AND THE NAPLES AIRPORT AUTHORITY TO AMEND THE AIRPORT'S CONSERVATION EASEMENT, FOR WHICH THE CONSERVANCY IS A GRANTEE, TO ACCOMMODATE A NEW PEDESTRIAN BRIDGE WHILE MAINTAINING THE ECOLOGICAL INTEGRITY OF THE PRESERVE. 7. EASEMENT AND SETTLEMENT DEFENSE CONTINUE TO ENSURE ACTIVITIES WITHIN AREAS PROTECTED BY CONSERVANCY-HELD EASEMENTS OR SETTLEMENTS ARE CONSISTENT WITH THE TERMS AND INTENT OF THESE AGREEMENTS, INCLUDING THE DELTONA SETTLEMENT AGREEMENT. OIL & GAS 8. FIRST FRACKING SUMMIT HELD IN FLORIDA PRESENTERS CAME FROM ALL OVER THE COUNTRY IN THIS 2 DAY EVENT. OVER 100 ATTENDEES INCLUDING LOCAL AND STATE ELECTED LEADERS ATTENDED AND COMMENTED FAVORABLY ABOUT THE EVENT. RESULTED IN RAISING COMMUNITY AND POLICY MAKER AWARENESS, AS WELL AS INCREASED MEDIA AND POLITICAL PRESSURE. 9. BAD OIL BILL DEFEATED WEAK AND DEFICIENT OIL BILLS THAT WERE ON FAST TRACK IN THE HOUSE AND SENATE KILLED. THANKS TO A SOPHISTICATED MULTI-PRONG STRATEGY AND EFFORT, WE WERE ABLE TO ENSURE THAT LEGISLATION THAT PURPORTS TO PROTECT THE ENVIRONMENT BUT ACTUALLY DOES NOT, WILL NOT MOVE FORWARD. LEGISLATORS ARE NOW BETTER EDUCATED (INCL. FAMILIAR WITH MATRIX ACIDIZING AND HOW THAT DIFFERS FROM "FRACKING" ETC.) WATER 10. CONSERVANCY SUPPORTS PASSAGE OF LEGACY FLORIDA CONSERVANCY SUPPORTED, THROUGH ISSUING ACTION ALERTS, OP EDS AND LOBBYING IN TALLAHASSEE FOR EVERGLADES ACTION DAY, FOR THE PASSAGE OF LEGACY FLORIDA. THIS BILL DEDICATES 25% OR 200 MILLION DOLLARS OF AMENDMENT 1 TO EVERGLADES RESTORATION FOR YEARS TO COME. 11. MARCO ISLAND APPROVES A FERTILIZER ORDINANCE CITY OF MARCO ISLAND PASSES A FERTILIZER ORDINANCE INITIATED BY CONSERVANCY STAFF THAT PROTECTS OUR LOCAL WATERS FROM EXCESS NITROGEN AND PHOSPHORUS POLLUTION DURING FERTILIZATION OF LAWNS. 12. WATER BILL LEGISLATION REVIEWED LENGTHY 140+ PAGE WATER BILLS FROM 2015 AND 2016 LEGISLATIVE SESSIONS OPROVIDED COMMENTS TO LEGISLATURE AND MET WITH STATE LEGISLATORS IN TALLAHASSEE AND LOCALLY OISSUED TWO ALERTS FOR CONSERVANCY MEMBERS TO TAKE ACTION IN ADVANCE OF COMMITTEE AND FLOOR VOTES OSUCCESSFULLY ADVOCATED FOR A STUDY OF BEST MANAGEMENT PRACTICES AND IMPLEMENTATION OF BMP VERIFICATION PROGRAM. WILDLIFE 13. CONSERVANCY SUCCESSFULLY CONTRIBUTED TO A POSTPONEMENT OF THE BLACK BEAR HUNT IN 2016. NOT ONLY DID THE CONSERVANCY PROVIDE COMMENT LETTERS, PATRICIATE IN MEETINGS AND WEBINARS, DRIVING UP TO THE PANHANDLE TO GIVE COMMENTS, BUT ALSO REACHED OUT TO EXTERNAL BEAR BIOLOGISTS TO PROVIDE A REVIEW OF THE AGENCY'S BASIS FOR THE HUNT. THE CONSERVANCY ALSO REQUESTED THE FWC TO PRESENT A SUITE OF DIFFERENT OPTIONS, PAVING THE WAY FOR THE COMMISSIONERS TO VOTE ON OPTION 3 FOR A MORATORIUM TO FOCUS ON OTHER BEAR MANAGEMENT ISSUES. 14. BOAT RAMP THAT WOULD HAVE BEEN TERRIBLE FOR MANATEES WAS REMOVED FROM ARGO MANATEE PLAN AND AN ADDITIONAL 11 ACRES OF UPLANDS WERE PERMANENTLY CONSERVED. 15. FWC IMPERILED SPECIES MANAGEMENT PLAN IMPROVED TO REMOVE USE OF SINGLE USE NEST REMOVAL POLICY ON BURROWING OWLS, AND TO REQUIRE ALL AVOIDANCE MEASURES BE IMPLEMENTED PRIOR TO USE OF AVERSIVE CONDITIONING. 16. CONSERVANCY INPUT CREATES BETTER REVIEW OF COLLIER HCP USFWS RESPONDED TO CONCERNS RAISED BY CONSERVANCY AND DECIDED NOT TO HIRE OUTSIDE CONSULTANT TO REVIEW THE EASTERN COLLIER HABITAT CONSERVATION PLAN (HCP) AFTER ALL. INSTEAD, THEY HIRED NEW STAFF PERSONNEL TO ENSURE THAT THE HCP WAS REVIEWED BY AN INTERNAL STAFF PERSON. 17. REDUCED IMPACTS TO BIG CYPRESS NATIONAL PRESERVE BURNETT SEISMIC SURVEY STAGING AREAS MOVED OUT OF WETLANDS WITHIN THE PRESERVE AND INTO OFFSITE UPLANDS. 18. CONSERVATION LAND ACQUISITION CONSERVATION 20/20: SUCCESSFULLY ADVOCATED TO MOVE 579 ACRE PROPERTY IN THE LEE DR/GR AND ADJACENT TO CORKSCREW SWAMP SANCTUARY TO THE APPRAISAL AND NEGOTIATION PHASE. SUCCESSFULLY ADVOCATED FOR THE REMOVAL OF THE "ASKING PRICE" FROM 20/20 NOMINATION FORM TO RE-EMPHASIZE REVIEWING NOMINATIONS FOR ENVIRONMENTAL CRITERIA, NOT PRICE ASKED FOR. SUCCESSFULLY WORKED WITH LEE BCC AND COUNTY STAFF TO MAKE IMPROVEMENTS TO DRAFT 2016 BALLOT REFERENDUM LANGUAGE TO ENSURE STAYS CONSISTENT WITH CURRENT ORDINANCE.
FORM 990, PART III, LINE 4C PROGRAM ACCOMPLISHMENTS FOR CONSERVANCY EDUCATION TEAM IN FY 2014-2015: STEM EDUCATION NUMBERS # OUTREACH PROGRAMS: 128 # STUDENTS REACHED IN THEIR SCHOOLS: 3,816 # FIELD TRIPS: 196 # STUDENTS ONSITE: 3,454 # ADULT EDUCATION PROGRAMS: 27 # ADULTS REACHED ON FORMAL EDUCATION PROGRAMS: 519 # COMMUNITY EVENTS ATTENDED: 17 # COMMUNITY MEMBERS REACHED: 2,916 KIDS FREE SATURDAYS OVER 1,200 PEOPLE VISITED THE CONSERVANCY'S NATURE CENTER ON SATURDAYS DURING THE MONTHS OF JULY AND AUGUST FOR KIDS FREE SATURDAYS. EACH SATURDAY FEATURED A DIFFERENT NATURE THEME, AND FAMILIES WERE ENCOURAGED TO COME BACK WEEK AFTER WEEK TO LEARN ABOUT THE OLYMPIC ATHLETES OF THE ANIMAL WORLD, HOW INVASIVE SPECIES ARE TAKING OVER FLORIDA, AND THE BRILLIANT BIRDS THAT RELY ON SOUTHWEST FLORIDA HABITATS FOR SURVIVAL. COMMUNITY SUPPORT THE CONSERVANCY'S EDUCATION TEAM IS FORTUNATE TO BE SUPPORTED BY NUMEROUS CORPORATE AND FAMILY FOUNDATIONS. THIS FINANCIAL SUPPORT ENABLES THE TEAM TO PROVIDE HIGH QUALITY, IMPACTFUL ENVIRONMENTAL EDUCATION PROGRAMS TO UNDERSERVED CHILDREN AND YOUTH ACROSS SOUTHWEST FLORIDA. THANKS TO A GRANT FROM THE NAPLES CHILDREN AND EDUCATION FOUNDATION, THE CONSERVANCY PARTNERED WITH THE NAPLES BOTANICAL GARDEN TO OFFER AN EXTENDED SUMMER CAMP EXPERIENCE TO 32 CHILDREN FROM AVALON AND SHADOWLAWN ELEMENTARY SCHOOLS. SCHOLARSHIPS WERE PROVIDED TO ALL CHILDREN, SO THAT THEY COULD ATTEND CAMP AT NO COST. THESE CAMPERS, AGES 7-10, SPENT TWO WEEKS IN THE CONSERVANCY'S AWARD WINNING SUMMER CAMP, WHERE THEY MET BECAME CRITTER SCENE INVESTIGATORS AND GOPHER TORTOISE BIOLOGISTS, "TRACKED" AN ENDANGERED FLORIDA PANTHER ON THE TRAILS, DISCOVERED AQUATIC LIFE IN THE FILTER MARSH, TOOK A BOAT RIDE ON THE GORDON RIVER, AND LEARNED HOW FEMALE SEA TURTLES DIG THEIR NESTS ON FLORIDA BEACHES. THE IMPACT WAS ENORMOUS. PARENTS REPORTED THAT NOT ONLY DID THEIR CHILDREN COME HOME WITH AN APPRECIATION FOR NATURE, BUT THE CAMPS HELPED THEIR CHILDREN MAKE NEW FRIENDS, BE MORE ACTIVE AND HEALTHY, AND OVERCOME SHYNESS! PNC FOUNDATION GRANT EXPANDS PRE-K PROGRAM OFFERINGS THE CONSERVANCY IS COMMITTED TO PROVIDING HIGH QUALITY ENVIRONMENTAL EDUCATION PROGRAMS TO CHILDREN OF ALL AGES. RECOGNIZING THE VALUE OF EARLY CHILDHOOD EDUCATION, THE CONSERVANCY SECURED FUNDING FROM THE PNC FOUNDATION TO EXPAND THE ORGANIZATION'S PRE-K PROGRAMS. THIS $28,000 GRANT ENABLED THE EDUCATION TEAM TO CREATE AND OFFER THREE NEW PRE-K OUTREACH PROGRAMS, TERRIFIC TURTLES, AWESOME ALLIGATORS, AND SLITHER, SLITHER SNAKE. DESIGNED TO ENGAGE YOUNG CHILDREN WITH ANIMALS AND NATURE, THE CONSERVANCY'S PRE-K OUTREACH PROGRAMS IMPACTED 952 PRE-K STUDENTS IN 2015-16. ADDITIONALLY, DUE TO THE INCREDIBLE SUCCESS OF THE LITTLE EXPLORERS PROGRAM, THE EDUCATION TEAM USED THE GRANT TO CREATE NEW PROGRAMS AND DOUBLE THE NUMBER OF PROGRAMS OFFERED THROUGHOUT THE YEAR - REACHING 237 CHILDREN AND 194 PARENTS. FINALLY, WITH HUNDREDS OF YOUNG CHILDREN AND THEIR FAMILIES PLAYING IN THE LITTLE EXPLORER PLAY ZONE, GRANT FUNDS WERE USED TO ADD ADDITIONAL INTERACTIVE COMPONENTS TO THE SPACE, GIVING CHILDREN THE OPPORTUNITY TO INVESTIGATE WILDLIFE TRACKS, DISCOVER ANIMAL HABITATS, AND DRESS UP LIKE THEIR FAVORITE WILD ANIMAL. STUDIES HAVE SHOWN THAT NATURE-BASED PLAY IS EXTREMELY VALUABLE FOR HEALTHY CHILDHOOD DEVELOPMENT AND LAYS THE FOUNDATION FOR YOUNG CHILDREN TO BECOME THE FUTURE CONSERVATIONISTS WE NEED. CONSERVANCY HOSTS HIGH SCHOOL MARINE SCIENCE FILM FESTIVAL IN PARTNERSHIP WITH COLLIER COUNTY PUBLIC SCHOOLS, DISCOVERY EDUCATION, AND ROOKERY BAY NATIONAL ESTUARINE RESEARCH RESERVE, THE CONSERVANCY EDUCATION TEAM WORKED WITH MARINE SCIENCE STUDENTS AT BARRON COLLIER AND NAPLES HIGH SCHOOLS TO CREATE DOCUMENTARY FILMS FOCUSED ON ENVIRONMENTAL ISSUES IN SOUTHWEST FLORIDA. THE TOP TEN FILMS WERE SHOWN AT A MARINE SCIENCE FILM FESTIVAL IN EATON CONSERVATION HALL IN SPRING 2016, DRAWING OVER 100 STUDENTS, PARENTS, AND SCHOOL ADMINISTRATORS TO THE CONSERVANCY CAMPUS FOR AN ENGAGING EVENING SHOWCASING STUDENTS' CREATIVITY AND PASSION FOR ENVIRONMENTAL CONSERVATION. FGCU INTERNSHIP PROGRAM THIS YEAR MARKED THE FIRST FULL YEAR OF THE CONSERVANCY'S INTERNSHIP PROGRAM FOR UNDERGRADUATE STUDENTS AT FLORIDA GULF COAST UNIVERSITY. THESE SEMESTER-LONG INTERNSHIPS PROVIDE UNIQUE OPPORTUNITIES FOR STUDENTS TO OBTAIN REAL-WORLD CAREER EXPERIENCE IN THE ENVIRONMENTAL EDUCATION FIELD. STUDENTS COMMIT TO GIVING 150 HOURS OF THEIR TIME TO THE CONSERVANCY, LEARNING HOW TO BE EFFECTIVE EDUCATORS, CARE FOR AND PRESENT WILDLIFE AMBASSADORS, AND DEVELOP CURRICULUM BASED LESSONS FOR K-12 STUDENTS. ASPIRING TO BE ENVIRONMENTAL EDUCATORS, BIOLOGISTS, OR CLASSROOM TEACHERS, THESE STUDENTS GAIN VALUABLE SKILLS AND EXPERIENCE AT THE CONSERVANCY, HELPING TO LAUNCH THEIR CAREERS IN ENVIRONMENTAL FIELDS. A FAREWELL TO BETSY AND A WELCOME TO LUNA! THE CONSERVANCY SAID A FINAL FAREWELL TO BETSY, THE LOGGERHEAD SEA TURTLE IN MARCH 2016. AFTER SERVING AS AN AMBASSADOR FOR HER SPECIES IN THE DALTON DISCOVERY CENTER FOR TWO YEARS, BETSY WAS RELEASED NEAR THE TEN THOUSAND ISLANDS TO CONTINUE HER JOURNEY TO ADULTHOOD. SHE WAS FITTED WITH FLIPPER AND PIT TAGS BEFORE BEING RELEASED - WE HOPE TO SEE HER AGAIN IN TWENTY YEARS WHEN SHE RETURNS TO THE BEACH TO LAY A NEST OF HER OWN. THIS SPECIAL TURTLE WAS NAMED AFTER THE LATE BETSY SANDSTROM, A LONG-TIME SEA TURTLE ADVOCATE AND VOLUNTEER FOR THE BONITA SPRINGS / FORT MYERS BEACH ORGANIZATION TURTLE TIME. FOLLOWING BETSY'S RELEASE, THE CONSERVANCY WELCOMED LUNA TO THE AMBASSADOR TEAM. THIS NEW LOGGERHEAD SEA TURTLE WAS PART OF A LONG-TERM SEA TURTLE RESEARCH STUDY CONDUCTED BY FLORIDA ATLANTIC UNIVERSITY. SHE WILL LIVE AT THE CONSERVANCY UNTIL SHE GROWS LARGE ENOUGH TO BE RELEASED.
FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE IS MADE UP OF THE COB, VICE CHAIR, SECRETARY, TREASURER, CHAIR OF EAC, CHAIR OF DEVELPMENT COMMITTEE, CHAIR OF MEMBERSHIP AND MARKETING COMMITTEE, CHAIR OF BOARD GOVERNANCE COMMITTEE, AND CHAIR OF EDUCATION COMMITTEE. THE EXECUTIVE COMMITTEE SHALL MEET REGULARLY IN THE "OFF SEASON OR UPON CALL BY THE BOARD CHAIR, TO REVIEW AND ACT ON MATTERS BETWEEN BOARD MEETINGS. IT SHALL HAVE THE FULL POWER TO ACT FOR AND IN PLACE OF THE BOARD AS PROVED BY FLORIDA LAW.
FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS MADE UP OF MEMBERS WHO PAY DUES. ALL MEMBERS HAVE THE SAME RIGHTS.
FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS DURING THE ANNUAL MEETING.
FORM 990, PART VI, SECTION B, LINE 11 BUDGET AND FINANCE COMMITTEE WILL REVIEW THE 990; THE 990 WILL BE MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING, ALL QUESTIONS AND CONCERNS WILL BE BROUGHT TO BUDGET & FINANCE FOR FINAL REVIEW. SUBSEQUENT TO FILING THE AUDIT COMMITTEE WILL REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C WE DISTRIBUTE CONFLICT OF INTEREST STATEMENTS FOR BOARDMEMBERS TO SIGN AT BEGINNING OF YEAR. AT EACH MEETING, COMMITTEE OR OTHERWISE, WE ANNOUNCE THE AGENDA AND THEN ASK IF ANYONE HAS A CONFLICT WITH ANY ITEMS. IF YES, THEY EXCUSE THEMSELVES FROM DISCUSSION AND VOTE ON SAID ITEM.
FORM 990, PART VI, SECTION B, LINE 15 THERE IS A COMPENSATION COMMITTEE THAT MEETS AND RECOMENDS SALARIES TO THE BOARD. THE BOARD PERFORMS A COMPARATIVE STUDY TO LOCAL, STATEWIDE AND NATIONAL ORGANIZATIONS OF COMPARABLE SIZE AND COMPLEXITY.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9: APPRECIATION OF SPLIT INTEREST AGREEMENT & TRUST RECEIVABLE 784,987.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
 
Employer identification number

59-1157084
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) TCI PEACEFUL HORSE LLC
1496 SMITH PRESERVE WAY
NAPLES,FL34102
99-9999999 		N/A FL     THE CONSERVANCY OF SOUTHWEST FLORIDA
 










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
 
f Dividends from related organization(s) ............................
1f
 
 
g Sale of assets to related organization(s) ............................
1g
 
 
h Purchase of assets from related organization(s) ............................
1h
 
 
i Exchange of assets with related organization(s) ............................
1i
 
 
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
 
o Sharing of paid employees with related organization(s) ............................
1o
 
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2015

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