Civic Intelligence

Archbold Expeditions Inc.

990 • Fiscal year 2018 • EIN 23-6400408

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

123 Main DriveVenus, FL 33960

(863) 465-2571

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.08x

Higher debt load relative to assets than 25% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

36th percentile

0.23x

Higher debt load relative to revenue than 36% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

98th percentile

83%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

17th percentile

$178,723

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

95th percentile

42%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

502%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Assets

Up

$86,299,575

Up $25,579,959 (+42%) from 2017

Net Assets

Up

$79,479,374

Up $21,522,571 (+37%) from 2017

Liabilities

Up

$6,820,201

Up $4,057,388 (+147%) from 2017

Revenue

Up

$30,167,805

Up $25,157,821 (+502%) from 2017

Expenses

Up

$5,256,773

Up $291,167 (+5.9%) from 2017

Net Income

Up

$24,911,032

Up $24,866,654 (+56034%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $55,734,424Liabilities 2010: $805,927Net Assets 2010: $54,928,4972010Assets 2011: $51,500,653Liabilities 2011: $881,821Net Assets 2011: $50,618,8322011Assets 2012: $52,618,608Liabilities 2012: $682,776Net Assets 2012: $51,935,8322012Assets 2013: $55,545,179Liabilities 2013: $616,234Net Assets 2013: $54,928,9452013Assets 2014: $56,321,989Liabilities 2014: $1,483,621Net Assets 2014: $54,838,3682014Assets 2015: $56,070,143Liabilities 2015: $1,282,693Net Assets 2015: $54,787,4502015Assets 2016: $56,082,830Liabilities 2016: $1,150,477Net Assets 2016: $54,932,3532016Assets 2017: $60,719,616Liabilities 2017: $2,762,813Net Assets 2017: $57,956,8032017Assets 2018: $86,299,575Liabilities 2018: $6,820,201Net Assets 2018: $79,479,3742018Assets 2019: $89,509,963Liabilities 2019: $6,205,224Net Assets 2019: $83,304,7392019Assets 2020: $92,397,695Liabilities 2020: $5,388,636Net Assets 2020: $87,009,0592020Assets 2021: $99,459,903Liabilities 2021: $5,520,178Net Assets 2021: $93,939,7252021Assets 2022: $92,012,525Liabilities 2022: $5,372,377Net Assets 2022: $86,640,1482022Assets 2023: $95,807,854Liabilities 2023: $1,203,111Net Assets 2023: $94,604,7432023Assets 2024: $105,063,108Liabilities 2024: $1,876,113Net Assets 2024: $103,186,9952024

Highlighted filing

2018

Assets$86,299,575
Liabilities$6,820,201
Net Assets$79,479,374

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $4,101,5732010Expenses 2011: $4,161,7012011Expenses 2012: $4,204,6462012Revenue 2013: $2,919,564Expenses 2013: $4,104,215Net Income 2013: -$1,184,6512013Revenue 2014: $4,655,714Expenses 2014: $4,095,613Net Income 2014: $560,1012014Revenue 2015: $5,019,300Expenses 2015: $4,254,348Net Income 2015: $764,9522015Revenue 2016: $6,192,970Expenses 2016: $4,492,672Net Income 2016: $1,700,2982016Revenue 2017: $5,009,984Expenses 2017: $4,965,606Net Income 2017: $44,3782017Revenue 2018: $30,167,805Expenses 2018: $5,256,773Net Income 2018: $24,911,0322018Revenue 2019: $5,465,685Expenses 2019: $5,340,022Net Income 2019: $125,6632019Revenue 2020: $5,182,964Expenses 2020: $5,344,406Net Income 2020: -$161,4422020Revenue 2021: $11,127,289Expenses 2021: $6,525,404Net Income 2021: $4,601,8852021Revenue 2022: $8,038,871Expenses 2022: $8,485,832Net Income 2022: -$446,9612022Revenue 2023: $11,453,982Expenses 2023: $8,195,765Net Income 2023: $3,258,2172023Revenue 2024: $14,897,956Expenses 2024: $8,528,043Net Income 2024: $6,369,9132024

Highlighted filing

2018

Revenue$30,167,805
Expenses$5,256,773
Net Income$24,911,032
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$49,452,888
Mission and Program Overview

Mission

Archbold's mission is to build and share the scientific knowledge needed to protect the life, lands, and waters of the heart of florida and beyond.

Long-term ecological research, land management, and educational programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$18,138,221$46,108,469▲ $27,970,248
Investments in Publicly Traded Securities$31,245,155$28,614,913▼ $2,630,242
Investments Other Securities$4,838,867$4,347,102▼ $491,765
Savings and Temporary Cash Investments$3,132,807$3,206,122▲ $73,315
Inventories for Sale or Use$2,110,415$3,173,536▲ $1,063,121
Pledges and Grants Receivable$721,667$476,825▼ $244,842
Accounts Receivable$274,654$255,814▼ $18,840
Prepaid Expenses and Deferred Charges$256,846$115,594▼ $141,252
Cash and Non-Interest-Bearing Accounts$984$1,200▲ $216
Total Assets$60,719,616$86,299,575▲ $25,579,959
Liabilities
Mortgage Notes Payable Secured by Investment Property$793,760$5,982,529▲ $5,188,769
Accounts Payable and Accrued Expenses$847,120$749,640▼ $97,480
Deferred Revenue$119,933$86,032▼ $33,901
Other Liabilities$1,002,000$2,000▼ $1,000,000
Total Liabilities$2,762,813$6,820,201▲ $4,057,388
Net Assets / Fund Balance
Unrestricted Net Assets$56,864,836$78,187,708▲ $21,322,872
Temporarily Rstr Net Assets$1,091,967$1,291,666▲ $199,699
Total Net Assets Fund Balance$57,956,803$79,479,374▲ $21,522,571
Total Liabilities and Net Assets / Fund Balance$60,719,616$86,299,575▲ $25,579,959

Asset Categories

AssetBook ValueDepreciationBasis
Land$37,296,888-$37,296,888
Buildings$7,072,967$3,869,743$10,942,710
Equipment$663,092$2,686,575$3,349,667
Other Land Buildings$1,075,522$1,873,913$2,949,435
Other Securities$4,347,102--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$36,256,746-▼ $1,135,984$1,764,600$33,356,162
2017$33,543,835-▲ $4,411,004$1,698,093$36,256,746
2016$33,708,472$10,651▲ $1,607,233$1,782,521$33,543,835
2015$35,391,389-▼ $439,010$1,243,907$33,708,472
2014$35,541,468-▲ $1,612,787$1,762,866$35,391,389
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hilary SwainExec Director/ Asst SecFT$132,850$45,873$178,723
Eric MengesSr. Research Program DirectorFT$100,587$34,708$135,295
Eric SteinCFO / Asst SecFT$60,242$37,680$97,922

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Usher Land & TimberCattle FeedPO BOX 843, Chiefland, FL 32644$483,201
Quincey Cattle CoCattle Feed2350 NW 120 ST, Chiefland, FL 32626$417,796
Walpole Feed & Supply CoCattle FeedPO BOX 1723, Okeechobee, FL 34973$173,203
Hubbard Feeds (ridley Usa)Land Construction250 BONNE MINE RD, Bartow, FL 33830$129,793
University Of IllinoisGrant Sub-recipient28392 NETWORK PLACE, Chicago, IL 60673$120,966
Revenue and Support

Revenue Composition

Contributions and Grants
$27,132,097
Program Service Revenue
$131,620
Investment Income
$2,565,422
Other Revenue
$338,666
All Other Contributions
$24,844,303
Change in Net Assets
$24,911,032

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Other1$22,924,085Appraisal
Securities Publicly Traded3$1,177,327Stock Exchange
Total Noncash Contributions4$24,101,412-

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,017,819
Revenue Not Reported on Financial Statements
$149,986
Revenue Not Reported on Form 990
$-3,397,757
Other Revenue Adjustments
$-9,296
Total Revenue per Audited Statements
$26,620,062
Total Revenue per Form 990
$30,167,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,777,587
Other Expenses$2,435,920
Total Fundraising Expense$202,025
Professional Fundraising Fees$43,266
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,570,637$264,487$76,547$1,911,671
Depreciation Depletion$640,236$141,351$2,533$784,120
Other Employee Benefits$294,775$25,409$13,163$333,347
Current Officers, Directors, Trustees, and Key Employees$49,674$252,832-$302,506
Insurance$94,563$101,081$964$196,608
Occupancy$124,858$48,932$673$174,463
Payroll Taxes$129,126$35,625$6,142$170,893
Fees for Service Investment Mgmnt Fees-$159,282-$159,282
Fees for Services Other$63,545$23,980$5,922$93,447
Pension Plan Contributions$55,698-$3,472$59,170
Fees for Services Accounting$22,894$35,986-$58,880
Travel$48,418$9,364$705$58,487
Fees for Services Professional Fundraising--$43,266$43,266
Information Technology$17,739$7,257-$24,996
All Other Expenses$1,311$7,977$1,528$10,816
Other Expenses$10,189$594$79$10,783
Fees for Services Legal-$10,000-$10,000
Total Functional Expenses$3,782,702$1,272,046$202,025$5,256,773

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,256,773
Expenses per Audited Statements$5,097,491
Total Expenses per Audited Statements$5,097,491
Expenses Not Reported on Financial Statements$159,282
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$43,266
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Environmental Remediation Liability$2,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Mary page hufty-daniel santiago alegria (wife - husband) mary page hufty-dylan archbold hufty alegria (mother - son) mary page hufty-loren daniel hufty alegria (mother - son) daniel santiago alegria-dylan archbold hufty alegria (father - son) daniel santiago alegria-loren daniel hufty alegria (father - son) dylan archbold hufty alegria-veronica alegria (husband - wife) mary page hufty-john archbold hufty (sister - brother)

Form 990, Part VI, Section B, Line 11B

A copy of the 990 is provided to all members of the governing body before filing. Form 990 is reviewed by the executive director, treasurer, cfo and audit committee prior to being filed.

Form 990, Part VI, Section B, Line 12C

The board and employees fill out a conflict of interest form annually. All forms are collected and reviewed by the cfo for any conflicts.

Form 990, Part VI, Section B, Line 15

Detailed salary comparisons and benefits packages for all employees including the executive director and key employees are prepared annually by human resources, with comparisons using independent data from the american association of university professors, as reported by the chronicle of higher education, the college and university professional association for human resources and the florida occupational employment and wages survey. These are reviewed annually by the board compensation committee which approves all raises and changes in compensation.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Archbold Expeditions
EIN
23-6400408
Phone
8634652571
Address
123 MAIN DRIVE, VENUS, FL 33960

Signing Officer

Name
Hilary Swain
Title
Executive Director
Phone
8634652571
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hilary Swain
Formed
1937
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
103
Volunteers
79

Preparer

Firm
Kerkering Barberio & Co
Address
PO BOX 49348, SARASOTA, FL 34230-6348
Preparer
Rebecca U Stoner
Phone
9413654617
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6 Volunteers

Volunteers helped with many programs at archbold expeditions. Volunteers are an indispensable part of the archbold education programs, the scrub ecology summer day camp and the elementary environmental education program. Adult and teen volunteers assist campers and students with research-oriented activities, animal tracking and ecology-oriented games. In addition, adult volunteers help with the research and land management programs, and with public tours and events.

FORM 990, PART XI, LINE 9:

Partnership losses 9,296.

Form 990, Part XII, Line 2C Audit Review Process

There has been no change from the prior year.

Financial Statement Notes

PART V, LINE 4:

The quasi-endowment has been established for the primary purpose of providing support to carry out the organization's role and mission as described in the organization's governing documents. Annual distributions are used to fund the operating budget and special projects of the organization.

PART X, LINE 2:

Under the income taxes topic of the fasb accounting standards codification, the organization has reviewed and evaluated the relevant technical merits of each of its tax positions in accordance with accounting principles generally accepted in the united states of america for accounting for uncertainty in income taxes, and determined that there are no uncertain tax positions that would have a material impact on the financial statements of the organization.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Partnership losses -9,296.

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IRS990/Desc0ARCHBOLD EXPEDITIONS CONDUCTS SCIENTIFIC RESEARCH, EDUCATION, AND CONSERVATION PROGRAMS ACROSS THE LANDS AND WATERS OF THE HEADWATERS OF THE EVERGLADES WATERSHED IN SOUTH CENTRAL FLORIDA. WITHIN THIS LANDSCAPE ARCHBOLD EXPEDITIONS MANAGES NEARLY 20,000 ACRES, SERVING AS A NATURAL LABORATORY FOR PROGRAMMATIC ACTIVITIES, INCLUDING (1) ARCHBOLD BIOLOGICAL STATION, A 5,200-ACRE PRISTINE FLORIDA SCRUB ECOSYSTEM LOCATED ON THE ANCIENT LAKE WALES; (2) THE 10,500-ACRE BUCK ISLAND RANCH, A WORKING CATTLE RANCH LANDSCAPE FORMERLY MANAGED BY ARCHBOLD EXPEDITIONS AS THE MACARTHUR AGRO-ECOLOGY RESEARCH CENTER MAERC; AND (3) THE WETLAND AND UPLAND ECOSYSTEM RESTORATION LANDSCAPE OF THE 3,600-ACRE ARCHBOLD RESERVE. (BUCK ISLAND RANCH WAS LEASED BY ARCHBOLD EXPEDITIONS, 1988-2018, FROM THE JOHN D AND CATHERINE T MACARTHUR FOUNDATION AND WAS ACQUIRED BY ARCHBOLD EXPEDITIONS FROM THE FOUNDATION IN 2018.)SCIENTIFIC RESEARCH: STAFF AND VISITING SCIENTISTS STUDY ECOLOGICAL PATTERNS AND PROCESSES ON PRISTINE FLORIDA SCRUB ECOSYSTEMS, WORKING RANCHLANDS, AND WETLAND AND UPLAND RESTORATION LANDS IN THE HEADWATERS OF THE EVERGLADES. FIELDS OF RESEARCH INCLUDE BUT ARE NOT LIMITED TO POPULATION BIOLOGY, ANIMAL BEHAVIOR, BIOGEOGRAPHY, RESTORATION ECOLOGY, COMMUNITY ECOLOGY, CONSERVATION BIOLOGY, AGRO-ECOLOGY, LIMNOLOGY, ENTOMOLOGY, EVOLUTION AND LANDSCAPE ECOLOGY. CONTRIBUTIONS TO FUNDAMENTAL SCIENCE HAVE RESULTED TO DATE IN MORE THAN TWO THOUSAND AND FOUR HUNDRED RESEARCH PUBLICATIONS. MANY ARCHBOLD EXPEDITIONS RESEARCH ACTIVITIES ARE COORDINATED WITH NATIONAL AND INTERNATIONAL RESEARCH NETWORKS SUCH AS THE US DEPARTMENT OF AGRICULTURE LONG-TERM AGROECOSYSTEM RESEARCH LTAR NETWORK, THE GLOBAL LAKES ECOLOGICAL RESEARCH GLEON NETWORK, AND IDIGBIO, THE NATIONAL NETWORK FOR BIOLOGICAL MUSEUM COLLECTIONS RESEARCH. RESEARCH AT BUCK ISLAND RANCH IS LINKED TO LIFE CYCLE ANALYSES (GREENHOUSE GASES, WATER QUALITY AND QUANTITY) OF AGRICULTURAL PRODUCTS. IN ADDITION TO CONTRIBUTIONS TO SCIENTIFIC UNDERSTANDING, ARCHBOLD EXPEDITIONS RESEARCH INFORMS CONSERVATION AND LAND MANAGEMENT DECISION-MAKING ON ARCHBOLD PROPERTY, ACROSS THE WATERSHED, AND INTERNATIONALLY. STUDIES OF RARE SPECIES, THE CYCLING OF FIRE, WATER, NUTRIENTS AND CARBON, AND THE RELATIONSHIP BETWEEN AGRICULTURE PRODUCTION AND SUSTAINING ESSENTIAL ECOSYSTEM PROCESSES, ARE ALL REPRESENTED ON ARCHBOLD'S PROPERTY. THESE STUDIES GUIDE LAND MANAGEMENT AND LAND AND WATER CONSERVATION BY PUBLIC AGENCIES, CONSERVATION ORGANIZATIONS, AND PRIVATE LANDOWNERS. EDUCATION: ARCHBOLD EXPEDITIONS LINKS ITS SCIENTIFIC RESEARCH TO EDUCATION THROUGH PROGRAMS THAT PROVIDE EDUCATION AND OUTREACH ACTIVITIES AT ARCHBOLD BIOLOGICAL STATION, BUCK ISLAND RANCH, AND THE ARCHBOLD RESERVE. THE EDUCATION PROGRAM IS MULTIFACETED. IT ENCOMPASSES ENVIRONMENTAL EDUCATION AND SCIENCE CURRICULUM DEVELOPMENT FOR GRADES 3 - 5 AND SCHOOLCHILDREN SUMMER CAMPS WITH MORE THAN ONE THOUSAND K-12 SCHOOLCHILDREN PARTICIPATING ANNUALLY. UNDERGRADUATE AND GRADUATE STUDENTS CONDUCT INDEPENDENT RESEARCH ADVISED BY ARCHBOLD STAFF; MORE THAN 100 MASTERS AND DOCTORAL THESES HAVE STEMMED FROM STUDENT RESEARCH. VISITING CLASSES FROM COLLEGES AND UNIVERSITIES AROUND THE COUNTRY USE ARCHBOLD EXPEDITIONS LANDS FOR TEACHING AND FIELD BIOLOGY. ARCHBOLD EXPEDITIONS HOSTS MANY PUBLIC AGENCY, CONSERVATION ORGANIZATION, AND OTHER EVENTS INCLUDING SEMINARS AND TALKS, MEETINGS, WORKSHOPS, TOURS AND DEMONSTRATION DAYS AT ARCHBOLD BIOLOGICAL STATION AND AT BUCK ISLAND RANCH. ARCHBOLD EXPEDITIONS OFFERS TALKS AND TOURS, GUIDED NATURE TRAILS, AND OTHER EVENTS OPEN TO THE PUBLIC. CONSERVATION: ARCHBOLD EXPEDITIONS PROPERTY INCLUDES MANAGEMENT OF NATIONALLY SIGNIFICANT CONSERVATIONS AND ITS RESEARCH INFORMS CONSERVATION MANAGEMENT ACROSS THE RIDGES, RANCHES AND RIVERS OF THE NATIONALLY IMPORTANT HEADWATERS OF THE EVERGLADES WATERSHED. ARCHBOLD BIOLOGICAL STATION IS A GLOBALLY SIGNIFICANT PRESERVE, WHICH SUPPORTS THE THREATENED FLORIDA SCRUB HABITAT AND 19 FEDERALLY THREATENE
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$105$1.88$103$14.9$8.53$6.37
2023Detailed filing. Detailed filing data is available for this year.$95.8$1.20$94.6$11.5$8.20$3.26
2022Detailed filing. Detailed filing data is available for this year.$92.0$5.37$86.6$8.04$8.49$0.45
2021Detailed filing. Detailed filing data is available for this year.$99.5$5.52$93.9$11.1$6.53$4.60
2020Detailed filing. Detailed filing data is available for this year.$92.4$5.39$87.0$5.18$5.34$0.16
2019Detailed filing. Detailed filing data is available for this year.$89.5$6.21$83.3$5.47$5.34$0.13
2018Detailed filing. Detailed filing data is available for this year.$86.3$6.82$79.5$30.2$5.26$24.9
2017Detailed filing. Detailed filing data is available for this year.$60.7$2.76$58.0$5.01$4.97$0.04
2016Detailed filing. Detailed filing data is available for this year.$56.1$1.15$54.9$6.19$4.49$1.70
2015Detailed filing. Detailed filing data is available for this year.$56.1$1.28$54.8$5.02$4.25$0.76
2014Detailed filing. Detailed filing data is available for this year.$56.3$1.48$54.8$4.66$4.10$0.56
2013Detailed filing. Detailed filing data is available for this year.$55.5$0.62$54.9$2.92$4.10$1.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.6$0.68$51.9$4.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.5$0.88$50.6$4.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.7$0.81$54.9$4.10