Civic Intelligence

The Everglades Trust Inc

EIN 59-3293097 • 501(c)4 • Tallahassee, FL

Profile

Lobbies and creates grassroot support to preserve the florida everglades and florida bay as natural resources.

1400 Village Square Blvd3 Pmb 2Tallahassee, FL 32312

www.evergladestrust.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.12x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.09x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

7th percentile

-121%

Higher net margin than 7% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

12th percentile

-63%

Faster asset growth than 12% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-70%

Faster revenue growth than 10% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$305,115

Down $518,764 (-63%) from 2023

Liabilities

Up

$37,231

Up $7,876 (+27%) from 2023

Net Assets

Down

$267,884

Down $526,640 (-66%) from 2023

Revenue

Down

$436,931

Down $999,823 (-70%) from 2023

Expenses

Down

$963,571

Down $17,110 (-1.7%) from 2023

Net Income

Down

-$526,640

Down $982,713 (-215%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $13,652Liabilities 2010: $0Net Assets 2010: $13,6522010Assets 2011: $133,684Liabilities 2011: $0Net Assets 2011: $133,6842011Assets 2012: $106,196Liabilities 2012: $0Net Assets 2012: $106,1962012Assets 2013: $103,429Liabilities 2013: $0Net Assets 2013: $103,4292013Assets 2014: $114,153Liabilities 2014: $0Net Assets 2014: $114,1532014Assets 2015: $146,719Liabilities 2015: $0Net Assets 2015: $146,7192015Assets 2016: $274,868Liabilities 2016: $22,080Net Assets 2016: $252,7882016Assets 2017: $16,475Liabilities 2017: $1,538Net Assets 2017: $14,9372017Assets 2018: $139,744Liabilities 2018: $2,346Net Assets 2018: $137,3982018Assets 2019: $98,694Liabilities 2019: $1,954Net Assets 2019: $96,7402019Assets 2020: $287,080Liabilities 2020: $0Net Assets 2020: $287,0802020Assets 2021: $205,593Liabilities 2021: $0Net Assets 2021: $205,5932021Assets 2022: $360,040Liabilities 2022: $0Net Assets 2022: $360,0402022Assets 2023: $823,879Liabilities 2023: $29,355Net Assets 2023: $794,5242023Assets 2024: $305,115Liabilities 2024: $37,231Net Assets 2024: $267,8842024

Highlighted filing

2024

Assets$305,115
Liabilities$37,231
Net Assets$267,884

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $500,6752010Revenue 2011: $426,000Expenses 2011: $305,968Net Income 2011: $120,0322011Expenses 2012: $227,4882012Revenue 2013: $210,000Expenses 2013: $212,767Net Income 2013: -$2,7672013Revenue 2014: $200,000Expenses 2014: $189,276Net Income 2014: $10,7242014Revenue 2015: $4,585,001Expenses 2015: $4,552,435Net Income 2015: $32,5662015Revenue 2016: $1,015,676Expenses 2016: $909,606Net Income 2016: $106,0702016Revenue 2017: $503,670Expenses 2017: $741,523Net Income 2017: -$237,8532017Revenue 2018: $1,740,563Expenses 2018: $1,618,102Net Income 2018: $122,4612018Revenue 2019: $604,024Expenses 2019: $645,066Net Income 2019: -$41,0422019Revenue 2020: $1,323,906Expenses 2020: $1,126,872Net Income 2020: $197,0342020Revenue 2021: $462,412Expenses 2021: $571,209Net Income 2021: -$108,7972021Revenue 2022: $752,763Expenses 2022: $605,419Net Income 2022: $147,3442022Revenue 2023: $1,436,754Expenses 2023: $980,681Net Income 2023: $456,0732023Revenue 2024: $436,931Expenses 2024: $963,571Net Income 2024: -$526,6402024

Highlighted filing

2024

Revenue$436,931
Expenses$963,571
Net Income-$526,640

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.04$0.27$0.44$0.96$0.53
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.03$0.79$1.44$0.98$0.46
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$0.75$0.61$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.46$0.57$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.32$1.13$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.60$0.65$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.74$1.62$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.01$0.50$0.74$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.02$0.25$1.02$0.91$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$4.59$4.55$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.20$0.19$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.21$0.21$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.23
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$0.43$0.31$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.2
Gross Receipts
$436,931
Mission and Program Overview

Mission

Lobbies and creates political and public support to preserve america's everglades and florida bay as natural resources, with focus on implementation of the comprehensive everglades restoration plan. Restoration is a water sustainability plan for both the natural and built environment.

To preserve america's everglades and florida bay as natural resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$794,524$267,884▼ $526,640
Cash and Non-Interest-Bearing Accounts$783,790$256,728▼ $527,062
Investments Other Securities$40,089$48,387▲ $8,298
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$823,879$305,115▼ $518,764
Liabilities
Deferred Revenue$29,355$37,231▲ $7,876
Total Liabilities$29,355$37,231▲ $7,876
Net Assets / Fund Balance
Total Net Assets Fund Balance$794,524$267,884▼ $526,640
Total Liabilities and Net Assets / Fund Balance$823,879$305,115▼ $518,764

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$48,387--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Anna H UptonCEOFT$351,800$351,800

Board Members and Trustees

NameTitle
Kirk FordhamChairman
Bruce RaunerDirector
Christopher DeweyDirector
Marshall Field VDirector
Robert ParksDirector
Jon L MillsSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Metz Husband & Daughton PaLobbying Consulting119 SOUTH MONROE STREET SUITE 200, Tallahassee, FL 32301-1591$140,807
Capital City Consulting LLCLobbying Consulting124 WEST JEFFERSON STREET, Tallahassee, FL 32301$132,265
Revenue and Support

Revenue Composition

Contributions and Grants
$436,510
Program Service Revenue
$0
Investment Income
$421
Other Revenue
$0
All Other Contributions
$436,510
Change in Net Assets
$-526,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$566,144
Salaries, Compensation, and Employee Benefits$367,427
Grants and Similar Amounts Paid$30,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Lobbying$425,905--$425,905
Comp Disqual Persons$232,188$119,612-$351,800
Fees for Services Other$60,104--$60,104
Grants to Domestic Orgs$30,000--$30,000
Fees for Services Accounting-$24,818-$24,818
Payroll Taxes$10,314$5,313-$15,627
Fees for Services Legal-$6,865-$6,865
Office Expenses-$4,116-$4,116
Other Expenses$150$167-$150
All Other Expenses-$21-$21
Total Functional Expenses$802,659$160,912$0$963,571
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Everglades Water TrustTampa, FL527Political$30,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$30,000

Section 527 Organizations

OrganizationLocationAmount
84-4781059Tampa, FL$30,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

No such review was or will be conducted

Form 990, Part VI, Section B, Line 15

The board determines the salary of the ceo and reviews any increase in compensation

Form 990, Part VI, Section C, Line 19

The organization does not make these documents available to the public

Filing and Contact Details

Filer

Filer Name
The Everglades Trust Inc
EIN
59-3293097
Phone
8502286360
Address
1400 VILLAGE SQUARE BLVD3 PMB 2, TALLAHASSEE, FL 32312

Signing Officer

Name
Anna H Upton
Title
CEO
Phone
8502286360
Signed
2025-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anna H Upton
Formed
1994
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
0

Preparer

Firm
Robert Watkins & Company Pa
Address
610 S BOULEVARD, TAMPA, FL 33606
Preparer
Robert I Watkins CPA
Phone
8132543369
Raw XML Appendix386 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/CYRevenuesLessExpensesAmt0-526640
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/PoliticalExpendituresAmt030000
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0844781059
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0EVERGLADES WATER TRUST
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt030000
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt0610 S BOULEVARD
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0TAMPA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd033606
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0ORGANIZED AND PAID EXPENSES FOR ENDORSEMENT EVENTS
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/VolunteerHoursCnt00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt048387
IRS990ScheduleD/OtherSecuritiesGrp/Desc0STRYKER CORP EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt048387
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0527
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0POLITICAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EVERGLADES WATER TRUST
IRS990ScheduleI/RecipientTable/RecipientEIN0844781059
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0610 S BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TAMPA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033606
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0351800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANNA H UPTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0351800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO SUCH REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD DETERMINES THE SALARY OF THE CEO AND REVIEWS ANY INCREASE IN COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0823879
IRS990/TotalAssetsEOYAmt0305115
IRS990/TotalAssetsGrp/BOYAmt0823879
IRS990/TotalAssetsGrp/EOYAmt0305115
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0436510
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0160912
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0802659
IRS990/TotalFunctionalExpensesGrp/TotalAmt0963571
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029355
IRS990/TotalLiabilitiesEOYAmt037231
IRS990/TotalLiabilitiesGrp/BOYAmt029355
IRS990/TotalLiabilitiesGrp/EOYAmt037231
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0794524
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0267884
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0802659
IRS990/TotalReportableCompFromOrgAmt0351800
IRS990/TotalRevenueGrp/ExclusionAmt0421
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0436931
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0823879
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0305115
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01400 VILLAGE SQUARE BLVD3 PMB 271
IRS990/USAddress/CityNm0TALLAHASSEE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032312
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.EVERGLADESTRUST.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNA H UPTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08502286360
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EVERGLADES TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0593293097
ReturnHeader/Filer/PhoneNum08502286360
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 VILLAGE SQUARE BLVD3 PMB 2
ReturnHeader/Filer/USAddress/CityNm0TALLAHASSEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032312
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592645714
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT WATKINS & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0610 S BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033606
ReturnHeader/PreparerPersonGrp/PhoneNum08132543369
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT I WATKINS CPA
ReturnHeader/ReturnTs02025-10-30T09:59:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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