Civic Intelligence

Corkscrew Regional Ecosystem Watershed Land & Wate

EIN 65-0246331 • 501(c)3 • Estero, FL

Profile

The mission of the crew trust is the preservation and stewardship of the water resources and natural communities in and around the corkscrew regional ecosystem watershed.

23998 Corkscrew RdEstero, FL 33928

www.crewtrust.org

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

53rd percentile

0.09x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

53rd percentile

6.0%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

43rd percentile

1.4%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-21%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,962,114

Up $48,185 (+2.5%) from 2024

Liabilities

Down

$10,978

Down $17,706 (-62%) from 2024

Net Assets

Up

$1,951,136

Up $65,891 (+3.5%) from 2024

Operations
Liabilities / Revenue53rd percentileNet Margin53rd percentile

Revenue

Up

$481,036

Up $119,683 (+33%) from 2024

Expenses

Up

$415,147

Up $68,776 (+20%) from 2024

Net Income

Up

$65,889

Up $50,907 (+340%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,113,410Liabilities 2010: $1,399Net Assets 2010: $1,112,0112010Assets 2011: $1,110,781Liabilities 2011: $0Net Assets 2011: $1,110,7812011Assets 2012: $1,138,414Liabilities 2012: $608Net Assets 2012: $1,137,8062012Assets 2013: $1,187,890Liabilities 2013: $698Net Assets 2013: $1,187,1922013Assets 2014: $1,244,844Liabilities 2014: $4,866Net Assets 2014: $1,239,9782014Assets 2015: $1,280,450Liabilities 2015: $6,197Net Assets 2015: $1,274,2532015Assets 2016: $1,321,196Liabilities 2016: $4,602Net Assets 2016: $1,316,5942016Assets 2017: $1,379,547Liabilities 2017: $10,103Net Assets 2017: $1,369,4442017Assets 2018: $1,485,224Liabilities 2018: $11,142Net Assets 2018: $1,474,0822018Assets 2019: $1,537,337Liabilities 2019: $9,336Net Assets 2019: $1,528,0012019Assets 2020: $1,646,192Liabilities 2020: $52,086Net Assets 2020: $1,594,1062020Assets 2021: $1,742,396Liabilities 2021: $13,058Net Assets 2021: $1,729,3382021Assets 2022: $1,872,454Liabilities 2022: $13,300Net Assets 2022: $1,859,1542022Assets 2023: $1,898,626Liabilities 2023: $28,363Net Assets 2023: $1,870,2632023Assets 2024: $1,913,929Liabilities 2024: $28,684Net Assets 2024: $1,885,2452024Assets 2025: $1,962,114Liabilities 2025: $10,978Net Assets 2025: $1,951,1362025

Highlighted filing

2025

Assets$1,962,114
Liabilities$10,978
Net Assets$1,951,136
Open 2025 Filing

Operations Trend

Revenue Growth14th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $161,415Expenses 2010: $154,258Net Income 2010: $7,1572010Revenue 2011: $155,971Expenses 2011: $157,201Net Income 2011: -$1,2302011Expenses 2012: $156,0592012Revenue 2013: $212,110Expenses 2013: $162,728Net Income 2013: $49,3822013Revenue 2014: $239,935Expenses 2014: $195,663Net Income 2014: $44,2722014Revenue 2015: $200,313Expenses 2015: $189,270Net Income 2015: $11,0432015Revenue 2016: $233,559Expenses 2016: $182,543Net Income 2016: $51,0162016Revenue 2017: $280,260Expenses 2017: $227,409Net Income 2017: $52,8512017Revenue 2018: $333,542Expenses 2018: $228,904Net Income 2018: $104,6382018Revenue 2019: $295,685Expenses 2019: $241,766Net Income 2019: $53,9192019Revenue 2020: $303,816Expenses 2020: $237,727Net Income 2020: $66,0892020Revenue 2021: $373,219Expenses 2021: $238,436Net Income 2021: $134,7832021Revenue 2022: $389,729Expenses 2022: $260,488Net Income 2022: $129,2412022Revenue 2023: $308,174Expenses 2023: $289,626Net Income 2023: $18,5482023Revenue 2024: $361,353Expenses 2024: $346,371Net Income 2024: $14,9822024Revenue 2025: $481,036Expenses 2025: $415,147Net Income 2025: $65,8892025

Highlighted filing

2025

Revenue$481,036
Expenses$415,147
Net Income$65,889
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,962,114
Liabilities
$10,978
Net assets
$1,951,136
Revenue
$481,036
Expenses
$415,147
Net income
$65,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.96$0.01$1.95$0.48$0.42$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.03$1.89$0.36$0.35$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.03$1.87$0.31$0.29$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.87$0.01$1.86$0.39$0.26$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.01$1.73$0.37$0.24$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.05$1.59$0.30$0.24$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.54$0.01$1.53$0.30$0.24$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.49$0.01$1.47$0.33$0.23$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.01$1.37$0.28$0.23$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.23$0.18$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.27$0.20$0.19$0.01
2014Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$0.24$0.20$0.04
2013Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.21$0.16$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.16
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$0.16$0.16$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.16$0.15$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 24, 2026
Return Version
2024v5.2
Gross Receipts
$498,694
Mission and Program Overview

Mission

The preservation and stewardship of the water resources and natural communities in and around the Corkscrew Regional Ecosystem Watershed.

The mission of the crew trust is the preservation and stewardship of the water resources and natural communities in and around the corkscrew regional ecosystem watershed.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,095,754$1,129,459▲ $33,705
Land, Buildings, and Equipment, Net$646,849$641,620▼ $5,229
Cash and Non-Interest-Bearing Accounts$171,326$182,031▲ $10,705
Prepaid Expenses and Deferred Charges-$9,004-
Total Assets$1,913,929$1,962,114▲ $48,185
Liabilities
Deferred Revenue$28,655$9,700▼ $18,955
Accounts Payable and Accrued Expenses$29$1,278▲ $1,249
Total Liabilities$28,684$10,978▼ $17,706
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,214,818$1,425,537▲ $210,719
Net Assets With Donor Restrictions$670,427$525,599▼ $144,828
Total Net Assets Fund Balance$1,885,245$1,951,136▲ $65,891
Total Liabilities and Net Assets / Fund Balance$1,913,929$1,962,114▲ $48,185

Asset Categories

AssetBook ValueDepreciationBasis
Land$628,698-$628,698
Other Land Buildings$12,922$69,345$82,267
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Robert LuciusExecutive DirectorFT$91,491$91,491

Board Members and Trustees

NameTitle
Ben NelsonPresident
Brian FarrarVice Chair
Andy KoebelTrustee
Bill McdanielTrustee
Bob RosierTrustee
Brent Jackson PhdTrustee
Chauncey GossTrustee
David MulickaTrustee
Desmond DukeTrustee
Ed BrantleyTrustee
Jerry McphersonTrustee
John CassaniTrustee
John JenkinsTrustee
John MathesTrustee
Keith LaakkonenTrustee
Ken GallanderTrustee
Ken PassarellaTrustee
Kevin YueTrustee
Matt TaylorTrustee
Peter CorradinoTrustee
Ricky PiresTrustee
Solemi HernandezTrustee
Stephen Mcintosh PhdTrustee
Steve WalkerTrustee
Tim HallTrustee
Trista MeisterTrustee
Rick BarberSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$129,222
Program Service Revenue
$218,870
Investment Income
$33,782
Other Revenue
$99,162
All Other Contributions
$129,222
Change in Net Assets
$65,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$288,652
Other Expenses$96,640
Grants and Similar Amounts Paid$29,855
Total Fundraising Expense$26,031
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$103,671$51,025$21,916$176,612
Current Officers, Directors, Trustees, and Key Employees$86,002$3,660$1,830$91,492
Grants to Domestic Orgs$29,855--$29,855
Payroll Taxes$14,657$4,056$1,835$20,548
Office Expenses$4,124$12,650$450$17,224
Fees for Services Other$1,200$11,568-$12,768
All Other Expenses$9,855$1,748-$11,603
Fees for Services Accounting-$8,562-$8,562
Depreciation Depletion$5,229--$5,229
Insurance$513$2,834-$3,347
Travel$1,419--$1,419
Other Expenses$865$85-$865
Interest-$95-$95
Total Functional Expenses$292,465$96,651$26,031$415,147
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Danny Schmidt Films LLCSalt Lake City, UT-Documentary Film$29,855
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$116,820
Fundraising Direct Expenses$17,658
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Trnmnt$116,820$116,820$1,583$115,237
Total Events$116,820$116,820$17,658$99,162
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
No
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 governing body review Part VI line 11

“Prior to filing, the form 990 was circulated to all members of the organizations executive committee for review and approval. This review process is conducted with the full knowledge and support of the entire board of trustees, who have authorized the executive committee to act in this matter on their behalf.”

Conflict of interest policy compliance Part VI line 12C

“Trustees are required to annually review and sign a conflict of interest policy form. This information is reviewed by the executive director and any relevant information is passed along to the board for further review and discussion.”

CEO executive director top management comp Part VI line 15A

“The board reviews the executive directors compensation annually as part of the performance review process.”

Governing documents etc available to public Part VI line 19

“Governing documents are available to the public upon request.”

Part VI response or note to any other line in Part VI

“Crew maintains a written whistleblower policy that provides procedures for reporting suspected misconduct, including financial fraud, accounting irregularities, or violations of the law. The policy allows for confidential and anonymous reporting to the executive committee, and strictly prohibits retaliation against individuals who report concerns in good faith. Policy is reviewed regularly.”

Filing and Contact Details

Filer

Filer Name
Corkscrew Regional Ecosystem Watershed Land & Wate
EIN
65-0246331
In Care Of
% ROBERT LUCIUS
Phone
2396572253
Address
23998 CORKSCREW RD, ESTERO, FL 33928
Doing Business As
Crew Trust

Signing Officer

Name
Robert Lucius
Title
Executive Director
Phone
2396572253
Signed
2026-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Lucius
Formed
1989
Legal Domicile
Fl
Voting Board Members
27
Independent Board Members
27
Employees
5
Volunteers
68

Preparer

Firm
Blue Fox Group Inc
Address
13300 S CLEVELAND AVE ST 56, Fort Myers, FL 33907
Preparer
Chantal Sheehan
Phone
3212333311
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“ROUNDING”

Raw XML AppendixShowing 400 of 621 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.

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