Civic Intelligence

Bocilla Islands Conservancy Inc

EIN 81-1139087 • 501(c)3 • Placida, FL

Profile

To promote the conservation of green space in the bocilla islands.

PO Box 881Placida, FL 33946

bocillaislandsconservancy.org

Siviq Scores

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

Liabilities / Assets

66th percentile

0.09x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.35x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $500k-$1M 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

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

93rd percentile

115%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Up

$976,746

Up $152,241 (+18%) from 2023

Liabilities

Down

$84,480

Down $60,761 (-42%) from 2023

Net Assets

Up

$892,266

Up $213,002 (+31%) from 2023

Revenue

Up

$240,779

Up $132,518 (+122%) from 2023

Expenses

Down

$27,777

Down $3,030 (-9.8%) from 2023

Net Income

Up

$213,002

Up $135,548 (+175%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2016: $65,092Liabilities 2016: $0Net Assets 2016: $65,0922016Assets 2017: $227,818Liabilities 2017: $110,1192017Assets 2018: $462,068Liabilities 2018: $109,455Net Assets 2018: $352,6132018Assets 2020: $656,447Liabilities 2020: $131,900Net Assets 2020: $524,5472020Assets 2021: $713,418Liabilities 2021: $150,396Net Assets 2021: $563,0222021Assets 2022: $725,714Liabilities 2022: $123,904Net Assets 2022: $601,8102022Assets 2023: $824,505Liabilities 2023: $145,241Net Assets 2023: $679,2642023Assets 2024: $976,746Liabilities 2024: $84,480Net Assets 2024: $892,2662024

Highlighted filing

2024

Assets$976,746
Liabilities$84,480
Net Assets$892,266

Operations Trend

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

$300K$200K$100K$0Revenue 2016: $69,978Expenses 2016: $4,886Net Income 2016: $65,0922016Revenue 2017: $63,258Expenses 2017: $10,651Net Income 2017: $52,6072017Revenue 2018: $253,692Expenses 2018: $18,778Net Income 2018: $234,9142018Revenue 2020: $60,272Expenses 2020: $20,595Net Income 2020: $39,6772020Revenue 2021: $89,075Expenses 2021: $50,600Net Income 2021: $38,4752021Revenue 2022: $52,057Expenses 2022: $13,269Net Income 2022: $38,7882022Revenue 2023: $108,261Expenses 2023: $30,807Net Income 2023: $77,4542023Revenue 2024: $240,779Expenses 2024: $27,777Net Income 2024: $213,0022024

Highlighted filing

2024

Revenue$240,779
Expenses$27,777
Net Income$213,002

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 26, 2025
Return Version
2024v5.2
Gross Receipts
$243,444
Mission and Program Overview

Mission

To promote the conservation of green space in the bocilla islands.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$591,365$737,365▲ $146,000
Cash and Non-Interest-Bearing Accounts$20,840$26,040▲ $5,200
Prepaid Expenses and Deferred Charges$1,596$2,994▲ $1,398
Savings and Temporary Cash Investments$253$250▼ $3
Accounts Receivable$450$97▼ $353
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$824,505$976,746▲ $152,241
Other Assets Total$210,001$210,000▼ $1
Liabilities
Mortgage Notes Payable Secured by Investment Property$142,441$78,780▼ $63,661
Accounts Payable and Accrued Expenses$2,800$5,700▲ $2,900
Total Liabilities$145,241$84,480▼ $60,761
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$679,264$892,266▲ $213,002
Total Net Assets Fund Balance$679,264$892,266▲ $213,002
Total Liabilities and Net Assets / Fund Balance$824,505$976,746▲ $152,241

Asset Categories

AssetBook ValueDepreciationBasis
Land$737,365-$737,365
Other Assets Org$210,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gisela AllenPresident
Barbara DeyulioDirector
Buzz MallettDirector
Jude SmithDirector
Katerina RosenbergDirector
Kelly LubeDirector
Lisa HaneyDirector
Mic MccullyDirector
Cheryl KlausSecretary
Linda CothermanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$209,416
Program Service Revenue
$0
Investment Income
$5
Other Revenue
$31,358
All Other Contributions
$209,416
Change in Net Assets
$213,002

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$146,000Appraisal
Total Noncash Contributions1$146,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,777
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$7,528--$7,528
Information Technology-$4,400-$4,400
Insurance-$2,140-$2,140
Office Expenses-$1,972-$1,972
Fees for Services Accounting-$880-$880
Other Expenses$101--$101
Total Functional Expenses$18,385$9,392$0$27,777
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$34,023
Gaming Direct Expenses$2,665
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
No
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 review was or will be conducted.

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

Board members are given a copy of the written conflict of interest policy and required to acknowledge the policy and disclose any conflicts on an annual basis

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Bocilla Islands Conservancy Inc
EIN
81-1139087
Phone
9418304179
Address
PO BOX 881, PLACIDA, FL 33946

Signing Officer

Name
Linda Cotherman
Title
Treasurer
Signed
2025-11-26
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
40

Preparer

Firm
Mercier CPA Associates PA
Address
508 N Indiana Avenue, Englewood, FL 34223
Preparer
Julia E Mercier CPA
Phone
9414749309
Supplemental Narrative

Financial Statement Notes

Part II, Line 5: Summarized Policy

Charlotte county requires that each property and easement be monitored at least annually and submit a report of any violations, handling of issues, etc.

Part II, Line 9: Organization Reporting of conservation easements.

Easements are recorded as an asset on balance sheet as 'conservation easements' valued at the easement appraised value at the time of donation. Ownership of land stays with the donor. No depreciation or amortization is taken on the easement, as easements are perpetual and there are no buildings. Donation of easements is shown as revenue 'conservation easement - donated and related asset account 'conservation easements' on the balance sheet. Related expenses include insurance, maintenance, monitoring, etc.

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IRS990/ProgSrvcAccomActy2Grp/Desc0ACTVITIES AND INFORMATION ON ENVIRONMENTAL EDUCATION AND LAND CONSERVATION POLICIES. INCLUDES COST OF PAMPHLETS AND BROCHURES; WALKING PATHS AND OTHER EASEMENT ENHANCEMENTS; WALKING AND BOATING TOURS, WORKSHOPS, LECTURES, ETC.ALL RELATED LABOR IS ACCOMPLISHED BY NON-PAID VOLUNTEERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07665
IRS990/ProgSrvcAccomActy3Grp/Desc0ACQUIRE REAL PROPERTY OR CONSERVATION EASEMENTS ON REAL PROPERTY TO BE USED AS OPEN SPACE. EXPENSES INCLUDE THE PURCHASE (OR APPRAISED VALUE OF DONATED LAND / EASEMENTS), LEGAL EXPENSES, CLOSING COSTS, FILING COSTS, ETC. ALL LABOR IS PROVIDED BY NON-PAID VOLUNTEERS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt092337
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0152
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt030807
IRS990/PYOtherRevenueAmt08822
IRS990/PYProgramServiceRevenueAmt06950
IRS990/PYRevenuesLessExpensesAmt077454
IRS990/PYTotalExpensesAmt030807
IRS990/PYTotalRevenueAmt0108261
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0213002
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0253
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0250
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0209410
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt084104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038818
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt058850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0438388
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt067
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt067
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0122
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0622
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt067
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0439010
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0209410
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084104
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt059350
IRS990ScheduleA/Total509Grp/TotalAmt0439010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0209410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt038818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047328
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt059417
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0439077
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/LandGrp/BookValueAmt0737365
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0737365
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0210000
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHARLOTTE COUNTY REQUIRES THAT EACH PROPERTY AND EASEMENT BE MONITORED AT LEAST ANNUALLY AND SUBMIT A REPORT OF ANY VIOLATIONS, HANDLING OF ISSUES, ETC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EASEMENTS ARE RECORDED AS AN ASSET ON BALANCE SHEET AS 'CONSERVATION EASEMENTS' VALUED AT THE EASEMENT APPRAISED VALUE AT THE TIME OF DONATION. OWNERSHIP OF LAND STAYS WITH THE DONOR. NO DEPRECIATION OR AMORTIZATION IS TAKEN ON THE EASEMENT, AS EASEMENTS ARE PERPETUAL AND THERE ARE NO BUILDINGS. DONATION OF EASEMENTS IS SHOWN AS REVENUE 'CONSERVATION EASEMENT - DONATED AND RELATED ASSET ACCOUNT 'CONSERVATION EASEMENTS' ON THE BALANCE SHEET. RELATED EXPENSES INCLUDE INSURANCE, MAINTENANCE, MONITORING, ETC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Line 5: Summarized Policy
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, Line 9: Organization Reporting of conservation easements.
IRS990ScheduleD/TotalAcreageCnt01
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0737365
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0210000
IRS990ScheduleD/TotalEasementsCnt04
IRS990ScheduleD/WrittenPolicyMonitoringInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt0108
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt034023
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt034023
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt033915
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt0108
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt0108
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/RealEstateOtherGrp/ContributionCnt01
IRS990ScheduleM/RealEstateOtherGrp/MethodOfDeterminingRevenuesTxt0APPRAISAL
IRS990ScheduleM/RealEstateOtherGrp/NonCashCheckboxInd0X
IRS990ScheduleM/RealEstateOtherGrp/NoncashContributionsRptF990Amt0146000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE GIVEN A COPY OF THE WRITTEN CONFLICT OF INTEREST POLICY AND REQUIRED TO ACKNOWLEDGE THE POLICY AND DISCLOSE ANY CONFLICTS ON AN ANNUAL BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

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