Totals
- Total revenue
- $7,133,919
- Total expenses
- $5,436,681
- Contributions and grants received
- $6,667,359
- Grants paid
- $0
- Program service revenue
- $130,159
- Investment income
- $496,456
- Other revenue
- -$160,055
- Total assets, end of year
- $37,600,249
- Total liabilities, end of year
- $481,729
- Net assets or fund balances, end of year
- $37,118,520
- Program services expenses (Part IX)
- $4,844,906
- Management and general expenses
- $150,862
- Fundraising expenses
- $440,913
- Program service expenses (Part III)
- $4,844,906
Program services were 89.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$584,318
-
1f · All other contributions, gifts and grants
$6,083,041
-
1g · Noncash contributions included above
$2,975,796
-
2a · Program service revenue: Program Income
total $130,159 · related or exempt $130,159
-
3 · Investment income
total $291,979 · excluded $291,979
-
7a · Gross sales of assets other than inventory
securities $2,364,904 · other assets $32,000
-
7b · Less cost or other basis and sales expenses
securities $2,163,096 · other assets $29,331
-
7c · Gain or loss
securities $201,808 · other assets $2,669
-
7d · Net gain or loss
total $204,477 · excluded $204,477
-
8a · Fundraising events: gross income
$91,375
-
8a · Fundraising events: contributions included on line 1c
$584,318
-
8b · Fundraising events: direct expenses
$251,430
-
8c · Net income from fundraising events
total -$160,055 · excluded -$160,055
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $185,052 · program services $142,489 · management and general $9,253 · fundraising $33,310
-
7 · Other salaries and wages
total $1,102,083 · program services $823,256 · management and general $32,151 · fundraising $246,676
-
8 · Pension plan contributions
total $42,866 · program services $32,744 · management and general $241 · fundraising $9,881
-
9 · Other employee benefits
total $153,805 · program services $122,590 · fundraising $31,215
-
10 · Payroll taxes
total $92,405 · program services $69,372 · management and general $2,753 · fundraising $20,280
-
11b · Fees: legal
total $4,598 · program services $4,598
-
11c · Fees: accounting
total $65,869 · management and general $65,869
-
11d · Fees: lobbying
total $1,027 · program services $1,027
-
11f · Fees: investment management
total $33,500 · management and general $33,500
-
11g · Fees: other
total $317,184 · program services $303,577 · fundraising $13,607
-
12 · Advertising and promotion
total $22,578 · program services $22,578
-
13 · Office expenses
total $10,638 · program services $10,638
-
14 · Information technology
total $59,950 · program services $27,815 · management and general $3,903 · fundraising $28,232
-
16 · Occupancy
total $140,417 · program services $138,185 · management and general $150 · fundraising $2,082
-
17 · Travel
total $56,798 · program services $52,759 · management and general $15 · fundraising $4,024
-
19 · Conferences, conventions and meetings
total $5,521 · program services $5,521
-
22 · Depreciation, depletion and amortization
total $165,435 · program services $152,929 · management and general $3,027 · fundraising $9,479
-
23 · Insurance
total $33,534 · program services $33,534
-
24a · Other expenses: Land Acquisition Progra
total $2,794,999 · program services $2,794,999
-
24b · Other expenses: Printing and Reproducti
total $46,760 · program services $44,819 · fundraising $1,941
-
24c · Other expenses: Catering/Food
total $20,170 · program services $20,134 · fundraising $36
-
24d · Other expenses: Dues, Subscriptions, Bo
total $17,613 · program services $15,803 · fundraising $1,810
-
24e · All other expenses
total $63,879 · program services $25,539 · fundraising $38,340
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $312,808 · end of year $4,110
-
2 · Savings and temporary cash investments
beginning of year $3,480,327 · end of year $5,339,981
-
3 · Pledges and grants receivable
beginning of year $301,537 · end of year $280,647
-
4 · Accounts receivable
beginning of year $7,186 · end of year $61,422
-
9 · Prepaid expenses and deferred charges
beginning of year $138,927 · end of year $168,654
-
10a · Land, buildings and equipment: cost or other basis
$28,512,949
-
10b · Land, buildings and equipment: accumulated depreciation
$1,626,066
-
10c · Land, buildings and equipment, net
beginning of year $26,885,486 · end of year $26,886,883
-
11 · Investments: publicly traded securities
beginning of year $4,027,828 · end of year $4,858,552
-
17 · Accounts payable and accrued expenses
beginning of year $214,279 · end of year $223,150
-
19 · Deferred revenue
beginning of year $240,181 · end of year $248,329
-
25 · Other liabilities
beginning of year $16,450 · end of year $10,250
-
27 · Net assets without donor restrictions
beginning of year $10,507,639 · end of year $12,129,947
-
28 · Net assets with donor restrictions
beginning of year $24,175,550 · end of year $24,988,573
Mission and programs · 2023
Mission
To protect the land and water of Southwest Florida for the benefit of people and nature.
Activities or mission (Part I)
See Schedule O
-
In its 20-year history, Big Waters Land Trust has protected 60 properties totaling 20,004 acres, creating preserves and conservation areas across five counties. The Trust collaborated with 61 private, public, and not-for-profit organizations in the past year. The Foundation's mission is supported by approximately 1,200 donors annually. Cumulatively over the past 21 years, total revenues exceeded $68,000,000 derived from contributions, grants, and other program fees such as contract work with Sarasota County's environmentally sensitive land acquisitions program. The Trust's education programs include programming for youth and adults connecting people of all ages to nature and to each other, building a conservation community.
Expenses $4,844,906 · Revenue $130,159
As filed on the 2023 return.
Listed in Part VII
-
Patrick Carlton
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
James Caldwell
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Elizabeth Moore
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Patrick Pedonti
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Eileen Scudder-Zimmerman
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Daniel Vigne
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Rob Brown
Board Chair
- Total calculated
- $0
- Hours/week
- 10
-
Sherry Davis
Vice Chair
- Total calculated
- $0
- Hours/week
- 5
-
Mario Bernardis
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
David Crawford
Secretary
- Total calculated
- $0
- Hours/week
- 5
-
Christine Johnson
President
- Total calculated
- $185,166
- From this org
- $148,427
- From related orgs
- $0
- Other
- $36,739
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $143,427
- Bonus
- $5,000
- Other
- $0
- Deferred
- $5,232
- Nontaxable benefits
- $31,507
- Filer's total
- $185,166
-
Lee Ann Rodiguez
Director of Philanthropy
- Total calculated
- $120,694
- From this org
- $102,087
- From related orgs
- $0
- Other
- $18,607
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540359349301804
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