Skip to content
Nonprofiteer
← EVERGLADES TRUST INC

Form 990 for tax year 2023

Filed by EVERGLADES TRUST INC.

Totals

Total revenue
$1,436,754
Total expenses
$980,681
Contributions and grants received
$1,436,360
Grants paid
$105,000
Program service revenue
$0
Investment income
$394
Other revenue
$0
Total assets, end of year
$823,879
Total liabilities, end of year
$29,355
Net assets or fund balances, end of year
$794,524
Program services expenses (Part IX)
$829,093
Management and general expenses
$151,588
Fundraising expenses
$0
Program service expenses (Part III)
$829,093

Program services were 84.5% 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.

  • 1f · All other contributions, gifts and grants

    $1,436,360

  • 3 · Investment income

    total $394 · excluded $394

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $105,000 · program services $105,000

  • 5 · Compensation of officers, directors and key employees

    total $351,800 · program services $232,188 · management and general $119,612

  • 10 · Payroll taxes

    total $15,106 · program services $9,970 · management and general $5,136

  • 11c · Fees: accounting

    total $23,068 · management and general $23,068

  • 11d · Fees: lobbying

    total $419,297 · program services $419,297

  • 11g · Fees: other

    total $55,389 · program services $55,000 · management and general $389

  • 13 · Office expenses

    total $3,267 · management and general $3,267

  • 17 · Travel

    total $6,008 · program services $6,008

  • 24a · Other expenses: WEBSITE

    total $1,578 · program services $1,480 · management and general $98

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $150 · program services $150

  • 24c · Other expenses: BANK CHARGES

    total $18 · management and general $18

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $328,111 · end of year $783,790

  • 11 · Investments: publicly traded securities

    beginning of year $31,929 · end of year $40,089

  • 19 · Deferred revenue

    end of year $29,355

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $360,040 · end of year $794,524

Mission and programs · 2023

Mission

TO PRESERVE AMERICA'S EVERGLADES AND FLORIDA BAY AS NATURAL RESOURCES.

  • EDUCATED THE PUBLIC AND STATE AND FEDERAL POLICYMAKERS ON THE BENEFITS OF EVERGLADES RESTORATION, SEEKING FULL FUNDING FOR EVERGLADES RESTORATION PROJECTS.

    Expenses $829,093 · Grants $105,000

As filed on the 2023 return.

Listed in Part VII

  • Jon L Mills

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Kirk Fordham

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    4

  • Christopher Dewey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marshall Field V

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Parks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bruce Rauner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anna H Upton

    CEO

    Total calculated
    $351,800
    From this org
    $351,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $351,800
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $351,800

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 · 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

  • EVERGLADES WATER TRUST

    $100,000

    POLITICAL

Provenance

Return type
form_990
Tax year
2023
Filed
11 September 2024
IRS schema version
2023v5.1
Source object
202402559349301620

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.