Nonprofit · EIN 59-1782265
CALUSA LAND TRUST AND NATURE PRESERVE OF PINE ISLAND INC
Tax-exempt · BOKEELIA, FL 33922
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $782,827 | $141,407 | $641,420 | $4,101,852 | $772 | $4,101,080 |
| September 30, 2024 | 990 | $124,913 | $102,180 | $22,733 | $3,380,847 | $343 | $3,380,504 |
| September 30, 2023 | 990 | $265,392 | $37,133 | $228,259 | $3,206,970 | $23 | $3,206,947 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $739,279
- Program service revenue
- $0
- Investment income
- $35,669
- Net income from fundraising events
- $3,432
- Net income from gaming
- -$1,988
- Net income from sales of inventory
- $859
- Other revenue
- $7,879
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,504
- Program services (functional)
- $124,694
- Management and general (functional)
- $16,713
Balance sheet and other
- Total assets, start of year
- $3,380,847
- Total assets, end of year
- $4,101,852
- Total liabilities, end of year
- $772
- Net assets, end of year
- $4,101,080
- Land, buildings and equipment
- $2,230,349
- Publicly traded securities
- $806,040
- Net assets without donor restrictions
- $4,101,080
- Gross unrelated business income
- $2,389
- Gross receipts
- $788,002
- Employees
- 0
- Volunteers
- 75
- Year formed
- 1976
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTHA KENDALL | SECRETARY Trustee or director, Officer | 10 | $0 |
| CAROL MULLIN | DIRECTOR Trustee or director | 4 | $0 |
| JUDY OTT | DIRECTOR Trustee or director | 10 | $0 |
| FRANCIS POTTER | VICE PRESIDENT Trustee or director, Officer | 10 | $0 |
| JOAN ROSENBERG | TREASURER Trustee or director, Officer | 10 | $0 |
| CAROLYN MURPHEY | DIRECTOR Trustee or director | 2 | $0 |
| JOHN KENDALL | ASSISTANT TREASURER Trustee or director, Officer | 10 | $0 |
| LES SMITH | DIRECTOR Trustee or director | 10 | $0 |
| CHERYL KING | PRESIDENT Trustee or director, Officer | 10 | $0 |
| ALICE TRANT | DIRECTOR Trustee or director | 5 | $0 |
| BRIAN COTTERILL | DIRECTOR Trustee or director | 5 | $0 |
| CATHY HOUSE | DIRECTOR Trustee or director | 5 | $0 |
| DAVID SCULLION | ASSISTANT TREASURER Trustee or director, Officer | 10 | $0 |
| JOE PERRY | DIRECTOR Trustee or director | 10 | $0 |
| SAMANTHA GRISSO | DIRECTOR Trustee or director | 10 | $0 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALICE TRANT | DIRECTOR Trustee or director | 5 | $0 |
| CHERYL KING | VICE PRESIDENT Trustee or director | 10 | $0 |
| LES SMITH | DIRECTOR Trustee or director | 10 | $0 |
| DAVID SCULLION | DIRECTOR Trustee or director | 5 | $0 |
| CATHY HOUSE | DIRECTOR Trustee or director | 5 | $0 |
| BRIAN COTTERILL | DIRECTOR Trustee or director | 5 | $0 |
| CAROLYN MURPHEY | DIRECTOR Trustee or director | 2 | $0 |
| CAROL MULLIN | DIRECTOR Trustee or director | 4 | $0 |
| JUDY OTT | DIRECTOR Trustee or director | 10 | $0 |
| NANCY WEIR | DIRECTOR Trustee or director | 10 | $0 |
| MARTHA KENDALL | SECRETARY Officer | 10 | $0 |
| JOHN KENDALL | ASSISTANT TREASURER Officer | 10 | $0 |
| JOAN ROSENBERG | TREASURER Officer | 10 | $0 |
| FRANCIS POTTER | PRESIDENT Officer | 10 | $0 |
990 for the year ended September 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN MURPHEY | DIRECTOR Trustee or director | 2 | $0 |
| LES SMITH | DIRECTOR Trustee or director | 10 | $0 |
| NANCY WEIR | DIRECTOR Trustee or director | 10 | $0 |
| JUDY OTT | DIRECTOR Trustee or director | 10 | $0 |
| BILL HUMMER | DIRECTOR Trustee or director | 10 | $0 |
| CHERYL KING | DIRECTOR Trustee or director | 4 | $0 |
| CAROL MULLIN | DIRECTOR Trustee or director | 4 | $0 |
| FRANCIS POTTER | VICE PRESIDENT Trustee or director, Officer | 10 | $0 |
| JOHN KENDALL | ASSISTANT TREASURER Officer | 10 | $0 |
| MARTHA KENDALL | SECRETARY Officer | 10 | $0 |
| ROBERT BALLARD | PRESIDENT Officer | 10 | $0 |
| JOAN ROSENBERG | TREASURER Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 216, BOKEELIA, FL 33922-0216
- In care of
- % JOAN ROSENBERG
- Principal officer (990 for 2024)
- FRANCIS POTTER, PO BOX 216, BOKEELIA, FL 33922
- Signed the 990
- JOAN ROSENBERG, TREASURER
- Phone
- (239) 283-3871
- Website
- WWW.CALUSALANDTRUST.ORG
- Return prepared by
- No Worries Tax of Cape Coral LLC
Mission
TO PROTECT THE NATURAL DIVERSITY AND BEAUTY OF PINE ISLAND. WE ACQUIRE, PRESERVE AND MANAGE ENVIRONMENTALLY SENSITIVE, HISTORICAL AN ARCHAEOLOGICALLY IMPORTANT SITES. WE FOSTER APPRECIATION FOR AND UNDERSTANDING OF THE ENVIRONMENT AND OUR PAST.
Program accomplishments
- MANAGED AND MAINTAINED PRESERVED LAND.Expenses $124,694
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 59-1782265
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1978
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C340)
- Assets (IRS master file)
- $4,101,852
- Income (IRS master file)
- $788,002
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $782,827 | $141,407 | $4,101,852 | XML |
| 990 | September 2024 | $124,913 | $102,180 | $3,380,847 | XML |
| 990 | September 2023 | $265,392 | $37,133 | $3,206,970 | XML |
| 990 | September 2022 | $178,387 | $38,133 | $2,975,516 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-1782265).
Questions about CALUSA LAND TRUST AND NATURE PRESERVE OF PINE ISLAND INC
- What is the EIN of CALUSA LAND TRUST AND NATURE PRESERVE OF PINE ISLAND INC?
- The employer identification number (EIN) of CALUSA LAND TRUST AND NATURE PRESERVE OF PINE ISLAND INC is 59-1782265.
- Is CALUSA LAND TRUST AND NATURE PRESERVE OF PINE ISLAND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to CALUSA LAND TRUST AND NATURE PRESERVE OF PINE ISLAND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALUSA LAND TRUST AND NATURE PRESERVE OF PINE ISLAND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALUSA LAND TRUST AND NATURE PRESERVE OF PINE ISLAND INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALUSA LAND TRUST AND NATURE PRESERVE OF PINE ISLAND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of CALUSA LAND TRUST AND NATURE PRESERVE OF PINE ISLAND INC?
- The 990 for the year ended September 30, 2025 names FRANCIS POTTER.
- Who are the officers and directors of CALUSA LAND TRUST AND NATURE PRESERVE OF PINE ISLAND INC?
- The 990 for the year ended September 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does CALUSA LAND TRUST AND NATURE PRESERVE OF PINE ISLAND INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $782,827, expenses of $141,407 and total assets of $4,101,852 at year end.
Other nonprofits in BOKEELIA
- USEPPA PARADISE PARTNERSHIP INC EIN 37-1805202 · last filed 990-N for 2025
- GREATER PINE ISLAND WATER ASSOCIATION INC EIN 59-1115303 · last filed 990 for 2025
- USEPPA ISLAND VOLUNTEER FIRE COMPANY INC EIN 65-0327797 · last filed 990 for 2025
- CHAMBER OF COMMERCE GREATER PINE EIN 59-0995723 · last filed 990 for 2025
- BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA EIN 65-0379515 · last filed 990 for 2025
- PINE ISLAND FOOD PANTRY INC EIN 27-1757051 · last filed 990-EZ for 2025
- USEPPA ISLAND HISTORICAL SOCIETY INC EIN 59-2383891 · last filed 990 for 2024
- JOSHUA FOUNDATION INC EIN 59-3076339 · last filed 990-PF for 2024