Nonprofit · EIN 65-0988321
BONEFISH & TARPON TRUST INC
Tax-exempt · MIAMI, FL 33133
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,442,536 | $4,113,189 | -$1,670,653 | $1,981,013 | $1,482,940 | $498,073 |
| December 31, 2024 | 990 | $5,496,257 | $5,203,667 | $292,590 | $2,512,720 | $343,994 | $2,168,726 |
| December 31, 2023 | 990 | $5,279,132 | $5,081,692 | $197,440 | $2,494,890 | $618,754 | $1,876,136 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,440,842
- Membership dues
- $44,420
- Program service revenue
- $0
- Investment income
- $11,369
- Net income from sales of inventory
- -$9,675
- Other revenue
- -$9,675
Expenses
- Grants and similar amounts paid
- $1,301,336
- Compensation of officers, directors and key employees
- $394,074
- Other salaries and wages
- $551,409
- Salaries, compensation and benefits (total)
- $1,069,029
- Professional fundraising fees
- $0
- Occupancy
- $62,877
- Travel
- $213,780
- Depreciation
- $2,403
- Program services (functional)
- $3,551,718
- Management and general (functional)
- $561,471
Balance sheet and other
- Total assets, start of year
- $2,512,720
- Total assets, end of year
- $1,981,013
- Total liabilities, end of year
- $1,482,940
- Net assets, end of year
- $498,073
- Land, buildings and equipment
- $9,634
- Net assets without donor restrictions
- $498,073
- Gross unrelated business income
- -$9,675
- Gross receipts
- $2,837,603
- Employees
- 17
- Volunteers
- 0
- Year formed
- 1999
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JIM MCDUFFIE | PRESIDENT Trustee or director, Officer | 40 | $376,074 | $18,000 |
| HAROLD BREWER | PAST CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 |
| BILL HORN | VICE CHAIR EMERITUS Trustee or director, Officer | 0 | $0 | $0 |
| TOM DAVIDSON | CHAIRMAN EMERITUS Trustee or director, Officer | 0 | $0 | $0 |
| RUSS FISHER | VICE CHAIRMAN EMERITUS Trustee or director, Officer | 0 | $0 | $0 |
| CARL NAVARRE | CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 |
| JEFF HARKAVY | DIRECTOR Trustee or director | 0 | $0 | $0 |
| STU APTE | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JOHN ABPLANALP | DIRECTOR Trustee or director | 0 | $0 | $0 |
| RICH ANDREWS | DIRECTOR Trustee or director | 0 | $0 | $0 |
| RODNEY BARRETO | DIRECTOR Trustee or director | 0 | $0 | $0 |
| TIM O'BRIEN | DIRECTOR Trustee or director | 0 | $0 | $0 |
| EVAN CARRUTHERS | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ADOLPHUS A BUSCH IV | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JOHN DAVIDSON | TREASURER Trustee or director, Officer | 0 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY KLAUER | DIRECTOR Trustee or director | 0 | $0 |
| CLARKE OHRSTROM | DIRECTOR Trustee or director | 0 | $0 |
| SANDY MORET | DIRECTOR Trustee or director | 0 | $0 |
| AMBROSE MONELL | DIRECTOR Trustee or director | 0 | $0 |
| KRIS ROCKWELL | DIRECTOR Trustee or director | 0 | $0 |
| JOHN JOHNS | SECRETARY Trustee or director, Officer | 0 | $0 |
| RICK RUOFF | DIRECTOR Trustee or director | 0 | $0 |
| ADELAIDE SKOGLUND | DIRECTOR Trustee or director | 0 | $0 |
| DOUG KILPATRICK | DIRECTOR Trustee or director | 0 | $0 |
| ALI GENTRY FLOTA | DIRECTOR Trustee or director | 0 | $0 |
| TOM FRAZER | DIRECTOR Trustee or director | 0 | $0 |
| MIKE LARKIN | DIRECTOR Trustee or director | 0 | $0 |
| THORPE MCKENZIE | DIRECTOR Trustee or director | 0 | $0 |
| JENNIFER REHAGE | DIRECTOR Trustee or director | 0 | $0 |
| VAUGHN ROBERTS | DIRECTOR Trustee or director | 0 | $0 |
| NOAH VALENSTEIN | DIRECTOR Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JIM MCDUFFIE | PRESIDENT Trustee or director, Officer | 40 | $326,270 | $18,000 |
| HAROLD BREWER | PAST CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 |
| BILL HORN | VICE CHAIR EMERITUS Trustee or director, Officer | 0 | $0 | $0 |
| TOM DAVIDSON | CHAIRMAN EMERITUS Trustee or director, Officer | 0 | $0 | $0 |
| RUSS FISHER | VICE CHAIRMAN EMERITUS Trustee or director, Officer | 0 | $0 | $0 |
| CARL NAVARRE | CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 |
| JEFF HARKAVY | DIRECTOR Trustee or director | 0 | $0 | $0 |
| STU APTE | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JOHN ABPLANALP | DIRECTOR Trustee or director | 0 | $0 | $0 |
| RICH ANDREWS | DIRECTOR Trustee or director | 0 | $0 | $0 |
| RODNEY BARRETO | DIRECTOR Trustee or director | 0 | $0 | $0 |
| TIM O'BRIEN | DIRECTOR Trustee or director | 0 | $0 | $0 |
| EVAN CARRUTHERS | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ADOLPHUS A BUSCH IV | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JOHN DAVIDSON | TREASURER Trustee or director, Officer | 0 | $0 | $0 |
| JERRY KLAUER | DIRECTOR Trustee or director | 0 | $0 | $0 |
| CLARKE OHRSTROM | DIRECTOR Trustee or director | 0 | $0 | $0 |
| SANDY MORET | DIRECTOR Trustee or director | 0 | $0 | $0 |
| AMBROSE MONELL | DIRECTOR Trustee or director | 0 | $0 | $0 |
| KRIS ROCKWELL | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JOHN JOHNS | SECRETARY Trustee or director, Officer | 0 | $0 | $0 |
| RICK RUOFF | DIRECTOR Trustee or director | 0 | $0 | $0 |
| ADELAIDE SKOGLUND | DIRECTOR Trustee or director | 0 | $0 | $0 |
| DOUG KILPATRICK | DIRECTOR Trustee or director | 0 | $0 | $0 |
| ALI GENTRY FLOTA | DIRECTOR Trustee or director | 0 | $0 | $0 |
| TOM FRAZER | DIRECTOR Trustee or director | 0 | $0 | $0 |
| MIKE LARKIN | DIRECTOR Trustee or director | 0 | $0 | $0 |
| THORPE MCKENZIE | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JENNIFER REHAGE | DIRECTOR Trustee or director | 0 | $0 | $0 |
| VAUGHN ROBERTS | DIRECTOR Trustee or director | 0 | $0 | $0 |
| NOAH VALENSTEIN | DIRECTOR Trustee or director | 0 | $0 | $0 |
990 for the year ended December 31, 2023: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JIM MCDUFFIE | PRESIDENT Trustee or director, Officer | 40 | $303,724 | $18,000 |
| HAROLD BREWER | PAST CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 |
| BILL HORN | VICE CHAIR EMERITUS Trustee or director, Officer | 0 | $0 | $0 |
| TOM DAVIDSON | CHAIRMAN EMERITUS Trustee or director, Officer | 0 | $0 | $0 |
| RUSS FISHER | VICE CHAIRMAN EMERITUS Trustee or director, Officer | 0 | $0 | $0 |
| CARL NAVARRE | CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 |
| JEFF HARKAVY | FOUNDING MEMBER Trustee or director, Officer | 0 | $0 | $0 |
| STU APTE | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JOHN ABPLANALP | DIRECTOR Trustee or director | 0 | $0 | $0 |
| RICH ANDREWS | DIRECTOR Trustee or director | 0 | $0 | $0 |
| RODNEY BARRETO | DIRECTOR Trustee or director | 0 | $0 | $0 |
| DAN BERGER | VICE CHAIR Trustee or director | 5 | $0 | $0 |
| EVAN CARRUTHERS | TREASURER Trustee or director | 0 | $0 | $0 |
| ADOLPHUS A BUSCH IV | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JOHN DAVIDSON | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JERRY KLAUER | DIRECTOR Trustee or director | 0 | $0 | $0 |
| WAYNE MELAND | DIRECTOR Trustee or director | 0 | $0 | $0 |
| SANDY MORET | DIRECTOR Trustee or director | 0 | $0 | $0 |
| AMBROSE MONELL | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JOHN NEWMAN | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JOHN JOHNS | SECRETARY Trustee or director | 0 | $0 | $0 |
| AL PERKINSON | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JULIAN ROBERTSON | DIRECTOR Trustee or director | 0 | $0 | $0 |
| RICK RUOFF | DIRECTOR Trustee or director | 0 | $0 | $0 |
| ADELAIDE SKOGLUND | DIRECTOR Trustee or director | 0 | $0 | $0 |
| DOUG KILPATRICK | DIRECTOR Trustee or director | 0 | $0 | $0 |
| ALI GENTRY FLOTA | DIRECTOR Trustee or director | 0 | $0 | $0 |
| TOM FRAZER | DIRECTOR Trustee or director | 0 | $0 | $0 |
| MIKE LARKIN | DIRECTOR Trustee or director | 0 | $0 | $0 |
| THORPE MCKENZIE | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JENNIFER REHAGE | DIRECTOR Trustee or director | 0 | $0 | $0 |
| VAUGHN ROBERTS | DIRECTOR Trustee or director | 0 | $0 | $0 |
| DIANA RUDOLPH | DIRECTOR Trustee or director | 0 | $0 | $0 |
| NOAH VALENSTEIN | DIRECTOR Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2937 SW 27TH AVE STE 203, MIAMI, FL 33133-3772
- In care of
- % THOMAS N DAVIDSON
- Principal officer (990 for 2025)
- JIM MCDUFFIE, 2937 SW 27TH AVENUE, MIAMI, FL 33133
- Signed the 990
- JIM MCDUFFIE, PRESIDENT
- Phone
- (786) 618-9479
- Website
- WWW.BONEFISHTARPONTRUST.ORG
- Return prepared by
- NICHOLS CAULEY ADVISORY GROUP LLC
Mission
TO CONSERVE AND RESTORE BONEFISH, TARPON AND PERMIT FISHERIES AND HABITATS THROUGH RESEARCH, STEWARDSHIP, EDUCATION AND ADVOCACY
Program accomplishments
- PROVIDING SUPPORT TO VARIOUS PROGRAMS STUDYING THE BEHAVIOR OF BONEFISH, TARPON, AND PERMITExpenses $3,551,718 · grants $1,301,336
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | Check at the IRS |
IRS record
- EIN
- 65-0988321
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Animal-related (D113)
- Assets (IRS master file)
- $1,981,013
- Income (IRS master file)
- $2,837,603
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,442,536 | $4,113,189 | $1,981,013 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | December 2024 | $5,496,257 | $5,203,667 | $2,512,720 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $5,279,132 | $5,081,692 | $2,494,890 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $3,835,027 | $3,924,905 | $2,231,762 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 65-0988321).
Questions about BONEFISH & TARPON TRUST INC
- What is the EIN of BONEFISH & TARPON TRUST INC?
- The employer identification number (EIN) of BONEFISH & TARPON TRUST INC is 65-0988321.
- Is BONEFISH & TARPON TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BONEFISH & TARPON TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BONEFISH & TARPON TRUST 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 BONEFISH & TARPON TRUST INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BONEFISH & TARPON TRUST INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BONEFISH & TARPON TRUST INC?
- The 990 for the year ended June 30, 2025 names JIM MCDUFFIE.
- Who are the officers and directors of BONEFISH & TARPON TRUST INC?
- The 990 for the year ended June 30, 2025 lists 31 people; 1 received compensation from the organization, the highest $376,074 (JIM MCDUFFIE, PRESIDENT).
- How much revenue does BONEFISH & TARPON TRUST INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,442,536, expenses of $4,113,189 and total assets of $1,981,013 at year end.
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