Civic Intelligence

Southwest Charter Foundation Inc.

990 • Fiscal year 2013 • EIN 01-0561262

Jul 01, 2012 to Jun 30, 2013 • Filed on May 07, 2014

Organization ProfileWWW.SOUTHWESTCHARTERFOUNDATION.ORG
800 Corporate Drive No 124Ft Lauderdale, FL 33334
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

95th percentile

1.10x

Higher debt load relative to assets than 95% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

83rd percentile

2.22x

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

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Net Margin

19th percentile

-3.7%

Higher net margin than 19% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

91st percentile

28%

Faster asset growth than 91% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$94,437,916

Up $20,936,527 (+28%) from 2012

Net Assets

Down

-$9,094,973

Down $1,747,078 (-24%) from 2012

Liabilities

Up

$103,532,889

Up $22,683,605 (+28%) from 2012

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin19th percentile

Revenue

$46,732,022

No earlier filing loaded for comparison.

Expenses

Up

$48,479,100

Up $2,869,003 (+6.3%) from 2012

Net Income

-$1,747,078

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0-$50MAssets 2010: $78,567,020Liabilities 2010: $84,359,409Net Assets 2010: -$5,792,3892010Assets 2011: $79,863,349Liabilities 2011: $85,012,810Net Assets 2011: -$5,149,4612011Assets 2012: $73,501,389Liabilities 2012: $80,849,284Net Assets 2012: -$7,347,8952012Assets 2013: $94,437,916Liabilities 2013: $103,532,889Net Assets 2013: -$9,094,9732013Assets 2014: $91,120,019Liabilities 2014: $101,111,994Net Assets 2014: -$9,991,9752014Assets 2015: $90,225,529Liabilities 2015: $100,205,714Net Assets 2015: -$9,980,1852015Assets 2016: $89,574,344Liabilities 2016: $98,803,605Net Assets 2016: -$9,229,2612016Assets 2017: $128,293,045Liabilities 2017: $138,388,704Net Assets 2017: -$10,095,6592017Assets 2018: $121,371,780Liabilities 2018: $133,410,278Net Assets 2018: -$12,038,4982018Assets 2019: $119,914,176Liabilities 2019: $133,280,771Net Assets 2019: -$13,366,5952019Assets 2020: $118,219,163Liabilities 2020: $131,782,674Net Assets 2020: -$13,563,5112020Assets 2021: $116,504,611Liabilities 2021: $128,615,856Net Assets 2021: -$12,111,2452021Assets 2022: $116,602,539Liabilities 2022: $127,312,657Net Assets 2022: -$10,710,1182022Assets 2023: $141,347,603Liabilities 2023: $146,608,344Net Assets 2023: -$5,260,7412023Assets 2024: $182,099,415Liabilities 2024: $185,097,633Net Assets 2024: -$2,998,2182024

Highlighted filing

2013

Assets$94,437,916
Liabilities$103,532,889
Net Assets-$9,094,973
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MExpenses 2010: $42,706,2012010Expenses 2011: $46,848,7062011Expenses 2012: $45,610,0972012Revenue 2013: $46,732,022Expenses 2013: $48,479,100Net Income 2013: -$1,747,0782013Revenue 2014: $51,592,533Expenses 2014: $52,482,076Net Income 2014: -$889,5432014Revenue 2015: $52,510,183Expenses 2015: $52,478,838Net Income 2015: $31,3452015Revenue 2016: $55,117,978Expenses 2016: $54,436,537Net Income 2016: $681,4412016Revenue 2017: $53,605,356Expenses 2017: $54,347,859Net Income 2017: -$742,5032017Revenue 2018: $57,482,813Expenses 2018: $59,486,801Net Income 2018: -$2,003,9882018Revenue 2019: $58,728,021Expenses 2019: $60,056,033Net Income 2019: -$1,328,0122019Revenue 2020: $57,830,005Expenses 2020: $58,026,921Net Income 2020: -$196,9162020Revenue 2021: $61,802,178Expenses 2021: $60,349,912Net Income 2021: $1,452,2662021Revenue 2022: $66,987,568Expenses 2022: $65,470,566Net Income 2022: $1,517,0022022Revenue 2023: $85,522,600Expenses 2023: $80,073,223Net Income 2023: $5,449,3772023Revenue 2024: $99,821,922Expenses 2024: $97,559,399Net Income 2024: $2,262,5232024

Highlighted filing

2013

Revenue$46,732,022
Expenses$48,479,100
Net Income-$1,747,078
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 7, 2014
Return Version
2012v2.1
Gross Receipts
$46,732,022
Mission and Program Overview

Mission

The foundation provides high quality schools with an unwavering dedication to student achievement unyielding commitment to ethical and sound business practices providing a choice for communities, parents, students and professionals that fosters educational excellence in america.

Major Activities

Activity 2
Gateway charter school: provide the highest quality education from kindergarten through eighth grade.
Activity 3
Six mile charter academy: provide the highest quality education from pre-kindergarten through eighth grade.
Filing and Contact Details

Filer

EIN
01-0561262
Raw XML AppendixShowing 400 of 515 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleE/Form990ScheduleEPartII/Explanation0THE FOUNDATION INCLUDES PUBLIC CHARTER SCHOOLS ORGANIZED UNDER FLORIDA STATUTES. ALL NONDISCRIMINATORY INFORMATION IS AVAILABLE THROUGH VARIOUS PUBLIC ANNOUCEMENTS AND PUBLICATIONS.
IRS990ScheduleE/Form990ScheduleEPartII/Explanation1THE FOUNDATION RECEIVES COMPENSATION FOR SERVICES IN THE FORM OF AWARDS, GRANTS AND OTHER SUBSIDIES FROM FEDERAL, STATE AND LOCAL GOVERNMENTS, WHICH ALSO INCLUDES FUNDING FOR STUDENT ENROLLMENT.
IRS990ScheduleE/Form990ScheduleEPartII/Identifier0EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION
IRS990ScheduleE/Form990ScheduleEPartII/Identifier1EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE
IRS990ScheduleE/Form990ScheduleEPartII/ReturnReference0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/Form990ScheduleEPartII/ReturnReference1SCHEDULE E, PART I, LINE 6
IRS990ScheduleE/GovernmentFinancialAidReceived01
IRS990ScheduleE/GovernmentFinancialAidRevoked00
IRS990ScheduleE/MaintCopiesOfAllSolicitations01
IRS990ScheduleE/MaintCopiesOfBrochuresEtc01
IRS990ScheduleE/MaintRacialCompositionRecords01
IRS990ScheduleE/MaintScholarshipsRecords01
IRS990ScheduleE/NondiscriminatoryPolicyStmt01
IRS990ScheduleE/PolicyPublViaBroadcastMedia01
IRS990ScheduleE/PolicyStatementInBrochuresEtc01
IRS990/ScheduleJRequired00
IRS990ScheduleK/Form990ScheduleKPartI/BondReferenceCd0A
IRS990ScheduleK/Form990ScheduleKPartI/BondReferenceCd1B
IRS990ScheduleK/Form990ScheduleKPartI/DateIssued02007-06-06
IRS990ScheduleK/Form990ScheduleKPartI/DateIssued12012-08-27
IRS990ScheduleK/Form990ScheduleKPartI/Defeased00
IRS990ScheduleK/Form990ScheduleKPartI/Defeased10
IRS990ScheduleK/Form990ScheduleKPartI/DescriptionOfPurpose0TO PROVIDE FUNDS REQUIRED FOR LEE CHARTER FOUNDATION SCHOOLS
IRS990ScheduleK/Form990ScheduleKPartI/DescriptionOfPurpose1TO PROVIDE FUNDS REQUIRED FOR LEE CHARTER FOUNDATION SCHOOLS
IRS990ScheduleK/Form990ScheduleKPartII/AdequateBooksAndRecdsMaintaind00
IRS990ScheduleK/Form990ScheduleKPartII/AdvanceRefunding00
IRS990ScheduleK/Form990ScheduleKPartII/BondReferenceCd0A
IRS990ScheduleK/Form990ScheduleKPartII/CurrentRefunding00
IRS990ScheduleK/Form990ScheduleKPartII/FinalAllocationMade00
IRS990ScheduleK/Form990ScheduleKPartIII/AnyLeaseArrangements00
IRS990ScheduleK/Form990ScheduleKPartIII/AnyResearchAgreements00
IRS990ScheduleK/Form990ScheduleKPartIII/BondIssMeetPrvtSecurityPayTest00
IRS990ScheduleK/Form990ScheduleKPartIII/BondReferenceCd0A
IRS990ScheduleK/Form990ScheduleKPartIII/ChangeInUseBondFinancedProp00
IRS990ScheduleK/Form990ScheduleKPartIII/MngmentCntrctBondFinancdPrprty00
IRS990ScheduleK/Form990ScheduleKPartIII/NonQualifiedBondRemedProcdrs00
IRS990ScheduleK/Form990ScheduleKPartIII/OwningBondFinancedProperty00
IRS990ScheduleK/Form990ScheduleKPartI/IssuePrice080520000
IRS990ScheduleK/Form990ScheduleKPartI/IssuePrice120685000
IRS990ScheduleK/Form990ScheduleKPartI/IssuerEIN0650864257
IRS990ScheduleK/Form990ScheduleKPartI/IssuerEIN1650864257
IRS990ScheduleK/Form990ScheduleKPartI/IssuerName/BusinessNameLine10LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
IRS990ScheduleK/Form990ScheduleKPartI/IssuerName/BusinessNameLine11LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
IRS990ScheduleK/Form990ScheduleKPartI/OnBehalfOfIssuer00
IRS990ScheduleK/Form990ScheduleKPartI/OnBehalfOfIssuer10
IRS990ScheduleK/Form990ScheduleKPartI/PoolFinancing00
IRS990ScheduleK/Form990ScheduleKPartI/PoolFinancing10
IRS990ScheduleK/Form990ScheduleKPartIV/BondReferenceCd0A
IRS990ScheduleK/Form990ScheduleKPartIV/ExceptionToRebate00
IRS990ScheduleK/Form990ScheduleKPartIV/Form8038TFiled00
IRS990ScheduleK/Form990ScheduleKPartIV/GrossProceedsInvested00
IRS990ScheduleK/Form990ScheduleKPartIV/GrossProceedsInvestedInGIC00
IRS990ScheduleK/Form990ScheduleKPartIV/HedgeIdentifiedInBooksAndRecds00
IRS990ScheduleK/Form990ScheduleKPartIV/NoRebateDue00
IRS990ScheduleK/Form990ScheduleKPartIV/RebateNotDueYet00
IRS990ScheduleK/Form990ScheduleKPartIV/VariableRateIssue00

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$94,437,916
Liabilities
$103,532,889
Net assets
-$9,094,973
Revenue
$46,732,022
Expenses
$48,479,100
Net income
-$1,747,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$182$185$3.00$99.8$97.6$2.26
2023Detailed filing. Detailed filing data is available for this year.$141$147$5.26$85.5$80.1$5.45
2022Detailed filing. Detailed filing data is available for this year.$117$127$10.7$67.0$65.5$1.52
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$117$129$12.1$61.8$60.3$1.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$132$13.6$57.8$58.0$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$120$133$13.4$58.7$60.1$1.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$121$133$12.0$57.5$59.5$2.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$128$138$10.1$53.6$54.3$0.74
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.6$98.8$9.23$55.1$54.4$0.68
2015Summary only. Only limited summary data is available for this year.$90.2$100$9.98$52.5$52.5$0.03
2014Detailed filing. Detailed filing data is available for this year.$91.1$101$9.99$51.6$52.5$0.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.4$104$9.09$46.7$48.5$1.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.5$80.8$7.35$45.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.9$85.0$5.15$46.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.6$84.4$5.79$42.7