Civic Intelligence

Southwest Charter Foundation Inc.

990 • Fiscal year 2011 • EIN 01-0561262

Jul 01, 2010 to Jun 30, 2011 • Filed on Mar 30, 2012

Organization ProfileWWW.SOUTHWESTCHARTERFOUNDATION.ORG
6245 North Federal Highway 5thFloor33308
Siviq Scores

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

Liabilities / Assets

94th percentile

1.06x

Higher debt load relative to assets than 94% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

39th percentile

1.7%

Faster asset growth than 39% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$79,863,349

Up $1,296,329 (+1.6%) from 2010

Net Assets

Up

-$5,149,461

Up $642,928 (+11%) from 2010

Liabilities

Up

$85,012,810

Up $653,401 (+0.8%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$46,848,706

Up $4,142,505 (+9.7%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2011

Assets$79,863,349
Liabilities$85,012,810
Net Assets-$5,149,461
Open 2011 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

2011

Revenue-
Expenses$46,848,706
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Mar 30, 2012
Return Version
2010v3.4
Gross Receipts
$47,491,634
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
Provide education to fifth through eighth graders at gateway intermediate charter school.
Activity 3
Provide education to kindergarten through eighth graders at six mile charter school
Filing and Contact Details

Filer

EIN
01-0561262
Raw XML AppendixShowing 400 of 497 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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IRS990ScheduleK/Form990ScheduleKPartI/DescriptionOfPurpose0TO PROVIDE FUNDS REQUIRED FOR LEE CHARTER FOUNDATION SCHOOLS
IRS990ScheduleK/Form990ScheduleKPartII/AdequateBooksAndRecdsMaintaind00
IRS990ScheduleK/Form990ScheduleKPartII/AdvanceRefunding00
IRS990ScheduleK/Form990ScheduleKPartII/CurrentRefunding00
IRS990ScheduleK/Form990ScheduleKPartII/FinalAllocationMade00
IRS990ScheduleK/Form990ScheduleKPartIII/AnyLeaseArrangements00
IRS990ScheduleK/Form990ScheduleKPartIII/AnyResearchAgreements00
IRS990ScheduleK/Form990ScheduleKPartIII/MngmentCntrctBondFinancdPrprty00
IRS990ScheduleK/Form990ScheduleKPartIII/OwningBondFinancedProperty00
IRS990ScheduleK/Form990ScheduleKPartIII/PostIssuanceComplianceProcdrs00
IRS990ScheduleK/Form990ScheduleKPartI/IssuePrice082165000
IRS990ScheduleK/Form990ScheduleKPartI/IssuerEIN0650864257
IRS990ScheduleK/Form990ScheduleKPartI/IssuerName/BusinessNameLine10LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
IRS990ScheduleK/Form990ScheduleKPartI/OnBehalfOfIssuer00
IRS990ScheduleK/Form990ScheduleKPartI/PoolFinancing00
IRS990ScheduleK/Form990ScheduleKPartIV/ExceptionToRebate00
IRS990ScheduleK/Form990ScheduleKPartIV/Form8038TFiled00
IRS990ScheduleK/Form990ScheduleKPartIV/GrossProceedsInvested00
IRS990ScheduleK/Form990ScheduleKPartIV/GrossProceedsInvestedInGIC00
IRS990ScheduleK/Form990ScheduleKPartIV/HedgeIdentifiedInBooksAndRecds00
IRS990ScheduleK/Form990ScheduleKPartIV/VariableRateIssue00
IRS990ScheduleO/GeneralExplanation/Explanation0FORM 990, PART VI, SECTION A, LINE 3: THE FOUNDATION HIRED A PROFESSINAL CHARTER SCHOOL MANAGEMENT COMPANY TO OVERSEE THE DAY TO DAY OPERATIONS OF THEIR SCHOOLS.
IRS990ScheduleO/GeneralExplanation/Explanation1FORM 990 IS SUBMITTED TO THE MANAGMENT COMPANY WHERE IT IS REVIEWED BY THE MANAGEMENT COMPANY AND THE BOARD OF DIRECTORS. AMOUNTS LISTED ON FORM 990 ARE AGREED TO AMOUNTS IN THE AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation2CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED THROUGH THE STANDARDS AND PROVISIONS SET FORTH BY THE LEE COUNTY SCHOOL DISTRICT
IRS990ScheduleO/GeneralExplanation/Explanation3FORM 990 IS AVAILABLE UPON REQUEST TO THE MANAGMENT COMPANY OR CAN BE FOUND AT WWW.GUIDESTAR.ORG
IRS990ScheduleO/GeneralExplanation/Explanation4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PULIC UPON REQUEST TO THE MANAGEMENT COMPANY.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION'S GOVERNING BOARD SELECTS THEIR AUDITOR IN COMPLIANCE WITH THE FLORIDA STATUES WHICH REQUIRE CERTAIN CRITERIA TO BE FOLLOWED IN THEIR REQUEST FOR PROPOSAL PROCESS. NO CHANGES HAVE BEEN IMPLEMENTED TO THIS PROCESS OVER THE PAST YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation6AN AUDIT AS REQUIRED AS SET FORTH IN THE SINGLE AUDIT ACT IS BEING PERFORMED.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier2SELECTION OF AUDIT SERVICES
IRS990ScheduleO/GeneralExplanation/Identifier3REQUIREMENTS FOR AUDIT UNDER SINGLE AUDIT ACT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 2C

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$79,863,349
Liabilities
$85,012,810
Net assets
-$5,149,461
Revenue
-
Expenses
$46,848,706
Net income
-
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