Civic Intelligence

Guardian Ad Litem Foundation-20Th Judicial Circuit

EIN 59-2296529 • 501(c)3 • Fort Myers, FL

Profile

Guardian Ad Litem Foundation raises the funds necessary to recruit, train and retrain Volunteer Advocates who represent abused and neglected children in court, their schools and the child welfare system, and to provide necessary items for these children.

8270 College Pkwy STE 205Fort Myers, FL 33919

www.galfoundation20.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.10x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.11x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

70th percentile

18%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$98,009

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

81st percentile

23%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,058,653

Up $201,323 (+23%) from 2023

Liabilities

Down

$108,706

Down $8,150 (-7.0%) from 2023

Net Assets

Up

$949,947

Up $209,473 (+28%) from 2023

Revenue

Up

$1,013,046

Up $129,445 (+15%) from 2023

Expenses

Down

$835,722

Down $15,390 (-1.8%) from 2023

Net Income

Up

$177,324

Up $144,835 (+446%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $80,094Liabilities 2010: $558Net Assets 2010: $79,5362010Assets 2011: $157,198Liabilities 2011: $673Net Assets 2011: $156,5252011Assets 2012: $204,576Liabilities 2012: $448Net Assets 2012: $204,1282012Assets 2013: $210,872Liabilities 2013: $3,534Net Assets 2013: $207,3382013Assets 2014: $176,781Liabilities 2014: $2,248Net Assets 2014: $174,5332014Assets 2015: $207,466Liabilities 2015: $15,722Net Assets 2015: $191,7442015Assets 2016: $202,045Liabilities 2016: $2,847Net Assets 2016: $199,1982016Assets 2017: $239,257Liabilities 2017: $3,839Net Assets 2017: $235,4182017Assets 2018: $280,947Liabilities 2018: $3,371Net Assets 2018: $277,5762018Assets 2019: $280,897Liabilities 2019: $48,170Net Assets 2019: $232,7272019Assets 2020: $378,879Liabilities 2020: $124,535Net Assets 2020: $254,3442020Assets 2021: $495,836Liabilities 2021: $43,108Net Assets 2021: $452,7282021Assets 2022: $722,159Liabilities 2022: $47,390Net Assets 2022: $674,7692022Assets 2023: $857,330Liabilities 2023: $116,856Net Assets 2023: $740,4742023Assets 2024: $1,058,653Liabilities 2024: $108,706Net Assets 2024: $949,9472024

Highlighted filing

2024

Assets$1,058,653
Liabilities$108,706
Net Assets$949,947

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $249,8812010Expenses 2011: $147,9702011Expenses 2012: $160,4712012Revenue 2013: $245,608Expenses 2013: $242,398Net Income 2013: $3,2102013Revenue 2014: $316,862Expenses 2014: $349,667Net Income 2014: -$32,8052014Revenue 2015: $283,707Expenses 2015: $266,496Net Income 2015: $17,2112015Revenue 2016: $242,828Expenses 2016: $235,374Net Income 2016: $7,4542016Revenue 2017: $293,445Expenses 2017: $257,225Net Income 2017: $36,2202017Revenue 2018: $398,230Expenses 2018: $356,072Net Income 2018: $42,1582018Revenue 2019: $473,590Expenses 2019: $518,439Net Income 2019: -$44,8492019Revenue 2020: $657,018Expenses 2020: $635,401Net Income 2020: $21,6172020Revenue 2021: $809,000Expenses 2021: $610,616Net Income 2021: $198,3842021Revenue 2022: $1,020,769Expenses 2022: $769,924Net Income 2022: $250,8452022Revenue 2023: $883,601Expenses 2023: $851,112Net Income 2023: $32,4892023Revenue 2024: $1,013,046Expenses 2024: $835,722Net Income 2024: $177,3242024

Highlighted filing

2024

Revenue$1,013,046
Expenses$835,722
Net Income$177,324

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.11$0.95$1.01$0.84$0.18
2023Summary only. Only limited summary data is available for this year.$0.86$0.12$0.74$0.88$0.85$0.03
2022Summary only. Only limited summary data is available for this year.$0.72$0.05$0.67$1.02$0.77$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.04$0.45$0.81$0.61$0.20
2020Summary only. Only limited summary data is available for this year.$0.38$0.12$0.25$0.66$0.64$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.05$0.23$0.47$0.52$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.40$0.36$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.29$0.26$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.24$0.24$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.02$0.19$0.28$0.27$0.02
2014Summary only. Only limited summary data is available for this year.$0.18$0.00$0.17$0.32$0.35$0.03
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$0.25$0.24$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 3, 2024
Return Version
2023v6.0
Gross Receipts
$1,036,582
Mission and Program Overview

Mission

Guardian Ad Litem Foundation raises the funds necessary to recruit, train and retain Volunteer Advocates who represent abused and neglected children in court, their schools and the child welfare system, and to provide necessary items for these children.

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$392,008-
Cash and Non-Interest-Bearing Accounts$169,551$366,900▲ $197,349
Investments in Publicly Traded Securities$605,277$207,673▼ $397,604
Pledges and Grants Receivable$74,982$79,039▲ $4,057
Prepaid Expenses and Deferred Charges$1,740$2,187▲ $447
Total Assets$857,330$1,058,653▲ $201,323
Other Assets Total$5,780$10,846▲ $5,066
Liabilities
Deferred Revenue$75,000$75,000→ $0
Accounts Payable and Accrued Expenses$41,856$33,706▼ $8,150
Total Liabilities$116,856$108,706▼ $8,150
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$477,642$836,547▲ $358,905
Net Assets With Donor Restrictions$262,832$113,400▼ $149,432
Total Net Assets Fund Balance$740,474$949,947▲ $209,473
Total Liabilities and Net Assets / Fund Balance$857,330$1,058,653▲ $201,323

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$7,209$7,209
Other Assets Org$9,446--
Other Securities$392,008--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jessica StanfieldExecutive DirectorFT$98,009$98,009

Board Members and Trustees

NameTitle
Bruce GreenbergDirectorPresident
Barbara BermanDirectorVice President
Amy McQuaggeDirector
Amy TroutDirector
Carl WolaverDirector
Dean BrittDirector
Dona SchrimDirector
Ellen BeattieDirector
Eric BivensDirector
Susan CarterDirector
Thomas SchneiderDirector
Wesley KayneDirector
Linda MeyerDirectorSecretary
Gary LedererDirectorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$897,198
Program Service Revenue
$0
Investment Income
$51,119
Other Revenue
$64,729
All Other Contributions
$897,198
Change in Net Assets
$177,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$435,532
Other Expenses$400,190
Total Fundraising Expense$32,260
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$276,158$3,016$9,049$288,223
Current Officers, Directors, Trustees, and Key Employees$107,535$1,175$3,524$112,234
Advertising$34,245$2,140$6,421$42,806
Payroll Taxes$33,776$325$974$35,075
All Other Expenses$15,279$955$2,863$19,097
Insurance$15,093$944$2,830$18,867
Fees for Services Accounting$7,880$493$1,477$9,850
Office Expenses$7,368$462$1,382$9,212
Other Expenses$7,350$460$1,379$9,189
Conferences and Meetings-$2,925-$2,925
Travel$2,260$142$426$2,828
Total Functional Expenses$789,780$13,682$32,260$835,722
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$88,265
Fundraising Direct Expenses$23,536
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jazz Harbor$45,172$45,172$12,478$32,694
Fashion$31,823$31,823$9,993$21,830
Total Events$88,265$88,265$23,536$64,729
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Committee meeting documentation Part VI line 8B

Of the Organizations committees, only the Finance committee documents their meetings with minutes. The full Board of Directors also documents its meetings in writing.

Form 990 governing body review Part VI line 11

Executive and Finance Committee members review the Form 990 before circulating to the full Board for approval after presentation and questions with accounting firm engaged.

Conflict of interest policy compliance Part VI line 12C

No director or officer shall be disqualified from holding office but any director or officer who has a conflict of interest must fully disclose said interest to the Board of Directors and remove themselves from voting processes regarding the conflicted interest. The policy is presented to each new Board member and is reviewed by all at the annual meeting each January.

CEO executive director top management comp Part VI line 15A

Annual review by the Executive Committee with agreement letter issued by the Board Chair.

Governing documents etc available to public Part VI line 19

The Organization makes its governing documents, conflict of interest policy and financial documents available to the public upon request.

Part VII response or note to any other line in Part VII

Part VII shows 15 entries for the Board of Directors. Jessica Stanfield is listed on the Part VII but is not a voting member, so Part I and Part VI reflect only 14 members.

Filing and Contact Details

Filer

Filer Name
ANAs Friends Inc
EIN
59-2296529
Address
8270 College Pkwy STE 205, Fort Myers, FL 33919

Signing Officer

Name
Jessica Stanfield
Title
Chief Executive
Phone
2395331435
Signed
2024-09-03
Discuss with paid preparer
No

Organization Details

Principal Officer
Jessica Stanfield
Formed
1983
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
12
Volunteers
236

Preparer

Firm
HSCTuscan & Company PA
Address
1470 Royal Palm Square Blvd, Fort Myers, FL 33919
Preparer
Jeffrey M Tuscan CPA
Phone
2399392233
Supplemental Narrative

Additional Explanations

Significant program services not listed on prior year return Part III line 2

Heartfelt Hangouts create meaningful, joy-filled experiences for abused, neglected, and abandoned children in Southwest Florida. These outreach events range from large-scale programs like the Back to School Bashwhich provides backpacks, school supplies, and clothing gift cardsto Gifts of Hope, our annual holiday experience that ensures every child normalcy during the holidays. Monthly smaller-scale events offer additional opportunities for connection, healing, and enrichment. Programs like Back to School Bash, hosted in partnership with the Lee County Sheriffs Office, also promote positive community interactions. Heartfelt Hangouts are designed to give children in foster care happy memories and the chance to simply feel like a kid.

General explanation attachment

A.N.A.s Friends raises the funds necessary to meet the urgent needs of abused, neglected, and abandoned children by providing essential items through our Childrens Needs Program and Comfort Closet, and by offering meaningful outreach experiences that promote healing, stability, and hope.A.N.A.s Friends, Inc. raises the funds necessary to meet the critical needs of abused, neglected, and abandoned children navigating the child welfare system by providing essential items, supporting meaningful outreach experiences, and operating a Comfort Closet filled with emergency and enrichment resources. The audit was not completed prior to the final due date of Form 990, therefore the Organization is filing using unaudited figures.

Raw XML AppendixShowing 400 of 504 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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IRS990/ProgSrvcAccomActy2Grp/Desc0Heartfelt Hangouts create meaningful, joy-filled experiences for abused, neglected, and abandoned children in Southwest Florida. These outreach events range from large-scale programs like the Back to School Bashwhich provides backpacks, school supplies, and clothing gift cardsto Gifts of Hope, our annual holiday experience that ensures every child normalcy during the holidays. Monthly smaller-scale events offer additional opportunities for connection, healing, and enrichment. Programs like Back to School Bash, hosted in partnership with the Lee County Sheriffs Office, also promote positive community interactions. Heartfelt Hangouts are designed to give children in foster care happy memories and the chance to simply feel like a kid.
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