Civic Intelligence

Bonita Springs Assistance

EIN 59-2337909 • 501(c)3 • Bonita Springs, FL

Profile

To provide temporary assistance to residents of bonita springs who have been affected by an unexpected crisis. Our goal is to foster independence through education and by bridging the financial needs of the recipient.

25300 Bernwood Dr Suite 6Bonita Springs, FL 34135

www.bonitaassistance.org

Siviq Scores

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

Liabilities / Assets

48th percentile

0.05x

Higher debt load relative to assets than 48% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.13x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

69th percentile

$105,095

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 18.5% of source-year revenue.

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

Asset Growth

87th percentile

38%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

79th percentile

39%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$1,373,473

Up $378,815 (+38%) from 2023

Liabilities

Up

$73,882

Up $69,044 (+1427%) from 2023

Net Assets

Up

$1,299,591

Up $309,771 (+31%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin86th percentile

Revenue

Up

$569,254

Up $159,398 (+39%) from 2023

Expenses

Down

$336,087

Down $192,875 (-36%) from 2023

Net Income

Up

$233,167

Up $352,273 (+296%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $285,233Liabilities 2011: $0Net Assets 2011: $285,2332011Assets 2012: $288,661Liabilities 2012: $0Net Assets 2012: $288,6612012Assets 2013: $392,061Liabilities 2013: $0Net Assets 2013: $392,0612013Assets 2014: $442,931Liabilities 2014: $0Net Assets 2014: $442,9312014Assets 2015: $440,329Liabilities 2015: $12,539Net Assets 2015: $427,7902015Assets 2016: $407,463Liabilities 2016: $3,438Net Assets 2016: $404,0252016Assets 2017: $677,963Liabilities 2017: $15,161Net Assets 2017: $662,8022017Assets 2018: $671,125Liabilities 2018: $3,289Net Assets 2018: $667,8362018Assets 2019: $717,115Liabilities 2019: $6,074Net Assets 2019: $711,0412019Assets 2020: $885,740Liabilities 2020: $7,419Net Assets 2020: $878,3212020Assets 2021: $924,683Liabilities 2021: $14,856Net Assets 2021: $909,8272021Assets 2022: $1,061,873Liabilities 2022: $49,050Net Assets 2022: $1,012,8232022Assets 2023: $994,658Liabilities 2023: $4,838Net Assets 2023: $989,8202023Assets 2024: $1,373,473Liabilities 2024: $73,882Net Assets 2024: $1,299,5912024

Highlighted filing

2024

Assets$1,373,473
Liabilities$73,882
Net Assets$1,299,591
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $291,528Expenses 2011: $311,585Net Income 2011: -$20,0572011Expenses 2012: $345,5002012Revenue 2013: $483,568Expenses 2013: $402,657Net Income 2013: $80,9112013Revenue 2014: $451,596Expenses 2014: $402,910Net Income 2014: $48,6862014Revenue 2015: $390,104Expenses 2015: $395,202Net Income 2015: -$5,0982015Revenue 2016: $313,511Expenses 2016: $344,507Net Income 2016: -$30,9962016Revenue 2017: $583,478Expenses 2017: $352,999Net Income 2017: $230,4792017Revenue 2018: $364,882Expenses 2018: $348,174Net Income 2018: $16,7082018Revenue 2019: $354,477Expenses 2019: $344,622Net Income 2019: $9,8552019Revenue 2020: $550,630Expenses 2020: $395,147Net Income 2020: $155,4832020Revenue 2021: $728,899Expenses 2021: $729,749Net Income 2021: -$8502021Revenue 2022: $1,019,987Expenses 2022: $928,492Net Income 2022: $91,4952022Revenue 2023: $409,856Expenses 2023: $528,962Net Income 2023: -$119,1062023Revenue 2024: $569,254Expenses 2024: $336,087Net Income 2024: $233,1672024

Highlighted filing

2024

Revenue$569,254
Expenses$336,087
Net Income$233,167
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,373,473
Liabilities
$73,882
Net assets
$1,299,591
Revenue
$569,254
Expenses
$336,087
Net income
$233,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.07$1.30$0.57$0.34$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.41$0.53$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.05$1.01$1.02$0.93$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.91$0.73$0.73$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.01$0.88$0.55$0.40$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.71$0.35$0.34$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.36$0.35$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.02$0.66$0.58$0.35$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.40$0.31$0.34$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.01$0.43$0.39$0.40$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.45$0.40$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.48$0.40$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.35
2011Summary only. Only limited summary data is available for this year.$0.29$0.00$0.29$0.29$0.31$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Gross Receipts
$569,877
Mission and Program Overview

Mission

To provide temporary assistance to residents of bonita springs who have been affected by an unexpected crisis. Our goal is to foster independence through education and by bridging the financial needs of the recipient.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$581,890$849,462▲ $267,572
Investments in Publicly Traded Securities$269,456$312,915▲ $43,459
Savings and Temporary Cash Investments$106,036$112,262▲ $6,226
Land, Buildings, and Equipment, Net$30,419$28,927▼ $1,492
Prepaid Expenses and Deferred Charges$2,085$2,085→ $0
Total Assets$994,658$1,373,473▲ $378,815
Other Assets Total$4,772$67,822▲ $63,050
Liabilities
Other Liabilities$4,838$65,120▲ $60,282
Accounts Payable and Accrued Expenses-$8,762-
Total Liabilities$4,838$73,882▲ $69,044
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$889,820$1,199,591▲ $309,771
Net Assets With Donor Restrictions$100,000$100,000→ $0
Total Net Assets Fund Balance$989,820$1,299,591▲ $309,771
Total Liabilities and Net Assets / Fund Balance$994,658$1,373,473▲ $378,815

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$28,927$18,026$46,953
Equipment-$4,497$4,497
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teri LamaineExecutive DiFT$77,625$27,470$105,095

Board Members and Trustees

NameTitle
Cindy CedenoChair
Darcy EikenbergPast Chair
Richard R RosierPast Chair
Beverly GervasiVice Chair
Arden MccurdyDirector
Chuck StaufferDirector
Dixon BlevinsDirector
Jennifer DewittDirector
John SpearDirector
Lisa KarnowDirector
Suzanne WardDirector
Chris RiesenSecretary
Dawn BrewerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$542,171
Program Service Revenue
$0
Investment Income
$23,903
Other Revenue
$3,180
All Other Contributions
$535,581
Change in Net Assets
$233,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$170,107
Other Expenses$162,607
Total Fundraising Expense$18,033
Grants and Similar Amounts Paid$3,373
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$75,490$2,135-$77,625
Other Salaries and Wages$57,184$1,617-$58,801
Occupancy$29,524$18,461$7,517$55,502
Fees for Services Other$5,612$21,252$2,715$29,579
Other Employee Benefits$5,211$19,737$2,522$27,470
Information Technology$3,901$14,772$1,887$20,560
Office Expenses$4,242$13,887$2,049$20,178
Insurance$2,029$7,685$982$10,696
Payroll Taxes$6,040$171-$6,211
Grants to Domestic Individuals$3,373--$3,373
Fees for Service Investment Mgmnt Fees-$2,695-$2,695
Depreciation Depletion$283$1,072$137$1,492
Travel$209$792$101$1,102
Conferences and Meetings$524$244$31$799
Other Expenses$354$719$92$354
Total Functional Expenses$212,815$105,239$18,033$336,087
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Past ChairInsuranceNo$5,453
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$65,120
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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

Form 990, Page 6, Part VI, Line 9

“Dixon blevins darcy eikenberg 25300 bernwood drive 6 bonita springs, fl 34135 richard r. Rosier suzanne ward”

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed by the treasurer or executive director with the accountant.”

Form 990, Page 6, Part VI, Line 12C

“Obtained signed statement from members on annual basis.”

Form 990, Page 6, Part VI, Line 15A

“Annual review. Board sets compensation.”

Form 990, Page 6, Part VI, Line 19

“Tax returns and financials are kept onsite.”

Filing and Contact Details

Filer

Filer Name
Bonita Springs Assistance Office
EIN
59-2337909
Phone
2399923034
Address
25300 BERNWOOD DR SUITE 6, BONITA SPRINGS, FL 34135

Signing Officer

Name
Dawn Brewer
Title
Treasurer
Phone
2399923034
Signed
2025-11-13

Organization Details

Principal Officer
Dawn Brewer
Formed
1980
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
50

Preparer

Firm
Stroemer & Company
Address
14030 METROPOLIS AVE STE 200, FORT MYERS, FL 33912
Preparer
Marc Whitfield CPA
Phone
2394331002
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers provide a variety of services from administrative to client services such as unloading and cataloguing donations, packaging goods for distribution to clients, assistance with outside projects and fundraising.”

Form 990, Page 2, Part III, Line 4A

“In february 2024, the bonita springs assistance office closed its doors and reopened in september 2024. Program services available in 2024 were the food pantry and short-term case management services. From september 2024 through december 2024, our food pantry served 4,329 individuals. Our case management program assisted 18 individuals by providing support assessments and an action plan for community members in crisis. Partnered with the bonita springs fire department, we hosted a toys for tots registration in november 2024, and registered over 930 children in bonita springs to receive holiday gifts. We purchased and established two software programs to manage our client services. Neighbor intake to track pantry participants and infoflo for case management and future financial assistance clients. Since returning in august, a major goal of bsao has been to reconnect with community partners and build those relationships. We achieved this in 2024 by: ?reestablishing as a united way partner agency. ?participation in bimonthly interagency launches hosted by cafe of life ?host networking lunches for various community partners to discuss collaboration of services. ?visit the bonita senior center regularly to meet with participants. In september 2024, we began recruiting volunteers from our community to assist at our food pantry and support our november toys for tots registration. By december 2024, we had over 100 volunteers signed up in our volunteer software program, and around 10 to 15 volunteers assisting bsao weekly.”

Form 990, Part XI, Line 9

“Right of use asset 177,080 right of use liability -180,068 other liabilities -8,862 total -11,850”

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IRS990/ActivityOrMissionDesc0TO PROVIDE TEMPORARY ASSISTANCE TO RESIDENTS OF BONITA SPRINGS WHO HAVE BEEN AFFECTED BY AN UNEXPECTED CRISIS. OUR GOAL IS TO FOSTER INDEPENDENCE THROUGH EDUCATION AND BY BRIDGING THE FINANCIAL NEEDS OF THE RECIPIENT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS PROVIDE A VARIETY OF SERVICES FROM ADMINISTRATIVE TO CLIENT SERVICES SUCH AS UNLOADING AND CATALOGUING DONATIONS, PACKAGING GOODS FOR DISTRIBUTION TO CLIENTS, ASSISTANCE WITH OUTSIDE PROJECTS AND FUNDRAISING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN FEBRUARY 2024, THE BONITA SPRINGS ASSISTANCE OFFICE CLOSED ITS DOORS AND REOPENED IN SEPTEMBER 2024. PROGRAM SERVICES AVAILABLE IN 2024 WERE THE FOOD PANTRY AND SHORT-TERM CASE MANAGEMENT SERVICES. FROM SEPTEMBER 2024 THROUGH DECEMBER 2024, OUR FOOD PANTRY SERVED 4,329 INDIVIDUALS. OUR CASE MANAGEMENT PROGRAM ASSISTED 18 INDIVIDUALS BY PROVIDING SUPPORT ASSESSMENTS AND AN ACTION PLAN FOR COMMUNITY MEMBERS IN CRISIS. PARTNERED WITH THE BONITA SPRINGS FIRE DEPARTMENT, WE HOSTED A TOYS FOR TOTS REGISTRATION IN NOVEMBER 2024, AND REGISTERED OVER 930 CHILDREN IN BONITA SPRINGS TO RECEIVE HOLIDAY GIFTS. WE PURCHASED AND ESTABLISHED TWO SOFTWARE PROGRAMS TO MANAGE OUR CLIENT SERVICES. NEIGHBOR INTAKE TO TRACK PANTRY PARTICIPANTS AND INFOFLO FOR CASE MANAGEMENT AND FUTURE FINANCIAL ASSISTANCE CLIENTS. SINCE RETURNING IN AUGUST, A MAJOR GOAL OF BSAO HAS BEEN TO RECONNECT WITH COMMUNITY PARTNERS AND BUILD THOSE RELATIONSHIPS. WE ACHIEVED THIS IN 2024 BY: ?REESTABLISHING AS A UNITED WAY PARTNER AGENCY. ?PARTICIPATION IN BIMONTHLY INTERAGENCY LAUNCHES HOSTED BY CAFE OF LIFE ?HOST NETWORKING LUNCHES FOR VARIOUS COMMUNITY PARTNERS TO DISCUSS COLLABORATION OF SERVICES. ?VISIT THE BONITA SENIOR CENTER REGULARLY TO MEET WITH PARTICIPANTS. IN SEPTEMBER 2024, WE BEGAN RECRUITING VOLUNTEERS FROM OUR COMMUNITY TO ASSIST AT OUR FOOD PANTRY AND SUPPORT OUR NOVEMBER TOYS FOR TOTS REGISTRATION. BY DECEMBER 2024, WE HAD OVER 100 VOLUNTEERS SIGNED UP IN OUR VOLUNTEER SOFTWARE PROGRAM, AND AROUND 10 TO 15 VOLUNTEERS ASSISTING BSAO WEEKLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIXON BLEVINS DARCY EIKENBERG 25300 BERNWOOD DRIVE 6 BONITA SPRINGS, FL 34135 RICHARD R. ROSIER SUZANNE WARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS REVIEWED BY THE TREASURER OR EXECUTIVE DIRECTOR WITH THE ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OBTAINED SIGNED STATEMENT FROM MEMBERS ON ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANNUAL REVIEW. BOARD SETS COMPENSATION.

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