Civic Intelligence

Southwest Florida Community Foundation Inc.

990 • Fiscal year 2013 • EIN 59-6580974

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 05, 2013

Organization ProfileWWW.FLORIDACOMMUNITY.COM

View Organization Page

8771 College Parkway Bldg 2 20133919
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.08x

Higher debt load relative to assets than 22% of similar nonprofits.

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

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

65th percentile

9.1%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$69,750,445

Up $5,793,208 (+9.1%) from 2012

Net Assets

Up

$63,966,021

Up $5,825,142 (+10%) from 2012

Liabilities

Down

$5,784,424

Down $31,934 (-0.5%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$5,582,325

Up $1,592,698 (+40%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$200M$150M$100M$50M$0Assets 2011: $60,882,511Liabilities 2011: $5,979,810Net Assets 2011: $54,902,7012011Assets 2012: $63,957,237Liabilities 2012: $5,816,358Net Assets 2012: $58,140,8792012Assets 2013: $69,750,445Liabilities 2013: $5,784,424Net Assets 2013: $63,966,0212013Assets 2014: $82,538,189Liabilities 2014: $5,661,037Net Assets 2014: $76,877,1522014Assets 2015: $93,533,090Liabilities 2015: $5,261,166Net Assets 2015: $88,271,9242015Assets 2016: $94,165,734Liabilities 2016: $5,367,424Net Assets 2016: $88,798,3102016Assets 2017: $112,254,916Liabilities 2017: $14,985,826Net Assets 2017: $97,269,0902017Assets 2018: $126,767,839Liabilities 2018: $14,993,624Net Assets 2018: $111,774,2152018Assets 2019: $134,951,570Liabilities 2019: $14,675,701Net Assets 2019: $120,275,8692019Assets 2020: $146,689,909Liabilities 2020: $21,580,313Net Assets 2020: $125,109,5962020Assets 2021: $181,291,713Liabilities 2021: $23,869,254Net Assets 2021: $157,422,4592021Assets 2022: $150,939,743Liabilities 2022: $22,233,148Net Assets 2022: $128,706,5952022Assets 2023: $159,037,731Liabilities 2023: $14,343,846Net Assets 2023: $144,693,8852023Assets 2024: $162,968,322Liabilities 2024: $7,887,712Net Assets 2024: $155,080,6102024Assets 2025: $183,474,472Liabilities 2025: $8,587,223Net Assets 2025: $174,887,2492025

Highlighted filing

2013

Assets$69,750,445
Liabilities$5,784,424
Net Assets$63,966,021
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $4,655,2192011Expenses 2012: $3,989,6272012Expenses 2013: $5,582,3252013Revenue 2014: $11,282,132Expenses 2014: $4,861,264Net Income 2014: $6,420,8682014Revenue 2015: $12,607,234Expenses 2015: $5,602,950Net Income 2015: $7,004,2842015Revenue 2016: $5,348,112Expenses 2016: $6,731,994Net Income 2016: -$1,383,8822016Revenue 2017: $9,834,605Expenses 2017: $7,649,389Net Income 2017: $2,185,2162017Revenue 2018: $23,056,367Expenses 2018: $9,925,960Net Income 2018: $13,130,4072018Revenue 2019: $21,503,920Expenses 2019: $9,710,207Net Income 2019: $11,793,7132019Revenue 2020: $13,722,152Expenses 2020: $10,868,202Net Income 2020: $2,853,9502020Revenue 2021: $17,799,065Expenses 2021: $11,228,850Net Income 2021: $6,570,2152021Revenue 2022: $16,558,924Expenses 2022: $11,409,603Net Income 2022: $5,149,3212022Revenue 2023: $21,592,217Expenses 2023: $16,701,607Net Income 2023: $4,890,6102023Revenue 2024: $28,118,994Expenses 2024: $17,300,901Net Income 2024: $10,818,0932024Revenue 2025: $31,414,260Expenses 2025: $19,680,699Net Income 2025: $11,733,5612025

Highlighted filing

2013

Revenue-
Expenses$5,582,325
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 5, 2013
Return Version
2012v2.3
Gross Receipts
$7,162,009
Mission and Program Overview

Mission

The southwest florida community foundation mission is to cultivate regional change for the common good. Rooted in philanthropy, the foundation focuses on improving the quality of life for everyone who lives, works, learns and plays in southwest florida. The foundation does this through inspiring collective leadership, serving as a concierge of philanthropy, identifying and monitoring the foundation's work through research and outcomes, and providing capacity building grants and training to nonprofit partners. The foundation's work is inclusive and involves people from business, education, government, nonprofits, philanthropists, community leaders and residents across our five-county service area (lee, charlotte, collier, hendry and glades counties). While performing traditional community foundation activities, the foundation is developing into the community foundation for the future. It is this new philanthropic approach that led the foundation to rethink its role in the community and

Major Activities

Activity 2
Scholarship grants are made to continue education or training of young people or adults through distributions from endowed scholarship funds designed to meet the donor's interests and wishes (e.g., academic achievement, living in a particular geographic region, studying a specific subject, etc.).
Activity 3
Community initiative / 3d project - this project will establish a collaborative network and platform that will allow our region to create efficiencies, share resources, openly communicate and make informed decisions to strengthen our nonprofits. It will give the community the means to identify challenges and opportunities and, as a cohesive unit, work together to mobilize citizens, nonprofits and the government to provide solutions strengthening the region. The data segment of the project includes a nonprofit mapping and assessment process of the five county area, as well as informational seminars, capacity surveys and round table follow-ups. Dialogue includes developing a regional collaboration, determining strategic partnerships and harnessing regional resources. Decision represents the transformational and results- based philanthropy, sustainable and innovative initiatives and new streams of funding that are expected to be developed.
Filing and Contact Details

Filer

EIN
59-6580974
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IRS990/GrossAmountSalesAssets/Securities01165253
IRS990/GrossReceipts07162009
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InformationTechnology/Fundraising013581
IRS990/InformationTechnology/ManagementAndGeneral027641
IRS990/InformationTechnology/ProgramServices029255
IRS990/InformationTechnology/Total070477
IRS990/Insurance/Fundraising03397
IRS990/Insurance/ManagementAndGeneral06913
IRS990/Insurance/ProgramServices07317
IRS990/Insurance/Total017627
IRS990/InvestmentIncomeCurrentYear01506528
IRS990/InvestmentIncome/ExclusionAmount01158482
IRS990/InvestmentIncomePriorYear01243448
IRS990/InvestmentIncome/TotalRevenueColumn01158482
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY047763906
IRS990/InvestmentsPubTradedSecurities/EOY051817452
IRS990/LandBldgEquipmentAccumDeprec071849
IRS990/LandBuildingsEquipmentBasis0222584
IRS990/LandBuildingsEquipmentBasisNet/BOY084179
IRS990/LandBuildingsEquipmentBasisNet/EOY0150735
IRS990/LessCostOthBasisSalesExpenses/Other01223
IRS990/LessCostOthBasisSalesExpenses/Securities01067047
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0TO CONNECT DONORS AND THEIR PHILANTHROPIC ASPIRATIONS WITH EVOLVING COMMUNITY NEEDS. SUPPORTING COMMUNITIES THROUGH ENDOWED FUNDS AND COMMUNITY LEADERSHIP BY HELPING TO IDENTIFY COMMUNITY NEEDS, FACILITATING PARTNERSHIPS AND COLLABORATION, AND PROVIDING INFORMATION AND TOOLS FOR DONORS, NONPROFITS, PROFESSIONALS AND THE PUBLIC.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0RONALD E PENN CFO COO
IRS990/NbrIndependentVotingMembers023
IRS990/NbrVotingGoverningBodyMembers023
IRS990/NbrVotingMembersGoverningBody023
IRS990/NetAssetsOrFundBalancesBOY058140879
IRS990/NetAssetsOrFundBalancesEOY063966021
IRS990/NetGainOrLossInvestments/ExclusionAmount0349269
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome0-1223
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0348046
IRS990/NoncashContributions0207850
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith1096010
IRS990/NumberIndependentVotingMembers023
IRS990/NumberIndividualsGT100K01
IRS990/NumberOfEmployees012
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Fundraising017322
IRS990/Occupancy/ManagementAndGeneral035255
IRS990/Occupancy/ProgramServices037314
IRS990/Occupancy/Total089891
IRS990/OfficeExpenses/Fundraising011098
IRS990/OfficeExpenses/ManagementAndGeneral022589
IRS990/OfficeExpenses/ProgramServices023909
IRS990/OfficeExpenses/Total057596
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY015895268
IRS990/OtherAssetsTotal/EOY017305571
IRS990/OtherEmployeeBenefits/Fundraising04307
IRS990/OtherEmployeeBenefits/ManagementAndGeneral028351
IRS990/OtherEmployeeBenefits/ProgramServices09279
IRS990/OtherEmployeeBenefits/Total041937
IRS990/OtherExpensePriorYear0771681
IRS990/OtherExpensesCurrentYear0826180
IRS990/OtherExpenses/Description0SPECIAL EVENTS
IRS990/OtherExpenses/Description1PRINTING AND PUBLICATION
IRS990/OtherExpenses/Description2DUES & SUBSCRIPTIONS
IRS990/OtherExpenses/Description3COMMUNITY INITIATIVE
IRS990/OtherExpenses/Fundraising09404
IRS990/OtherExpenses/Fundraising11448
IRS990/OtherExpenses/ManagementAndGeneral021453
IRS990/OtherExpenses/ManagementAndGeneral119731
IRS990/OtherExpenses/ProgramServices054687
IRS990/OtherExpenses/ProgramServices184
IRS990/OtherExpenses/ProgramServices21754
IRS990/OtherExpenses/ProgramServices318887
IRS990/OtherExpenses/Total054687
IRS990/OtherExpenses/Total130941
IRS990/OtherExpenses/Total222933
IRS990/OtherExpenses/Total318887
IRS990/OtherLiabilities/BOY05302874
IRS990/OtherLiabilities/EOY05278187
IRS990/OtherRevenueCurrentYear036492
IRS990/OtherRevenueMisc/Description0SERVICE FEES
IRS990/OtherRevenueMisc/Description1MISCELLANEOUS INCOME
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome034447
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome12045
IRS990/OtherRevenueMisc/TotalRevenueColumn034447
IRS990/OtherRevenueMisc/TotalRevenueColumn12045
IRS990/OtherRevenuePriorYear0539
IRS990/OtherSalariesAndWages/Fundraising058206
IRS990/OtherSalariesAndWages/ManagementAndGeneral0118466
IRS990/OtherSalariesAndWages/ProgramServices0125383
IRS990/OtherSalariesAndWages/Total0302055
IRS990/OtherWebsite0X
IRS990/OwnWebsite0X
IRS990/PartialLiquidation0false
IRS990/PayrollTaxes/Fundraising08434

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
$69,750,445
Liabilities
$5,784,424
Net assets
$63,966,021
Revenue
-
Expenses
$5,582,325
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$183$8.59$175$31.4$19.7$11.7
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$163$7.89$155$28.1$17.3$10.8
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$159$14.3$145$21.6$16.7$4.89
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$151$22.2$129$16.6$11.4$5.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$181$23.9$157$17.8$11.2$6.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$147$21.6$125$13.7$10.9$2.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$135$14.7$120$21.5$9.71$11.8
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$127$15.0$112$23.1$9.93$13.1
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$112$15.0$97.3$9.83$7.65$2.19
2016Detailed filing. Detailed filing data is available for this year.$94.2$5.37$88.8$5.35$6.73$1.38
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.5$5.26$88.3$12.6$5.60$7.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.5$5.66$76.9$11.3$4.86$6.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.8$5.78$64.0$5.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.0$5.82$58.1$3.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.9$5.98$54.9$4.66