Liabilities / Assets
26th percentile
Higher debt load relative to assets than 26% of similar nonprofits.
990 • Fiscal year 2023 • EIN 59-6580974
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
26th percentile
Higher debt load relative to assets than 26% of similar nonprofits.
Liabilities / Revenue
60th percentile
Higher debt load relative to revenue than 60% of similar nonprofits.
Net Margin
83rd percentile
Higher net margin than 83% of similar nonprofits.
Top Officer Pay
39th percentile
Higher top officer pay than 39% of similar nonprofits.
Top officer pay equals 1.8% of source-year revenue.
Asset Growth
48th percentile
Faster asset growth than 48% of similar nonprofits.
Revenue Growth
85th percentile
Faster revenue growth than 85% of similar nonprofits.
Assets
Up$159,037,731
Up $8,097,988 (+5.4%) from 2022
Net Assets
Up$144,693,885
Up $15,987,290 (+12%) from 2022
Liabilities
Down$14,343,846
Down $7,889,302 (-35%) from 2022
Revenue
Up$21,592,217
Up $5,033,293 (+30%) from 2022
Expenses
Up$16,701,607
Up $5,292,004 (+46%) from 2022
Net Income
Down$4,890,610
Down $258,711 (-5.0%) from 2022
See schedule ocollaboratory is a community foundation with an evolved mission committed to coordinating the solving of southwest florida's major social problems by 2040. Since our founding in 1976, we have been supporting local causes and nonprofit work, but unfortunately, many of our social issues continue to stay the same or get worse. We believe strongly in the traditional work we do but are also committed to making a deeper impact going to the root cause of the social issues plaguing our region. We are a community foundation with over $100 million granted over the years, joined with a much larger effort in community leadership. By bringing people together, we're tackling the root cause and upstream issues that make these grants necessary.
The southwest florida community foundation's mission is to solve all social issues in southwest florida by 2040.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $102,443,270 | $115,689,011 | ▲ $13,245,741 |
| Other Notes and Loans Receivable, Net | $7,189,223 | $7,711,376 | ▲ $522,153 |
| Cash and Non-Interest-Bearing Accounts | $3,057,448 | $3,527,252 | ▲ $469,804 |
| Land, Buildings, and Equipment, Net | $10,357,976 | $1,946,599 | ▼ $8,411,377 |
| Pledges and Grants Receivable | $0 | $1,692,668 | ▲ $1,692,668 |
| Accounts Receivable | $227,985 | $466,724 | ▲ $238,739 |
| Prepaid Expenses and Deferred Charges | $66,391 | $119,513 | ▲ $53,122 |
| Total Assets | $150,939,743 | $159,037,731 | ▲ $8,097,988 |
| Other Assets Total | $27,597,450 | $27,884,588 | ▲ $287,138 |
| Liabilities | |||
| Mortgage Notes Payable Secured by Investment Property | $16,800,000 | $7,300,000 | ▼ $9,500,000 |
| Escrow Account Liability | $2,420,807 | $2,639,537 | ▲ $218,730 |
| Grants Payable | $1,892,900 | $2,087,269 | ▲ $194,369 |
| Other Liabilities | $849,109 | $1,587,364 | ▲ $738,255 |
| Deferred Revenue | $0 | $414,358 | ▲ $414,358 |
| Accounts Payable and Accrued Expenses | $270,332 | $315,318 | ▲ $44,986 |
| Total Liabilities | $22,233,148 | $14,343,846 | ▼ $7,889,302 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $100,269,842 | $91,779,210 | ▼ $8,490,632 |
| Net Assets With Donor Restrictions | $28,436,753 | $36,260,664 | ▲ $7,823,911 |
| Total Net Assets Fund Balance | $128,706,595 | $144,693,885 | ▲ $15,987,290 |
| Total Liabilities and Net Assets / Fund Balance | $150,939,743 | $159,037,731 | ▲ $8,097,988 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Leasehold Improvements | $827,228 | $189,759 | $1,016,987 |
| Equipment | $173,418 | - | $173,418 |
| Other Land Buildings | $945,953 | $24,072 | $165,025 |
| Other Assets Org | $176,765 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2022 | $87,333,295 | $11,227,317 | ▲ $9,151,483 | - | $99,677,467 |
| 2021 | $105,685,518 | $4,717,097 | ▼ $14,741,961 | - | $87,333,295 |
| 2020 | $83,243,086 | $4,445,960 | ▲ $24,315,206 | - | $105,685,518 |
| 2019 | $85,437,134 | $5,089,339 | ▲ $55,320 | - | $83,243,086 |
| 2018 | $74,684,227 | $13,434,585 | ▲ $2,934,966 | - | $85,437,134 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Sarah Owen | President/CEO | FT | $304,422 | $84,630 | $389,052 |
| Terry Mazany | Chief Collaboration Officer | FT | $231,750 | $8,262 | $240,012 |
| Marina Nassif | CFO | FT | $104,657 | $15,373 | $120,030 |
| Ronald E Penn | CFO (thru 7/2022) | FT | $68,164 | $4,217 | $72,381 |
| Name | Title |
|---|---|
| Aysegul Timur | Chair |
| Robbie Roepstorff | Immediate Past Chair |
| Gail Markham | Vice Chair and Secretary/treasurer |
| Chauncey Goss | Trustee |
| Dale Reiss | Trustee |
| Fred Moon | Trustee |
| Gary Griffin | Trustee |
| Harrison S Knight | Trustee |
| Hugh Kinsey Jr | Trustee |
| Juan Bendeck | Trustee |
| Julie Ben-susan | Trustee |
| Khandyce Mosely | Trustee |
| Lillie Rentz | Trustee |
| Malike Adigun | Trustee |
| Mary Beth Crawford | Trustee |
| Rosemary Fllori | Trustee |
| Sally Jackson | Trustee |
| Shontra Powell | Trustee |
| Andrew Couse | Trustee (thru 4/2023) |
| Carolyn Conant | Trustee (thru 6/2023) |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Advertising For Humanity INC | Marketing & Communication | 7 CENTRAL ST, Topsfield, MA 01983 | $351,726 |
| Rivet Brands | Marketing & Communication | 42911 LAKE BABCOCK DR STE 200, Babcock Ranch, FL 33982 | $113,303 |
| Hopeful Images | Photojournalism & Story Telling | 2031 JACKSON ST STE 160, Fort Myers, FL 33901 | $101,514 |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 9 | $1,250,082 | Fair Market Value (FMV) on Date of Transfers |
| Real Estate Residential | 1 | $810,000 | Appraised Value |
| Total Noncash Contributions | 10 | $2,060,082 | - |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $10,312,150 |
| Other Expenses | $3,687,995 |
| Salaries, Compensation, and Employee Benefits | $2,701,462 |
| Total Fundraising Expense | $1,150,102 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $9,172,291 | - | - | $9,172,291 |
| Other Salaries and Wages | $874,085 | $453,230 | $291,362 | $1,618,677 |
| Grants to Domestic Individuals | $1,139,859 | - | - | $1,139,859 |
| Current Officers, Directors, Trustees, and Key Employees | $406,653 | $210,857 | $135,551 | $753,061 |
| Fees for Services Other | $432,989 | $174,513 | $144,330 | $751,832 |
| All Other Expenses | $279,944 | $145,156 | $93,315 | $518,415 |
| Fees for Service Investment Mgmnt Fees | $172,045 | $89,208 | $57,348 | $318,601 |
| Information Technology | $150,430 | $78,001 | $50,143 | $278,574 |
| Occupancy | $113,400 | $58,800 | $37,800 | $210,000 |
| Other Employee Benefits | $105,689 | $54,802 | $35,230 | $195,721 |
| Interest | $86,045 | $44,616 | $28,682 | $159,343 |
| Office Expenses | $84,880 | $44,012 | $28,293 | $157,185 |
| Payroll Taxes | $65,128 | $33,770 | $21,709 | $120,607 |
| Insurance | $63,048 | $32,692 | $21,016 | $116,756 |
| Fees for Services Accounting | $29,705 | $15,403 | $9,902 | $55,010 |
| Fees for Services Lobbying | - | $50,000 | - | $50,000 |
| Conferences and Meetings | $26,750 | $13,870 | $8,917 | $49,537 |
| Other Expenses | $23,348 | $12,106 | $7,783 | $43,237 |
| Depreciation Depletion | $14,713 | $7,629 | $4,904 | $27,246 |
| Fees for Services Legal | $13,243 | $6,867 | $4,414 | $24,524 |
| Travel | $8,635 | $4,477 | $2,878 | $15,990 |
| Pension Plan Contributions | $7,234 | $3,751 | $2,411 | $13,396 |
| Total Functional Expenses | $13,762,456 | $1,789,049 | $1,150,102 | $16,701,607 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| United Way of Lee Hendry Glades and Okeechobee Counties | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program Specific Purpose | $3,679,194 |
| Ami Kids Southwest Florida Inc | Fort Myers Beach, FL | 501(c)(3) | Specific Program | $693,846 |
| Florida Southwestern State College | Fort Myers, FL | 501(c)(3) | Specific Program | $229,000 |
| Florida Gulf Coast University | Fort Myers, FL | Gov | Specific Program | $226,924 |
| Holy Trinity High School | Chicago, IL | 501(c)(3) | General Operating Support Specific Program | $193,800 |
| Lee Health Foundation | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $170,500 |
| Bright Community Trust Inc | Port Richey, FL | 501(c)(3) | Specific Program | $170,000 |
| Rosalind Franklin University College of Nursing | Chicago, IL | 501(c)(3) | Specific Program | $150,000 |
| Habitat for Humanity of Lee and Hendry Counties Inc | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $123,771 |
| Lee County Domestic Animal Services | Fort Myers, FL | Gov | General Operating Support Specific Program | $119,838 |
| Interfaith Charities of South Lee Inc | Fort Myers, FL | 501(c)(3) | Specific Program | $103,635 |
| Golden Paws Assistance Dogs | Naples, FL | 501(c)(3) | Specific Program | $100,000 |
| Gulf Coast Humane Society Inc | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $93,720 |
| Community Cooperative Inc | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $84,941 |
| Hope Hospice and Community Services Inc | Fort Myers, FL | 501(c)(3) | General Operating Support | $83,828 |
| Nj Maritime Museum | Red Bank, NJ | 501(c)(3) | Specific Program | $73,600 |
| Goodwill Industries of Southwest Florida Inc | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $73,379 |
| Hearts & Homes for Veterans Inc | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $66,000 |
| Lehigh Acres Community Services Inc | Lehigh Acres, FL | 501(c)(3) | General Operating Support | $62,318 |
| The Foundation for Lee County Public Schools Inc | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $61,018 |
| Fort Myers Technical College | Fort Myers, FL | Gov | Specific Program | $60,000 |
| Maranatha Bible and Missionary Conference Inc | Norton Shores, MI | 501(c)(3) | Specific Program | $58,000 |
| City of Fort Myers | Fort Myers, FL | Gov | Specific Program | $57,000 |
| Hope Clubhouse of Southwest Florida Inc | Fort Myers, FL | 501(c)(3) | General Operating Support | $56,384 |
| Community Foundation of Collier County | Naples, FL | 501(c)(3) | Specific Program | $52,067 |
| American National Red Cross | Fort Myers, FL | 501(c)(3) | Specific Program | $52,000 |
| Charlotte Community Foundation Inc | Punta Gorda, FL | 501(c)(3) | Specific Program | $50,867 |
| Boys & Girls Clubs of Lee County Inc | Fort Myers, FL | 501(c)(3) | Specific Program | $50,000 |
| Cape Coral Animal Shelter | Cape Coral, FL | 501(c)(3) | Specific Program | $50,000 |
| Conservancy of Southwest Florida | Naples, FL | 501(c)(3) | Specific Program | $50,000 |
| Disabled Artists Foundation Inc | Fort Myers, FL | 501(c)(3) | Specific Program | $50,000 |
| Feed Thy Neighbor Inc | Naples, FL | 501(c)(3) | Specific Program | $50,000 |
| Florida Chamber of Commerce Foundation Inc | Tallahassee, FL | 501(c)(3) | Specific Program | $50,000 |
| Upaya Zen Center | Santa Fe, NM | 501(c)(3) | General Operating Support | $50,000 |
| Paul a & Veronica H Gross Wildlife Center of Southwest Florida | Venice, FL | 501(c)(3) | General Operating Support | $49,262 |
| Lee County Alliance of the Arts Inc | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $48,630 |
| Harry Chapin Food Bank of Southwest Florida | Fort Myers, FL | 501(c)(3) | General Operating Support | $45,169 |
| OUR MOTHER'S HOME OF SOUTHWEST FLORIDA INC | Fort Myers, FL | 501(c)(3) | Capital Contribution General Operating Support | $42,194 |
| Cape Coral Technical College | Cape Coral, FL | 501(c)(3) | Specific Program | $40,000 |
| Animal Refuge Center Inc | Fort Myers, FL | 501(c)(3) | General Operating Support | $39,422 |
| Caloosa Humane Society Inc | La Belle, FL | 501(c)(3) | General Operating Support | $36,772 |
| Sw Florida Council Boy Scouts of America | Fort Myers, FL | 501(c)(3) | General Operating Support | $36,464 |
| Healing Stitches | North Fort Myers, FL | 501(c)(3) | Specific Program | $35,000 |
| Senior Houndsabound | Orlando, FL | 501(c)(3) | General Operating Support | $35,000 |
| PARKINSON'S FOUNDATION INC | Miami, FL | 501(c)(3) | General Operating Support | $33,942 |
| Florida Gulf Coast University Foundation Inc | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $32,770 |
| Charlotte Harbor Environmental Center Inc | Punta Gorda, FL | 501(c)(3) | Specific Program | $31,641 |
| Junior Achievement of Southwest Florida Inc | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $30,764 |
| Alpha & Omega Freedom Ministries Inc | Wauchula, FL | 501(c)(3) | General Operating Support | $30,000 |
| Rvr Horse Rescue Inc | Plant City, FL | 501(c)(3) | General Operating Support | $30,000 |
| VALERIE'S HOUSE INC | Fort Myers, FL | 501(c)(3) | Capital Contribution Specific Program | $29,500 |
| Legacy Foundation at Shell Point Inc | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $25,960 |
| Community Foundation of Western North Carolina Inc | Asheville, NC | 501(c)(3) | Specific Program | $25,000 |
| Iron Gait Percherons Draft Horse Rescue & Sanctuary | Waleska, GA | 501(c)(3) | General Operating Support | $25,000 |
| Ronald Mcdonald House Charities Tampa Bay Inc | Tampa, FL | 501(c)(3) | General Operating Support | $25,000 |
| Steve Rummler Hope Network | St Paul, MN | 501(c)(3) | General Operating Support | $25,000 |
| The Joseph Project 863 Inc | Clewiston, FL | 501(c)(3) | Specific Program | $25,000 |
| Trailways Camp | Fort Myers, FL | 501(c)(3) | General Operating Support | $25,000 |
| Pace Center for Girls of Lee County | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $22,902 |
| Diocese of Venice in Florida Inc | Venice, FL | 501(c)(3) | General Operating Support Specific Program | $22,500 |
| Bridge to a Cure Foundation | Fort Myers, FL | 501(c)(3) | General Operating Support | $22,000 |
| Bridge a Life Inc | Sarasota, FL | 501(c)(3) | General Operating Support | $20,000 |
| Home Base | Boston, MA | 501(c)(3) | Specific Program | $20,000 |
| Horses Without Humans Rescue | Bell, FL | 501(c)(3) | General Operating Support | $20,000 |
| ST HILARY'S EPISCOPAL CHURCH | Fort Myers, FL | 501(c)(3) | General Operating Support | $20,000 |
| Zion Lutheran Church of South Fort Myers Inc | Fort Myers, FL | 501(c)(3) | General Operating Support | $20,000 |
| Bobby Nichols Fiddlesticks Foundation Inc | Fort Myers, FL | 501(c)(3) | General Operating Support | $19,000 |
| Animal Rescue of Labelle Inc | Labelle, FL | 501(c)(3) | General Operating Support | $18,199 |
| Edison Sailing Center | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $17,762 |
| Lee Building Industry Association Builders Care | Fort Myers, FL | 501(c)(3) | General Operating Support | $17,500 |
| Make-a-wish Foundation of Southern Florida Inc | Bonita Springs, FL | 501(c)(3) | General Operating Support | $17,500 |
| Ronald Mcdonald House Charities of Southwest Florida Inc | Fort Myers, FL | 501(c)(3) | General Operating Support | $17,500 |
| Salvation Army of Lee Hendry and Glades Counties | Fort Myers, FL | 501(c)(3) | General Operating Support | $17,308 |
| Gladiolus Learning and Development Center Inc | Fort Myers, FL | 501(c)(3) | General Operating Support | $15,452 |
| Affordable Homeownership Foundation Inc | Fort Myers, FL | 501(c)(3) | Specific Program | $15,000 |
| All Hound Rescue of Florida Inc | Port St Lucie, FL | 501(c)(3) | General Operating Support | $15,000 |
| Bonita Springs Historical Society Inc | Bonita Springs, FL | 501(c)(3) | Specific Program | $15,000 |
| Holiday 4 Heroes Corporation | North Fort Myers, FL | 501(c)(3) | Specific Program | $15,000 |
| JEWISH FAMILY AND CHILDREN'S SERVICES OF THE SUNCOAST | Sarasota, FL | 501(c)(3) | Specific Program | $15,000 |
| La Belle Free Public Library Inc | Labelle, FL | 501(c)(3) | General Operating Support | $15,000 |
| Labelle Downtown Revitalization Corporation | Labelle, FL | 501(c)(3) | General Operating Support | $15,000 |
| School District of Lee County | Fort Myers, FL | 501(c)(3) | Specific Program | $15,000 |
| Union Church of Lake Bluff | Lake Bluff, IL | 501(c)(3) | Specific Program | $15,000 |
| Vietnam Veterans of America Chapter 594 Cape Coral | North Fort Myers, FL | 501(c)(3) | Specific Program | $15,000 |
| Heights Foundation Inc | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $14,861 |
| Clinic for the Rehabilitation of Wildlife Inc | Sanibel, FL | 501(c)(3) | General Operating Support | $14,090 |
| Fort Myers Community Concert Association Inc | Fort Myers, FL | 501(c)(3) | General Operating Support | $12,453 |
| Canterbury School Corporation | Fort Myers, FL | 501(c)(3) | General Operating Support | $12,363 |
| Lee Memorial Health System Foundation Inc | Fort Myers, FL | 501(c)(3) | General Operating Support | $11,520 |
| Bonita Springs Assistance Office Inc | Bonita Springs, FL | 501(c)(3) | General Operating Support | $10,794 |
| Communities Reaching Out Inc | Hollywood, FL | 501(c)(3) | General Operating Support | $10,612 |
| Octagon Wildlife Sanctuary | Punta Gorda, FL | 501(c)(3) | General Operating Support | $10,402 |
| Bailey-matthews National Shell Museum | Sanibel, FL | 501(c)(3) | General Operating Support | $10,270 |
| ST LUKE'S EPISCOPAL CHURCH | Fort Myers, FL | 501(c)(3) | General Operating Support | $10,270 |
| Young Life of Lee County | Fort Myers, FL | 501(c)(3) | Specific Program | $10,250 |
| Uncommon Friends Foundation Inc | Fort Myers, FL | 501(c)(3) | General Operating Support | $10,057 |
| Florida Repertory Theatre | Fort Myers, FL | 501(c)(3) | General Operating Support | $10,045 |
| Basset Hound Rescue of Georgia Inc | Fayetteville, GA | 501(c)(3) | General Operating Support | $10,000 |
| Bhca Foundation Inc | Hampshire, IL | 501(c)(3) | Specific Program | $10,000 |
| Blue Ridge Mountains Health Project Inc | Cashiers, NC | 501(c)(3) | Specific Program | $10,000 |
| Bonita Bay Hurricane Relief Fund Inc | Bonita Springs, FL | 501(c)(3) | General Operating Support | $10,000 |
| Bonita Bay Veterans Council | Bonita Springs, FL | 501(c)(3) | General Operating Support | $10,000 |
| Fellowship of Christian Athletes | Naples, FL | 501(c)(3) | General Operating Support | $10,000 |
| Florida Center for Government Accountability | Sarasota, FL | 501(c)(3) | Specific Program | $10,000 |
| Hendry County Economic Development Council | Labelle, FL | 501(c)(3) | Specific Program | $10,000 |
| Highlands Cashiers Health Foundation | Highlands, NC | 501(c)(3) | General Operating Support | $10,000 |
| Horse Protection Association of Florida Inc | Micanopy, FL | 501(c)(3) | General Operating Support | $10,000 |
| John F Murphy Post 303 American Legion Inc | Bonita Springs, FL | 501(c)(3) | Specific Program | $10,000 |
| Liberty Youth Ranch Inc | Bonita Springs, FL | 501(c)(3) | General Operating Support | $10,000 |
| RILEY'S RESCUE OF BREVARD INC | Palm Bay, FL | 501(c)(3) | General Operating Support | $10,000 |
| St Vincent De Paul Catholic Church | Fort Myers, FL | 501(c)(3) | Specific Program | $10,000 |
| Tunnel to Towers Foundation | Staten Island, NY | 501(c)(3) | General Operating Support | $10,000 |
| Bideawee Inc | New York, NY | 501(c)(3) | General Operating Support | $9,919 |
| Covenant Presbyterian Church of Fort Myers | Fort Myers, FL | 501(c)(3) | General Operating Support | $9,547 |
| Lee County Library System | Fort Myers, FL | Gov | General Operating Support Specific Purpose | $9,326 |
| Southwest Florida Symphony Orchestra and Chorus Association Inc | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $8,938 |
| Council on Foundations | Washington, DC | 501(c)(3) | General Operating Support | $8,750 |
| ALVIN A DUBIN ALZHEIMER'S RESOURCE CENTER INC | Fort Myers, FL | 501(c)(3) | General Operating Support | $8,718 |
| Guadalupe Center Inc | Immokalee, FL | 501(c)(3) | General Operating Support | $8,487 |
| Serge Global Inc | Washington, DC | 501(c)(3) | Specific Program | $8,174 |
| Christ Lutheran Church | Sheboygan, WI | 501(c)(3) | General Operating Support | $8,000 |
| Global Scholars | Overland Park, KS | 501(c)(3) | General Operating Support | $8,000 |
| Mission Eurasia | Wheaton, IL | 501(c)(3) | Specific Program | $8,000 |
| Lee County Jewish Federation Inc | Fort Myers, FL | 501(c)(3) | General Operating Support | $7,961 |
| Blessings in a Backpack Inc | Fort Myers, FL | 501(c)(3) | General Operating Support | $7,718 |
| First Presbyterian Church | Fort Myers, FL | 501(c)(3) | General Operating Support | $7,621 |
| Bags Basset Rescue | Minerva, OH | 501(c)(3) | General Operating Support | $7,500 |
| Forest Park Covenant Church | Muskegon, MI | 501(c)(3) | General Operating Support | $7,500 |
| Foundation of the Pennsylvania Medical Society | Mechanicsburg, PA | 501(c)(3) | Specific Program | $7,500 |
| North Naples United Methodist Church | Naples, FL | 501(c)(3) | General Operating Support | $7,500 |
| Tighten the Drag Foundation Inc | Lutz, FL | 501(c)(3) | General Operating Support | $7,500 |
| Next Level Church Inc | Fort Myers, FL | 501(c)(3) | Specific Program | $7,000 |
| Wonder Gardens | Bonita Springs, FL | 501(c)(3) | General Operating Support | $7,000 |
| Church of the Resurrection | Fort Myers, FL | Gov | General Operating Support | $6,811 |
| Salvation Army of Port Charlotte | Port Charlotte, FL | 501(c)(3) | General Operating Support | $6,764 |
| Tidewell Hospice Inc | Sarasota, FL | 501(c)(3) | General Operating Support | $6,764 |
| Shriners Hospitals for Children | Tampa, FL | 501(c)(3) | General Operating Support | $6,272 |
| Boys and Girls Clubs of Polk County Inc | Lakeland, FL | 501(c)(3) | General Operating Support | $6,256 |
| American Society for the Prevention of Cruelty of Animals | New York, NY | 501(c)(3) | General Operating Support | $6,076 |
| Cooperative for Assistance and Relief Everywhere Inc | Merrifield, VA | 501(c)(3) | General Operating Support | $6,076 |
| Feeding America | Chicago, IL | 501(c)(3) | General Operating Support | $6,076 |
| PHYSICIANS' COMMITTEE FOR RESPONSIBLE MEDICINE | Washington, DC | 501(c)(3) | General Operating Support | $6,076 |
| People for the Ethical Treatment of Animals | Norfolk, VA | 501(c)(3) | General Operating Support | $6,076 |
| Save the Chimps | Fort Pierce, FL | 501(c)(3) | General Operating Support | $6,076 |
| Florida Lions Conklin Center for the Blind Inc | Daytona Beach, FL | 501(c)(3) | General Operating Support | $6,047 |
| Boys Hope Girls Hope | St Louis, MO | 501(c)(3) | General Operating Support | $6,000 |
| Earth Shine Institute Inc | Shawnee, KS | 501(c)(3) | General Operating Support | $6,000 |
| New Horizons of Southwest Florida Inc | Naples, FL | 501(c)(3) | General Operating Support Specific Program | $6,000 |
| Saluscare Inc | Fort Myers, FL | 501(c)(3) | General Operating Support | $5,892 |
| Planned Parenthood of Southwest and Central Florida Inc | Sarasota, FL | 501(c)(3) | General Operating Support | $5,764 |
| Wgcu Public Media | Fort Myers, FL | 501(c)(3) | General Operating Support Specific Program | $5,714 |
| Gladiolus Food Pantry | Fort Myers, FL | 501(c)(3) | General Operating Support | $5,218 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Annuity Obligations | $1,587,364 |
“Process to review the form 990 an independent certified public accountant reviews the form 990 in detail with collaboratory's audit committee, president & ceo and cfo. After the audit committee's review and approval, a final copy is sent to the board prior to an upcoming board meeting. After the board's review, discussion and approval, the form 990 is filed.”
“Enforcement of conflicts policy all trustees, officers, and employees are required to review, complete and sign the conflict of interest policy on an annual basis.”
“Compensation process for top officials the executive compensation committee, comprised of the officers of the board of trustees, meets annually to review compensation for reasonableness and determine the compensation for the president and chief executive officer. Comparable data is gathered using the council on foundations' salary survey and salary information from similar organizations in florida. Compensation process for officers: the compensation process for other officers and key employees is determined as follows. Comparable data is gathered using the council on foundations' salary survey and salary information from local salary surveys. All staff related salary determinations are made by the president and chief executive officer based on local demographics in accordance with the employment position.”
“Collaboratory's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. In addition, the financial statements are made available through collaboratory's website at www.collaboratory.org.”
“The southwest florida community foundation's mission is to cultivate regional change for the common good. Southwest florida community foundation's public-facing identity has become collaboratory. Not simply a name change, it is a strategic leadership commitment to address the failures of traditional approaches to solving our region's social challenges through singular and disconnected solutions. Organizing the large-scale coordination of multi-sector efforts - collaboratory will spark and multiply locally-sourced solutions. From hunger to illiteracy, racism to mental illness, isolation to injustice, all are interconnected. Solving one involves all of them, together, holistically. Collaboratory's core assumption is that siloed approaches fail. Collaboratory's goal is to end all the region's social problems on an 18-year deadline creating a region where all children, families and communities are confident, healthier, and trusting of people, institutions, and systems that serve them. Collaboratory will catalyze and coordinate massive, inclusive, grassroots efforts connected with civic leaders aligning policies and systems supporting greater equity and opportunity. Using its iconic physical setting, the renovated historic atlantic coast line railroad depot in fort myers, florida and unlimited virtual space for engagement, collaboratory brings together all residents to develop a shared vision and common goals for a better future for all who call our region home.”
“Changes in split interest agreement & remainder interest 2,718,777. Returned scholarships 2,500.”
“Financial accounting standards have requirements that if a not-for-profit organization establishes a fund at a community foundation with its own funds and specifies itself as the beneficiary of such fund, the community foundation must account for the transfer of such assets as a liability. Collaboratory refers to these funds as agency endowment funds. Collaboratory maintains variance power and legal ownership of the agency endowment funds and reports the funds as assets of collaboratory equal to the fair value of the funds and a corresponding liability in the financial statements.”
“To fund future programs and benefits in the southwest florida community.”
“Collaboratory, cuban pete, and support organization are all not-for-profit corporations and are exempt from federal income tax under section 501(c)(3) of the code. However, income from certain activities unrelated to the organization's tax-exempt purpose are subject to taxation as unrelated business income. Unrelated business income, if any, is immaterial, therefore no provision for income taxes has been recorded. Collaboratory, cuban pete, and support organization qualify for the charitable contribution deduction under the code and have been classified as organizations that are not a private foundation under the code. Collaboratory, cuban pete, and support organization do not have any material uncertain tax positions. Based on an evaluation of its tax positions, management believes all positions taken would be upheld under an examination. Therefore, no provision for the effects of uncertain tax positions has been recorded. Collaboratory, cuban pete, and support organization are not currently under audit by any tax jurisdiction.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 270332 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 315318 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 227985 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 466724 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S MISSION IS TO SOLVE ALL SOCIAL ISSUES IN SOUTHWEST FLORIDA BY 2040. |
| IRS990/AllOtherContributionsAmt | 0 | 18363199 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 93315 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 145156 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 279944 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 518415 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | MARINA NASSIF |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2392745900 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2031 JACKSON ST STE 100 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | FORT MYERS |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33901 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 3057448 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 3527252 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/CollectionsOfArtInd | 0 | 1 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 135551 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 210857 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 406653 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 753061 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 8917 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 13870 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 26750 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 49537 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 351726 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 113303 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 101514 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 7 CENTRAL ST |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 42911 LAKE BABCOCK DR STE 200 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 2031 JACKSON ST STE 160 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | TOPSFIELD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | BABCOCK RANCH |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | FORT MYERS |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | FL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | FL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 01983 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 33982 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 33901 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | ADVERTISING FOR HUMANITY INC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | RIVET BRANDS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | HOPEFUL IMAGES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | MARKETING & COMMUNICATION |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | MARKETING & COMMUNICATION |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | PHOTOJOURNALISM & STORY TELLING |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 18771646 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 10312150 |
| IRS990/CYInvestmentIncomeAmt | 0 | 2013606 |
| IRS990/CYOtherExpensesAmt | 0 | 3687995 |
| IRS990/CYOtherRevenueAmt | 0 | 806965 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 4890610 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 2701462 |
| IRS990/CYTotalExpensesAmt | 0 | 16701607 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 1150102 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 21592217 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | 0 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 0 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 414358 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 4904 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 7629 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 14713 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 27246 |
| IRS990/Desc | 0 | NON-COMPETITIVE GRANTS ARE PROCESSED THROUGH DESIGNATED, AGENCY, AND DONOR ADVISED FUNDS. DESIGNATED AND AGENCY FUNDS ARE GENERALLY DISTRIBUTED DURING FIRST QUARTER OF THE CALENDAR YEAR, UNLESS SPECIFIED BY A DISTRIBUTION PAYMENT SCHEDULE. DONOR ADVISED FUNDS ARE PROCESSED THROUGHOUT THE YEAR. DONOR ADVISORS MAY RECOMMEND GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS, BUT THE FOUNDATION, DBA COLLABORATORY RETAINS FULL DISCRETION OF DISBURSEMENT APPROVALS. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 1 |
| IRS990/DistributionToDonorInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DoingBusinessAsName/BusinessNameLine1Txt | 0 | COLLABORATORY |
| IRS990/DonorAdvisedFundInd | 0 | 1 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 28436753 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 36260664 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 32 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/EscrowAccountLiabilityGrp/BOYAmt | 0 | 2420807 |
| IRS990/EscrowAccountLiabilityGrp/EOYAmt | 0 | 2639537 |
| IRS990/ExpenseAmt | 0 | 5873729 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 9902 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 15403 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 29705 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 55010 |
| IRS990/FeesForServicesLegalGrp/FundraisingAmt | 0 | 4414 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 6867 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 13243 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 24524 |
| IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt | 0 | 50000 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 50000 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 144330 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 174513 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 432989 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 751832 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt | 0 | 57348 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 89208 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 172045 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 318601 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 7.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 55.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 20 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 21 | 50.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 22 | 50.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 23 | 50.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 17 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 18 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 19 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 20 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 38639 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
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| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
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| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 21 | 8262 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 22 | 15373 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 23 | 4217 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | SARAH OWEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | AYSEGUL TIMUR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | GAIL MARKHAM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | ROBBIE ROEPSTORFF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | CHAUNCEY GOSS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DALE REISS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | FRED MOON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | GARY GRIFFIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | HARRISON S KNIGHT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | HUGH KINSEY JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | JUAN BENDECK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | JULIE BEN-SUSAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | KHANDYCE MOSELY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | LILLIE RENTZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | MALIKE ADIGUN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | MARY BETH CRAWFORD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | ROSEMARY FLLORI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | SALLY JACKSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | SHONTRA POWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | ANDREW COUSE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | CAROLYN CONANT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 21 | TERRY MAZANY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 22 | MARINA NASSIF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 23 | RONALD E PENN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 350413 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 21 | 231750 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 22 | 104657 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 23 | 68164 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 21 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 22 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 23 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT/CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VICE CHAIR AND SECRETARY/TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | IMMEDIATE PAST CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | TRUSTEE (THRU 4/2023) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | TRUSTEE (THRU 6/2023) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 21 | CHIEF COLLABORATION OFFICER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 22 | CFO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 23 | CFO (THRU 7/2022) |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1976 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -574444 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 20 |
| IRS990/GovernmentGrantsAmt | 0 | 408447 |
| IRS990/GrantAmt | 0 | 4235124 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 1892900 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 2087269 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 1139859 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 1139859 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 9172291 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 9172291 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 30704754 |
| IRS990/GrossReceiptsAmt | 0 | 53432004 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 89462 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 19 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 50143 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 78001 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 150430 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 278574 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 21016 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 32692 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 63048 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 116756 |
| IRS990/InterestGrp/FundraisingAmt | 0 | 28682 |
| IRS990/InterestGrp/ManagementAndGeneralAmt | 0 | 44616 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 86045 |
| IRS990/InterestGrp/TotalAmt | 0 | 159343 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 2588050 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 2588050 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 102443270 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 115689011 |
| IRS990/IRPDocumentCnt | 0 | 38 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 213831 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 10357976 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 1946599 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 2160430 |
| IRS990/LegalDomicileStateCd | 0 | FL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 31279198 |
| IRS990/LessRentalExpensesGrp/RealAmt | 0 | 560589 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 1 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | SEE SCHEDULE OCOLLABORATORY IS A COMMUNITY FOUNDATION WITH AN EVOLVED MISSION COMMITTED TO COORDINATING THE SOLVING OF SOUTHWEST FLORIDA'S MAJOR SOCIAL PROBLEMS BY 2040. SINCE OUR FOUNDING IN 1976, WE HAVE BEEN SUPPORTING LOCAL CAUSES AND NONPROFIT WORK, BUT UNFORTUNATELY, MANY OF OUR SOCIAL ISSUES CONTINUE TO STAY THE SAME OR GET WORSE. WE BELIEVE STRONGLY IN THE TRADITIONAL WORK WE DO BUT ARE ALSO COMMITTED TO MAKING A DEEPER IMPACT GOING TO THE ROOT CAUSE OF THE SOCIAL ISSUES PLAGUING OUR REGION. WE ARE A COMMUNITY FOUNDATION WITH OVER $100 MILLION GRANTED OVER THE YEARS, JOINED WITH A MUCH LARGER EFFORT IN COMMUNITY LEADERSHIP. BY BRINGING PEOPLE TOGETHER, WE'RE TACKLING THE ROOT CAUSE AND UPSTREAM ISSUES THAT MAKE THESE GRANTS NECESSARY. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 16800000 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 7300000 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 128706595 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 144693885 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -574444 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -574444 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | -471127 |
| IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt | 0 | -471127 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 9042120 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 100269842 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 91779210 |
| IRS990/NoncashContributionsAmt | 0 | 2060082 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 37800 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 58800 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 113400 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 210000 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 28293 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 44012 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 84880 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 157185 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.
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