Civic Intelligence

Southwest Florida Community Foundation Inc.

990 • Fiscal year 2023 • EIN 59-6580974

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 07, 2023

2031 Jackson St 100Fort Myers, FL 33901

(239) 274-5900

Siviq Scores

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

Liabilities / Assets

26th percentile

0.09x

Higher debt load relative to assets than 26% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.66x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Net Margin

83rd percentile

23%

Higher net margin than 83% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$389,052

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Asset Growth

48th percentile

5.4%

Faster asset growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

30%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

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

Historical Trend

Balance Sheet Trend

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

2023

Assets$159,037,731
Liabilities$14,343,846
Net Assets$144,693,885

Operations Trend

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

2023

Revenue$21,592,217
Expenses$16,701,607
Net Income$4,890,610
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$53,432,004
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
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 Categories

AssetBook ValueDepreciationBasis
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--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah OwenPresident/CEOFT$304,422$84,630$389,052
Terry MazanyChief Collaboration OfficerFT$231,750$8,262$240,012
Marina NassifCFOFT$104,657$15,373$120,030
Ronald E PennCFO (thru 7/2022)FT$68,164$4,217$72,381

Board Members and Trustees

NameTitle
Aysegul TimurChair
Robbie RoepstorffImmediate Past Chair
Gail MarkhamVice Chair and Secretary/treasurer
Chauncey GossTrustee
Dale ReissTrustee
Fred MoonTrustee
Gary GriffinTrustee
Harrison S KnightTrustee
Hugh Kinsey JrTrustee
Juan BendeckTrustee
Julie Ben-susanTrustee
Khandyce MoselyTrustee
Lillie RentzTrustee
Malike AdigunTrustee
Mary Beth CrawfordTrustee
Rosemary FlloriTrustee
Sally JacksonTrustee
Shontra PowellTrustee
Andrew CouseTrustee (thru 4/2023)
Carolyn ConantTrustee (thru 6/2023)

Highest Paid Contractors

ContractorServicesLocationCompensation
Advertising For Humanity INCMarketing & Communication7 CENTRAL ST, Topsfield, MA 01983$351,726
Rivet BrandsMarketing & Communication42911 LAKE BABCOCK DR STE 200, Babcock Ranch, FL 33982$113,303
Hopeful ImagesPhotojournalism & Story Telling2031 JACKSON ST STE 160, Fort Myers, FL 33901$101,514
Revenue and Support

Revenue Composition

Contributions and Grants
$18,771,646
Program Service Revenue
$0
Investment Income
$2,013,606
Other Revenue
$806,965
All Other Contributions
$18,363,199
Change in Net Assets
$4,890,610

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded9$1,250,082Fair Market Value (FMV) on Date of Transfers
Real Estate Residential1$810,000Appraised Value
Total Noncash Contributions10$2,060,082-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of Lee Hendry Glades and Okeechobee CountiesFort Myers, FL501(c)(3)General Operating Support Specific Program Specific Purpose$3,679,194
Ami Kids Southwest Florida IncFort Myers Beach, FL501(c)(3)Specific Program$693,846
Florida Southwestern State CollegeFort Myers, FL501(c)(3)Specific Program$229,000
Florida Gulf Coast UniversityFort Myers, FLGovSpecific Program$226,924
Holy Trinity High SchoolChicago, IL501(c)(3)General Operating Support Specific Program$193,800
Lee Health FoundationFort Myers, FL501(c)(3)General Operating Support Specific Program$170,500
Bright Community Trust IncPort Richey, FL501(c)(3)Specific Program$170,000
Rosalind Franklin University College of NursingChicago, IL501(c)(3)Specific Program$150,000
Habitat for Humanity of Lee and Hendry Counties IncFort Myers, FL501(c)(3)General Operating Support Specific Program$123,771
Lee County Domestic Animal ServicesFort Myers, FLGovGeneral Operating Support Specific Program$119,838
Interfaith Charities of South Lee IncFort Myers, FL501(c)(3)Specific Program$103,635
Golden Paws Assistance DogsNaples, FL501(c)(3)Specific Program$100,000
Gulf Coast Humane Society IncFort Myers, FL501(c)(3)General Operating Support Specific Program$93,720
Community Cooperative IncFort Myers, FL501(c)(3)General Operating Support Specific Program$84,941
Hope Hospice and Community Services IncFort Myers, FL501(c)(3)General Operating Support$83,828
Nj Maritime MuseumRed Bank, NJ501(c)(3)Specific Program$73,600
Goodwill Industries of Southwest Florida IncFort Myers, FL501(c)(3)General Operating Support Specific Program$73,379
Hearts & Homes for Veterans IncFort Myers, FL501(c)(3)General Operating Support Specific Program$66,000
Lehigh Acres Community Services IncLehigh Acres, FL501(c)(3)General Operating Support$62,318
The Foundation for Lee County Public Schools IncFort Myers, FL501(c)(3)General Operating Support Specific Program$61,018
Fort Myers Technical CollegeFort Myers, FLGovSpecific Program$60,000
Maranatha Bible and Missionary Conference IncNorton Shores, MI501(c)(3)Specific Program$58,000
City of Fort MyersFort Myers, FLGovSpecific Program$57,000
Hope Clubhouse of Southwest Florida IncFort Myers, FL501(c)(3)General Operating Support$56,384
Community Foundation of Collier CountyNaples, FL501(c)(3)Specific Program$52,067
American National Red CrossFort Myers, FL501(c)(3)Specific Program$52,000
Charlotte Community Foundation IncPunta Gorda, FL501(c)(3)Specific Program$50,867
Boys & Girls Clubs of Lee County IncFort Myers, FL501(c)(3)Specific Program$50,000
Cape Coral Animal ShelterCape Coral, FL501(c)(3)Specific Program$50,000
Conservancy of Southwest FloridaNaples, FL501(c)(3)Specific Program$50,000
Disabled Artists Foundation IncFort Myers, FL501(c)(3)Specific Program$50,000
Feed Thy Neighbor IncNaples, FL501(c)(3)Specific Program$50,000
Florida Chamber of Commerce Foundation IncTallahassee, FL501(c)(3)Specific Program$50,000
Upaya Zen CenterSanta Fe, NM501(c)(3)General Operating Support$50,000
Paul a & Veronica H Gross Wildlife Center of Southwest FloridaVenice, FL501(c)(3)General Operating Support$49,262
Lee County Alliance of the Arts IncFort Myers, FL501(c)(3)General Operating Support Specific Program$48,630
Harry Chapin Food Bank of Southwest FloridaFort Myers, FL501(c)(3)General Operating Support$45,169
OUR MOTHER'S HOME OF SOUTHWEST FLORIDA INCFort Myers, FL501(c)(3)Capital Contribution General Operating Support$42,194
Cape Coral Technical CollegeCape Coral, FL501(c)(3)Specific Program$40,000
Animal Refuge Center IncFort Myers, FL501(c)(3)General Operating Support$39,422
Caloosa Humane Society IncLa Belle, FL501(c)(3)General Operating Support$36,772
Sw Florida Council Boy Scouts of AmericaFort Myers, FL501(c)(3)General Operating Support$36,464
Healing StitchesNorth Fort Myers, FL501(c)(3)Specific Program$35,000
Senior HoundsaboundOrlando, FL501(c)(3)General Operating Support$35,000
PARKINSON'S FOUNDATION INCMiami, FL501(c)(3)General Operating Support$33,942
Florida Gulf Coast University Foundation IncFort Myers, FL501(c)(3)General Operating Support Specific Program$32,770
Charlotte Harbor Environmental Center IncPunta Gorda, FL501(c)(3)Specific Program$31,641
Junior Achievement of Southwest Florida IncFort Myers, FL501(c)(3)General Operating Support Specific Program$30,764
Alpha & Omega Freedom Ministries IncWauchula, FL501(c)(3)General Operating Support$30,000
Rvr Horse Rescue IncPlant City, FL501(c)(3)General Operating Support$30,000
VALERIE'S HOUSE INCFort Myers, FL501(c)(3)Capital Contribution Specific Program$29,500
Legacy Foundation at Shell Point IncFort Myers, FL501(c)(3)General Operating Support Specific Program$25,960
Community Foundation of Western North Carolina IncAsheville, NC501(c)(3)Specific Program$25,000
Iron Gait Percherons Draft Horse Rescue & SanctuaryWaleska, GA501(c)(3)General Operating Support$25,000
Ronald Mcdonald House Charities Tampa Bay IncTampa, FL501(c)(3)General Operating Support$25,000
Steve Rummler Hope NetworkSt Paul, MN501(c)(3)General Operating Support$25,000
The Joseph Project 863 IncClewiston, FL501(c)(3)Specific Program$25,000
Trailways CampFort Myers, FL501(c)(3)General Operating Support$25,000
Pace Center for Girls of Lee CountyFort Myers, FL501(c)(3)General Operating Support Specific Program$22,902
Diocese of Venice in Florida IncVenice, FL501(c)(3)General Operating Support Specific Program$22,500
Bridge to a Cure FoundationFort Myers, FL501(c)(3)General Operating Support$22,000
Bridge a Life IncSarasota, FL501(c)(3)General Operating Support$20,000
Home BaseBoston, MA501(c)(3)Specific Program$20,000
Horses Without Humans RescueBell, FL501(c)(3)General Operating Support$20,000
ST HILARY'S EPISCOPAL CHURCHFort Myers, FL501(c)(3)General Operating Support$20,000
Zion Lutheran Church of South Fort Myers IncFort Myers, FL501(c)(3)General Operating Support$20,000
Bobby Nichols Fiddlesticks Foundation IncFort Myers, FL501(c)(3)General Operating Support$19,000
Animal Rescue of Labelle IncLabelle, FL501(c)(3)General Operating Support$18,199
Edison Sailing CenterFort Myers, FL501(c)(3)General Operating Support Specific Program$17,762
Lee Building Industry Association Builders CareFort Myers, FL501(c)(3)General Operating Support$17,500
Make-a-wish Foundation of Southern Florida IncBonita Springs, FL501(c)(3)General Operating Support$17,500
Ronald Mcdonald House Charities of Southwest Florida IncFort Myers, FL501(c)(3)General Operating Support$17,500
Salvation Army of Lee Hendry and Glades CountiesFort Myers, FL501(c)(3)General Operating Support$17,308
Gladiolus Learning and Development Center IncFort Myers, FL501(c)(3)General Operating Support$15,452
Affordable Homeownership Foundation IncFort Myers, FL501(c)(3)Specific Program$15,000
All Hound Rescue of Florida IncPort St Lucie, FL501(c)(3)General Operating Support$15,000
Bonita Springs Historical Society IncBonita Springs, FL501(c)(3)Specific Program$15,000
Holiday 4 Heroes CorporationNorth Fort Myers, FL501(c)(3)Specific Program$15,000
JEWISH FAMILY AND CHILDREN'S SERVICES OF THE SUNCOASTSarasota, FL501(c)(3)Specific Program$15,000
La Belle Free Public Library IncLabelle, FL501(c)(3)General Operating Support$15,000
Labelle Downtown Revitalization CorporationLabelle, FL501(c)(3)General Operating Support$15,000
School District of Lee CountyFort Myers, FL501(c)(3)Specific Program$15,000
Union Church of Lake BluffLake Bluff, IL501(c)(3)Specific Program$15,000
Vietnam Veterans of America Chapter 594 Cape CoralNorth Fort Myers, FL501(c)(3)Specific Program$15,000
Heights Foundation IncFort Myers, FL501(c)(3)General Operating Support Specific Program$14,861
Clinic for the Rehabilitation of Wildlife IncSanibel, FL501(c)(3)General Operating Support$14,090
Fort Myers Community Concert Association IncFort Myers, FL501(c)(3)General Operating Support$12,453
Canterbury School CorporationFort Myers, FL501(c)(3)General Operating Support$12,363
Lee Memorial Health System Foundation IncFort Myers, FL501(c)(3)General Operating Support$11,520
Bonita Springs Assistance Office IncBonita Springs, FL501(c)(3)General Operating Support$10,794
Communities Reaching Out IncHollywood, FL501(c)(3)General Operating Support$10,612
Octagon Wildlife SanctuaryPunta Gorda, FL501(c)(3)General Operating Support$10,402
Bailey-matthews National Shell MuseumSanibel, FL501(c)(3)General Operating Support$10,270
ST LUKE'S EPISCOPAL CHURCHFort Myers, FL501(c)(3)General Operating Support$10,270
Young Life of Lee CountyFort Myers, FL501(c)(3)Specific Program$10,250
Uncommon Friends Foundation IncFort Myers, FL501(c)(3)General Operating Support$10,057
Florida Repertory TheatreFort Myers, FL501(c)(3)General Operating Support$10,045
Basset Hound Rescue of Georgia IncFayetteville, GA501(c)(3)General Operating Support$10,000
Bhca Foundation IncHampshire, IL501(c)(3)Specific Program$10,000
Blue Ridge Mountains Health Project IncCashiers, NC501(c)(3)Specific Program$10,000
Bonita Bay Hurricane Relief Fund IncBonita Springs, FL501(c)(3)General Operating Support$10,000
Bonita Bay Veterans CouncilBonita Springs, FL501(c)(3)General Operating Support$10,000
Fellowship of Christian AthletesNaples, FL501(c)(3)General Operating Support$10,000
Florida Center for Government AccountabilitySarasota, FL501(c)(3)Specific Program$10,000
Hendry County Economic Development CouncilLabelle, FL501(c)(3)Specific Program$10,000
Highlands Cashiers Health FoundationHighlands, NC501(c)(3)General Operating Support$10,000
Horse Protection Association of Florida IncMicanopy, FL501(c)(3)General Operating Support$10,000
John F Murphy Post 303 American Legion IncBonita Springs, FL501(c)(3)Specific Program$10,000
Liberty Youth Ranch IncBonita Springs, FL501(c)(3)General Operating Support$10,000
RILEY'S RESCUE OF BREVARD INCPalm Bay, FL501(c)(3)General Operating Support$10,000
St Vincent De Paul Catholic ChurchFort Myers, FL501(c)(3)Specific Program$10,000
Tunnel to Towers FoundationStaten Island, NY501(c)(3)General Operating Support$10,000
Bideawee IncNew York, NY501(c)(3)General Operating Support$9,919
Covenant Presbyterian Church of Fort MyersFort Myers, FL501(c)(3)General Operating Support$9,547
Lee County Library SystemFort Myers, FLGovGeneral Operating Support Specific Purpose$9,326
Southwest Florida Symphony Orchestra and Chorus Association IncFort Myers, FL501(c)(3)General Operating Support Specific Program$8,938
Council on FoundationsWashington, DC501(c)(3)General Operating Support$8,750
ALVIN A DUBIN ALZHEIMER'S RESOURCE CENTER INCFort Myers, FL501(c)(3)General Operating Support$8,718
Guadalupe Center IncImmokalee, FL501(c)(3)General Operating Support$8,487
Serge Global IncWashington, DC501(c)(3)Specific Program$8,174
Christ Lutheran ChurchSheboygan, WI501(c)(3)General Operating Support$8,000
Global ScholarsOverland Park, KS501(c)(3)General Operating Support$8,000
Mission EurasiaWheaton, IL501(c)(3)Specific Program$8,000
Lee County Jewish Federation IncFort Myers, FL501(c)(3)General Operating Support$7,961
Blessings in a Backpack IncFort Myers, FL501(c)(3)General Operating Support$7,718
First Presbyterian ChurchFort Myers, FL501(c)(3)General Operating Support$7,621
Bags Basset RescueMinerva, OH501(c)(3)General Operating Support$7,500
Forest Park Covenant ChurchMuskegon, MI501(c)(3)General Operating Support$7,500
Foundation of the Pennsylvania Medical SocietyMechanicsburg, PA501(c)(3)Specific Program$7,500
North Naples United Methodist ChurchNaples, FL501(c)(3)General Operating Support$7,500
Tighten the Drag Foundation IncLutz, FL501(c)(3)General Operating Support$7,500
Next Level Church IncFort Myers, FL501(c)(3)Specific Program$7,000
Wonder GardensBonita Springs, FL501(c)(3)General Operating Support$7,000
Church of the ResurrectionFort Myers, FLGovGeneral Operating Support$6,811
Salvation Army of Port CharlottePort Charlotte, FL501(c)(3)General Operating Support$6,764
Tidewell Hospice IncSarasota, FL501(c)(3)General Operating Support$6,764
Shriners Hospitals for ChildrenTampa, FL501(c)(3)General Operating Support$6,272
Boys and Girls Clubs of Polk County IncLakeland, FL501(c)(3)General Operating Support$6,256
American Society for the Prevention of Cruelty of AnimalsNew York, NY501(c)(3)General Operating Support$6,076
Cooperative for Assistance and Relief Everywhere IncMerrifield, VA501(c)(3)General Operating Support$6,076
Feeding AmericaChicago, IL501(c)(3)General Operating Support$6,076
PHYSICIANS' COMMITTEE FOR RESPONSIBLE MEDICINEWashington, DC501(c)(3)General Operating Support$6,076
People for the Ethical Treatment of AnimalsNorfolk, VA501(c)(3)General Operating Support$6,076
Save the ChimpsFort Pierce, FL501(c)(3)General Operating Support$6,076
Florida Lions Conklin Center for the Blind IncDaytona Beach, FL501(c)(3)General Operating Support$6,047
Boys Hope Girls HopeSt Louis, MO501(c)(3)General Operating Support$6,000
Earth Shine Institute IncShawnee, KS501(c)(3)General Operating Support$6,000
New Horizons of Southwest Florida IncNaples, FL501(c)(3)General Operating Support Specific Program$6,000
Saluscare IncFort Myers, FL501(c)(3)General Operating Support$5,892
Planned Parenthood of Southwest and Central Florida IncSarasota, FL501(c)(3)General Operating Support$5,764
Wgcu Public MediaFort Myers, FL501(c)(3)General Operating Support Specific Program$5,714
Gladiolus Food PantryFort Myers, FL501(c)(3)General Operating Support$5,218
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Obligations$1,587,364
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

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.

Form 990, Part VI, Section B, Line 12C

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.

Form 990, Part VI, Section B, Line 15

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.

Form 990, Part VI, Section C, Line 19

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.

Filing and Contact Details

Filer

Filer Name
Southwest Florida Community Foundation
EIN
59-6580974
Phone
2392745900
Address
2031 JACKSON ST 100, FORT MYERS, FL 33901
Doing Business As
Collaboratory

Signing Officer

Name
Dawn Belamarich
Title
President & CEO
Phone
2399392233
Signed
2023-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Belamarich
Formed
1976
Legal Domicile
Fl
Voting Board Members
20
Independent Board Members
19
Employees
32
Volunteers
273

Preparer

Firm
Moss Adams Llp
Address
805 SW BROADWAY STE 1400, PORTLAND, OR 97205
Preparer
Wendy Campos
Phone
5032421447
Supplemental Narrative

Additional Explanations

PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

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.

FORM 990, PART XI, LINE 9:

Changes in split interest agreement & remainder interest 2,718,777. Returned scholarships 2,500.

Financial Statement Notes

PART IV, LINE 2B:

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.

PART V, LINE 4:

To fund future programs and benefits in the southwest florida community.

PART X, LINE 2:

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.

Raw XML AppendixShowing 400 of 2,410 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0270332
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0315318
IRS990/AccountsReceivableGrp/BOYAmt0227985
IRS990/AccountsReceivableGrp/EOYAmt0466724
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S MISSION IS TO SOLVE ALL SOCIAL ISSUES IN SOUTHWEST FLORIDA BY 2040.
IRS990/AllOtherContributionsAmt018363199
IRS990/AllOtherExpensesGrp/FundraisingAmt093315
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0145156
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0279944
IRS990/AllOtherExpensesGrp/TotalAmt0518415
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0MARINA NASSIF
IRS990/BooksInCareOfDetail/PhoneNum02392745900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02031 JACKSON ST STE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033901
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03057448
IRS990/CashNonInterestBearingGrp/EOYAmt03527252
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0135551
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0210857
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0406653
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0753061
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt08917
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt013870
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt026750
IRS990/ConferencesMeetingsGrp/TotalAmt049537
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0351726
IRS990/ContractorCompensationGrp/CompensationAmt1113303
IRS990/ContractorCompensationGrp/CompensationAmt2101514
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt07 CENTRAL ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt142911 LAKE BABCOCK DR STE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt22031 JACKSON ST STE 160
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0TOPSFIELD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1BABCOCK RANCH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2FORT MYERS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd001983
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd133982
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd233901
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ADVERTISING FOR HUMANITY INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1RIVET BRANDS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2HOPEFUL IMAGES
IRS990/ContractorCompensationGrp/ServicesDesc0MARKETING & COMMUNICATION
IRS990/ContractorCompensationGrp/ServicesDesc1MARKETING & COMMUNICATION
IRS990/ContractorCompensationGrp/ServicesDesc2PHOTOJOURNALISM & STORY TELLING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt018771646
IRS990/CYGrantsAndSimilarPaidAmt010312150
IRS990/CYInvestmentIncomeAmt02013606
IRS990/CYOtherExpensesAmt03687995
IRS990/CYOtherRevenueAmt0806965
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt04890610
IRS990/CYSalariesCompEmpBnftPaidAmt02701462
IRS990/CYTotalExpensesAmt016701607
IRS990/CYTotalFundraisingExpenseAmt01150102
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021592217
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt0414358
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt04904
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt07629
IRS990/DepreciationDepletionGrp/ProgramServicesAmt014713
IRS990/DepreciationDepletionGrp/TotalAmt027246
IRS990/Desc0NON-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/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0COLLABORATORY
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt028436753
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt036260664
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt032
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt02420807
IRS990/EscrowAccountLiabilityGrp/EOYAmt02639537
IRS990/ExpenseAmt05873729
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt09902
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015403
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt029705
IRS990/FeesForServicesAccountingGrp/TotalAmt055010
IRS990/FeesForServicesLegalGrp/FundraisingAmt04414
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06867
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt013243
IRS990/FeesForServicesLegalGrp/TotalAmt024524
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt050000
IRS990/FeesForServicesLobbyingGrp/TotalAmt050000
IRS990/FeesForServicesOtherGrp/FundraisingAmt0144330
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0174513
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0432989
IRS990/FeesForServicesOtherGrp/TotalAmt0751832
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt057348
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt089208
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0172045
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0318601
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt06.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt27.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt36.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt055.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt143.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt153.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt163.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt173.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt183.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt193.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt203.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2350.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt038639
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt218262
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2215373
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt234217
IRS990/Form990PartVIISectionAGrp/PersonNm0SARAH OWEN
IRS990/Form990PartVIISectionAGrp/PersonNm1AYSEGUL TIMUR
IRS990/Form990PartVIISectionAGrp/PersonNm2GAIL MARKHAM
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBBIE ROEPSTORFF
IRS990/Form990PartVIISectionAGrp/PersonNm4CHAUNCEY GOSS
IRS990/Form990PartVIISectionAGrp/PersonNm5DALE REISS
IRS990/Form990PartVIISectionAGrp/PersonNm6FRED MOON
IRS990/Form990PartVIISectionAGrp/PersonNm7GARY GRIFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm8HARRISON S KNIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm9HUGH KINSEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm10JUAN BENDECK
IRS990/Form990PartVIISectionAGrp/PersonNm11JULIE BEN-SUSAN
IRS990/Form990PartVIISectionAGrp/PersonNm12KHANDYCE MOSELY
IRS990/Form990PartVIISectionAGrp/PersonNm13LILLIE RENTZ
IRS990/Form990PartVIISectionAGrp/PersonNm14MALIKE ADIGUN
IRS990/Form990PartVIISectionAGrp/PersonNm15MARY BETH CRAWFORD
IRS990/Form990PartVIISectionAGrp/PersonNm16ROSEMARY FLLORI
IRS990/Form990PartVIISectionAGrp/PersonNm17SALLY JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm18SHONTRA POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm19ANDREW COUSE
IRS990/Form990PartVIISectionAGrp/PersonNm20CAROLYN CONANT
IRS990/Form990PartVIISectionAGrp/PersonNm21TERRY MAZANY
IRS990/Form990PartVIISectionAGrp/PersonNm22MARINA NASSIF
IRS990/Form990PartVIISectionAGrp/PersonNm23RONALD E PENN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0350413
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21231750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22104657
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2368164
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR AND SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE (THRU 4/2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE (THRU 6/2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF COLLABORATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt22CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt23CFO (THRU 7/2022)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-574444
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GovernmentGrantsAmt0408447
IRS990/GrantAmt04235124
IRS990/GrantsPayableGrp/BOYAmt01892900
IRS990/GrantsPayableGrp/EOYAmt02087269
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01139859
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01139859
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt09172291
IRS990/GrantsToDomesticOrgsGrp/TotalAmt09172291
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt030704754
IRS990/GrossReceiptsAmt053432004
IRS990/GrossRentsGrp/RealAmt089462
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt050143
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt078001
IRS990/InformationTechnologyGrp/ProgramServicesAmt0150430
IRS990/InformationTechnologyGrp/TotalAmt0278574
IRS990/InsuranceGrp/FundraisingAmt021016
IRS990/InsuranceGrp/ManagementAndGeneralAmt032692
IRS990/InsuranceGrp/ProgramServicesAmt063048
IRS990/InsuranceGrp/TotalAmt0116756
IRS990/InterestGrp/FundraisingAmt028682
IRS990/InterestGrp/ManagementAndGeneralAmt044616
IRS990/InterestGrp/ProgramServicesAmt086045
IRS990/InterestGrp/TotalAmt0159343
IRS990/InvestmentIncomeGrp/ExclusionAmt02588050
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02588050
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0102443270
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0115689011
IRS990/IRPDocumentCnt038
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0213831
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010357976
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01946599
IRS990/LandBldgEquipCostOrOtherBssAmt02160430
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt031279198
IRS990/LessRentalExpensesGrp/RealAmt0560589
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt016800000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt07300000
IRS990/NetAssetsOrFundBalancesBOYAmt0128706595
IRS990/NetAssetsOrFundBalancesEOYAmt0144693885
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-574444
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-574444
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-471127
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-471127
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt09042120
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0100269842
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt091779210
IRS990/NoncashContributionsAmt02060082
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt037800
IRS990/OccupancyGrp/ManagementAndGeneralAmt058800
IRS990/OccupancyGrp/ProgramServicesAmt0113400
IRS990/OccupancyGrp/TotalAmt0210000
IRS990/OfficeExpensesGrp/FundraisingAmt028293
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt044012
IRS990/OfficeExpensesGrp/ProgramServicesAmt084880
IRS990/OfficeExpensesGrp/TotalAmt0157185
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2023Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $100M-$250M nonprofits