Civic Intelligence

Southwest Florida Community Foundation Inc.

990 • Fiscal year 2015 • EIN 59-6580974

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 28, 2015

Organization ProfileWWW.FLORIDACOMMUNITY.COM
8771 College Parkway Bldg 2 201Fort Myers, FL 33919

(239) 274-5900

Siviq Scores

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

Liabilities / Assets

20th percentile

0.06x

Higher debt load relative to assets than 20% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

49th percentile

0.42x

Higher debt load relative to revenue than 49% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

18th percentile

$180,950

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

82nd percentile

13%

Faster asset growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$93,533,090

Up $10,994,901 (+13%) from 2014

Net Assets

Up

$88,271,924

Up $11,394,772 (+15%) from 2014

Liabilities

Down

$5,261,166

Down $399,871 (-7.1%) from 2014

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin93rd percentile

Revenue

Up

$12,607,234

Up $1,325,102 (+12%) from 2014

Expenses

Up

$5,602,950

Up $741,686 (+15%) from 2014

Net Income

Up

$7,004,284

Up $583,416 (+9.1%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

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

Highlighted filing

2015

Assets$93,533,090
Liabilities$5,261,166
Net Assets$88,271,924
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

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

2015

Revenue$12,607,234
Expenses$5,602,950
Net Income$7,004,284
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 28, 2015
Return Version
2014v5.0
Gross Receipts
$20,736,774
Mission and Program Overview

Mission

Organization's mission is regional change for the common good. The most significant activities include convening and facilitating diverse networks of regional stakeholders (philanthropy, business, non profit, education, government) who together explore regional challenges and opportunities and then design, fund and execute innovative initiatives and projects with nonprofit partners that bring needed change to our region. The foundation works with all kinds of donors interested in philanthropic giving with an eye on sustainable giving through endowed funds or current funds aimed at creating a stronger community and better quality of life for everyone.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$61,811,688$70,647,535▲ $8,835,847
Savings and Temporary Cash Investments$412,556$437,822▲ $25,266
Land, Buildings, and Equipment, Net$161,409$113,577▼ $47,832
Prepaid Expenses and Deferred Charges$42,257$41,320▼ $937
Total Assets$82,538,189$93,533,090▲ $10,994,901
Other Assets Total$20,110,279$22,292,836▲ $2,182,557
Liabilities
Other Liabilities$4,985,268$4,693,000▼ $292,268
Grants Payable$647,361$521,800▼ $125,561
Accounts Payable and Accrued Expenses$28,408$46,366▲ $17,958
Total Liabilities$5,661,037$5,261,166▼ $399,871
Net Assets / Fund Balance
Unrestricted Net Assets$59,631,498$67,945,529▲ $8,314,031
Temporarily Rstr Net Assets$15,870,654$18,981,270▲ $3,110,616
Permanently Rstr Net Assets$1,375,000$1,345,125▼ $29,875
Total Net Assets Fund Balance$76,877,152$88,271,924▲ $11,394,772
Total Liabilities and Net Assets / Fund Balance$82,538,189$93,533,090▲ $10,994,901

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$68,401$137,838$206,239
Leasehold Improvements$31,461$25,165$56,626
Other Land Buildings$13,715-$13,715
Other Assets Org$150,384--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$51,133,580$11,215,653▲ $1,207,554-$59,613,288
2013$42,077,341$4,974,870▲ $6,989,989-$51,133,580
2012$37,948,917$2,813,247▲ $4,581,267-$42,077,341
2011$36,751,971$3,526,875▲ $622,679-$37,948,917
2010$33,560,114$1,053,660▲ $5,898,315-$36,751,971
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah OwenPresident /FT$165,000$15,950$180,950
Sarah OwenPresident / CEO-$165,000$15,950$180,950
Ronald E PennCFOFT$115,945$5,259$121,204

Board Members and Trustees

NameTitle
Joseph Mazurkiewicz JrChair
Guy WhitesmanVice Chair
Alan MandelTrustee
Aurora BadiaTrustee
Carolyn ConantTrustee
Christopher HillTrustee
Craig FolkTrustee
Darren RobertshawTrustee
Deborah M BraendleTrustee
Dennie HamiltonTrustee
Dr Larry a HobbsTrustee
Hon Archie B Hayward JrTrustee
Howard L LelandTrustee
Hugh Kinsey JrTrustee
John Gamba JrTrustee
Karson TurnerTrustee
Kevin L ErwinTrustee
Li-su JavedanTrustee
Myra Hale WaltersTrustee
Patricia K DobbinsTrustee
Robbie B RoepstorffTrustee
Rusty WhitleyTrustee
Sandy RobinsonTrustee
Dawn-marie DriscollImmediate Pa
Gay ThompsonSec/treas

Highest Paid Contractors

ContractorServicesLocationCompensation
David FlemmingStrat Plan/prgm3778 HANOVER STREET, Fort Myers, FL 33901$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$11,175,128
Program Service Revenue
$0
Investment Income
$1,269,832
Other Revenue
$162,274
All Other Contributions
$11,175,128
Change in Net Assets
$7,004,284

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 Traded81$2,688,786Fair Market Value (FMV) on Date of Transfer
Works of Art1$2,865Comparable Sales
Total Noncash Contributions82$2,691,651-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,288,698
Revenue Not Reported on Financial Statements
$318,536
Revenue Not Reported on Form 990
$4,375,058
Other Revenue Adjustments
$318,536
Total Revenue per Audited Statements
$16,663,756
Total Revenue per Form 990
$12,607,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,371,441
Other Expenses$1,207,661
Salaries, Compensation, and Employee Benefits$1,023,848
Total Fundraising Expense$337,206
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,946,709--$2,946,709
Other Salaries and Wages$211,450$220,346$115,709$547,505
Grants to Domestic Individuals$424,732--$424,732
Current Officers, Directors, Trustees, and Key Employees$124,943$130,217$68,360$323,520
Fees for Services Other$230,510$52,941-$283,451
Fees for Service Investment Mgmnt Fees$45,992$119,578$18,397$183,967
Information Technology$41,089$50,298$18,387$109,774
Occupancy$43,413$38,989$20,474$102,876
Other Employee Benefits$28,216$29,406$15,439$73,061
Office Expenses$27,644$28,808$15,127$71,579
Depreciation Depletion$26,400$27,513$14,446$68,359
Payroll Taxes$25,690$26,771$14,057$66,518
Fees for Services Accounting$13,401$13,966$7,333$34,700
Insurance$9,237$9,626$5,054$23,917
Conferences and Meetings$4,348$11,241$8,030$23,619
Other Expenses$8,683$7,192$5,112$20,987
Travel$4,875$12,356$3,736$20,967
Fees for Services Legal$11,750$7,020$595$19,365
All Other Expenses$212$13,750$529$14,491
Pension Plan Contributions$5,115$5,330$2,799$13,244
Total Functional Expenses$4,438,410$827,334$337,206$5,602,950

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,602,950
Expenses per Audited Statements$5,268,984
Total Expenses per Audited Statements$5,268,984
Expenses Not Reported on Financial Statements$333,966
Other Expense Adjustments$333,966
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Misc Grants 5000 and UnderFort Myers, FL501(c)-$272,372
Goodwill Industries of Southwest FlNorth Fort Myers, FL501(c)Programs$220,183
United Way of Lee Hendry & GlaFort Myers, FL501(c)Gen/op Support$129,001
Habitat for Humanity of Lee CountyNorth Fort Myers, FL501(c)Programs$87,693
The Lab School of WashingtonWashington, DC501(c)Programs$85,000
Gulf Coast SymphonyFort Myers, FL501(c)Programs$84,500
Community Fd of Collier CtyNaples, FL501(c)Specific Prog$65,560
Lehigh Community Service IncLehigh Acres, FL501(c)Programs$63,675
Geisinger Health Systems FdDanville, PA501(c)General Op$60,000
The Foundation for Lee County PubliFort Myers, FL501(c)Programs$58,457
Gulf Coast Humane Society IncFort Myers, FL501(c)Op Support/marketing$53,352
The Laboratory Theater of FlFort Myers, FL501(c)Gen/op Support$51,350
Sanibel-captiva Conservation FdSanibel, FL501(c)General Op$48,800
Lighthouse of Swfl IncNort Fort Myers, FL501(c)Programs$46,892
CHILDREN'S HOME SOCIETY OF FLFort Myers, FL501(c)Hahm Program$46,000
Literacy Council Gulf Coast IncBonita Springs, FL501(c)Specific Program$42,141
Disabled Veterans Insurance CareersFort Myers, FL501(c)General Op$41,600
Southwest Florida SymphonyFort Myers, FL501(c)General Op$40,555
Doctors Without Borders USA IncNew York, NY501(c)Program Support$40,450
4kids of Southwest Florida IncFort Lauderdale, FL501(c)Gen/oper Support$38,365
Grace Community CenterNorth Fort Myers, FL501(c)General Op$38,093
City of ClewistonClewiston, FL501(c)Programs$37,582
Lee Memorial Health System FoundatiFort Myers, FL501(c)Gen/op Support$37,381
Hope Clubhouse of Sw FlFort Myers, FL501(c)Programs$34,893
Caloosa Humane SocietyLabelle, FL501(c)General Op$34,274
Swfl Council Inc Boy Scouts of aFort Myers, FL501(c)Specific Prog$33,760
Amigos En Cristo IncBonita Springs, FL501(c)Programs$33,000
Charlotte County Homeless CoalitionMurdock, FL501(c)Food Connect Prog$32,626
Human Trafficking Awareness PtnshpSanibel, FL501(c)Programs$32,000
National Parkinson FoundationMiami, FL501(c)General Op$31,806
Charlotte Harbor Environmental CntrPunta Gorda, FL501(c)Program$30,591
Redlands Christian Migration AssocImmokalee, FL501(c)Programs$30,000
Southwest Workforce Dev BoardFort Myers, FL501(c)Gen/op Support$30,000
Jewish Federation of Lee & Char CtyFort Myers, FL501(c)Programs$26,500
Alliance Defending FreedomScottsdale, AZ501(c)Gen/op Support$25,000
CHILDREN'S HEALTHCARE OF ATLANTA FDAtlanta, GA501(c)Specific Prog$25,000
Highlands-cashiers Hospital Fd IncHighlands, NC501(c)Programs$25,000
The Steve Rummler Hope FdMinneapolis, MN501(c)General Op$25,000
Liberty Youth RanchNaples, FL501(c)Programs$22,000
Naples Botanical GardenNaples, FL501(c)Research$21,592
The Salvation Army of Lee HendryFort Myers, FL501(c)Program Support$21,075
University of FloridaGainesville, FL501(c)Programs$21,070
Clinic for the Rehab of WildlifeSanibel, FL501(c)One World One Health$20,037
Education Foundation of Collier CtyNaples, FL501(c)Program$20,000
New Horizons of Southwest FloridaNaples, FL501(c)General Op$20,000
Lee County Alliance for the ArtsFort Myers, FL501(c)Programs$18,150
Center for the ArtsBonita Springs, FL501(c)General Op$18,000
Florida Repertory TheatreFort Myers, FL501(c)Art Program$17,250
Bailey-matthews Shell MuseumSanibel, FL501(c)General Op$17,137
Shell Point Village Retire CommFort Myers, FL501(c)General Op$16,408
Artfest Fort Myers IncFort Myers, FL501(c)Op/ Program Support$16,000
Florida Arts IncFort Myers, FL501(c)Programs$16,000
Uncommon Friends FoundationFort Myers, FL501(c)General Op$15,914
Hope HospiceFort Myers, FL501(c)Programs$15,251
Labelle High SchoolLabelle, FLGovSpecific Prog$15,000
Massachusetts General HospBoston, MA501(c)Programs$15,000
River District Alliance (fort MyersFort Myers, FL501(c)Programs$15,000
Animal Refuge of Labelle IncLabelle, FL501(c)Spec Purpose$13,880
Florida Southwestern State CollegeFort Myers, FL501(c)General Op$13,000
Southwest Florida Attractions AssocFort Myers, FL501(c)General Op$12,500
Harry Chapin Food Bank of Sw FloridFort Myers, FL501(c)Specific Prog$12,349
Florida Gulf Coast UniversityFort Myers, FL501(c)General Op$12,137
Fort Myers Community Concert AssocFort Myers, FL501(c)Program$12,087
City of SanibelSanibel, FL501(c)Specific Prog$12,000
Pace Center for Girls of Lee CountyFort Myers, FL501(c)General Op$12,000
Capitva Chapel by the SeaCaptiva, FL501(c)General Op$11,373
Guadalupe Center IncImmokalee, FL501(c)Programs$11,302
David Lawrenece CenterNaples, FL501(c)Programs$10,500
Quality of Life Center of SwflFort Myers, FL501(c)Programs$10,500
Theatre ConspiracyFort Myers, FL501(c)Program/op Support$10,250
CHILDREN'S ADVOCACY CENTER OF SWFLFort Myers, FL501(c)General Op$10,000
Ding Darling Wildlife Society IncSanibel, FL501(c)Community Eng$10,000
Diocese of Venice Catholic Faith ApFort Myers, FL501(c)Program Support$10,000
Echo IncNorth Fort Myers, FL501(c)2015 Festival$10,000
Labelle Rotary Fd IncLabelle, FL501(c)Programs$10,000
Lee County Parks & RecFort Myers, FL501(c)Programs$10,000
Marion-polk Gleaners IncDallas, OR501(c)Gen/op Support$10,000
Store to Door of OregonPortland, OR501(c)Gen/op Support$10,000
Teen ChallengeFort Myers, FL501(c)Programs$10,000
The Community Fd of West NcAsheville, NC501(c)Programs$10,000
Young Artists Award IncCape Coral, FL501(c)Operating Support$10,000
Ywca of Greater Cincinnati IncCincinnati, OH501(c)General Op /program$10,000
Zion Lutheran ChurchFort Myers, FL501(c)-$10,000
Communities Reaching Out IncHollywood, FL501(c)General Op$9,965
ST LUKE'S EPISCOPAL CHURCHFort Myers, FL501(c)General Op$9,637
Octagon Sequence of Eight IncPunta Gorda, FL501(c)Gen/op Support$9,626
Animal Refuge CenterincFort Myers, FL501(c)Gen Support$9,623
Fort Myers-lee Cty Garden CouncilFort Myers, FL501(c)Programs$9,000
Big ArtsSanibel, FL501(c)Marketing$8,000
Friends of Lake Park Reg LibraryFort Myers, FL501(c)Gen/op Support$8,000
Edison Festival of Light IncFort Myers, FL501(c)General Op$7,500
Our Mothers Home of Sw FlFort Myers, FL501(c)Specific Prog$7,500
The Nations Assn of CharitiesFort Myers, FL501(c)General Op$7,500
Temple Beth - El of Fort MyersFort Myers, FL501(c)Gen/op Support$7,034
Compassion International IncColorado Springs, CO501(c)Gen/op Support$7,000
SAMARITAN'S PURSEBoone, NC501(c)Program/general$7,000
Florida Next Foundation IncTampa, FL501(c)Specific Purpose$6,519
Cultural Park Theatre Co IncCape Coral, FL501(c)Gen/op Support$6,250
Christ Lutheran ChurchSheboygan, WI501(c)Operating Support$6,000
The Music Fd of Sw FlFort Myers, FL501(c)General Op$6,000
Gladiolus Learning & Devel CntrFort Myers, FL501(c)Program/op Support$5,983
Shriners Hospital for ChildrenTampa, FL501(c)Program/op Support$5,886
Bobby Nichols Fiddlesticks CharityFort Myers, FL501(c)Gen Op/program$5,883
Center for Abuse & Rape EmergPunta Gorda, FL501(c)Gen/op Support$5,869
WgcuFort Myers, FL501(c)Programs$5,700
Florida Lions Conklin Center for ThDaytona Beach, FL501(c)Specific Prog$5,675
Community Cooperative Ministries IFort Myers, FL501(c)General Op$5,639
Carpe Diem Farms IncHighlands, NC501(c)Specifc Prog$5,500
Big Brothers Big Sisters SuncoastVenice, FL501(c)General Op$5,206
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held as Agency Accounts$3,246,563
Annuity Obligations$1,333,084
Funds Restricted for Programs$113,353
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 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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“An independent certified public accountant reviews the form with the board of trustees' audit committee prior to filing.”

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

“All trustees, officers, and employees are required to review and execute a new conflict of interest policy on an annual basis. Certain volunteers are also required to review and execute a conflict of interest policy depending on the function of the volunteer duties assigned.”

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

“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.”

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

“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, Page 6, Part VI, Line 19

“The foundation's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. In addition, the foundation's financial statements are made available through the foundation's website at www.floridacommunity.com and through an electronic database known as guidestar.”

Filing and Contact Details

Filer

Filer Name
Southwest Florida Community
EIN
59-6580974
Phone
2392745900
Address
8771 COLLEGE PARKWAY BLDG 2 201, FORT MYERS, FL 33919

Signing Officer

Name
Ronald E Penn
Title
CFO
Phone
2392745900
Signed
2015-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald E Penn CFO
Formed
1976
Legal Domicile
Fl
Voting Board Members
25
Independent Board Members
25
Employees
18
Volunteers
150

Preparer

Firm
Hughes Snell & Co Pa
Address
1470 ROYAL PALM SQUARE BLVD, FORT MYERS, FL 33919-1049
Preparer
Patti R Hardin
Phone
2399392233
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Organization's mission is regional change for the common good. The most significant activities include convening and facilitating diverse networks of regional stakeholders (philanthropy, business, non profit, education, government) who together explore regional challenges and opportunities and then design, fund and execute innovative initiatives and projects with nonprofit partners that bring needed change to our region. The foundation works with all kinds of donors interested in philanthropic giving with an eye on sustainable giving through endowed funds or current funds aimed at creating a stronger community and better quality of life for everyone.”

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

“From 27 to 40% by 2025. The coalition was formed around exiting regional collaborations between diverse stakeholders (from cradle to career) and citizens all committed to the region's educational and economic success.”

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

“Other programs include: (a) educational programs for nonprofits, donors and professional advisors;(b) coaching and technical assistance to nonprofits; (c) community leadership/convener services; (d) art exhibition and (e) community recognition events.”

Form 990, Part XI, Line 9

“Pymt/chg in split int agmt & remainder / lead int values 4,254,559 in kind contributions 1,910 unrealized gain allocated to agency funds -93,102 agency fund contributions -15,795 allocated to partner support -209,639 investment fees allocated to agency funds 11,155 agency fund grants 113,172 allocated to partner support 209,639”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is a not-for-profit corporation and is exempt from federal income tax under section 501(c)(3) of the internal revenue code. It qualifies for the charitable contribution deduction under the internal revenue code and has been classified as an organization that is not a private foundation under the internal revenue code. The foundation adopted financial accounting standards codification asc 740 -10, income taxes as it relates to uncertain tax positions, and has evaluated its tax positions taken for all open tax years. Currently, the tax periods for the fiscal years ended june 30, 2013 and 2012 are open and subject to examination by the internal revenue service. The foundation is not currently under audit; however the tax period for the fiscal year ended 2014 was examined and has been closed with no changes. Based on an evaluation of the foundation's 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.”

Schedule D, Page 4, Part XI, Line 2D

“Pymt/chg in split int agmt & remainder / lead int values 4,254,559 in kind contributions 1,910”

Schedule D, Page 4, Part XI, Line 4B

“Unrealized gain allocated to agency funds 93,102 agency fund contributions 15,795 allocated to partner support 209,639”

Schedule D, Page 4, Part XII, Line 4B

“Investment fees allocated to agency funds 11,155 agency fund grants 113,172 allocated to partner support 209,639”

Raw XML AppendixShowing 400 of 1,761 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherAssetsTotalGrp/BOYAmt020110279
IRS990/OtherAssetsTotalGrp/EOYAmt022292836
IRS990/OtherChangesInNetAssetsAmt04271899
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt015439
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029406
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt028216
IRS990/OtherEmployeeBenefitsGrp/TotalAmt073061
IRS990/OtherExpensesGrp/Desc0PROJECTS
IRS990/OtherExpensesGrp/Desc1PRINTING AND PUBLICATION
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3RELATIONSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt03622
IRS990/OtherExpensesGrp/FundraisingAmt15112
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0255
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt121731
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27192
IRS990/OtherExpensesGrp/ProgramServicesAmt0144905
IRS990/OtherExpensesGrp/ProgramServicesAmt157511
IRS990/OtherExpensesGrp/ProgramServicesAmt21585
IRS990/OtherExpensesGrp/ProgramServicesAmt38683
IRS990/OtherExpensesGrp/TotalAmt0144905
IRS990/OtherExpensesGrp/TotalAmt157766
IRS990/OtherExpensesGrp/TotalAmt226938
IRS990/OtherExpensesGrp/TotalAmt320987
IRS990/OtherLiabilitiesGrp/BOYAmt04985268

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,533,090
Liabilities
$5,261,166
Net assets
$88,271,924
Revenue
$12,607,234
Expenses
$5,602,950
Net income
$7,004,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$183$8.59$175$31.4$19.7$11.7
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$163$7.89$155$28.1$17.3$10.8
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$159$14.3$145$21.6$16.7$4.89
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$151$22.2$129$16.6$11.4$5.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$181$23.9$157$17.8$11.2$6.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$147$21.6$125$13.7$10.9$2.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$135$14.7$120$21.5$9.71$11.8
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$127$15.0$112$23.1$9.93$13.1
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$112$15.0$97.3$9.83$7.65$2.19
2016Detailed filing. Detailed filing data is available for this year.$94.2$5.37$88.8$5.35$6.73$1.38
2015Detailed filing. Detailed filing data is available for this year.$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