Civic Intelligence

Southwest Florida Research

EIN 65-0325899 • 501(c)3 • Immokalee, FL

Profile

The foundation's primary exempt pupose is to provide support for citrus research and educational activities to a state university as well as the southwest florida research and education center.

2685 State Road 29 NorthImmokalee, FL 34142

n/A

Siviq Scores

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

Liabilities / Assets

85th percentile

0.29x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

91st percentile

0.41x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

47th percentile

0.1%

Higher net margin than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

78th percentile

25%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

33%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$89,199

Up $17,602 (+25%) from 2020

Liabilities

Up

$26,072

Up $17,529 (+205%) from 2020

Net Assets

Up

$63,127

Up $73 (+0.1%) from 2020

Operations
Liabilities / Revenue91st percentileNet Margin47th percentile

Revenue

Up

$64,248

Up $15,982 (+33%) from 2020

Expenses

Down

$64,175

Down $9,510 (-13%) from 2020

Net Income

Up

$73

Up $25,492 (+100%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$200K$150K$100K$50K$0Assets 2010: $146,230Liabilities 2010: $3562010Assets 2011: $141,852Liabilities 2011: $8042011Assets 2012: $138,616Liabilities 2012: $3,274Net Assets 2012: $135,3422012Assets 2013: $134,184Liabilities 2013: $451Net Assets 2013: $133,7332013Assets 2014: $130,234Liabilities 2014: $2,125Net Assets 2014: $128,1092014Assets 2015: $119,191Liabilities 2015: $202Net Assets 2015: $118,9892015Assets 2016: $126,319Liabilities 2016: $1,080Net Assets 2016: $125,2392016Assets 2017: $148,639Liabilities 2017: $2,094Net Assets 2017: $146,5452017Assets 2018: $174,099Liabilities 2018: $3,240Net Assets 2018: $170,8592018Assets 2019: $89,976Liabilities 2019: $1,503Net Assets 2019: $88,4732019Assets 2020: $71,597Liabilities 2020: $8,543Net Assets 2020: $63,0542020Assets 2021: $89,199Liabilities 2021: $26,072Net Assets 2021: $63,1272021

Highlighted filing

2021

Assets$89,199
Liabilities$26,072
Net Assets$63,127
Open 2021 Filing

Operations Trend

Revenue Growth79th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $16,825Expenses 2010: $20,356Net Income 2010: -$3,5312010Revenue 2011: $27,830Expenses 2011: $32,656Net Income 2011: -$4,8262011Revenue 2012: $23,525Expenses 2012: $29,231Net Income 2012: -$5,7062012Revenue 2013: $37,245Expenses 2013: $38,854Net Income 2013: -$1,6092013Revenue 2014: $43,770Expenses 2014: $49,394Net Income 2014: -$5,6242014Revenue 2015: $42,241Expenses 2015: $51,361Net Income 2015: -$9,1202015Revenue 2016: $57,885Expenses 2016: $51,635Net Income 2016: $6,2502016Revenue 2017: $74,970Expenses 2017: $53,664Net Income 2017: $21,3062017Revenue 2018: $56,857Expenses 2018: $32,543Net Income 2018: $24,3142018Revenue 2019: $151,306Expenses 2019: $233,692Net Income 2019: -$82,3862019Revenue 2020: $48,266Expenses 2020: $73,685Net Income 2020: -$25,4192020Revenue 2021: $64,248Expenses 2021: $64,175Net Income 2021: $732021

Highlighted filing

2021

Revenue$64,248
Expenses$64,175
Net Income$73
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,199
Liabilities
$26,072
Net assets
$63,127
Revenue
$64,248
Expenses
$64,175
Net income
$73
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.26$0.63$0.64$0.64$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.09$0.63$0.48$0.74$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.02$0.88$1.51$2.34$0.82
2018Detailed filing. Detailed filing data is available for this year.$1.74$0.03$1.71$0.57$0.33$0.24
2017Detailed filing. Detailed filing data is available for this year.$1.49$0.02$1.47$0.75$0.54$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.01$1.25$0.58$0.52$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.42$0.51$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.02$1.28$0.44$0.49$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.37$0.39$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.03$1.35$0.24$0.29$0.06
2011Summary only. Only limited summary data is available for this year.$1.42$0.01$0.28$0.33$0.05
2010Summary only. Only limited summary data is available for this year.$1.46$0.00$0.17$0.20$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 24, 2022
Return Version
2020v4.1
Gross Receipts
$65,967
Mission and Program Overview

Mission

The foundation's primary exempt pupose is to provide support for citrus research and educational activities to a state university as well as the southwest florida research and education center.

Research & Education

Program Services

DescriptionGrantsExpenses
Fruit and seed sales, construction of student dormitories, citrus research, leasing student housing, rental income from students-$19,483
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wes RoanTreasurer Director-$0--
Wade PurvisDirector-$0--
David GenhoDirector-$0--
Joby SherrodSecretary Director-$0--
Tom KirschnerDirector-$0--
Aaron TroyerDirector-$0--
Todd McClurePresident Director-$0--
Jason ShivelerVice President Director-$0--
Danny SuttonDirector-$0--
Kelly MorganCEOFT$0--
Filing and Contact Details

Filer

Filer Name
Southwest Florida Research and Education
EIN
65-0325899
Address
2685 State Road 29 North, Immokalee, FL 34142

Signing Officer

Name
Todd McClure
Title
President
Phone
2396583400
Signed
2022-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Tuscan & Company PA
Address
12621 World Plaza Lane Bldg 55, Fort Myers, FL 33907
Preparer
Jeffrey M Tuscan CPA
Phone
2393332090
Supplemental Narrative

Additional Explanations

General explanation attachment

“(Part IV) Kelly Morgan CEO was replaced by Dr. Edward A Evans on October 29, 2021.”

Description of other expenses Part I line 16

“Description AmountLeased Housing 1,900Repairs & Maintenance 6,739Fertilizer, chemicals, and compost 1,820Seed supply and extraction 6,978Depreciation 5,191Transfers to University of Florida 39,501”

Description of other assets Part II line 24

“Category Beginning of Year End of YearPrepaid Rent 1,900 0Security Deposits 2,000 0”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccounts Payable 210 905Due to University of Florida 8,333 25,167”

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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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