Civic Intelligence

Southwest Florida Research and Educ Ation Foundation Inc

990EZ • Fiscal year 2014 • EIN 65-0325899

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 24, 2014

Organization ProfileN/A
2686 State Road 29 NorthImmokalee, FL 34142

(239) 658-3400

Siviq Scores

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

Liabilities / Assets

64th percentile

0.02x

Higher debt load relative to assets than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

75th percentile

0.05x

Higher debt load relative to revenue than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$130,234

Down $3,950 (-2.9%) from 2013

Net Assets

Down

$128,109

Down $5,624 (-4.2%) from 2013

Liabilities

Up

$2,125

Up $1,674 (+371%) from 2013

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin20th percentile

Revenue

Up

$43,770

Up $6,525 (+18%) from 2013

Expenses

Up

$49,394

Up $10,540 (+27%) from 2013

Net Income

Down

-$5,624

Down $4,015 (-250%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$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

2014

Assets$130,234
Liabilities$2,125
Net Assets$128,109
Open 2014 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$43,770
Expenses$49,394
Net Income-$5,624
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 24, 2014
Return Version
2013v3.1
Gross Receipts
$43,770
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.

Program Services

DescriptionGrantsExpenses
FRUIT AND SEED SALES TOTALED 43,245 DURING THE FISCAL YEAR. CONTINUING RESEARCH WAS ALSO CONDUCTED ON CITRUS RELATED ISSUES.-$47,881
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMAN TODDPresident-$0--
JOBY SHERROD1st VP-$0--
DALLAS TOWNSENDSecretary-$0--
WAYNE SIMMONS2nd VP-$0--
CALLIE WALKERTreasurer-$0--
Filing and Contact Details

Filer

EIN
65-0325899
Phone
2396583400

Signing Officer

Name
Norman Todd
Title
President
Phone
2396583400
Signed
2014-10-24
Discuss with paid preparer
Yes

Preparer

Preparer
John B Boy Jr
Phone
8639835144
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 188 insurance 300 seed supply & extraction 23,650 depreciation 9,461 fertilizer & chemicals 6,251 repairs & maintenance 8,519 total 48,369”

Form 990-ez, Part II, Line 24

“Fixed assets 201,474 201,474 less accumulated depreciation 135,542 145,003 total 65,932 56,471”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 451 2,125”

Form 990-ez, Part III

“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.”

Raw XML Appendix153 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0NORMAN TODD
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOBY SHERROD
CompensationExplanation/CompensationExplanationGrp/PersonNm2DALLAS TOWNSEND
CompensationExplanation/CompensationExplanationGrp/PersonNm3WAYNE SIMMONS
CompensationExplanation/CompensationExplanationGrp/PersonNm4CALLIE WALKER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10BECKY DECKER
IRS990EZ/BooksInCareOfDetail/PhoneNum02396583400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102686 STATE ROAD 29 NORTH
IRS990EZ/BooksInCareOfDetail/USAddress/City0IMMOKALEE
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode034142
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068252
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073763
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5624
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01025
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0134184
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0130234
IRS990EZ/GrossReceiptsAmt043770
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0525
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0133733
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0128109
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0133733
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0128109
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NORMAN TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOBY SHERROD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DALLAS TOWNSEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WAYNE SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CALLIE WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt065932
IRS990EZ/OtherAssetsTotalDetail/EOYAmt056471
IRS990EZ/OtherExpensesTotalAmt048369
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramServiceRevenueAmt043245
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FRUIT AND SEED SALES TOTALED 43,245 DURING THE FISCAL YEAR. CONTINUING RESEARCH WAS ALSO CONDUCTED ON CITRUS RELATED ISSUES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047881
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0451
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02125
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049394
IRS990EZ/TotalProgramServiceExpensesAmt047881
IRS990EZ/TotalRevenueAmt043770
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03325
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043770
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036545
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt022550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016350
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0146395
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99790
IRS990ScheduleA/PublicSupportTotal509Amt0149720
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044295
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037245
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt023525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt027830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016825
IRS990ScheduleA/Total509Grp/TotalAmt0149720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044295
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037245
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt023525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt027830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt016825
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0149720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 188 INSURANCE 300 SEED SUPPLY & EXTRACTION 23,650 DEPRECIATION 9,461 FERTILIZER & CHEMICALS 6,251 REPAIRS & MAINTENANCE 8,519 TOTAL 48,369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIXED ASSETS 201,474 201,474 LESS ACCUMULATED DEPRECIATION 135,542 145,003 TOTAL 65,932 56,471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 451 2,125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMAN TODD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02396583400
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10SOUTHWEST FLORIDA RESEARCH
ReturnHeader/Filer/BusinessName/BusinessNameLine20AND EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0650325899
ReturnHeader/Filer/PhoneNum02396583400
ReturnHeader/Filer/USAddress/AddressLine102686 STATE ROAD 29 NORTH
ReturnHeader/Filer/USAddress/City0IMMOKALEE
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034142
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650966409
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BOY MILLER KISKER & PERRY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 488
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CLEWISTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0334400488
ReturnHeader/PreparerPersonGrp/PhoneNum08639835144
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN B BOY JR
ReturnHeader/ReturnTs02014-11-12T07:25:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,234
Liabilities
$2,125
Net assets
$128,109
Revenue
$43,770
Expenses
$49,394
Net income
-$5,624
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