Southwest Florida Research and Educ Ation Foundation Inc

990EZ • Fiscal year 2018 • EIN 65-0325899

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 25, 2018

Organization Profile N/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.

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

43%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

17%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

-24%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets67th percentile

Assets

$174,099

Up $25,460 (+17%) from 2017

Net Assets

$170,859

Up $24,314 (+17%) from 2017

Liabilities

$3,240

Up $1,146 (+55%) from 2017

Revenue And Expenses

Liabilities / Revenue78th percentile Net Margin89th percentile

Revenue

Down

$56,857

Down $18,113 (-24%) from 2017

Expenses

Down

$32,543

Down $21,121 (-39%) from 2017

Net Income

$24,314

Up $3,008 (+14%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

Highlighted filing

2018

Assets$174,099

Liabilities$3,240

Net Assets$170,859

Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2018

Revenue$56,857

Expenses$32,543

Net Income$24,314

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2017 to Jun 30, 2018
Signed: Sep 25, 2018
Return Version: 2017v2.3
Gross Receipts: $56,857

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

Description	Grants	Expenses
FRUIT AND SEED SALES TOTALED 33,827 DURING THE FISCAL YEAR. CONTINUING RESEARCH WAS ALSO CONDUCTED ON CITRUS RELATED ISSUES.	-	$30,728

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
STEPHANE GARDINIER	Treasurer	-	$0	-	-
MIKE SULLIVAN	Vice Preside	-	$0	-	-
CHARLES LUCAS	Secretary	-	$0	-	-
MIKE TAYLOR	President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Southwest Florida Research
EIN: 65-0325899
Phone: 2396583400
Address: 2686 STATE ROAD 29 NORTH, IMMOKALEE, FL 34142

Signing Officer

Name: Mike Taylor
Title: President
Phone: 2396583400
Signed: 2018-09-25
Discuss with paid preparer: Yes

Preparer

Firm: Boy Miller Kisker & Perry Pa
Address: PO BOX 488, CLEWISTON, FL 33440-0488
Preparer: John B Boy Jr
Phone: 8639835144

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 300 seed supply & extraction 7,075 depreciation 10,191 fertilizer & chemicals 12,314 repairs & maintenance 1,148 total 31,028”

Form 990-ez, Part II, Line 24

“Accounts receivable 75 0 fixed assets 207,435 207,435 less accumulated depreciation 176,793 186,984 total 30,717 20,451”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 2,094 3,240”

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.

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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	BECKY DECKER
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2396583400
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	IMMOKALEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	34142
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	117922
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	153648
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	20805
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	24314
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1515
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	148639
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IRS990EZ/GrossReceiptsAmt	0	56857
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	2225
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	146545
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	170859
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	146545
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	170859
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	STEPHANE GARDINIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	MIKE SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	CHARLES LUCAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	MIKE TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	PRESIDENT
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	30717
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	20451
IRS990EZ/OtherExpensesTotalAmt	0	31028
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	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.
IRS990EZ/ProgramServiceRevenueAmt	0	33827
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	FRUIT AND SEED SALES TOTALED 33,827 DURING THE FISCAL YEAR. CONTINUING RESEARCH WAS ALSO CONDUCTED ON CITRUS RELATED ISSUES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	30728
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	2094
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	3240
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	32543
IRS990EZ/TotalProgramServiceExpensesAmt	0	30728
IRS990EZ/TotalRevenueAmt	0	56857
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	20805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	6725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	29230
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	36052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	69870
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	57360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	41591
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	43770
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	248643
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	277873
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	56857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	76595
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	57885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	42241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	44295
IRS990ScheduleA/Total509Grp/TotalAmt	0	277873
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	56857
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	76595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	57885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	42241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	44295
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	277873
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES INSURANCE 300 SEED SUPPLY & EXTRACTION 7,075 DEPRECIATION 10,191 FERTILIZER & CHEMICALS 12,314 REPAIRS & MAINTENANCE 1,148 TOTAL 31,028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACCOUNTS RECEIVABLE 75 0 FIXED ASSETS 207,435 207,435 LESS ACCUMULATED DEPRECIATION 176,793 186,984 TOTAL 30,717 20,451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,094 3,240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	AND EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	SOUT
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ReturnHeader/Filer/PhoneNum	0	2396583400
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2686 STATE ROAD 29 NORTH
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ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
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ReturnHeader/FilingSecurityInformation/IPDt	0	2018-10-08
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ReturnHeader/FilingSecurityInformation/IPTm	0	07:54:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	650966409
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 488
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CLEWISTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	334400488
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8639835144
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOHN B BOY JR
ReturnHeader/ReturnTs	0	2018-10-08T08:54:00-04:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-07-01
ReturnHeader/TaxPeriodEndDt	0	2018-06-30
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $174,099
Liabilities: $3,240
Net assets: $170,859
Revenue: $56,857
Expenses: $32,543
Net income: $24,314

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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