Liabilities / Assets
67th percentile
Higher debt load relative to assets than 67% of similar nonprofits.
Southwest Florida Research and Educ Ation Foundation Inc
990EZ • Fiscal year 2019 • EIN 65-0325899
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.02x
Liabilities / Revenue
65th percentile
Higher debt load relative to revenue than 65% of similar nonprofits.
Net Margin
8th percentile
Higher net margin than 8% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
9th percentile
Faster asset growth than 9% of similar nonprofits.
Revenue Growth
95th percentile
Faster revenue growth than 95% of similar nonprofits.
Balance Sheet
Assets
Down$89,976
Down $84,123 (-48%) from 2018
Net Assets
Down$88,473
Down $82,386 (-48%) from 2018
Liabilities
Down$1,503
Down $1,737 (-54%) from 2018
Revenue And Expenses
Revenue
Up$151,306
Up $94,449 (+166%) from 2018
Expenses
Up$233,692
Up $201,149 (+618%) from 2018
Net Income
Down-$82,386
Down $106,700 (-439%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2018 to Jun 30, 2019
- Signed
- May 13, 2020
- Return Version
- 2018v3.2
- Gross Receipts
- $151,306
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 46,198 DURING THE FISCAL YEAR. CONTINUING RESEARCH WAS ALSO CONDUCTED ON CITRUS RELATED ISSUES. CONTRIBUTIONS OF 151,990 WERE COLLECTED AND SUBMITTED TO THE UNIVERSITY OF FLORIDA FOR THE CONSTRUCTION OF STUDENT DORMITORIES AT THE RESEARCH CENTER IN IMMOKALEE. | - | $229,920 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TODD MCCLURE | President | - | $0 | - | - |
| JASON SHIVELER | Vice Preside | - | $0 | - | - |
| JOBY SHERROD | Secretary | - | $0 | - | - |
| WES ROAN | Treasurer | - | $0 | - | - |
| KELLY T MORGAN PHD | CEO | - | $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
- Todd Mcclure
- Title
- President
- Phone
- 2396583400
- Signed
- 2020-05-13
- 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 923 seed supply & extraction 35,545 depreciation 7,372 fertilizer & chemicals 14,852 rent for student housing 19,800 dorm constr. Pmnts to uf 151,990 licenses & taxes 361 total 230,843”
Form 990-ez, Part II, Line 24
“Fixed assets 207,435 210,392 less accumulated depreciation 186,984 194,356 security deposits 0 2,000 total 20,451 18,036”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 3,240 1,503”
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.”
Form 990-ez, Part III, Line 28
“Fruit and seed sales totaled 46,198 during the fiscal year. Continuing research was also conducted on citrus related issues. Contributions of 151,990 were collected and submitted to the university of florida for the construction of student dormitories at the research center in immokalee.”
Raw XML Appendix160 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BECKY DECKER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2396583400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2686 STATE ROAD 29 NORTH |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | IMMOKALEE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 34142 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 153648 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 71940 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 102858 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -82386 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1025 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 174099 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 89976 |
| IRS990EZ/GrossReceiptsAmt | 0 | 151306 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 2150 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 170859 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 88473 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 170859 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 88473 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 1824 |
| 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/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TODD MCCLURE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JASON SHIVELER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JOBY SHERROD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | WES ROAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KELLY T MORGAN PHD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | CEO |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 20451 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 18036 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 230843 |
| 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 | 46298 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | FRUIT AND SEED SALES TOTALED 46,198 DURING THE FISCAL YEAR. CONTINUING RESEARCH WAS ALSO CONDUCTED ON CITRUS RELATED ISSUES. CONTRIBUTIONS OF 151,990 WERE COLLECTED AND SUBMITTED TO THE UNIVERSITY OF FLORIDA FOR THE CONSTRUCTION OF STUDENT DORMITORIES AT THE RESEARCH CENTER IN IMMOKALEE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 229920 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 3240 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1503 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 233692 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 229920 |
| IRS990EZ/TotalRevenueAmt | 0 | 151306 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 102858 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 20805 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6725 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 525 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 650 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 131563 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 48448 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 36052 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 69870 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 57360 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 41591 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 253321 |
| 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 | 384884 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 151306 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 56857 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 76595 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 57885 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 42241 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 384884 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 151306 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 56857 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 76595 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 57885 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 42241 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 384884 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES INSURANCE 923 SEED SUPPLY & EXTRACTION 35,545 DEPRECIATION 7,372 FERTILIZER & CHEMICALS 14,852 RENT FOR STUDENT HOUSING 19,800 DORM CONSTR. PMNTS TO UF 151,990 LICENSES & TAXES 361 TOTAL 230,843 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | FIXED ASSETS 207,435 210,392 LESS ACCUMULATED DEPRECIATION 186,984 194,356 SECURITY DEPOSITS 0 2,000 TOTAL 20,451 18,036 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,240 1,503 |
| 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/ExplanationTxt | 4 | FRUIT AND SEED SALES TOTALED 46,198 DURING THE FISCAL YEAR. CONTINUING RESEARCH WAS ALSO CONDUCTED ON CITRUS RELATED ISSUES. CONTRIBUTIONS OF 151,990 WERE COLLECTED AND SUBMITTED TO THE UNIVERSITY OF FLORIDA FOR THE CONSTRUCTION OF STUDENT DORMITORIES AT THE RESEARCH CENTER IN IMMOKALEE. |
| 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 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TODD MCCLURE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2396583400 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-05-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SOUTHWEST FLORIDA RESEARCH |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | AND EDUCATION FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SOUT |
| ReturnHeader/Filer/EIN | 0 | 650325899 |
| ReturnHeader/Filer/PhoneNum | 0 | 2396583400 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2686 STATE ROAD 29 NORTH |
| ReturnHeader/Filer/USAddress/CityNm | 0 | IMMOKALEE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 34142 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 6433D920754874ABD40CC2F65859FC4397DBB93E |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 6433D920754874ABD40CC2F65859FC4397DBB93E |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 71.215.32.208 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-07-13 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:12:37 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 650966409 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BOY MILLER KISKER & PERRY PA |
| 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 | 2020-05-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOHN B BOY JR |
| ReturnHeader/ReturnTs | 0 | 2020-07-13T16:12:37-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $89,976
- Liabilities
- $1,503
- Net assets
- $88,473
- Revenue
- $151,306
- Expenses
- $233,692
- Net income
- -$82,386