Civic Intelligence

The Founders Fund Inc

EIN 65-0327093 • 501(c)3 • Naples, FL

Profile

The Organization provides student scholarships for post secondary education to individuals of Collier County, Florida, based on merit and need.

707 Gulf Park DriveNaples, FL 34108

thefoundersfundinc.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

7th percentile

-45%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

29th percentile

-2.6%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$3,859,080

Down $104,335 (-2.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$3,859,080

Down $104,335 (-2.6%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin7th percentile

Revenue

Down

$444,845

Down $788,603 (-64%) from 2024

Expenses

Up

$646,482

Up $82,880 (+15%) from 2024

Net Income

Down

-$201,637

Down $871,483 (-130%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $439,360Liabilities 2012: $0Net Assets 2012: $439,3602012Assets 2013: $403,849Liabilities 2013: $0Net Assets 2013: $403,8492013Assets 2014: $568,044Liabilities 2014: $0Net Assets 2014: $568,0442014Assets 2015: $479,075Liabilities 2015: $0Net Assets 2015: $479,0752015Assets 2016: $924,850Liabilities 2016: $0Net Assets 2016: $924,8502016Assets 2017: $1,040,981Liabilities 2017: $0Net Assets 2017: $1,040,9812017Assets 2018: $2,148,551Liabilities 2018: $0Net Assets 2018: $2,148,5512018Assets 2019: $2,163,779Liabilities 2019: $0Net Assets 2019: $2,163,7792019Assets 2020: $2,303,638Liabilities 2020: $0Net Assets 2020: $2,303,6382020Assets 2021: $2,776,035Liabilities 2021: $0Net Assets 2021: $2,776,0352021Assets 2022: $3,050,133Liabilities 2022: $0Net Assets 2022: $3,050,1332022Assets 2023: $3,048,933Liabilities 2023: $0Net Assets 2023: $3,048,9332023Assets 2024: $3,963,415Liabilities 2024: $0Net Assets 2024: $3,963,4152024Assets 2025: $3,859,080Liabilities 2025: $0Net Assets 2025: $3,859,0802025

Highlighted filing

2025

Assets$3,859,080
Liabilities$0
Net Assets$3,859,080
Open 2025 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $223,0232012Expenses 2013: $272,1702013Revenue 2014: $415,549Expenses 2014: $251,354Net Income 2014: $164,1952014Revenue 2015: $177,917Expenses 2015: $266,886Net Income 2015: -$88,9692015Revenue 2016: $696,967Expenses 2016: $256,597Net Income 2016: $440,3702016Revenue 2017: $308,320Expenses 2017: $237,614Net Income 2017: $70,7062017Revenue 2018: $1,360,451Expenses 2018: $306,207Net Income 2018: $1,054,2442018Revenue 2019: $357,362Expenses 2019: $394,316Net Income 2019: -$36,9542019Revenue 2020: $408,703Expenses 2020: $275,985Net Income 2020: $132,7182020Revenue 2021: $436,533Expenses 2021: $346,403Net Income 2021: $90,1302021Revenue 2022: $1,443,557Expenses 2022: $366,291Net Income 2022: $1,077,2662022Revenue 2023: $295,392Expenses 2023: $482,368Net Income 2023: -$186,9762023Revenue 2024: $1,233,448Expenses 2024: $563,602Net Income 2024: $669,8462024Revenue 2025: $444,845Expenses 2025: $646,482Net Income 2025: -$201,6372025

Highlighted filing

2025

Revenue$444,845
Expenses$646,482
Net Income-$201,637
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,859,080
Liabilities
$0
Net assets
$3,859,080
Revenue
$444,845
Expenses
$646,482
Net income
-$201,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.00$3.86$0.44$0.65$0.20
2024Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$1.23$0.56$0.67
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.30$0.48$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$1.44$0.37$1.08
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.44$0.35$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.41$0.28$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.36$0.39$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$1.36$0.31$1.05
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.31$0.24$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.70$0.26$0.44
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.18$0.27$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.42$0.25$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 16, 2025
Return Version
2024v5.2
Gross Receipts
$444,845
Mission and Program Overview

Mission

The Organization provides student scholarships for post seconday education to individuals of Collier County, Florida, based on merit and need.

The Organization provides student scholarships for post secondary education to individuals of Collier County, Florida, based on merit and need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,487,570$2,808,740▲ $321,170
Savings and Temporary Cash Investments$1,405,440$1,021,547▼ $383,893
Cash and Non-Interest-Bearing Accounts$70,405$28,793▼ $41,612
Total Assets$3,963,415$3,859,080▼ $104,335
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,938,415$3,859,080▼ $79,335
Net Assets With Donor Restrictions$25,000--
Total Net Assets Fund Balance$3,963,415$3,859,080▼ $104,335
Total Liabilities and Net Assets / Fund Balance$3,963,415$3,859,080▼ $104,335

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,497,570-▲ $311,170-$2,808,740
2023$2,198,220-▲ $299,350-$2,497,570
2022$1,994,917-▲ $203,303-$2,198,220
2021$2,290,339$10,000▼ $305,422-$1,994,917
2020$1,817,869-▲ $472,470-$2,290,339
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Stacy Lee-WilliamsFund Dir/SecretaryFT$60,999$60,999

Board Members and Trustees

NameTitle
Michael BalgordChairman
Cindy SchappertTrustee
Donna IssenmannTrustee
Edward SwanTrustee
Elizabeth LernerTrustee
Greg StakoschTrustee
Jim MorriseyTrustee
Karen HindmanTrustee
Linda TysonTrustee
Mary CarlsonTrustee
Patricia ScovilleTrustee
Philip ClayTrustee
Richard GaleTrustee
Sam DubocTrustee
Sue JerovsekTrustee
Tom WhiteTrustee
Amy HillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$182,503
Program Service Revenue
$0
Investment Income
$262,342
Other Revenue
$0
All Other Contributions
$182,503
Change in Net Assets
$-201,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$547,379
Other Expenses$99,103
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$547,379--$547,379
Fees for Services Management$0$72,260$0$72,260
Other Expenses$0$7,057$0$7,057
Office Expenses$0$7,021$0$7,021
Information Technology$0$4,742$0$4,742
Advertising$0$3,898$0$3,898
Fees for Services Accounting$0$2,920$0$2,920
Total Functional Expenses$547,379$99,103$0$646,482
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Founders Fund Inc
EIN
65-0327093
Phone
2395930124
Address
707 GULF PARK DRIVE, NAPLES, FL 34108
Doing Business As
The Founders Scholarship Fund

Signing Officer

Name
Stacy Lee-Williams
Title
Fund Dir/Secretary
Phone
2395930124
Signed
2025-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Balgord
Formed
1991
Legal Domicile
Fl
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
30

Preparer

Firm
SCHMITT & KAYLOR CPA'S
Address
PO BOX 608, LA PORTE, IN 46352
Preparer
Ken Kaylor
Phone
2393706868
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990 prepared by accountant then reviewed by Treasurer. Available to trustees upon request.”

Pt VI, Line 19

“Upon written request addressed to the Board of Trustees, the documents will be made available for pickup or mailed”

Pt VI, Line 15A

“Compensation of Fund Director is reviewed and approved by Board of Trustees.”

Financial Statement Notes

Pt V, Line 4

“The board designated endowment fund was created to provide funding to cover shortfalls in regular fundraising, provide additional scholarships to deserving students, or increase the level of scholarship grants.”

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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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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0The Organization provides student scholarships for post secondary education to individuals of Collier County, Florida, based on merit and need.
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IRS990/OtherExpensesGrp/Desc0Merchant service fees
IRS990/OtherExpensesGrp/Desc1Scholarship meetings
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IRS990/OtherExpensesGrp/FundraisingAmt10
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IRS990/PrincipalOfficerNm0Michael Balgord
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0969589
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The board designated endowment fund was created to provide funding to cover shortfalls in regular fundraising, provide additional scholarships to deserving students, or increase the level of scholarship grants.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt V, Line 4
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0547379
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Educational Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0108
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Educational scholarships for college tuition are remitted to educational institution. Students must provide semester completed information and grades. Students must maintain minimum grade point average. Board of Directors monitors all information.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, col (b)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 prepared by accountant then reviewed by Treasurer. Available to trustees upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon written request addressed to the Board of Trustees, the documents will be made available for pickup or mailed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation of Fund Director is reviewed and approved by Board of Trustees.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Club Pelican Bay Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0650221331
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Private Country Club
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0707 Gulf Park Drive
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Naples
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