Civic Intelligence

Uncommon Friends Foundation Inc

EIN 65-0490124 • 501(c)3 • Fort Myers, FL

Profile

The foundation's mission is to promote character education in schools, business ethics in the workplace and historic preservation of the burroughs home and james newton archives.

2500 First StreetFort Myers, FL 33901

www.uncommonfriends.org

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.18x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.21x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

31st percentile

-3.5%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

80th percentile

39%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$488,706

Down $29,351 (-5.7%) from 2023

Liabilities

Up

$86,909

Up $21,446 (+33%) from 2023

Net Assets

Down

$401,797

Down $50,797 (-11%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin23rd percentile

Revenue

Down

$414,906

Down $3,051 (-0.7%) from 2023

Expenses

Up

$458,347

Up $66,230 (+17%) from 2023

Net Income

Down

-$43,441

Down $69,281 (-268%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$800K$600K$400K$200K$0Assets 2010: $350,011Liabilities 2010: $54,924Net Assets 2010: $295,0872010Assets 2011: $351,788Liabilities 2011: $48,260Net Assets 2011: $303,5282011Assets 2012: $338,561Liabilities 2012: $60,883Net Assets 2012: $277,6782012Assets 2013: $443,338Liabilities 2013: $58,085Net Assets 2013: $385,2532013Assets 2014: $729,199Liabilities 2014: $40,713Net Assets 2014: $688,4862014Assets 2015: $792,261Liabilities 2015: $133,833Net Assets 2015: $658,4282015Assets 2016: $746,774Liabilities 2016: $98,353Net Assets 2016: $648,4212016Assets 2017: $651,251Liabilities 2017: $112,654Net Assets 2017: $538,5972017Assets 2018: $588,387Liabilities 2018: $78,381Net Assets 2018: $510,0062018Assets 2019: $575,261Liabilities 2019: $49,873Net Assets 2019: $525,3882019Assets 2020: $537,374Liabilities 2020: $51,259Net Assets 2020: $486,1152020Assets 2021: $563,187Liabilities 2021: $90,396Net Assets 2021: $472,7912021Assets 2022: $524,451Liabilities 2022: $102,179Net Assets 2022: $422,2722022Assets 2023: $518,057Liabilities 2023: $65,463Net Assets 2023: $452,5942023Assets 2024: $488,706Liabilities 2024: $86,909Net Assets 2024: $401,7972024

Highlighted filing

2024

Assets$488,706
Liabilities$86,909
Net Assets$401,797
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $290,6072010Expenses 2011: $321,9842011Expenses 2012: $277,6122012Revenue 2013: $308,630Expenses 2013: $201,055Net Income 2013: $107,5752013Revenue 2014: $508,728Expenses 2014: $205,496Net Income 2014: $303,2322014Revenue 2015: $243,067Expenses 2015: $273,125Net Income 2015: -$30,0582015Revenue 2016: $315,029Expenses 2016: $325,036Net Income 2016: -$10,0072016Revenue 2017: $280,619Expenses 2017: $390,443Net Income 2017: -$109,8242017Revenue 2018: $349,717Expenses 2018: $371,000Net Income 2018: -$21,2832018Revenue 2019: $309,733Expenses 2019: $296,070Net Income 2019: $13,6632019Revenue 2020: $180,150Expenses 2020: $223,071Net Income 2020: -$42,9212020Revenue 2021: $230,710Expenses 2021: $244,689Net Income 2021: -$13,9792021Revenue 2022: $214,017Expenses 2022: $260,536Net Income 2022: -$46,5192022Revenue 2023: $417,957Expenses 2023: $392,117Net Income 2023: $25,8402023Revenue 2024: $414,906Expenses 2024: $458,347Net Income 2024: -$43,4412024

Highlighted filing

2024

Revenue$414,906
Expenses$458,347
Net Income-$43,441
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$488,706
Liabilities
$86,909
Net assets
$401,797
Revenue
$414,906
Expenses
$458,347
Net income
-$43,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.89$0.87$4.02$4.15$4.58$0.43
2023Detailed filing. Detailed filing data is available for this year.$5.18$0.65$4.53$4.18$3.92$0.26
2022Detailed filing. Detailed filing data is available for this year.$5.24$1.02$4.22$2.14$2.61$0.47
2021Detailed filing. Detailed filing data is available for this year.$5.63$0.90$4.73$2.31$2.45$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.37$0.51$4.86$1.80$2.23$0.43
2019Detailed filing. Detailed filing data is available for this year.$5.75$0.50$5.25$3.10$2.96$0.14
2018Detailed filing. Detailed filing data is available for this year.$5.88$0.78$5.10$3.50$3.71$0.21
2017Detailed filing. Detailed filing data is available for this year.$6.51$1.13$5.39$2.81$3.90$1.10
2016Detailed filing. Detailed filing data is available for this year.$7.47$0.98$6.48$3.15$3.25$0.10
2015Detailed filing. Detailed filing data is available for this year.$7.92$1.34$6.58$2.43$2.73$0.30
2014Detailed filing. Detailed filing data is available for this year.$7.29$0.41$6.88$5.09$2.05$3.03
2013Detailed filing. Detailed filing data is available for this year.$4.43$0.58$3.85$3.09$2.01$1.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.61$2.78$2.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$0.48$3.04$3.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.55$2.95$2.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 23, 2025
Return Version
2024v5.2
Gross Receipts
$505,872
Mission and Program Overview

Mission

The foundation's mission is to promote character education in schools, business ethics in the workplace and historic preservation of the burroughs home and james newton archives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$356,010$345,505▼ $10,505
Investments in Publicly Traded Securities$82,943$82,496▼ $447
Cash and Non-Interest-Bearing Accounts$21,741$26,167▲ $4,426
Accounts Receivable$24,500--
Savings and Temporary Cash Investments$24,328$15,687▼ $8,641
Prepaid Expenses and Deferred Charges$7,536$9,372▲ $1,836
Inventories for Sale or Use$524$9,004▲ $8,480
Total Assets$518,057$488,706▼ $29,351
Other Assets Total$475$475→ $0
Liabilities
Deferred Revenue$7,551$41,864▲ $34,313
Unsecured Notes Loans Payable$28,510$27,784▼ $726
Accounts Payable and Accrued Expenses$24,034$9,237▼ $14,797
Other Liabilities$5,368$8,024▲ $2,656
Total Liabilities$65,463$86,909▲ $21,446
Net Assets / Fund Balance
Net Assets With Donor Restrictions$313,619$307,375▼ $6,244
Net Assets Without Donor Restrictions$138,975$94,422▼ $44,553
Total Net Assets Fund Balance$452,594$401,797▼ $50,797
Total Liabilities and Net Assets / Fund Balance$518,057$488,706▼ $29,351

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$288,867$96,289$385,156
Other Land Buildings$31,175-$31,175
Equipment$8,995$21,496$30,491
Leasehold Improvements$16,468$5,312$21,780
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Marc CollinsExecutive DirectorFT$80,000$80,000

Board Members and Trustees

NameTitle
Matt RoepstorffPresident
Cole PeacockVice President
Al KinkleMember
Alexandra BremnerMember
Christopher SpiroMember
Debbie JordanMember
Kellie BurnsMember
Linda OnorevoleMember
Liston BouchetteMember
Marcia RossMember
Maureen GreenMember
Ryan DoyleMember
Kristalyn AtwoodSecretary
Donna LovejoyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$192,028
Program Service Revenue
$207,812
Investment Income
$21,940
Other Revenue
$-6,874
All Other Contributions
$55,184
Change in Net Assets
$-43,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$221,646
Salaries, Compensation, and Employee Benefits$207,801
Total Fundraising Expense$48,671
Grants and Similar Amounts Paid$28,900
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$81,747$29,673-$111,420
Current Officers, Directors, Trustees, and Key Employees$27,033$27,033$27,033$81,099
Fees for Services Management$73,618--$73,618
Occupancy$20,329$10,526-$30,855
Grants to Domestic Orgs$28,900--$28,900
Advertising-$511$18,612$19,123
Payroll Taxes$6,923$5,684$2,675$15,282
Insurance$7,179$7,179-$14,358
Depreciation Depletion$14,148--$14,148
Fees for Services Accounting-$11,600-$11,600
Information Technology$3,722$3,722-$7,444
All Other Expenses$830$2,547-$3,377
Fees for Services Other$892$736$351$1,979
Office Expenses-$1,430-$1,430
Other Expenses$5,404$1,222-$1,222
Fees for Service Investment Mgmnt Fees-$962-$962
Interest-$630-$630
Travel-$492-$492
Total Functional Expenses$305,469$104,207$48,671$458,347
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Florida Gulf Coast UniversityFort Myers, FL-Scholarship$13,000
New York UniversityNew York, NY-Scholarship$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$36,857
Fundraising Gross Income$17,020
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Kind Lee Event$15,497$4,700$8,788$-4,088
MOTHER'S DAY TEA$9,406$4,440$9,548$-5,108
Total Events$38,477$17,020$36,857$-19,837
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Marc CollinsExecutive DirectorMiscellaneous ExpensesNo$300
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Afco Insurance Financed$7,524
Security Deposit$500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The foundation has members.”

Form 990, Part VI, Section A, Line 7A

“The foundation has members who elect members of the board.”

Form 990, Part VI, Section A, Line 7B

“The decisions of the board are subject to the approval of the members.”

Form 990, Part VI, Section B, Line 11B

“A draft of the tax return is reviewed by the executive director, president, and the organization's accountant and then presented to the executive committee of the board prior to signing and filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is written in the foundation's by-laws. Annually the board is asked to review the policy and sign an acknowledgement.”

Form 990, Part VI, Section B, Line 15A

“Compensation for the executive director is reviewed and approved by the executive committee of the board annually.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public at the organization's headquarters upon request.”

Filing and Contact Details

Filer

Filer Name
Uncommon Friends Foundation Inc
EIN
65-0490124
Phone
7403617321
Address
2500 FIRST STREET, FORT MYERS, FL 33901

Signing Officer

Name
Matt Roepstorff
Title
President
Phone
7403617321
Signed
2025-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Roepstorff
Formed
1993
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
13
Volunteers
8

Preparer

Firm
Markham Norton Mosteller Wright & Co
Address
8961 CONFERENCE DRIVE SUITE 1, FORT MYERS, FL 33919
Preparer
Karen Mosteller
Phone
2394335554
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change in oversight and selection process for the year.”

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from federal income taxes pursuant to section 501(c)(3) of the internal revenue code, though it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the code. The organization is a not-for-profit florida corporation, and therefore, is not subject to state income taxes. Accordingly, no provision for income taxes has been made. The organization is not considered a private foundation within the meaning of section 509(a) of the code. The organization is annually required to file a return of organization exempt from income tax (form 990) with the irs. The organization's form 990 remains subject to examination by the internal revenue service for three years from the date of filing. Management has analyzed its various filing positions and believes the organization's income tax filing positions and deductions are well documented, supported and contain no uncertain tax positions. Additionally, management believes no accruals for tax liabilities, interest or penalties are required. Therefore, no reserves for uncertain income tax positions have been recorded. Further, no interest or penalties have been included since no reserves were recorded. When applicable, such interest and penalties will be reported as income tax expense.”

Raw XML AppendixShowing 400 of 576 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
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IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TO PROMOTE CHARACTER EDUCATION IN SCHOOLS, BUSINESS ETHICS IN THE WORKPLACE AND HISTORIC PRESERVATION OF THE BURROUGHS HOME AND JAMES NEWTON ARCHIVES.
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IRS990/ProgSrvcAccomActy2Grp/Desc0HISTORIC PRESERVATION AND EDUCATION: THE FOUNDATION AND NAME EVOLVED FROM JAMES D. NEWTON'S BOOK, UNCOMMON FRIENDS, RELATING TO HIS EXPERIENCES AND OBSERVATIONS OF THOSE WHO WERE INFLUENTIAL IN SHAPING THE TWENTIETH CENTURY (SUCH AS THOMAS A. EDISON, HENRY FORD, HARVEY FIRESTONE, ALEXIS CARREL AND CHARLES LINDBERGH). THE FOUNDATION SEEKS TO COLLECT, PRESERVE AND EXHIBIT ARCHIVAL AND THREE-DIMENSIONAL MATERIALS RELATED TO NEWTON. IN 2008, THE FOUNDATION MOVED INTO THE HISTORIC 1901 BURROUGHS HOME AND RESTORED IT TO DISPLAY THE NEWTON COLLECTION. HISTORICAL TOURS ARE GIVEN TO ADULTS AND CHILDREN TOURING THE NATIONAL HISTORIC REGISTERED BURROUGHS HOME.
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