Civic Intelligence

Easter Seals Southwest Florida Foundation Inc.

990 • Fiscal year 2016 • EIN 65-0611186

Sep 01, 2015 to Aug 31, 2016 • Filed on Feb 07, 2017

Organization Profileeasterseals-swfl.org
350 Braden AvenueSarasota, FL 34243

(941) 355-7637

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

2nd percentile

-163%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$174,362

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 40.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

8th percentile

-15%

Faster asset growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$4,853,330

Down $863,724 (-15%) from 2015

Net Assets

Down

$4,853,330

Down $863,724 (-15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin2nd percentile

Revenue

Up

$427,541

Up $51,196 (+14%) from 2015

Expenses

Up

$1,124,896

Up $308,503 (+38%) from 2015

Net Income

Down

-$697,355

Down $257,307 (-58%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$10M$5.0M$0Assets 2010: $8,245,770Liabilities 2010: $0Net Assets 2010: $8,245,7702010Assets 2011: $7,959,096Liabilities 2011: $0Net Assets 2011: $7,959,0962011Assets 2012: $7,566,843Liabilities 2012: $0Net Assets 2012: $7,566,8432012Assets 2013: $7,060,931Liabilities 2013: $0Net Assets 2013: $7,060,9312013Assets 2014: $6,755,390Liabilities 2014: $0Net Assets 2014: $6,755,3902014Assets 2015: $5,717,054Liabilities 2015: $0Net Assets 2015: $5,717,0542015Assets 2016: $4,853,330Liabilities 2016: $0Net Assets 2016: $4,853,3302016Assets 2017: $4,672,023Liabilities 2017: $0Net Assets 2017: $4,672,0232017Assets 2018: $4,696,892Liabilities 2018: $1,420Net Assets 2018: $4,695,4722018Assets 2019: $4,009,591Liabilities 2019: $2,053Net Assets 2019: $4,007,5382019Assets 2020: $4,430,066Liabilities 2020: $0Net Assets 2020: $4,430,0662020Assets 2021: $5,437,844Liabilities 2021: $102,626Net Assets 2021: $5,335,2182021Assets 2022: $4,662,620Liabilities 2022: $0Net Assets 2022: $4,662,6202022Assets 2023: $5,746,013Liabilities 2023: $6,053Net Assets 2023: $5,739,9602023Assets 2024: $5,382,794Liabilities 2024: $0Net Assets 2024: $5,382,7942024

Highlighted filing

2016

Assets$4,853,330
Liabilities$0
Net Assets$4,853,330
Open 2016 Filing

Operations Trend

Revenue Growth70th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $1,363,7442010Expenses 2011: $1,277,4382011Revenue 2012: $558,220Expenses 2012: $861,899Net Income 2012: -$303,6792012Expenses 2013: $1,156,8552013Revenue 2014: $230,972Expenses 2014: $1,288,649Net Income 2014: -$1,057,6772014Revenue 2015: $376,345Expenses 2015: $816,393Net Income 2015: -$440,0482015Revenue 2016: $427,541Expenses 2016: $1,124,896Net Income 2016: -$697,3552016Revenue 2017: $287,945Expenses 2017: $673,156Net Income 2017: -$385,2112017Revenue 2018: $481,319Expenses 2018: $397,745Net Income 2018: $83,5742018Revenue 2019: $314,706Expenses 2019: $674,630Net Income 2019: -$359,9242019Revenue 2020: $444,535Expenses 2020: $222,224Net Income 2020: $222,3112020Revenue 2021: $538,229Expenses 2021: $222,188Net Income 2021: $316,0412021Revenue 2022: $594,453Expenses 2022: $259,017Net Income 2022: $335,4362022Revenue 2023: $2,304,696Expenses 2023: $1,228,063Net Income 2023: $1,076,6332023Revenue 2024: $361,813Expenses 2024: $1,042,621Net Income 2024: -$680,8082024

Highlighted filing

2016

Revenue$427,541
Expenses$1,124,896
Net Income-$697,355
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Feb 7, 2017
Return Version
2015v3.0
Gross Receipts
$1,268,265
Mission and Program Overview

Mission

Supporting and advancing the activities and programs of easter seals southwest florida, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,671,761$3,568,937▼ $102,824
Investments in Publicly Traded Securities$2,034,894$1,112,846▼ $922,048
Cash and Non-Interest-Bearing Accounts$6,278$167,446▲ $161,168
Accounts Receivable$4,121$4,101▼ $20
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,717,054$4,853,330▼ $863,724
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,327,891$4,267,840▼ $60,051
Unrestricted Net Assets$1,379,874$575,386▼ $804,488
Temporarily Rstr Net Assets$9,289$10,104▲ $815
Total Net Assets Fund Balance$5,717,054$4,853,330▼ $863,724
Total Liabilities and Net Assets / Fund Balance$5,717,054$4,853,330▼ $863,724

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$656,130-▲ $48,563-$698,903
2014$726,042-▼ $28,191$35,500$656,130
2013$656,272-▲ $78,058$2,437$726,042
2012$622,539-▲ $53,678$12,726$656,272
2011$601,080-▲ $39,911$12,742$622,539
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Victoria TiutyamaControllerPT$71,239$71,239

Board Members and Trustees

NameTitle
Scott RockwellChair
Paul R GeskoFundr. Chair
Joseph L NajmyGovern Chair
Rose-Anne B FranoPast Chair
Lisa M MeadVChair &Treas.
Tom WatersPresident & CEO
Barbara A JonesDirector
Bev AlbertsonDirector
F John LaCivitaDirector
John VitaDirector
Stephen BolanderDirector
Shirley M GarneskiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$11,454
Program Service Revenue
$0
Investment Income
$416,087
Other Revenue
$0
All Other Contributions
$11,454
Change in Net Assets
$-697,355

Audited Revenue Reconciliation

Revenue per Audited Statements
$427,541
Revenue Not Reported on Form 990
$-166,369
Total Revenue per Audited Statements
$261,172
Total Revenue per Form 990
$427,541
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$905,135
Salaries, Compensation, and Employee Benefits$154,692
Other Expenses$65,069
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$905,135--$905,135
Other Salaries and Wages-$128,102-$128,102
Other Employee Benefits-$26,590-$26,590
Fees for Services Accounting-$10,175-$10,175
Advertising-$5,000-$5,000
Fees for Services Other-$2,150-$2,150
Office Expenses-$2,100-$2,100
Other Expenses-$145-$145
Total Functional Expenses$905,135$219,761$0$1,124,896

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,124,896
Total Expenses per Audited Statements$1,124,896
Total Expenses per Form 990$1,124,896
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Easter Seals Sw Florida IncSarastoa, FL501(c)(3)Support activities of Easter Seals SW FL Inc$905,135
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Paul GeskoBoard MemberSee belowNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A draft of the Form 990 is provided to the board members for review prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members are required to sign a new conflict of interest statement annually.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All required disclosures are made available upon request or at www.guidestar.org.”

Part VI, Lines 15A & 15B

“No individual receives compensation from the organization.”

Filing and Contact Details

Filer

Filer Name
Easter Seals Southwest Florida
EIN
65-0611186
Phone
9413557637
Address
350 Braden Avenue, Sarasota, FL 34243

Signing Officer

Name
Tom Waters
Title
President & CEO
Signed
2017-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Waters
Formed
1995
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
ChristopherSmithLeonard Etal
Address
1001 3rd Ave W Suite 700, Bradenton, FL 34205
Preparer
Randy C Dillingham
Phone
9417481040
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“to support easter seals southwest florida, inc.”

Part X : FIN48 Footnote

“The Foundation is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. The Foundation is not a private foundation under Section 509(a)(2). Income from certain activities not directly related to the Foundations taxexempt purposes is subject to taxation as unrelated business income. The Foundation has adopted the guidance issued by FASB ASC 740 on accounting for uncertainty in tax positions. The adoption of this guidance had no effect on the Foundations financial position. Management believes the Foundation has nomaterial unrecognized income tax liabilities or uncertain tax positions, including any potential loss of its tax exempt status. The Foundation has no ongoing federal, state or local tax audits; however, the Foundations tax returns for the previous three fiscal years remain open to examination.”

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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/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0338751
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0338751
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03671761
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03568937
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt01112846
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0840724
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORTING AND ADVANCING THE ACTIVITIES AND PROGRAMS OF EASTER SEALS SOUTHWEST FLORIDA, INC.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05717054
IRS990/NetAssetsOrFundBalancesEOYAmt04853330
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt077336
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt077336
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-166369
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02100
IRS990/OfficeExpensesGrp/TotalAmt02100
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026590
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026590
IRS990/OtherExpensesGrp/Desc0Software Fees
IRS990/OtherExpensesGrp/Desc1BANK AND TRUSTEE FEES
IRS990/OtherExpensesGrp/Desc2BOARD EXPENSE
IRS990/OtherExpensesGrp/Desc3LICENSE & TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt117779
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2720
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3145
IRS990/OtherExpensesGrp/TotalAmt027000
IRS990/OtherExpensesGrp/TotalAmt117779
IRS990/OtherExpensesGrp/TotalAmt2720
IRS990/OtherExpensesGrp/TotalAmt3145
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0128102
IRS990/OtherSalariesAndWagesGrp/TotalAmt0128102
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04327891
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04267840
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Tom Waters
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07243
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0608961
IRS990/PYInvestmentIncomeAmt0369102
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt079142
IRS990/PYRevenuesLessExpensesAmt0-440048
IRS990/PYSalariesCompEmpBnftPaidAmt0128290
IRS990/PYTotalExpensesAmt0816393
IRS990/PYTotalRevenueAmt0376345
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-697355
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0590638490
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0905135
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Easter Seals Southwest Florida Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0905135
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt05790
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0656130
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0698903
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt048563
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06221
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0726042
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0656130
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-28191
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt035500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05851
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0656272
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0726042
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt078058
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02437
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt07219
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0622539
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0656272
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053678
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt012726
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05710
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0601080
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0622539
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt039911
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt012742
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01124896
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-166369
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt0-166369
IRS990ScheduleD/RevenueSubtotalAmt0427541
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0to support easter seals southwest florida, inc.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Foundation is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. The Foundation is not a private foundation under Section 509(a)(2). Income from certain activities not directly related to the Foundations taxexempt purposes is subject to taxation as unrelated business income. The Foundation has adopted the guidance issued by FASB ASC 740 on accounting for uncertainty in tax positions. The adoption of this guidance had no effect on the Foundations financial position. Management believes the Foundation has nomaterial unrecognized income tax liabilities or uncertain tax positions, including any potential loss of its tax exempt status. The Foundation has no ongoing federal, state or local tax audits; however, the Foundations tax returns for the previous three fiscal years remain open to examination.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueSecuritiesAmt03568937
IRS990ScheduleD/TotalExpensesPerForm990Amt01124896
IRS990ScheduleD/TotalRevenuePerForm990Amt0427541
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0261172
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01124896
IRS990ScheduleI/GrantRecordsMaintainedInd0true

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,853,330
Liabilities
$0
Net assets
$4,853,330
Revenue
$427,541
Expenses
$1,124,896
Net income
-$697,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.36$1.04$0.68
2023Detailed filing. Detailed filing data is available for this year.$5.75$0.01$5.74$2.30$1.23$1.08
2022Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.59$0.26$0.34
2021Detailed filing. Detailed filing data is available for this year.$5.44$0.10$5.34$0.54$0.22$0.32
2020Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.44$0.22$0.22
2019Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.31$0.67$0.36
2018Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.48$0.40$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.29$0.67$0.39
2016Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.43$1.12$0.70
2015Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.38$0.82$0.44
2014Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.23$1.29$1.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.06$0.00$7.06$1.16
2012Summary only. Only limited summary data is available for this year.$7.57$0.00$7.57$0.56$0.86$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.96$0.00$7.96$1.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.25$0.00$8.25$1.36