Civic Intelligence

Colonial Charitable Foundation Inc

EIN 82-4486973 • 501(c)3 • Fort Myers, FL

Profile

The mission of the colonial charitable foundation is to support local charities, programs and individuals in the greater fort myers area and lee county that may not be served by other organizations. The foundation is funded through the generous support of the colonial country club community and other local individuals and businesses.

P O Box 60931Fort Myers, FL 33906

colonialcharitable.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

24th percentile

-19%

Higher net margin than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

45th percentile

-4.9%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-74%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$165,366

Up $24,489 (+17%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$165,366

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin24th percentile

Revenue

Up

$74,728

Up $35,696 (+91%) from 2023

Expenses

Up

$50,239

Up $3,949 (+8.5%) from 2023

Net Income

Up

$24,489

Up $31,747 (+437%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$200K$150K$100K$50K$0Assets 2018: $46,539Liabilities 2018: $02018Assets 2019: $74,393Net Assets 2019: $74,3932019Assets 2020: $66,471Net Assets 2020: $66,4712020Assets 2021: $72,424Net Assets 2021: $72,4242021Assets 2022: $148,135Net Assets 2022: $148,1352022Assets 2023: $140,877Liabilities 2023: $02023Assets 2024: $165,366Net Assets 2024: $165,3662024

Highlighted filing

2024

Assets$165,366
Liabilities-
Net Assets$165,366
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$150K$100K$50K$0-$50KRevenue 2018: $59,052Expenses 2018: $12,513Net Income 2018: $46,5392018Revenue 2019: $105,851Expenses 2019: $77,997Net Income 2019: $27,8542019Revenue 2020: $43,719Expenses 2020: $51,640Net Income 2020: -$7,9212020Revenue 2021: $57,537Expenses 2021: $51,585Net Income 2021: $5,9522021Revenue 2022: $148,929Expenses 2022: $73,217Net Income 2022: $75,7122022Revenue 2023: $39,032Expenses 2023: $46,290Net Income 2023: -$7,2582023Revenue 2024: $74,728Expenses 2024: $50,239Net Income 2024: $24,4892024

Highlighted filing

2024

Revenue$74,728
Expenses$50,239
Net Income$24,489
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$165,366
Liabilities
-
Net assets
$165,366
Revenue
$74,728
Expenses
$50,239
Net income
$24,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$1.65$0.75$0.50$0.24
2023Summary only. Only limited summary data is available for this year.$1.41$0.00$0.39$0.46$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.48$1.48$1.49$0.73$0.76
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.58$0.52$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.44$0.52$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.74$1.06$0.78$0.28
2018Summary only. Only limited summary data is available for this year.$0.47$0.00$0.59$0.13$0.47
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$157,920
Mission and Program Overview

Mission

The mission of the colonial charitable foundation is to support local charities, programs and individuals in the greater of fort myers and lee county area that may not be served by other organizations. The foundation is funded through the generous support of the colonial country club community and other local individuals and businesses.

The mission of the colonial charitable foundation is to support local charities, programs and individuals in the greater fort myers area and lee county that may not be served by other organizations. The foundation is funded through the generous support of the colonial country club community and other local individuals and businesses.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ASSISTANCE THROUGH GRANTS TO LOCAL INDIVIDUALS EXPERIENCING HARDSHIPS OR OPPORTUNITY.$59,737$59,737
TO SUPPORT LOCAL ORGANIZATIONS SERVING THE UNDERSERVED.$7,775$7,775
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN KOLLERSecretaryPT$0--
MARILYN DIMITROFFDirector-$0--
PETER BENEVENTODirector-$0--
JOHN FORNARODirector-$0--
THERESA EBERHARDTreasurerPT$0--
JAMES SQUADRITODirector-$0--
MICHELE PETROCELLIPresidentPT$0--
FRED LANGVice PresidePT$0--
Filing and Contact Details

Filer

Filer Name
Colonial Charitable Foundation Inc
EIN
82-4486973
Phone
2032415271
Address
P O BOX 60931, FORT MYERS, FL 33906

Signing Officer

Name
Theresa Eberhard
Title
Treasurer
Phone
4012250780
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Hughes Snell & Co Pa
Address
1470 ROYAL PALM SQUARE BLVD, FORT MYERS, FL 33919-1082
Preparer
Patti R Hardin
Phone
2399392233
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 59,737”

Form 990-ez, Part I, Line 10

“Name: after the rain cash contribution: 5,275”

Form 990-ez, Part I, Line 16

“Expenses office 435 insurance 1,473 marketing 2,941 bank fees 106 total 4,955”

Form 990-ez, Part III

“The mission of the colonial charitable foundation is to support local charities, programs and individuals in the greater fort myers area and lee county that may not be served by other organizations. The foundation is funded through the generous support of the colonial country club community and other local individuals and businesses.”

Raw XML Appendix158 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THERESA EBERHARD
IRS990EZ/BooksInCareOfDetail/PhoneNum02032415271
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 60931
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033906
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072423
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0148135
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0157912
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt075712
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072423
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0148135
IRS990EZ/GrantsAndSimilarAmountsPaidAmt067512
IRS990EZ/GrossReceiptsAmt0157920
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072423
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0148135
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072423
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148135
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt46.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt66.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt76.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN KOLLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARILYN DIMITROFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER BENEVENTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN FORNARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4THERESA EBERHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES SQUADRITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHELE PETROCELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7FRED LANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04955
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE COLONIAL CHARITABLE FOUNDATION IS TO SUPPORT LOCAL CHARITIES, PROGRAMS AND INDIVIDUALS IN THE GREATER FORT MYERS AREA AND LEE COUNTY THAT MAY NOT BE SERVED BY OTHER ORGANIZATIONS. THE FOUNDATION IS FUNDED THROUGH THE GENEROUS SUPPORT OF THE COLONIAL COUNTRY CLUB COMMUNITY AND OTHER LOCAL INDIVIDUALS AND BUSINESSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ASSISTANCE THROUGH GRANTS TO LOCAL INDIVIDUALS EXPERIENCING HARDSHIPS OR OPPORTUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO SUPPORT LOCAL ORGANIZATIONS SERVING THE UNDERSERVED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt059737
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17775
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059737
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17775
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08991
IRS990EZ/SpecialEventsNetIncomeLossAmt0-8991
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073217
IRS990EZ/TotalProgramServiceExpensesAmt067512
IRS990EZ/TotalRevenueAmt0148929
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0COLONIALCHARITABLE.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0157912
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt073167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt041946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0349487
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt047
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0181
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0103215
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0349487
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0157912
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt073167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt044695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt041946
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt031767
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0349487
IRS990ScheduleA/TotalSupportAmt0349668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 59,737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: AFTER THE RAIN CASH CONTRIBUTION: 5,275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 435 INSURANCE 1,473 MARKETING 2,941 BANK FEES 106 TOTAL 4,955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MISSION OF THE COLONIAL CHARITABLE FOUNDATION IS TO SUPPORT LOCAL CHARITIES, PROGRAMS AND INDIVIDUALS IN THE GREATER FORT MYERS AREA AND LEE COUNTY THAT MAY NOT BE SERVED BY OTHER ORGANIZATIONS. THE FOUNDATION IS FUNDED THROUGH THE GENEROUS SUPPORT OF THE COLONIAL COUNTRY CLUB COMMUNITY AND OTHER LOCAL INDIVIDUALS AND BUSINESSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA EBERHARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04012250780
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLONIAL CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0COLO
ReturnHeader/Filer/EIN0824486973
ReturnHeader/Filer/PhoneNum02032415271
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 60931
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033906
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592309183
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUGHES SNELL & CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01470 ROYAL PALM SQUARE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0339191082
ReturnHeader/PreparerPersonGrp/PhoneNum02399392233
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATTI R HARDIN
ReturnHeader/ReturnTs02023-11-03T10:14:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THERESA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EBERHARD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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