Civic Intelligence

Colonial Charitable Foundation Inc.

990EZ • Fiscal year 2020 • EIN 82-4486973

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 15, 2021

Organization ProfileCOLONIALCHARITABLE.ORG
P O Box 60931Fort Myers, FL 33906

(401) 225-0780

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

23rd percentile

-18%

Higher net margin than 23% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-59%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$66,471

Down $7,922 (-11%) from 2019

Net Assets

Down

$66,471

Down $7,922 (-11%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Down

$43,719

Down $62,132 (-59%) from 2019

Expenses

Down

$51,640

Down $26,357 (-34%) from 2019

Net Income

Down

-$7,921

Down $35,775 (-128%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$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

2020

Assets$66,471
Liabilities-
Net Assets$66,471
Open 2020 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$43,719
Expenses$51,640
Net Income-$7,921
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 15, 2021
Return Version
2020v4.0
Gross Receipts
$44,719
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.$48,535$49,557
TO SUPPORT LOCAL ORGANIZATIONS SERVING THE UNDERSERVED.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED LANGEPresident-$0--
JOHN FORNAROSecretaryPT$0--
MARILYN DIMITROFFDirector-$0--
GARY SHAMBAUGHDirector-$0--
TERRY KUTADirector-$0--
JOHN KOLLERDirector-$0--
DAN CASCIANOTreasurer-$0--
LEW EADSDirector-$0--
PASCHAL DE JOHNDirector-$0--
JAMES SQUADRITODirector-$0--
MICHELE PETROCELLIDirector-$0--
PETER BENEVENTOVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Colonial Charitable Foundation Inc
EIN
82-4486973
Phone
4012250780
Address
P O BOX 60931, FORT MYERS, FL 33906

Signing Officer

Name
John Fornaro
Title
Secretary
Phone
4012250780
Signed
2021-09-15
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: 48,535”

Form 990-ez, Part I, Line 16

“Expenses office 458 misc 1,022 admin & web 1,445 bank fees 10 total 2,935”

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 Appendix175 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0FRED LANGE
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOHN FORNARO
CompensationExplanation/CompensationExplanationGrp/PersonNm2MARILYN DIMITROFF
CompensationExplanation/CompensationExplanationGrp/PersonNm3GARY SHAMBAUGH
CompensationExplanation/CompensationExplanationGrp/PersonNm4TERRY KUTA
CompensationExplanation/CompensationExplanationGrp/PersonNm5JOHN KOLLER
CompensationExplanation/CompensationExplanationGrp/PersonNm6DAN CASCIANO
CompensationExplanation/CompensationExplanationGrp/PersonNm7LEW EADS
CompensationExplanation/CompensationExplanationGrp/PersonNm8PASCHAL DE JOHN
CompensationExplanation/CompensationExplanationGrp/PersonNm9JAMES SQUADRITO
CompensationExplanation/CompensationExplanationGrp/PersonNm10MICHELE PETROCELLI
CompensationExplanation/CompensationExplanationGrp/PersonNm11PETER BENEVENTO
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAN CASCIANO
IRS990EZ/BooksInCareOfDetail/PhoneNum04012250780
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 60931
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033906
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074392
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066471
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt044695
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7921
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074392
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt048535
IRS990EZ/GrossReceiptsAmt044719
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt024
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074392
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt94.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt104.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRED LANGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN FORNARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARILYN DIMITROFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY SHAMBAUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERRY KUTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN KOLLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAN CASCIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LEW EADS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PASCHAL DE JOHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JAMES SQUADRITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MICHELE PETROCELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11PETER BENEVENTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02935
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/PrintingPublicationsPostageAmt0170
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/GrantsAndAllocationsAmt048535
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049557
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01000
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1000
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051640
IRS990EZ/TotalProgramServiceExpensesAmt049557
IRS990EZ/TotalRevenueAmt043719
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0COLONIALCHARITABLE.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt044695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt041946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt031767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0118408
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt024
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt047
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0168
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0103215
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0118408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt044695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041946
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt031767
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0118408
IRS990ScheduleA/TotalSupportAmt0118576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 48,535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 458 MISC 1,022 ADMIN & WEB 1,445 BANK FEES 10 TOTAL 2,935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FORNARO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04012250780
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLONIAL CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0COLO
ReturnHeader/Filer/EIN0824486973
ReturnHeader/Filer/PhoneNum04012250780
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 60931
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033906
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/PreparationDt02021-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATTI R HARDIN
ReturnHeader/ReturnTs02021-09-23T09:37:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FORNARO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,471
Liabilities
-
Net assets
$66,471
Revenue
$43,719
Expenses
$51,640
Net income
-$7,921
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits