Civic Intelligence

Colonial Charitable Foundation Inc.

990EZ • Fiscal year 2019 • EIN 82-4486973

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 15, 2021

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

86th percentile

60%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

79%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$74,393

Up $27,854 (+60%) from 2018

Net Assets

$74,393

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$105,851

Up $46,799 (+79%) from 2018

Expenses

Up

$77,997

Up $65,484 (+523%) from 2018

Net Income

Down

$27,854

Down $18,685 (-40%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$74,393
Liabilities-
Net Assets$74,393

Operations Trend

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

2019

Revenue$105,851
Expenses$77,997
Net Income$27,854
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 15, 2021
Return Version
2019v5.0
Gross Receipts
$145,258
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.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ASSISTANCE THROUGH GRANTS TO LOCAL INDIVIDUALS EXPERIENCING HARDSHIPS OR OPPORTUNITY.$42,820$42,916
TO SUPPORT LOCAL ORGANIZATIONS SERVING THE UNDERSERVED.$28,379$28,379
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED LANGEPresident-$0--
JOHN FORNAROSecretary/TrPT$0--
MARILYN DIMITROFFDirector-$0--
GARY SHAMBAUGHDirector-$0--
TERRY KUTADirector-$0--
JOHN KOLLERDirector-$0--
DAN CASCIANODirector-$0--
LEW EADSDirector-$0--
PASCHAL DE JOHNDirector-$0--
JAMES SQUADRITODirector-$0--
MICHELE PETROCELLIDirector-$0--
PETER BENEVENTOVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$70,254$70,254$30,946$39,308
Vietnam Wall$21,861$21,861$4,617$17,244
Total Events$92,115$92,115$35,563$56,552
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/treasurer
Phone
4012250780
Signed
2021-03-15
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: 42,820

Form 990-ez, Part I, Line 10

Cash contribution: 13,379 name: collier honor flight cash contribution: 10,000

Form 990-ez, Part I, Line 16

Expenses office 805 misc 96 admin & web 5,611 bank fees 7 total 6,519

Form 990-ez, Part III

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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 42,820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 13,379 NAME: COLLIER HONOR FLIGHT CASH CONTRIBUTION: 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 805 MISC 96 ADMIN & WEB 5,611 BANK FEES 7 TOTAL 6,519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
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/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04012250780
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-15
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ReturnHeader/Filer/EIN0824486973
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATTI R HARDIN
ReturnHeader/ReturnTs02021-03-19T15:09:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings