Civic Intelligence

Colonial Charitable Foundation Inc.

990EZ • Fiscal year 2021 • EIN 82-4486973

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 20, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

52nd percentile

10%

Higher net margin than 52% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

9.0%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

68th percentile

32%

Faster revenue growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$72,424

Up $5,953 (+9.0%) from 2020

Net Assets

Up

$72,424

Up $5,953 (+9.0%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$57,537

Up $13,818 (+32%) from 2020

Expenses

Down

$51,585

Down $55 (-0.1%) from 2020

Net Income

Up

$5,952

Up $13,873 (+175%) from 2020

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

2021

Assets$72,424
Liabilities-
Net Assets$72,424

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

2021

Revenue$57,537
Expenses$51,585
Net Income$5,952
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 20, 2022
Return Version
2021v4.0
Gross Receipts
$73,172
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 SUPPORT LOCAL ORGANIZATIONS SERVING THE UNDERSERVED.$42,500$42,500
TO PROVIDE ASSISTANCE THROUGH GRANTS TO LOCAL INDIVIDUALS EXPERIENCING HARDSHIPS OR OPPORTUNITY.$2,980$2,980
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED LANGEPresident-$0--
JOHN FORNAROSecretaryPT$0--
MARILYN DIMITROFFDirector-$0--
BEATRICE PETERSONDirector-$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
Dan Casciano
Title
Treasurer
Phone
4012250780
Signed
2022-06-20
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

Name: our mothers home cash contribution: 40,000

Form 990-ez, Part I, Line 16

Expenses office 335 insurance 1,455 admin & web 1,914 bank fees 697 total 4,401

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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: OUR MOTHERS HOME CASH CONTRIBUTION: 40,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 335 INSURANCE 1,455 ADMIN & WEB 1,914 BANK FEES 697 TOTAL 4,401
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.
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Filings