Civic Intelligence

Colonial Charitable Foundation Inc.

990EZ • Fiscal year 2024 • EIN 82-4486973

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

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

(203) 241-5271

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

71st percentile

17%

Faster asset growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

91%

Faster revenue growth than 90% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$165,366

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

Net Assets

$165,366

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd 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

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2024

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

Operations Trend

Revenue Growth90th 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

2024

Revenue$74,728
Expenses$50,239
Net Income$24,489
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Gross Receipts
$101,724
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.$25,400$26,826
TO SUPPORT LOCAL ORGANIZATIONS SERVING THE UNDERSERVED.$16,000$16,000
Compensation and Service Providers
Top Officer Pay79th 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 LANGEVice PresidePT$0--
ARTHUR NEWBROUGHDirector-$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
2025-05-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 25,400”

Form 990-ez, Part I, Line 16

“Expenses office 2,272 insurance 705 marketing 1,706 bank fees 25 tax 50 licenses 736 po box 256 donations 1,426 total 7,176”

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 Appendix157 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
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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/BOYAmt0140877
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0165366
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100868
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024489
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01663
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt041400
IRS990EZ/GrossReceiptsAmt0101724
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0856
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt84.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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 LANGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ARTHUR NEWBROUGH
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/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07176
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/GrantsAndAllocationsAmt025400
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt116000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026826
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026996
IRS990EZ/SpecialEventsNetIncomeLossAmt0-26996
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050239
IRS990EZ/TotalProgramServiceExpensesAmt042826
IRS990EZ/TotalRevenueAmt074728
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0COLONIALCHARITABLE.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0100868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt075674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0157912
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt073167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt044695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0452316
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0856
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0895
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0452316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0100868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt075674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0157912
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt073167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt044695
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0452316
IRS990ScheduleA/TotalSupportAmt0453211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 25,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 2,272 INSURANCE 705 MARKETING 1,706 BANK FEES 25 TAX 50 LICENSES 736 PO BOX 256 DONATIONS 1,426 TOTAL 7,176
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA EBERHARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04012250780
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
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/BusinessNameLine1Txt0HSCTUSCAN & COMPANY 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/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATTI R HARDIN CPA
ReturnHeader/ReturnTs02025-05-15T14:39:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

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
2024Detailed filing. Detailed filing data is available for this year.$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. 2024 filings • 501(c)3 • <$500k nonprofits