COMMUNITY FOUNDATION OF NORTHWEST FLORIDA INC: Form 990, tax year 2023
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- Organization
- COMMUNITY FOUNDATION OF NORTHWEST FLORIDA INC (EIN 59-3371653)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-24
- IRS object ID
- 202412069349300616
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-24T13:21:08-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 W CEDAR STREET SUITE 400 | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593371653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF NORTHWEST | BusinessNameLine1Txt |
| Business Name Line2 | FLORIDA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8504345890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 WEST CEDAR STREET SUITE 2 | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATIE WHITE | PersonNm |
| Person Title | VICE-CHAIRMAN | PersonTitleTxt |
| Phone | 8504345890 | PhoneNum |
| Signature | 2024-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATIE | PersonFirstNm |
| Person Last | WHITE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLAIRE C DUREN CPA | PreparerPersonNm |
| PTIN | P01577924 | PTIN |
| Phone | 8504357400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATIE WHITE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 WEST CEDAR STREET SUITE 2 | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,570,316 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFNWF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO ENRICH LIVES AND STRENGTHEN THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $101,027 | PYContributionsGrantsAmt |
| CY Contributions Grants | $54,716 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $399,864 | PYInvestmentIncomeAmt |
| CY Investment Income | $356,446 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,075 | PYOtherRevenueAmt |
| CY Other Revenue | $38,140 | CYOtherRevenueAmt |
| PY Total Revenue | $539,966 | PYTotalRevenueAmt |
| CY Total Revenue | $449,302 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $918,400 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $654,825 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $43,715 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $45,463 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,078 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $115,073 | PYOtherExpensesAmt |
| CY Other Expenses | $102,719 | CYOtherExpensesAmt |
| PY Total Expenses | $1,077,188 | PYTotalExpensesAmt |
| CY Total Expenses | $803,007 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$537,222 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$353,705 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,124,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,235,380 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,124,269 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,235,380 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO ENRICH LIVES AND STRENGTHEN THE COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $727,820 | ExpenseAmt |
| Grant | $654,825 | GrantAmt |
| Desc | EARNINGS FROM INVESTMENT FUNDS AND PASS-THROUGH GIFTS ARE DISTRIBUTED TO A DIVERSE RANGE OF NON-PROFIT CHARITABLE ORGANIZATIONS, WHICH INCLUDE ARTS AND HUMANITIES, COMMUNITY BUILDING, EDUCATION, CHILDREN, HEALTH, AND AREAS OF PARTICULAR INTEREST TO INDIVIDUAL DONORS. | Desc |
| Total Program Service Expenses | $727,820 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZIE WEST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8504345890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 WEST CEDAR STREET SUITE 2 | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| AMELIA STROM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE WHITE | ||||||
| VICE-CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CECELIA NANNI | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| VICKY KANIS | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PIERCE BROSCIOUS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PRESTON FORSHEE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY TUCKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARLLEE GODWIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY PIEDMONT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUZIE WEST | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $42,179 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $42,179 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $54,716 | AllOtherContributionsAmt |
| Total Contributions | $54,716 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,973 | TotalRevenueColumnAmt |
| Exclusion | $128,973 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,348,487 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,121,014 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $227,473 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $227,473 | TotalRevenueColumnAmt |
| Exclusion | $227,473 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND ADMINISTRATION FEE INCOME | Desc |
| Business | 523940 | BusinessCd |
| Total Revenue Column | $38,140 | TotalRevenueColumnAmt |
| Exclusion | $38,140 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $38,140 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $449,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $394,586 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,825 | TotalAmt |
| Program Services | $654,825 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,179 | TotalAmt |
| Program Services | $29,525 | ProgramServicesAmt |
| Management And General | $6,327 | ManagementAndGeneralAmt |
| Fundraising | $6,327 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,284 | TotalAmt |
| Program Services | $2,299 | ProgramServicesAmt |
| Management And General | $492 | ManagementAndGeneralAmt |
| Fundraising | $493 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,800 | TotalAmt |
| Management And General | $16,800 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043 | TotalAmt |
| Program Services | $730 | ProgramServicesAmt |
| Fundraising | $313 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849 | TotalAmt |
| Management And General | $849 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSE | $39,838 | $39,838 | ||
| ADMINISTRATIVE EXPENSES | $38,140 | $38,140 | ||
| TELEPHONE | $2,262 | $1,584 | $678 | |
| DUES & SUBSCRIPTIONS | $2,048 | $2,048 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,739 | TotalAmt |
| Program Services | $717 | ProgramServicesAmt |
| Management And General | $755 | ManagementAndGeneralAmt |
| Fundraising | $267 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $803,007 | TotalAmt |
| Program Services | $727,820 | ProgramServicesAmt |
| Management And General | $67,109 | ManagementAndGeneralAmt |
| Fundraising | $8,078 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,627 | BOYAmt |
| EOY | $50,609 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,090,642 | BOYAmt |
| EOY | $4,184,771 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,124,269 | BOYAmt |
| EOY | $4,235,380 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,124,269 | BOYAmt |
| EOY | $44,377 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,191,003 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,124,269 | BOYAmt |
| EOY | $4,235,380 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,124,269 | BOYAmt |
| EOY | $4,235,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$353,705 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,983 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $446,833 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $286,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $175,237 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,716 | CurrentTaxYearAmt |
| Total | $935,194 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $286,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $175,237 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,716 | CurrentTaxYearAmt |
| Total | $935,194 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $320,428 | SubstantialContributorsTotAmt |
| Public Support Total170 | $614,766 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $155,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $508,327 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $399,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $356,446 | CurrentTaxYearAmt |
| Total | $1,563,402 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,010 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,140 | CurrentTaxYearAmt |
| Total | $174,854 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,673,450 | TotalSupportAmt |
| Public Support CY170 | 0.23000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.24520 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. DONATIONS ARE MADE UP OF MULTIPLE DONORS WHO VARY FROM YEAR-TO-YEAR. THE ORGANIZATION'S BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTERESTS, WHICH CAN BE SEEN IN THE NUMEROUS AND VARIED ORGANIZATIONS RECEIVING GRANTS FROM COMMUNITY FOUNDATION OF NORTHWEST FLORIDA. BASED ON THESE FACTS, THE ORGANIZATION MEETS THE 10% FACTS AND CIRCUMSTANCES TEST AND QUALIFIES AS A PUBLIC CHARITY. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: BOAT DATE: 12/30/14 AMOUNT: 503500. DESCRIPTION: INVESTMENT FUNDS DATE: 02/24/14 AMOUNT: 2939352. DESCRIPTION: STOCK DATE: 03/05/13 AMOUNT: 513996. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 12 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $53,395 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,321 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $593,800 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,026,620 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $36,636 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,470,220 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $132,172 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $61,025 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $13,111 | AdministrativeExpensesAmt |
| End Year Balance | $1,528,256 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,717,883 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$172,284 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $62,072 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $13,307 | AdministrativeExpensesAmt |
| End Year Balance | $1,470,220 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,670,782 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $118,441 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $57,380 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $13,960 | AdministrativeExpensesAmt |
| End Year Balance | $1,717,883 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,586,961 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $187,970 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $88,952 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $15,197 | AdministrativeExpensesAmt |
| End Year Balance | $1,670,782 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,481,250 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $344,233 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $223,060 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $15,462 | AdministrativeExpensesAmt |
| End Year Balance | $1,586,961 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $427,449 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $17,983 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$39,836 | OtherRevenueAmt |
| Revenue Not Reported | -$21,853 | RevenueNotReportedAmt |
| Revenue Subtotal | $449,302 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $449,302 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $763,171 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $763,171 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $39,836 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $39,836 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $803,007 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | HEALTH CARE AND DISASTER RELIEF ARTS & LITERACY SOCIAL SERVICES |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSE INCLUDED IN FINANCIAL STATEMENT REVENUE -39,838. ROUNDING 2. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSE INCLUDED IN FINANCIAL STATEMENT REVENUE 39,838. ROUNDING -2. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 90WORKS | ||||||||
| 117 GREGORY SQUARE | PENSACOLA | FL | 32501 | 592299573 | 501(C)(3) | $9,744 | $0 | CHILDREN/FAMILIES |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS ST | ATLANTA | GA | 30303 | 131788491 | 501(C)(3) | $7,588 | $0 | HEALTH & HUMAN SERVICES |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | $7,588 | $0 | HEALTH & HUMAN SERVICES |
| AMERICAN RED CROSS OF NW FLORIDA | ||||||||
| 9111 STURDEVANT ST | PENSACOLA | FL | 32514 | 530196605 | 501(C)(3) | $7,588 | $0 | HEALTH & HUMAN SERVICES |
| BIG OAK RANCH | ||||||||
| PO BOX 507 | SPRINGVILLE | AL | 35146 | 237413017 | 501(C)(3) | $12,000 | $0 | CHILDREN |
| COVENANT HOSPICE FOUNDATION INC | ||||||||
| 5041 N 12TH AVENUE | PENSACOLA | FL | 32504 | 593060139 | 501(C)(3) | $128,248 | $0 | HEALTH & HUMAN SERVICES |
| EMERALD COAST CHILDRENS ADVOCACY CENTER INC | ||||||||
| 401 MCEWEN DRIVE | NICEVILLE | FL | 32578 | 593454168 | 501(C)(3) | $11,000 | $0 | CHILDREN |
| FATHER FLANAGAN'S BOYS HOME | ||||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | 470376606 | 501(C)(3) | $7,587 | $0 | CHILDREN |
| MY FATHERS ARROW INC | ||||||||
| 4025 HIGHWAY 178 | JAY | FL | 32565 | 465359162 | 501(C)(3) | $6,496 | $0 | CHILDREN |
| NICK'S KIDS FOUNDATION INC | ||||||||
| 1530 CROWN POINTE BLVD | TUSCALOOSA | AL | 35406 | 471540447 | 501(C)(3) | $8,000 | $0 | CHILDREN |
| PENSACOLA LITTLE THEATRE INC | ||||||||
| 400 S JEFFERSON STREET | PENSACOLA | FL | 32501 | 590906711 | 501(C)(3) | $9,000 | $0 | SOCIAL SERVICES |
| SNOEZELEN WESTGATE FOUNDATION | ||||||||
| 23 S A STREET | PENSACOLA | FL | 32501 | 593711375 | 501(C)(3) | $9,744 | $0 | CHILDREN |
| ST JOHN'S EPISCOPAL CHURCH | ||||||||
| PO BOX 13330 | PENSACOLA | FL | 32591 | 630590872 | 501(C)(3) | $35,000 | $0 | BASIC SOCIAL SERVICES |
| ST THOMAS EPISCOPAL CHURCH | ||||||||
| 210 CHURCH ST | GREENVILLE | AL | 36037 | 630712865 | 501(C)(3) | $25,000 | $0 | BASIC SOCIAL SERVICES |
| THE PYC SATORI FOUNDATION INC | ||||||||
| 1897 CYPRESS STREET | PENSACOLA | FL | 32502 | 473844517 | 501(C)(3) | $26,800 | $0 | SOCIAL SERVICES |
| UNIVERSITY OF WEST FLORIDA | ||||||||
| 11000 UNIVERSITY PKWY | PENSACOLA | FL | 32514 | 591151736 | 501(C)(3) | $300,000 | $0 | EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE COMMUNITY FOUNDATION OF NORTHWEST FLORIDA (CFNWF) IS CERTIFIED BY AND FOLLOWS GUIDELINES SET FORTH BY THE COMMUNITY FOUNDATION NATIONAL STANDARDS BOARD. IN ACCORDANCE WITH THE GUIDELINES SET BY THE NATIONAL STANDARDS BOARD, ORGANIZATIONS RECEIVING DONATIONS FROM CFNWF DONOR ADVISED FUNDS ARE NOT REQUIRED TO REPORT ON THE USE OF GRANT FUNDS. DONATIONS AND GRANTS GIVEN TO NON-PROFITS, TAX-EXEMPT UNDER IRS CODE SECTION 501(C)(3), VIA PASS-THROUGH GRANTS AND/OR UNRESTRICTED FUNDS FROM CFNWF ARE REQUIRED TO REPORT ON THE USE OF GRANT FUNDS BY COMPLETING A GRANT REPORTING FORM ANNUALLY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE FORM 990, FOLLOWED BY THE FULL BOARD AT THE NEXT SCHEDULED BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER SIGNS THE CONFLICT OF INTEREST POLICY AND THE POLICY IS REVIEWED BY THE BOARD ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION OF THE PAID STAFF IS DETERMINED BY THE BOARD OF DIRECTORS USING THE APPROVED POLICY ON COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. THE FOUNDATION'S FORM 990 IS AVAILABLE ON GUIDESTAR.ORG. |
| FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING | THE ORGANIZATION DID NOT CHANGE ITS PROCESS FOR OVERSIGHT OF THE COMPILATION OR ITS PROCESS FOR SELECTING THE INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. |
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