CAPE CORAL COMMUNITY FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CAPE CORAL COMMUNITY FOUNDATION (EIN 23-7410312)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201941359349313859
- Schema version
- 2017v2.3
- 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 | 2019-05-15T19:14:10-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320394930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STROEMER & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14030 METROPOLIS AVE STE 200 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237410312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPE CORAL COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAPE | BusinessNameControlTxt |
| Phone | 2395425594 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1405 SE 47TH STREET UNIT 2 | AddressLine1Txt |
| City | CAPE CORAL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33904 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL CHATMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2395425594 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN STROEMER CPA CFST CAM GRI | PreparerPersonNm |
| PTIN | P00102391 | PTIN |
| Phone | 2394331002 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 40.132.64.65 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 19:14:10 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DFE5DC0C25149479F1E9FC85FCE2B043CE14605A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DAB43DC1D9E727C8BC02D466D66FCC8A6332510A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN D GOMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3616 DEL PRADO BLVD S | AddressLine1Txt |
| City | CAPE CORAL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,274,131 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CAPECORALCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A POOL OF PHILANTHROPIC FUNDS TO MEET CHARITABLE NEEDS IN THE GREATER CAPE CORAL AREA AND TO ASSIST IN MAKING CHARITABLE GIFTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $185,323 | PYContributionsGrantsAmt |
| CY Contributions Grants | $550,550 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $312,088 | PYInvestmentIncomeAmt |
| CY Investment Income | $448,703 | CYInvestmentIncomeAmt |
| PY Other Revenue | $123,148 | PYOtherRevenueAmt |
| CY Other Revenue | $204,296 | CYOtherRevenueAmt |
| PY Total Revenue | $620,559 | PYTotalRevenueAmt |
| CY Total Revenue | $1,203,549 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $280,862 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $393,491 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $191,379 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $220,222 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $104,933 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $349,653 | PYOtherExpensesAmt |
| CY Other Expenses | $331,746 | CYOtherExpensesAmt |
| PY Total Expenses | $821,894 | PYTotalExpensesAmt |
| CY Total Expenses | $945,459 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$201,335 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $258,090 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,694,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,301,690 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,980 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,712 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,688,011 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,299,978 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE A POOL OF PHILANTHROPIC FUNDS TO MEET CHARITABLE NEEDS IN THE GREATER CAPE CORAL AREA AND TO ASSIST IN MAKING CHARITABLE GIFTS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $647,080 | ExpenseAmt |
| Grant | $393,491 | GrantAmt |
| Desc | IN CARRYING OUT THE ORGANIZATION'S EXEMPT PURPOSE, THE ORGANIZATION INCURRED PROGRAM EXPENSES RELATED TO MANAGING CHARITABLE GIFTS AND ADDRESSING COMMUNITY NEEDS IN EDUCATION, HEALTH, RELIGION, CULTURAL AFFAIRS AND SOCIAL WELFARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIVING ALLIANCE OF WOMEN - CONTRIBUTIONS MADE BY WOMEN FOR THE BENEFIT OF NON PROFITS THAT PROVIDE SERVICES FOR WOMEN AND CHILDREN. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $647,080 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH SANGER | PersonNm |
| Phone | 2395425594 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1405 SE 47TH STREET | AddressLine1Txt |
| City | CAPE CORAL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| BRIAN D GOMER | |||||
| CHAIRMAN | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DONNA CARUSO | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| JOHN BOBB | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| JOSEPH PADGETT | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| ROBERT KNIGHT | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| STEVE POHLMAN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| DENNIS GINGERICH | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| KEITH VERES | |||||
| TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALISON HUSSEY | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| STEVE RIGGS | |||||
| SECRETARY | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TONIRAE HURLEY | |||||
| VICE CHAIRMA | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MERRIBETH FARNHAM | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| WAYNE KIRKWOOD | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| SALLY JACKSON | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| DR GARY JACKSON | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| KEVIN AHMADI | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| CAROLYN JOHNSON | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| LAURA KOEHN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| MICHAEL CHATMAN | |||||
| EXECUTIVE DI | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $41,363 | FundraisingAmt |
| All Other Contributions | $509,187 | AllOtherContributionsAmt |
| Total Contributions | $550,550 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,811 | TotalRevenueColumnAmt |
| Exclusion | $221,811 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,244,296 | SecuritiesAmt |
| Other | $17,185 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,034,589 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $209,707 | SecuritiesAmt |
| Other | $17,185 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $226,892 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $226,892 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $34,560 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $41,363 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $35,993 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,433 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| ADMINISTRATIVE FEES | $158,804 | $158,804 |
| CHANGE IN REMAINDER INTEREST | $46,865 | $46,865 |
| BOARD LUNCH INCOME | $60 | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $205,729 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,203,549 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $432,621 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $221,811 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,791 | TotalAmt |
| Program Services | $332,791 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,700 | TotalAmt |
| Program Services | $60,700 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,588 | TotalAmt |
| Program Services | $36,318 | ProgramServicesAmt |
| Management And General | $90,794 | ManagementAndGeneralAmt |
| Fundraising | $54,476 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,743 | TotalAmt |
| Program Services | $4,948 | ProgramServicesAmt |
| Management And General | $12,372 | ManagementAndGeneralAmt |
| Fundraising | $7,423 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,891 | TotalAmt |
| Program Services | $2,778 | ProgramServicesAmt |
| Management And General | $6,946 | ManagementAndGeneralAmt |
| Fundraising | $4,167 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,728 | TotalAmt |
| Management And General | $8,728 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,752 | TotalAmt |
| Program Services | $182,202 | ProgramServicesAmt |
| Management And General | $22,775 | ManagementAndGeneralAmt |
| Fundraising | $22,775 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,776 | TotalAmt |
| Management And General | $1,776 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,326 | TotalAmt |
| Program Services | $15,994 | ProgramServicesAmt |
| Management And General | $5,332 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,384 | TotalAmt |
| Program Services | $3,743 | ProgramServicesAmt |
| Management And General | $6,641 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
| Program Services | $3,400 | ProgramServicesAmt |
| Management And General | $10,200 | ManagementAndGeneralAmt |
| Fundraising | $3,400 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,661 | TotalAmt |
| Program Services | $748 | ProgramServicesAmt |
| Management And General | $13,913 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,219 | TotalAmt |
| Program Services | $3,294 | ProgramServicesAmt |
| Management And General | $9,883 | ManagementAndGeneralAmt |
| Fundraising | $3,042 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551 | TotalAmt |
| Program Services | $164 | ProgramServicesAmt |
| Management And General | $56 | ManagementAndGeneralAmt |
| Fundraising | $331 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,030 | TotalAmt |
| Management And General | $4,030 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPONSORSHIPS EXPENSES | Desc |
| Total | $9,319 | TotalAmt |
| Fundraising | $9,319 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $945,459 | TotalAmt |
| Program Services | $647,080 | ProgramServicesAmt |
| Management And General | $193,446 | ManagementAndGeneralAmt |
| Fundraising | $104,933 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,608 | BOYAmt |
| EOY | $3,665 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,086 | BOYAmt |
| EOY | $172,238 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $10,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,318 | BOYAmt |
| EOY | $30,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,848 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,381 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,019 | BOYAmt |
| EOY | $1,467 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,886,746 | BOYAmt |
| EOY | $10,354,659 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,214 | BOYAmt |
| EOY | $728,943 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,694,991 | BOYAmt |
| EOY | $11,301,690 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,653 | BOYAmt |
| EOY | $1,378 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327 | BOYAmt |
| EOY | $334 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,980 | BOYAmt |
| EOY | $1,712 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,813,447 | BOYAmt |
| EOY | $2,145,300 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,879,821 | BOYAmt |
| EOY | $1,879,821 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,994,743 | BOYAmt |
| EOY | $7,274,857 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,688,011 | BOYAmt |
| EOY | $11,299,978 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,694,991 | BOYAmt |
| EOY | $11,301,690 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $258,090 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $353,877 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $764,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $546,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $632,853 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $185,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $550,550 | CurrentTaxYearAmt |
| Total | $2,679,643 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $764,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $546,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $632,853 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $185,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $550,550 | CurrentTaxYearAmt |
| Total | $2,679,643 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $811,100 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,868,543 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $173,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $164,671 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $210,886 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $198,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $221,811 | CurrentTaxYearAmt |
| Total | $969,659 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,649,302 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $240,289 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45890 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 59 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $199,947 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $320,836 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $10,285,305 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,832,457 | BeginningYearBalanceAmt |
| Contributions | $199,447 | ContributionsAmt |
| Investment Earnings Or Losses | $574,819 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $320,836 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $227,148 | AdministrativeExpensesAmt |
| End Year Balance | $10,285,305 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| End Year Balance | $9,832,457 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,291,231 | BeginningYearBalanceAmt |
| Contributions | $369,752 | ContributionsAmt |
| Investment Earnings Or Losses | -$38,016 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $142,623 | GrantsOrScholarshipsAmt |
| Other Expenditures | $49,781 | OtherExpendituresAmt |
| Administrative Expenses | $155,954 | AdministrativeExpensesAmt |
| End Year Balance | $9,274,608 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,517,858 | BeginningYearBalanceAmt |
| Contributions | $825,882 | ContributionsAmt |
| Investment Earnings Or Losses | $297,150 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $183,835 | GrantsOrScholarshipsAmt |
| Other Expenditures | $42,400 | OtherExpendituresAmt |
| Administrative Expenses | $123,424 | AdministrativeExpensesAmt |
| End Year Balance | $9,291,231 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,165,960 | BeginningYearBalanceAmt |
| Contributions | $663,153 | ContributionsAmt |
| Investment Earnings Or Losses | $1,061,566 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $151,853 | GrantsOrScholarshipsAmt |
| Other Expenditures | $75,781 | OtherExpendituresAmt |
| Administrative Expenses | $145,187 | AdministrativeExpensesAmt |
| End Year Balance | $8,517,858 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,848 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,381 | DepreciationAmt |
| Book Value | $1,467 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,467 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENE INT IN CHARITABLE REM TRUST | $701,106 |
| BENE INT IN ASSETS HELD BY OTHERS | $26,862 |
| RENT DEPOSIT | $975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $728,943 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED LIABILITIES | Desc |
| Amt | $334 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $334 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,593,419 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $353,877 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $35,993 | OtherRevenueAmt |
| Revenue Not Reported | $389,870 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,203,549 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,203,549 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $981,452 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $35,993 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $35,993 | ExpensesNotReportedAmt |
| Expenses Subtotal | $945,459 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $945,459 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | FUNDRAISING EXPENSES 35,993 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUNDRASING EXPENSES 35,993 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ENPY'S LUNCH | Event1Nm |
| Gross Receipts Event1 | $34,750 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $29,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,250 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $948 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,370 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $540 | OtherDirectExpensesEvent1Amt |
| Event2 | PELA | Event2Nm |
| Gross Receipts Event2 | $8,260 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $2,695 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,565 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,182 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $7,111 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,303 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $7,960 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,500 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $5,460 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $350 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $4,084 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $750 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,780 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $50,970 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $34,695 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,275 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $948 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,032 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $17,565 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,623 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,918 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$12,643 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | Address Line2USAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ABUSE COUNSELING & TREATMENT | |||||||||
| 2023 JEFFCOAT ST | FORT MYERS | FL | 33901 | 501C | $5,138 | COMMUNITY OUTREACH | |||
| COMMUNITY COOPERATIVE MINISTRIES IN | |||||||||
| PO BOX 2143 | FORT MYERS | FL | 33916 | 501C | $8,000 | COMMUNITY OUTREACH | 592602772 | ||
| MAKE A WISH FOUNDATION | |||||||||
| 3635 BONITA BEACH RD | BONITA SPRINGS | FL | 34134 | 501C | $12,500 | HEALTH & WELLNESS | 592620322 | ||
| RONALD MCDONALD HOUSE | |||||||||
| 16100 ROSERUSH CT | FORT MYERS | FL | 33966 | 501C | $12,500 | COMMUNITY OUTREACH | 113704163 | ||
| ST ANDREW CATHOLIC PARISH AND SCHO | |||||||||
| 2628 DEL PRADO BLVD | CAPE CORAL | FL | 33904 | 501C | $24,848 | EDUCATION | 592962339 | ||
| CAPE CORAL ANIMAL SHELTER | |||||||||
| 1214 CAPE CORAL PARKWAY | CAPE CORAL | FL | 33904 | $14,855 | SUITE 235 | ||||
| CAPE CORAL HISTORICAL SOCIETY AND | |||||||||
| 544 CULTURAL PARK BOULEVARD | CAPE CORAL | FL | 33990 | $10,000 | MUSEUM | ||||
| PASS THRU GRANTS | |||||||||
| 1405 SE 47TH STREET | CAPE CORAL | FL | 33904 | $106,213 | |||||
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Cash Grant | $60,700 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS WERE USED TO HELP CHECK IN INDIVIDUALS AT MEETINGS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | GOVERNING BODY REVIEWS THE RETURN AND SIGNS THE 8879 BEFORE IT IS FILED ELECTRONICALLY. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD AND EMPLOYEES ARE REQUIRED TO FILL OUT ANNUAL CONFLICT OF INTEREST FORMS ADDRESSED AT BI-MONTHLY BOARD MEETINGS |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPARABILITY DATA BASED ON NET ASSETS - ANNUAL REVIEW BY EXECUTIVE COMMITTEE PRESENTED TO THE BOARD OF DIRECTORS FOR APPORVAL. |
| FORM 990, PAGE 6, PART VI, LINE 15B | ANNUAL REVIEW BY EXECUTIVE COMMITTEE PRESENTED TO THE BOARD OF DIRECTORS |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST |
| FORM 990, PART XI, LINE 9 | FUNDRAISING EXPENSES 35,993 FUNDRASING EXPENSES -35,993 |
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