2017-05-15T00:00:00-05:00 2016-12-31 331068007 MARKHAM NORTON MOSTELLER WRIGHT & CO 8961 CONFERENCE DRIVE SUITE 1 FORT MYERS FL 33919 990 2016-01-01 463555592 SOUTHWEST FLORIDA ECONOMIC DEVELOPMENT ALLIANCE INC SOUT 2392087627 4984 ROYAL GULF CIR FORT MYERS FL 33966 ERIC BERGLUND PRESIDENT 2392087627 2017-05-16 1 KAREN MOSTELLER P00184438 2394335554 72.165.227.226 2017-05-16 10:09:05 ED P 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 1A670D6CA3C6723B48FAEC865B7495EFF6523670 2016 2021-01-29 14:40:06Z ERIC BERGLUND 4984 ROYAL GULF CIR FORT MYERS FL 33966 453038 0 X WWW.SWFLEDA.COM X 2013 FL TO FACILITATE EXPANSION AND RELOCATION OPPORTUNITIES AND PARTNER WITH COMPANIES TO HELP GROW THEIR BUSINESS. 15 15 3 30 0 0 399940 445000 0 0 756 838 2400 7200 403096 453038 0 0 0 0 122271 180532 0 0 0 206277 272876 328548 453408 74548 -370 516925 429619 283847 196911 233078 232708 X THE MISSION OF THE ALLIANCE IS TO BE A MARKETING ENGINE REPRESENTING THE FIVE-COUNTY REGION COMPRISING SOUTHWEST FLORIDA TO ATTRACT BUSINESSES TO THE REGION. THE ALLIANCE SERVES AS A NON-PAROCHIAL ECONOMIC DEVELOPMENT COORDINATOR TO SITE SELECTORS, REAL ESTATE CONSULTANTS AND TARGETED COMPANIES, WORKING IN COLLABORATION WITH THE LOCAL ECONOMIC DEVELOPMENT ORGANIZATIONS. 0 0 64134 MAINTAINED A WEBSITE TO BE USED AS A TOOL FOR RELOCATION SPECIALISTS AND COMPANIES LOOKING TO RELOCATE TO SOUTHWEST FLORIDA. 215255 CONTINUED A PRESENCE AT TRADE SHOWS TO CULTIVATE LEADS FOR BRINGING BUSINESSES TO SOUTHWEST FLORIDA. 5858 CONDUCTED MEETINGS AND FORUMS TO KEEP THE COMMUNITY ENGAGED AND UNDERSTAND WHY ECONOMIC DIVERSITY AND HIGH PAYING JOBS ARE IMPORTANT FOR SOUTHWEST FLORIDA. 285247 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 3 1 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 FL X ERIC BERGLUND 2392087627 4984 ROYAL GULF CIRCLE FORT MYERS FL 33966 JOSEPH CATTI BOARD MEMBER 1.00 X 0 0 0 DENIS NOAH BOARD MEMBER 4.00 X 0 0 0 ALAN REYNOLDS CHAIR-ELECT 5.00 X 0 0 0 SARAH OWEN BOARD MEMBER 1.00 X 0 0 0 DR RONALD TOLL BOARD MEMBER 0.50 X 0 0 0 JASON KORN BOARD MEMBER 1.00 X 0 0 0 FRED PEZESHKAN BOARD MEMBER 2.00 X 0 0 0 MICHAEL WYNN BOARD MEMBER 1.00 X 0 0 0 JOHN BOLAND EX-OFFICIO MEMBER 1.00 X 0 0 0 CECIL PENDERGRASS EX-OFFICIO MEMBER 1.00 X 0 0 0 ROGER DESJARLAIS EX-OFFICIO MEMBER 0.50 X 0 0 0 LAURA HOLQUIST CHAIRPERSON 24.00 X 0 0 0 GARY GRIFFIN TREASURER 3.00 X 0 0 0 RICHARD GRANT SECRETARY 1.50 X 0 0 0 ERIC BERGLUND PRESIDENT 60.00 X 107915 0 0 107915 0 0 1 0 0 0 0 222500 22500 200000 445000 838 838 WEBSITE ADVERTISING IN 541800 7200 7200 7200 453038 7200 0 838 107915 80936 26979 57988 15980 42008 14629 7936 6693 11518 11518 109665 109665 2675 2675 5610 5610 27957 27957 25610 25610 5858 5858 18441 18441 3038 3038 WEBSITE EXPENSE 46431 46431 CONTRACTUAL SERVICES 12188 12188 MEALS & ENTERTAINMENT 3269 3269 DUES 304 304 312 312 453408 285247 168161 0 263888 238971 221901 176246 14310 9897 7485 4413 20204 4835 3447 5154 516925 429619 28847 9411 255000 187500 283847 196911 X 0 0 0 0 233078 232708 233078 232708 516925 429619 -370 0 X 0 0 0 X 232500 399940 445000 1077440 232500 399940 445000 1077440 0 0 0 1077440 261 756 838 1855 261 756 838 1855 32570 7430 2400 7200 49600 32570 240191 403096 453038 1128895 0.95440 0.93580 0.00160 0.00150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14310 9897 4413 4413 FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 5 TYPES OF MEMBERS FOR THIS ORGANIZATION: FOUNDING MEMBER - THOSE WHO ARE IDENTIFIED AS SUCH BY THE BOARD OF DIRECTORS. CORNERSTONE MEMBER - THOSE WHO MAKE FINANCIAL AND OTHER COMMITMENTS TO THE CORPORATION AT THE HIGHEST LEVEL, DETERMINED BY THE BOARD OF DIRECTORS. CATALYST MEMBER - THOSE MEMBERS WHO MAKE FINANCIAL AND OTHER COMMITMENTS TO THE CORPORATION AT THE MID-RANGE LEVEL, DETERMINED BY THE BOARD OF DIRECTORS. BUSINESS MEMBER - THOSE MEMBERS WHO MAKE FINANCIAL AND OTHER COMMITMENTS TO THE CORPORATION AT THE LOWEST RANGE LEVEL, DETERMINED BY THE BOARD OF DIRECTORS. GOVERNMENT MEMBER - THOSE WHO ARE GOVERNMENT BODIES, AGENCIES, OR ENTITIES AND ARE IDENTIFIED AS SUCH. ONLY PERSONS OR ENTITIES WHICH HAVE ACHIEVED SIGNIFICANT SUCCESS AND PUBLIC RECOGNITION IN THE FIELDS OF BUSINESS, INDUSTRY, COMMERCE, EDUCATION OR OTHER PROFESSIONS SHALL BE CONSIDERED FOR MEMBERSHIP AND MUST BE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A A SLATE OF DIRECTORS WITH A NUMBER OF NOMINEES EQUAL TO THE NUMBER OF BOARD POSITIONS TO BE FILLED SHALL BE PREPARED BY THE NOMINATING COMMITTEE AND SHALL BE COMMUNICATED TO THE MEMBERSHIP IN ADVANCE OF THE ANNUAL MEETING. MEMBERS MAY NOMINATE CANDIDATES TO SERVE AS DIRECTORS FROM THE FLOOR AT THE ANNUAL MEETING. A NUMBER OF PERSONS EQUAL TO THE DIRECTOR POSITIONS TO BE FILLED WHO RECEIVE THE GREATEST NUMBER OF VOTES CAST AT THE MEMBERSHIP MEETING SHALL BE ELECTED AS DIRECTORS. ELECTION SHALL NOT BE REQUIRED FOR DIRECTORS WHO HOLD THEIR POSITION BY VIRTUE OF THEIR OFFICE OR OTHER EX-OFFICIO POSITIONS ON THE BOARD. INITIALLY THE BOARD SHALL CONSIST OF NINE MEMBERS, BUT ITS SIZE MAY BE INCREASED OR DECREASED BY THE BOARD, FROM TIME TO TIME, BUT SHALL NOT BE LARGER THAN TWENTY MEMBERS. ONLY INDIVIDUALS WHO ARE MEMBERS OR PERSONS EMPLOYED OR AFFILIATED WITH ENTITIES WHICH ARE MEMBERS MAY SERVE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS NOT PROVIDED TO THE GOVERNING BODY BEFORE IT IS FILED, BUT IS AVAILABLE FOR THEIR REVIEW UPON RECEIPT OF THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.