2014-12-04T12:39:53-06:00 2014-03-31 410746749 CLIFTONLARSONALLEN LLP 4099 TAMIAMI TRAIL N STE 300 NAPLES FL 34103 990 2013-04-01 650315664 THE IMMOKALEE FOUNDATION INC IMMO 2394309122 3960 RADIO ROAD NO 207 NAPLES FL 34104 STEVEN KISSINGER EXECUTIVE DIRECTOR 2394309122 2014-11-26 1 AMELIA COOPER CPA P00437898 2392628686 2014-11-26 2013 2015-11-30 17:44:51Z STEVEN KISSINGER 3960 RADIO ROAD NO 207 NAPLES FL 34104 5550805 0 X IMMOKALEEFOUNDATION.ORG X 1991 FL BUILDING PATHWAYS TO SUCCESS FOR THE CHILDREN OF IMMOKALEE. 17 17 124 165 0 0 2281047 2386977 0 0 259485 298132 -312165 -251059 2228367 2434050 171515 220520 0 0 944241 1015770 0 0 352358 1005204 859880 2120960 2096170 107407 337880 9797457 9774559 1311726 693590 8485731 9080969 X SINCE 1991, THE IMMOKALEE FOUNDATION HAS BEEN BUILDING PATHWAYS TO SUCCESS FOR THE CHILDREN OF IMMOKALEE. WE EMPOWER THESE STUDENTS THROUGH PROGRAMS FOCUSED ON EDUCATION, VOCATION, AND LIFE SKILLS, OFFERING THEM THE TOOLS, OPPORTUNITIES, SUPPORT AND ENCOURAGEMENT THEY NEED AT EACH LEVEL OF THEIR EDUCATION WHICH WILL LEAD TO ECONOMIC INDEPENDENCE. 0 0 418751 99860 TAKE STOCK IN CHILDREN: SCHOLARSHIPS ARE AWARDED TO QUALIFIED SEVENTH-GRADE STUDENTS WHO SUCCESSFULLY FULFILL THEIR PLEDGE TO EARN GOOD GRADES, EXHIBIT GOOD BEHAVIOR, VOLUNTEER COMMUNITY SERVICE TIME AND MEET WEEKLY WITH A MENTOR. STUDENTS ARE AWARDED A COLLEGE SCHOLARSHIP TO ANY FLORIDA STATE COLLEGE, UNIVERSITY OR VOCATIONAL SCHOOL UPON HIGH SCHOOL GRADUATION. 551612 29056 CAREER DEVELOPMENT AND LEADERSHIP ACTIVITIES: STUDENTS PARTICIPATE IN VOCATIONAL AND ON-THE-JOB TRAINING, AS WELL AS SUMMER INTERNSHIPS WITH AREA BUSINESSES - EXPERIENCES THAT EMPHASIZE LEADERSHIP, SKILLS DEVELOPMENT, AND COMMUNITY SERVICE. THE PROGRAM ENHANCES THE STUDENTS' PROFESSIONAL SKILLS NECESSARY TO BECOME CONFIDENT, PRODUCTIVE AND SUCCESSFUL CITIZENS. THE PROGRAM ALSO PROVIDES TUITION, SCHOLARSHIPS AND AFTER-SCHOOL TUTORING. THE IMMOKALEE FOUNDATION ALSO PROVIDES SUPPORT FOR EXPERIENCES THAT PROVIDE LEADERSHIP, LIFE SKILLS OPPORTUNITIES AND OPPORTUNITIES TO ATTEND CAMPS, COLLEGE PROGRAMS AND WORKSHOPS. 345777 IMMOKALEE READERS: THE IMMOKALEE READERS PROGRAM IS AN INTENSIVE READING INTERVENTION PROGRAM, TARGETING THE LOWER 17% OF READERS FROM KINDERGARTEN THROUGH THIRD GRADE. THIS AFTER-SCHOOL PROGRAM MATCHES ELEMENTARY STUDENTS WITH HIGH-SCHOOL AGE TUTORS FOR PRODUCTIVE, ENJOYABLE READING LESSONS. WHILE ELEMENTARY STUDENTS ARE MAKING READING GAINS, EVEN THE TUTORS THEMSELVES IMPROVE THEIR OVERALL READING PROFICIENCY AND DEVELOP NEW SKILLS AND CONFIDENCE MENTORING KIDS. 151908 91604 COLLEGE SUCCESS: COLLEGE SUCCESS PROGRAM PROVIDES ONGOING ACADEMIC ADVISEMENT AND MENTORSHIP FOR STUDENTS, HELPING THEM TO SET UP INDIVIDUAL ACADEMIC PLANS THAT ALLOW THEM TO GRADUATE FROM COLLEGE. THE PROGRAM ASSISTS STUDENTS AS THEY NAVIGATE THE COMPLEX WORLD OF FINANCIAL AID AND HELPS THEM TO MANAGE THEIR COLLEGE EXPERIENCE. 151908 91604 1468048 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 68 0 1 124 1 0 0 0 0 1 1 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 FL IL MA MN PA NJ VA MI X THE IMMOKALEE FOUNDATION INC 2394309122 3960 RADIO ROAD NO 207 NAPLES FL 34104 DON GUNTHER CHAIRMAN 20.00 X X 0 0 0 CHUCK CAMPBELL TREASURER 10.00 X X 0 0 0 ALISON DOUGLAS SECRETARY 5.00 X X 0 0 0 JIM BAILEY DIRECTOR 2.00 X 0 0 0 MICHAEL BENSON DIRECTOR 5.00 X 0 0 0 DAVID CALL DIRECTOR 5.00 X 0 0 0 JOHN COSTIGAN DIRECTOR 15.00 X 0 0 0 JOYCE HAGEN FITES DIRECTOR 2.00 X 0 0 0 BLAKE GABLE DIRECTOR 2.00 X 0 0 0 DAVID HANSCH DIRECTOR 2.00 X 0 0 0 JOHN HENRY DIRECTOR 15.00 X 0 0 0 CYNTHIA JANSSEN DIRECTOR 15.00 X 0 0 0 KEVIN JOHNSON DIRECTOR 15.00 X 0 0 0 LISA MERRITT DIRECTOR 2.00 X 0 0 0 PETER NEGRI DIRECTOR 15.00 X 0 0 0 LOUISE PENTA DIRECTOR 15.00 X 0 0 0 BOB TARTER DIRECTOR 5.00 X 0 0 0 PABLO VEINTIMILLA DIRECTOR 2.00 X 0 0 0 JOE ZEDNIK DIRECTOR 15.00 X 0 0 0 LIZ ALLBRITTEN EXECUTIVE DIRECTOR 60.00 X 128967 0 28604 128967 0 28604 1 0 1 0 0 827635 115848 1443494 125903 2386977 178936 178936 2764759 2645563 119196 119196 119196 220133 827635 471192 -251059 -251059 2434050 0 0 47073 X 28268 28268 192252 192252 179251 101815 48346 29090 632638 422282 66521 143835 16502 9733 2669 4100 81318 60468 480 20370 106061 68907 14320 22834 73753 10941 56167 6645 35155 35155 291055 252336 2836 35883 14798 14798 85876 65034 6194 14648 57786 29780 8845 19161 75416 46560 7278 21578 44929 42983 711 1235 11150 11150 78569 66628 4293 7648 21100 16342 2673 2085 OTHER (MERCHANT FEES, R 37080 9356 19276 8448 FIELD TRIPS AND LEADERS 33213 33213 2096170 1468048 275764 352358 567294 660742 144567 111196 766851 520961 1493532 1587488 1756508 202434 1632643 1554074 5180131 5330611 12439 9487 9797457 9774559 72084 50179 59530 89551 39557 101000 1140555 452860 1311726 693590 X 4665369 5601358 1286534 945783 2533828 2533828 8485731 9080969 9797457 9774559 337880 257358 0 X X 0 1 X 1 0 X 2638739 1812854 2684374 2281047 2386977 11803991 2638739 1812854 2684374 2281047 2386977 11803991 862800 10941191 89103 88171 154880 174594 178936 685684 806074 365617 524933 309024 220133 2225781 14715456 0.74350 0.86360 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM EVENTS - 2009 AMOUNT: $ 796,572. 2010 AMOUNT: $ 362,100. 2011 AMOUNT: $ 524,933. 2012 AMOUNT: $ 309,024. 2013 AMOUNT: $ 220,133. OTHER INCOME - 2009 AMOUNT: $ 9,502. 2010 AMOUNT: $ 3,517. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2533828 303576 284364 19212 2533828 2533828 222877 199373 23504 2533828 2533828 41924 17126 24798 2533828 2533828 290749 258501 32248 2533828 2533828 582526 548568 33958 2533828 1.00000 0 0 386403 386403 1186708 100669 1086039 183397 101765 81632 1554074 X 3222088 257358 94643 471192 823193 2398895 35155 35155 2434050 2626850 94643 471192 565835 2061015 35155 35155 2096170 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND IS TO BE USED TO SUPPORT THE ACTIVITIES AND ADMINISTRATION OF THE ORGANIZATION. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE OTHER THAN A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THESE FINANCIAL STATEMENTS. THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS ENDING MARCH 31, 2011 TO 2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THEIR FINANCIAL STATEMENTS. THIS PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE FOUNDATION HAS DETERMINED THAT IT HAS NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUES 471,192. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUES 471,192. CHARITY CLASSIC 529357 363843 165514 59638 17074 105876 16010 58683 PRO AM TOURNAMENT 405161 374156 31005 12805 13806 14870 117226 1 113250 89636 23614 5614 26465 4298 18827 1047768 827635 220133 78057 57345 125044 16010 194736 471192 -251059 1 PHILADELPHIA UNIVERSITY 4201 HENRY AVE PHILADELPHIA PA 19144 231352294 501(C)(3) 18900 SCHOLARSHIPS DISTRICT SCHOOL BOARD OF COLLIER COUNTY 5775 OSCEOLA TRAIL NAPLES FL 34109 596000557 501(C)(3) 9368 SCHOLARSHIPS 2 0 DIRECT SCHOLARSHIPS 58 92392 PREPAID SCHOLARSHIPS 75 99860 PART I, LINE 2: ALL STUDENTS WHO ARE AWARDED A SCHOLARSHIP MUST MAINTAIN AN ONGOING RELATIONSHIP WITH THE IMMOKALEE FOUNDATION AND SCHOLARSHIP CRITERIA ARE REVIEWED TO ENSURE ALL REQUIREMENTS HAVE BEEN MET AND THAT THE SCHOLARSHIP WAS USED FOR THE INTENDED PURPOSE. 0 0 0 0 0 0 0 0 0 LIZ ALLBRITTEN EXECUTIVE DIRECTOR 124018 0 0 0 4949 0 22711 0 5893 0 157571 0 0 0 DAVID CALL BOARD MEMBER OF THE FOUNDATION PRESIDENT OF THE FINANCIAL INSTITUTION WHERE THE FOUNDATION HAS CASH DEPOSITS. 0 X 2 12008 FAIR MARKET VALUE X AUCTION ITEMS 0 78057 DONOR DETERMINATION X NONCASH ITEMS 0 35838 THRIFT STORE VALUE 0 0 1 1 PART I, LINE 32B: OUR INVESTMENT ADVISORS RECEIVE ANY STOCK DONATIONS AND ARE INSTRUCTED TO LIQUIDATE THE STOCK AS SOON AS PRACTICAL. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE IMMOKALEE FOUNDATION IS COMPOSED OF THE OFFICERS OF THE BOARD OF DIRECTORS, CHAIRPERSON OF OTHER COMMITTEES OF THE BOARD, AND ADDITIONAL DIRECTORS AS MAY BE APPOINTED BY THE CHAIRMAN. THE EXECUTIVE COMMITTEE HAS THE COMPLETE AUTHORITY OF THE BOARD PROVIDED ANY DECISIONS OF THE COMMITTEE DO NOT CONTRADICT A PRIOR ACTION OF THE BOARD. ANY ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE MAY BE REVOKED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FILING WITH THE IRS. THE REVIEW AND ACCEPTENCE OF THE FORM 990 HAS BEEN DELEGATED TO THE FINANCE COMMITTEE BY THE BOARD OF DIRECTORS. THE BOARD WILL REVIEW THE 990 AFTER FILING AND AT THEIR NEXT GENERAL MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW BOARD MEMBERS ATTEND A BOARD ORIENTATION AND ARE GIVEN A MANUAL WITH POLICIES DOCUMENTED. SIGNIFICANT TRANSACTIONS THAT COULD RESULT IN A CONFLICT OF INTEREST ARE FULLY REVIEWED BY THE BOARD. INTERESTED MEMBERS WHO HAVE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST ARE REQUIRED TO DISCLOSE THE EXISTENCE OF HIS OR HER INTEREST REGARDING PROPOSED TRANSACTIONS OR ARRANGEMENTS. BOARD MEMBERS SIGN ANNUALLY A CONFLICT OF INTEREST POLICY STATEMENT DISCLOSING ANY KNOWN CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CHAIR LEADS THE DISCUSSION OF THE EXECUTIVE DIRECTOR COMPENSATION. WHEN THE EXECUTIVE DIRECTOR WAS HIRED, THE SALARY WAS BASED ON COMPARITIVE DATA. SUBSEQUENTLY A PERFORMANCE REVIEW HAS BEEN CONDUCTED ANNUALLY. PERFORMANCE REVIEWS ARE CONDUCTED ANNUALLY AND SALARIES ARE ASSESSED AS TO APPROPRIATENESS TO THE JOB. WHEN AN EXECUTIVE RECRUITER IS USED FOR HIRING, THEIR INDEPENDENT ANALYSIS OF SALARY IS USED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G TUTORING SERVICES PROVIDED FOR AFTER SCHOOL PROGRAMS: PROGRAM SERVICE EXPENSES 164,765. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 164,765. SERVICES PROVIDED BY SCHOOL DISTRICT FOR HEAVY EQUIPMENT PROGRAM: PROGRAM SERVICE EXPENSES 62,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,500. OTHER SERVICES: PROGRAM SERVICE EXPENSES 25,071. MANAGEMENT AND GENERAL EXPENSES 2,836. FUNDRAISING EXPENSES 35,883. TOTAL EXPENSES 63,790. FORM 990, PART XI, LINE 2C: THE PROCESS OF ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.