SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC

EIN 59-6580974 · Philanthropy, Voluntarism & Grantmaking Foundations (T31Z)

What they do

SEE SCHEDULE OCOLLABORATORY is A COMMUNITY FOUNDATION WITH AN EVOLVED MISSION COMMITTED to COORDINATING THE SOLVING of SOUTHWEST FLORIDAS MAJOR SOCIAL PROBLEMS BY 2040. SINCE OUR FOUNDING IN 1976, WE HAVE BEEN SUPPORTING LOCAL CAUSES and NONPROFIT WORK, BUT UNFORTUNATELY, MANY of OUR SOCIAL ISSUES CONTINUE to STAY THE SAME or GET WORSE. WE BELIEVE STRONGLY IN THE TRADITIONAL WORK WE DO BUT ARE ALSO COMMITTED to MAKING A DEEPER IMPACT GOING to THE ROOT CAUSE of THE SOCIAL ISSUES PLAGUING OUR REGION. WE ARE A COMMUNITY FOUNDATION WITH OVER $100 MILLION GRANTED OVER THE YEARS, JOINED WITH A MUCH LARGER EFFORT IN COMMUNITY LEADERSHIP. BY BRINGING PEOPLE TOGETHER, WERE TACKLING THE ROOT CAUSE and UPSTREAM ISSUES THAT MAKE THESE GRANTS NECESSARY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $80.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders23 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

50.71%of revenue went to mission work80.9% of expenses · Program services

2.53%of revenue went to fundraising4.0% of expenses

$62.65spent for every $100 of revenueRevenue covered expenses this year.

9.40%of revenue went to management and office costs15.0% of expenses

$9.32in assets for every $1 spent this yearSome assets cannot be spent right away.

68.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $324,289 for DAWN BELAMARICH (CHAIR/ PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$31,414,260

Mission workProgram services$15,931,16050.71% of revenue80.9% of expenses

ManagementOffice and general costs$2,954,1849.40% of revenue15.0% of expenses

FundraisingAsking for donations$795,3552.53% of revenue4.0% of expenses

Revenue left after expensesReported annual surplus$11,733,56137.35% of revenueShown in gray on the chart

Total expenses$19,680,69962.65% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 80.9% mission · 15.0% management · 4.0% fundraisingTotal expenses: 62.65% of revenue

2023Expense mix: 83.1% mission · 13.4% management · 3.5% fundraisingTotal expenses: 61.53% of revenue

2022Expense mix: 82.4% mission · 10.7% management · 6.9% fundraisingTotal expenses: 77.35% of revenue

2021Expense mix: 82.3% mission · 10.9% management · 6.8% fundraisingTotal expenses: 68.90% of revenue

2020Expense mix: 87.2% mission · 10.2% management · 2.7% fundraisingTotal expenses: 63.09% of revenue

2019Expense mix: 84.6% mission · 11.8% management · 3.5% fundraisingTotal expenses: 79.20% of revenue

2018Expense mix: 83.1% mission · 13.0% management · 3.9% fundraisingTotal expenses: 45.16% of revenue

2017Expense mix: 84.6% mission · 10.0% management · 5.4% fundraisingTotal expenses: 43.05% of revenue

Money in and money out

Revenue$31,414,260

Expenses$19,680,699

Annual surplus $11,733,561 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$15,931,160 · 80.9% of expenses

Management and office costs$2,954,184 · 15.0% of expenses

Fundraising$795,355 · 4.0% of expenses

See all reported dollar amounts

Revenue$31,414,260

Expenses$19,680,699

Assets$183,474,472

Income$42,465,925

Contributions$21,481,573

Mission work (program services)$15,931,160

Fundraising$795,355

Grants given$52,165,238

Average grant$38,021

Management and general$2,954,184

Stocks and bonds$144,576,605

Accounting fees$109,527

Investing fees$385,246

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DAWN BELAMARICHCHAIR/ PRESIDENT · 55 hrs/week $324,289Base $297,684 · Other $26,605

TESSA LESAGECHIEF IMPACT OFFICER · 50 hrs/week $191,379Base $170,140 · Other $21,239

JONATHAN ROMINECHIEF OPERATIONS OFFICER · 50 hrs/week $178,803Base $158,262 · Other $20,541

SHARON RALSTONCFO (AS OF 9/5/24) · 50 hrs/week $140,952Base $120,688 · Other $20,264

ALEX BREAULTPARTNERSHIP MANAGER · 40 hrs/week $126,445Base $100,800 · Other $25,645

JOSEPH BRAUNCHIEF PHILANTHROPY OFFICER · 50 hrs/week $113,574Base $102,416 · Other $11,158

MARINA NASSIFCFO (THROUGH 07/23/24) · 50 hrs/week $106,321Base $93,539 · Other $12,782

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (23)

DAWN BELAMARICHCHAIR/ PRESIDENT

TESSA LESAGECHIEF IMPACT OFFICER

JONATHAN ROMINECHIEF OPERATIONS OFFICER

SHARON RALSTONCFO (AS OF 9/5/24)

ALEX BREAULTPARTNERSHIP MANAGER

JOSEPH BRAUNCHIEF PHILANTHROPY OFFICER

MARINA NASSIFCFO (THROUGH 07/23/24)

JULIE BEN-SUSANTRUSTEE

SUZANNE BOYTRUSTEE

SALLY JACKSONTRUSTEE

ROSEMARY FLLORITRUSTEE

MALIKE ADIGUNTRUSTEE

LILLIE RENTZTRUSTEE

LAUREN DRASITESTRUSTEE

KHANDYCE MOSELYTRUSTEE

KAREN WATSONTRUSTEE

JUAN BENDECKTRUSTEE

HARRISON S KNIGHTTRUSTEE

GARY GRIFFINVICE CHAIR & SECRETARY/TREASURER

GAIL MARKHAMCHAIR

FRED MOONTRUSTEE

DAMON ROMANELLOTRUSTEE

DALE REISSTRUSTEE

About this charity

Recognized since: January 1976
Location: 2031 JACKSON ST 100, FORT MYERS, FL 33901
County: Lee
In care of: DAWN BELAMARICH
Primary officer: DAWN BELAMARICH, PRESIDENT/ CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@collaboratory.org Phone(239) 274-5900 Officer phone(239) 939-2233

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T31Z)
Grant-giving organization: Yes