2024-04-12T12:51:40-05:00 2023-05-31 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2022-06-01 593471412 PARKINSON ASSOCIATION OF SOUTHWEST FLORIDA INC PARK 2394173465 2575 NORTHBROOKE PLAZA DRIVE 301 NAPLES FL 34119 MARY SCHOEFFEL EXECUTIVE DIRECTOR 2394173465 2024-04-11 1 MARY SCHOEFFEL 999009999 0 AMELIA COOPER P00437898 2392628686 2024-04-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARY SCHOEFFEL 2575 NORTHBROOKE PLAZA DRIVE 301 NAPLES FL 34119 698843 0 X WWW.PARKINSONASSOCIATIONSWFL.ORG X 1997 FL ENRICH LIFE QUALITY & EMPOWER PEOPLE TOUCHED BY PARKINSON'S & RELATED NEURODEGENERATIVE DISEASES 12 12 5 77 0 0 684074 555247 34110 37490 4432 9431 -54351 -58229 668265 543939 0 0 0 0 191979 203768 0 0 58101 252523 304242 444502 508010 223763 35929 1325120 1374837 1647 1437 1323473 1373400 X PROVIDE PROVEN AND EFFECTIVE PROGRAMS AND SERVICES THAT IMPROVE THE QUALITY OF LIFE, EDUCATE, ENRICH, AND EMPOWER PEOPLE WITH PARKINSON'S DISEASE AND RELATED NEUROLOGICAL DISEASES. 0 0 365888 0 37490 THE PARKINSON'S ASSOCIATION OF SOUTHWEST FLORIDA (PASWFL/THE ASSOCIATION) PROVIDES FREE PROGRAMS AND SERVICES THAT HELP RESIDENTS OF COLLIER AND LEE COUNTIES, FL WITH PARKINSON'S (PD) AND RELATED NEURODEGENERATIVE DISEASE TO LIVE WELL. OUR OFFERINGS INCLUDE A VARIETY OF EVIDENCED-BASED ACTIVITIES, PROVEN TO HELP IMPROVE THE QUALITY OF LIFE, AS WELL AS EDUCATE, ENRICH, AND EMPOWER THOSE WITH PD AND THEIR CARE PARTNERS. WE OFFER MORE THAN 130 PROGRAMS MONTHLY, PRIMARILY GENTLE MOVEMENT (SEATED YOGA, TIA CHI), ADVANCED EXERCISE, SPEECH EXERCISE, NEED SPECIFIC SUPPORT GROUPS, EDUCATIONAL/INFORMATION TALKS, POWERFUL TOOLS FOR CAREGIVERS, DANCE FOR PD, AND MORE. PROGRAMS ARE OFFERED IN-PERSON AND VIRTUALLY. ALL SESSIONS, ESPECIALLY IN-PERSON SOCIAL FUNCTIONS, ARE OPPORTUNITIES TO REDUCE THE ISOLATION FELT BY MANY WITH PD. PASWFL CONTINUES TO INFORM THE COMMUNITY ABOUT PD, PROVIDE RESOURCES FOR THOSE NEWLY DIAGNOSED WITH PD, AND ADD ACTIVITIES AND SESSIONS TO THE OFFERINGS BASED UPON AVAILABILITY OF PROFESSIONAL AND CERTIFIED FACILITATORS. FLORIDA, PARTICULARLY OUR AREA IN SOUTHWEST FLORIDA, HAS A HIGH PREVALENCE OF PD DUE THE MEAN AGE OF THE POPULATION. NATIONAL ORGANIZATION NO RELATION TO OUR ASSOCIATION SHOW THAT FLORIDA IS #2 BEHIND CALIFORNIA IN PREVALENCE WITH 79,990 PEOPLE WITH PD. 365888 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 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 1 23 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X JOY DUVAL 2394173465 2575 NORTHBROOKE PLAZA DR 301 NAPLES FL 34119 WILLIAM W MORGAN CHAIR 10.00 X X 0 0 0 CHARLES WEINRICH VICE CHAIR 5.00 X X 0 0 0 JOANNE HOBIN SECRETARY 5.00 X X 0 0 0 RUSSELL B JONES TREASURER 5.00 X X 0 0 0 JOHN BOTSKO JR DIRECTOR 5.00 X 0 0 0 ROBERT C BYCZEK DIRECTOR 5.00 X 0 0 0 PAUL DELANEY DIRECTOR 5.00 X 0 0 0 ANTHONY MAGLIONE DIRECTOR 5.00 X 0 0 0 KARIM MAWJI DIRECTOR 5.00 X 0 0 0 MIKE NADOLSKI DIRECTOR 5.00 X 0 0 0 ELIZABETH POORMAN DIRECTOR 5.00 X 0 0 0 LAWRENCE B STERNBERG MD DIRECTOR 5.00 X 0 0 0 MARY SCHOEFFEL CFRE EXECUTIVE DIRECTOR 45.00 X 84321 0 452 84321 0 452 0 0 0 0 0 283040 272207 11023 555247 EDUCATION SYMPOSIUM 611430 37490 37490 37490 9431 9431 92275 283040 154904 -62629 -62629 4400 0 4400 4400 543939 37490 0 -48798 89689 63915 13636 12138 89091 64226 13821 11044 11429 8192 1496 1741 13559 8877 2028 2654 22750 885 21720 145 11123 2516 6247 2360 22634 15632 20 6982 19088 473 8337 10278 16159 10748 2712 2699 63015 52880 5099 5036 30786 26709 2005 2072 313 313 10168 3352 6098 718 THERAPY EXPENSES 103137 103137 LUNCHEON EXPENSES 3118 3118 DUES/SUBSCRIP./LICENSE 1161 619 308 234 RECOGNITION & TRAINING 790 609 181 508010 365888 84021 58101 384679 414739 1586 4872 4000 5500 39425 39425 313 0 904263 919167 30279 30559 1325120 1374837 1647 1437 1647 1437 X 0 0 0 0 1323473 1373400 1323473 1373400 1325120 1374837 X 35929 16803 -3085 280 X 0 0 0 X 361830 663439 436587 684074 555247 2701177 361830 663439 436587 684074 555247 2701177 168160 2533017 5900 6007 2566 4432 9431 28336 72118 54323 47237 101585 96675 371938 3101451 111811 0.81670 0.90640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2018 AMOUNT: $ 72,118. 2019 AMOUNT: $ 54,323. 2020 AMOUNT: $ 27,019. 2021 AMOUNT: $ 101,585. 2022 AMOUNT: $ 92,275. GAMING REVENUE - 2022 AMOUNT: $ 4,400. PPP LOAN FORGIVENESS - 2020 AMOUNT: $ 20,218. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 8087 8087 0 8922 8922 0 22416 22416 0 0 PART V, LINE 4: PASWFL HOLDS AN ENDOWMENT FUND AT AN UNRELATED COMMUNITY FOUNDATION TO USE FOR PROGRAMS, OPERATIONS, OR PURPOSES SPECIFIED BY THE BOARD OF DIRECTORS. LUNCHEON 298574 227424 71150 31150 35660 32000 23685 WALK 45095 36220 8875 5629 660 1780 8050 1 31646 19396 12250 800 8820 1600 5070 375315 283040 92275 31150 6429 45140 35380 36805 154904 -62629 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE MAY ACT FOR THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD, WITHIN THE LIMITATIONS AND POLICIES ESTABLISHED BY THE BOARD AND WITH SUCH ADDITIONAL AUTHORITY AS MAY BE DELEGATED BY THE BOARD OF DIRECTORS. IN ALL MATTERS RELATING TO THE ORDINARY CONDUCT OF THE AFFAIRS OF THE CORPORATION, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL HAVE AND MAY EXERCISE AS REQUIRED THE POWERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE DRAFT AND SUBMITS QUESTIONS OR CHANGES. THEN THE DRAFT IS SENT TO THE FULL BOARD WHO HAS THE OPPORTUNITY TO SUBMIT FURTHER QUESTIONS OR CHANGES. THOSE ARE ADDRESSED PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CHAIR CALLS FOR A QUESTION OF CONFLICT OF INTEREST BEFORE ANY VOTE OUTSIDE THE USUAL BUSINESS OF THE BOARD SUCH AS CONSENT AGENDA AND POLICY REVIEW AND APPROVAL. THE BOARD ANNUALLY SIGNS A CONFLICT OF INTEREST STATEMENT THAT IS HELD BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REGULARLY REVIEWS THE EXECUTIVE DIRECTOR, WITH AN ANNUAL REVIEW BY THE BOARD OF DIRECTORS. THE CONVERSATIONS INCLUDE A PROFESSIONAL HR EXECUTIVE. THE BOARD DETERMINES COMPENSATION THROUGH A STUDY OF ORGANIZATIONS OF SIMILAR MISSION, SCOPE, AND ACTIVITIES, AS WELL AS RESEARCH BROADER STUDIES/WEBSITES. ALL CONVERSATIONS ARE DOCUMENTED. THE LAST REVIEW WAS COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST AT COMMUNITY FOUNDATION 280.