2025-04-10T13:30:08-05:00 2024-05-31 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2023-06-01 593471412 PARKINSON ASSOCIATION OF SOUTHWEST FLORIDA INC PARK 2394173465 2575 NORTHBROOKE PLAZA DRIVE 301 NAPLES FL 34119 MARY C SCHOEFFEL EXECUTIVE DIRECTOR 2394173465 2025-04-09 1 1 AMELIA COOPER P00437898 2392628686 2025-04-02 2023 2025-03-06 01:10:19Z MARY C SCHOEFFEL 2575 NORTHBROOKE PLAZA DRIVE 301 NAPLES FL 34119 584952 0 X WWW.PARKINSONASSOCIATIONSWFL.ORG X 1997 FL ENRICH LIFE QUALITY & EMPOWER PEOPLE TOUCHED BY PARKINSON'S & RELATED NEURODEGENERATIVE DISEASES 9 9 5 65 0 0 555247 425112 37490 44984 9431 7378 -58229 -83785 543939 393689 0 0 0 0 203768 272579 0 0 87621 304242 330302 508010 602881 35929 -209192 1374837 1252427 1437 835 1373400 1251592 X PROVIDE PROVEN AND EFFECTIVE PROGRAMS AND SERVICES THAT IMPROVE THE QUALITY OF LIFE, EDUCATE, ENRICH, AND EMPOWER PEOPLE WITH PARKINSON'S AND RELATED NEURODEGENERATIVE DISEASES. 0 0 423492 0 44984 THE PARKINSON'S ASSOCIATION OF SOUTHWEST FLORIDA (PASWFL/THE ASSOCIATION) PROVIDES FREE PROGRAMS AND SERVICES WHICH HELP RESIDENTS OF COLLIER AND LEE COUNTIES, FL WITH PARKINSON'S (PD) AND RELATED NEURODEGENERATIVE DISEASES 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 TOUCHED BY PD AND THEIR CARE PARTNERS. WE OFFER MORE THAN 130 PROGRAMS MONTHLY, PRIMARILY GENTLE MOVEMENT (SEATED YOGA, TAI CHI), ADVANCED EXERCISE, SPEECH EXERCISE, NEED SPECIFIC SUPPORT GROUPS, EDUCATIONAL/INFORMATION TALKS, POWERFUL TOOLS FOR CAREGIVERS, AND MORE. PROGRAMS ARE OFFERED IN-PERSON AND VIRTUALLY. ALL GATHERINGS, ESPECIALLY IN-PERSON SOCIAL FUNCTIONS, ARE OPPORTUNITIES TO REDUCE THE (CONTINUED ON SCHEDULE O)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 AS WELL AS APPROPRIATE VENUES. FLORIDA, PARTICULARLY OUR AREA IN SOUTHWEST FLORIDA, HAS A HIGH PREVALENCE OF PD DUE THE MEAN AGE OF THE POPULATION. NATIONAL ORGANIZATIONS - NO RELATION TO OUR ASSOCIATION - SHOW THAT FLORIDA IS #2 IN THE UNITED STATES BASED UPON POPULATION PREVALENCE, OR 79,990 PEOPLE WITH PD. 423492 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X JOY DUVAL 2394173465 2575 NORTHBROOKE PLAZA DRIVE SUITE NAPLES FL 34119 MARY SCHOEFFEL CFRE EXECUTIVE DIRECTOR 45.00 X 96269 0 1463 WILLIAM MORGAN CHAIR 5.00 X X 0 0 0 ANTHONY MAGLIONE VICE CHAIR 10.00 X X 0 0 0 RUSSELL JONES TREASURER 5.00 X X 0 0 0 JOANNE HOBIN SECRETARY 5.00 X X 0 0 0 DANIELLE DYER DIRECTOR 5.00 X 0 0 0 KARIM MAWJI DIRECTOR 5.00 X 0 0 0 ELIZABETH POORMAN DIRECTOR 5.00 X 0 0 0 LAWRENCE STERNBERG MD DIRECTOR 5.00 X 0 0 0 CHARLES WEINRICH DIRECTOR 5.00 X 0 0 0 96269 0 1463 0 0 0 0 0 183288 241824 425112 EDUCATION SYMPOSIUM 611430 44984 44984 44984 7378 7378 81500 183288 191263 -109763 -109763 25978 0 25978 25978 393689 44984 0 -76407 X 99009 61545 14336 23128 142678 88690 20659 33329 12204 7586 1767 2851 18688 11617 2705 4366 23806 23806 118690 116321 720 1649 36965 29517 4086 3362 13815 2398 2153 9264 13936 10132 1907 1897 64490 54119 5217 5154 51 51 41230 34677 4800 1753 12596 3689 8086 821 LUNCHEON EXPENSES 2240 2240 DUES/SUBSCRIP./LICENSE 1440 961 432 47 RECOGNITION & TRAINING 1043 1043 602881 423492 91768 87621 414739 14985 4872 200376 5500 6317 39425 39425 0 0 919167 997750 30559 32999 1374837 1252427 1437 835 1437 835 X 0 0 0 0 1373400 1251592 1373400 1251592 1374837 1252427 X -209192 78583 6361 2440 X 0 0 1 0 X 663439 436587 684074 555247 425112 2764459 663439 436587 684074 555247 425112 2764459 172151 2592308 6007 2566 4432 9431 7378 29814 54323 47237 101585 96675 107478 407298 3201571 137777 0.80970 0.81670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2019 AMOUNT: $ 54,323. 2020 AMOUNT: $ 27,019. 2021 AMOUNT: $ 101,585. 2022 AMOUNT: $ 92,275. 2023 AMOUNT: $ 81,500. GAMING REVENUE - 2022 AMOUNT: $ 4,400. 2023 AMOUNT: $ 25,978. 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 182447 114247 68200 15380 772 19703 89540 25372 WALK 54910 54910 4946 268 2155 12842 1 27431 14131 13300 1100 10890 2850 5445 264788 183288 81500 15380 6818 30861 94545 43659 191263 -109763 25978 1 1.00000 25978 25978 FL 0 0 0 0 1.00000 JOY DUVAL 2575 NORTHBROOKE PLAZA DRIVE SUITE NAPLES FL 34119 0 JOY DUVAL 0 X 0 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 MEMBERS ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT WHICH 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 2023. 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 IX, LINE 11G EXERCISE THERAPY: PROGRAM SERVICE EXPENSES 64,006. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,006. SPEECH THERAPY: PROGRAM SERVICE EXPENSES 25,585. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,585. GROUP THERAPY: PROGRAM SERVICE EXPENSES 16,061. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,061. MUSIC THERAPY: PROGRAM SERVICE EXPENSES 5,610. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,610. CRISIS THERAPY: PROGRAM SERVICE EXPENSES 2,721. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,721. OTHER SERVICES: PROGRAM SERVICE EXPENSES 2,338. MANAGEMENT AND GENERAL EXPENSES 720. FUNDRAISING EXPENSES 1,649. TOTAL EXPENSES 4,707. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST AT COMMUNITY FOUNDATION 2,440.