Nonprofit · EIN 59-6580974
SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC
Tax-exempt · FORT MYERS, FL 33901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $31,414,260 | $19,680,699 | $11,733,561 | $183,474,472 | $8,587,223 | $174,887,249 |
| June 30, 2024 | 990 | $28,118,994 | $17,300,901 | $10,818,093 | $162,968,322 | $7,887,712 | $155,080,610 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $21,481,573
- of which government grants
- $6,698,856
- Program service revenue
- $0
- Investment income
- $10,185,417
- Net rental income
- -$413,049
- Net gain from sales of assets
- $6,107,215
- Other revenue
- -$252,730
Expenses
- Grants and similar amounts paid
- $8,318,465
- Compensation of officers, directors and key employees
- $1,093,719
- Other salaries and wages
- $2,105,575
- Salaries, compensation and benefits (total)
- $3,715,414
- Professional fundraising fees
- $0
- Legal fees
- $2,449
- Accounting fees
- $109,527
- Occupancy
- $178,053
- Travel
- $26,957
- Depreciation
- $160,451
- Program services (functional)
- $15,931,160
- Management and general (functional)
- $2,954,184
- Fundraising (functional)
- $795,355
Balance sheet and other
- Total assets, start of year
- $162,968,322
- Total assets, end of year
- $183,474,472
- Total liabilities, end of year
- $8,587,223
- Net assets, end of year
- $174,887,249
- Land, buildings and equipment
- $9,408,594
- Publicly traded securities
- $144,576,605
- Net assets without donor restrictions
- $151,325,789
- Net assets with donor restrictions
- $23,561,460
- Gross receipts
- $42,465,925
- Employees
- 38
- Volunteers
- 231
- Year formed
- 1976
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAWN BELAMARICH | CHAIR/ PRESIDENT Trustee or director, Officer | 55 | $297,684 | $26,605 |
| TESSA LESAGE | CHIEF IMPACT OFFICER Officer | 50 | $170,140 | $21,239 |
| JONATHAN ROMINE | CHIEF OPERATIONS OFFICER Officer | 50 | $158,262 | $20,541 |
| SHARON RALSTON | CFO (AS OF 9/5/24) Officer | 50 | $120,688 | $20,264 |
| ALEX BREAULT | PARTNERSHIP MANAGER Highest-paid employee | 40 | $100,800 | $25,645 |
| JOSEPH BRAUN | CHIEF PHILANTHROPY OFFICER Officer | 50 | $102,416 | $11,158 |
| MARINA NASSIF | CFO (THROUGH 07/23/24) Officer | 50 | $93,539 | $12,782 |
| GAIL MARKHAM | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| GARY GRIFFIN | VICE CHAIR & SECRETARY/TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| DALE REISS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DAMON ROMANELLO | TRUSTEE Trustee or director | 3 | $0 | $0 |
| FRED MOON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| HARRISON S KNIGHT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JUAN BENDECK | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JULIE BEN-SUSAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN WATSON | TRUSTEE Trustee or director | 3 | $0 |
| KHANDYCE MOSELY | TRUSTEE Trustee or director | 3 | $0 |
| LAUREN DRASITES | TRUSTEE Trustee or director | 3 | $0 |
| LILLIE RENTZ | TRUSTEE Trustee or director | 3 | $0 |
| MALIKE ADIGUN | TRUSTEE Trustee or director | 3 | $0 |
| ROSEMARY FLLORI | TRUSTEE Trustee or director | 3 | $0 |
| SALLY JACKSON | TRUSTEE Trustee or director | 3 | $0 |
| SUZANNE BOY | TRUSTEE Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERRY MAZANY | CHIEF COLLABORATION OFFICER Officer | 50 | $194,712 | $6,914 |
| TESSA LESAGE | CHIEF IMPACT OFFICER Officer | 50 | $168,423 | $19,852 |
| JONATHON ROMINE | CHIEF OPERATIONS OFFICER Officer | 50 | $159,577 | $18,277 |
| MARINA NASSIF | CFO Officer | 50 | $139,769 | $18,378 |
| DAWN BELAMARICH | CHAIR/ PRESIDENT(AS OF 9/5/23) Trustee or director, Officer | 55 | $90,959 | $7,947 |
| GAIL MARKHAM | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| GARY GRIFFIN | VICE CHAIR AND SECRETARY/TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| AYSEGUL TIMUR | IMMEDIATE PAST CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| MALIKE ADIGUN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CHAUNCEY GOSS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DALE REISS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| FRED MOON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| HARRISON S KNIGHT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| KAREN WATSON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JUAN BENDECK | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JULIE BEN-SUSAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| KHANDYCE MOSELY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| LILLIE RENTZ | TRUSTEE Trustee or director | 3 | $0 | $0 |
| LAUREM DRASITES | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ROSEMARY FLLORI | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SALLY JACKSON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SUZANNE BOY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JOSEPH BRAUN | CHIEF PHILANTHROPY OFFICER Officer | 50 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2031 JACKSON STREET, FORT MYERS, FL 33901-3627
- In care of
- % LUIS LEON
- Principal officer (990 for 2024)
- DAWN BELAMARICH, 2031 JACKSON ST 100, FORT MYERS, FL 33901
- Signed the 990
- DAWN BELAMARICH, PRESIDENT/ CEO
- Phone
- (239) 274-5900
- Website
- WWW.COLLABORATORY.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
SEE SCHEDULE OCOLLABORATORY IS A COMMUNITY FOUNDATION WITH AN EVOLVED MISSION COMMITTED TO COORDINATING THE SOLVING OF SOUTHWEST FLORIDA'S 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, WE'RE TACKLING THE ROOT CAUSE AND UPSTREAM ISSUES THAT MAKE THESE GRANTS NECESSARY.
Program accomplishments
- NON-COMPETITIVE GRANTS ARE PROCESSED THROUGH DESIGNATED, AGENCY, AND DONOR ADVISED FUNDS. DESIGNATED AND AGENCY FUNDS ARE GENERALLY DISTRIBUTED DURING FIRST QUARTER OF THE CALENDAR YEAR, UNLESS SPECIFIED BY A DISTRIBUTION PAYMENT SCHEDULE. DONOR ADVISED FUNDS ARE PROCESSED THROUGHOUT THE YEAR. DONOR ADVISORS MAY RECOMMEND GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS, BUT THE FOUNDATION, DBA COLLABORATORY RETAINS FULL DISCRETION OF DISBURSEMENTAPPROVALS.Expenses $6,799,318 · grants $3,416,332
- SCHOLARSHIP FUNDS ARE DESIGNED TO MEET THE DONOR'S INTENT AND WISHES. SCHOLARSHIP AWARDS MADE THROUGH THE FOUNDATION'S, DBA COLLABORATORY SCHOLARSHIP PROGRAM FOLLOWING GUIDELINES AND PROCESSES THAT INCLUDE APPLICATIONS, NONDISCRIMINATORY SELECTIONS, AND PAYMENT EXECUTION PROCESSES. THE FOUNDATION, DBA COLLABORATORY DISTRIBUTES SCHOLARSHIP AWARDS DIRECTLY TO EDUCATIONAL INSTITUTIONS FOR THE BENEFIT OF THE AWARDED STUDENT. THE SCHOLARSHIP PROCESS HAS BEEN REFINED TO INCREASE MULTI-YEAR SCHOLARSHIPS, TO ASSIST ALL STUDENT APPLICANTS (REGARDLESS OF RACE, ETHNICITY, GENDER, ETC.) BY OPENING MORE SCHOLARSHIP FUNDING OPPORTUNITIES BASED ON THE STUDENT APPLICANT'S ELIGIBILITY, AND TO ASSIST STUDENTS SEEKING CERTIFICATIONS FROM TECHNICAL COLLEGES.Expenses $1,745,845 · grants $919,486
- COMPETITIVE GRANTS ARE FUNDED BY FIELD OF INTEREST AND UNRESTRICTED FUNDS. ALIGNED WITH THE GOALS OF COLLABORATORY, COMPETITIVE GRANTS ARE USED TO FUND THE BANDWIDTH REQUIRED FOR COALITIONS TO START AND SUSTAIN. PRIORITIES ARE DETERMINED BY A CALL FOR INFORMATION FROM INTERESTED ORGANIZATIONS. GRANTS ARE TO BE AWARDED TO NONPROFITS THAT SERVE AS THE BACKBONE FOR A COALITION THAT ADDRESSES THE WHOLE SYSTEM, SUCH AS HOUSING OR HEALTH AND WELLNESS. FUNDING IS FOR THREE YEARS, CONTINGENT ON SUCCESSFUL PERFORMANCE EACH YEAR.Expenses $1,708,409 · grants $899,769
- COLLABORATORY RECEIVES, DISTRIBUTES AND ADMINISTERS PROGRAM FUNDS TO SUPPORT THE REGION BY BUILDING A STRONGER NETWORK FOR COLLABORATIVE LEADERSHIP.Expenses $5,677,588 · grants $3,082,878
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-6580974
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31Z)
- Assets (IRS master file)
- $183,474,472
- Income (IRS master file)
- $42,465,925
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $31,414,260 | $19,680,699 | $183,474,472 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $28,118,994 | $17,300,901 | $162,968,322 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $21,592,217 | $16,701,607 | $159,037,731 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $16,558,924 | $11,409,603 | $150,939,743 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-6580974).
Questions about SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC
- What is the EIN of SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC?
- The employer identification number (EIN) of SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC is 59-6580974.
- Is SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names DAWN BELAMARICH.
- Who are the officers and directors of SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 23 people; 7 received compensation from the organization, the highest $297,684 (DAWN BELAMARICH, CHAIR/ PRESIDENT).
- How much revenue does SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $31,414,260, expenses of $19,680,699 and total assets of $183,474,472 at year end.
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