FORT MYERS BEACH COMMUNITY FOUNDATION INC

EIN: 208844354 501(c)(3) Human Services

FORT MYERS BEACH, FL

Total Revenue
$967,963
Total Expenses
$952,237
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
FL
Principal Officer
PATRICIA COLEMAN
Phone
2394666800
Tax Period
2022-07-01 to 2023-06-30

FORT MYERS BEACH COMMUNITY FOUNDATION INC, founded in 2007, is a small nonprofit in the Human Services sector that reported $968K in total revenue in fiscal year 2022.

Mission

To empower their members and commuity by encouraging philanthropy to improve overall quality of life on Fort Myers Beach. To provide support for education, health & welfare and preserve FMB natural environment & history.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $823,056
Program Service Revenue $144,907
Investment Income $0
Other Revenue $0
TOTAL REVENUE $967,963

Expense Breakdown

Grants Paid $907,859
Salaries & Benefits $0
Fundraising Expenses $9,976
Program Expenses $936,172
Other Expenses $44,378
TOTAL EXPENSES $952,237

Year-over-Year Comparison

2022 2021 Change
Revenue $967,963 N/A N/A
Expenses $952,237 N/A N/A
Net Income $15,726 N/A N/A
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
71
Independent Members
71
Employees
N/A
Volunteers
15

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBIN BUSH PRESIDENT N/A
$0 $0 $0
PAULA SMITH VICE PRESIDENT N/A
$0 $0 $0
PATRICIA COLEMAN TREASURER N/A
$0 $0 $0
ROBIN NUCCIO SECRETARY N/A
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2023 $967,963 $952,237 No data $15,726
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