WEST BAY COMMUNITY CHARITABLE FOUNDATION

EIN: 471584850 501(c)(3) Human Services

ESTERO, FL

Total Revenue
$442,053
Total Expenses
$401,168
Total Assets
$88,589
Net Assets
$88,589
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
FL
Principal Officer
TERRI ALVATOR
Phone
6304762242
Tax Period
2024-07-01 to 2025-06-30

WEST BAY COMMUNITY CHARITABLE FOUNDATION, founded in 2014, is a small nonprofit in the Human Services sector that reported $442K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. Expenses of $401K left a modest 9% surplus.

Mission

WE GIVE AND MAKE GRANTS TO A LIMITED NUMBER OF 501(C) 3 ORGANIZATIONS IN LEE AND COLLIER COUNTIES IN THE FOLLOWING OF NEED AREAS: (CONTINUED ON SCHEDULE O) ORGANIZATIONS THAT PROVIDE HUMAN SERVICES FOR AT-RISK WOMEN, CHILDREN AND THE ELDERLY, ORGANIZATIONS THAT SERVE PEOPLE WHO NEED FOOD, SHELTER AND/OR MEDICAL SERVICES, AND/OR ORGANIZATIONS THAT PROVIDE EDUCATIONAL OPPORTUNITIES, PRIMARILY FOR UNDER-SERVED YOUNG PEOPLE AND STUDENTS.

Program Service Accomplishments

Program 1
Expenses: $396,457

WE GIVE AND MAKE GRANTS TO A LIMITED NUMBER OF 501(C) 3 ORGANIZATIONS IN LEE AND COLLIER COUNTIES AS NOTED IN OUR MISSION STATEMENTBELOW ARE SOME EXAMPLES OF THOSE RECEIVING GRANTS THIS PAST YEAR...

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WE GIVE AND MAKE GRANTS TO A LIMITED NUMBER OF 501(C) 3 ORGANIZATIONS IN LEE AND COLLIER COUNTIES AS NOTED IN OUR MISSION STATEMENTBELOW ARE SOME EXAMPLES OF THOSE RECEIVING GRANTS THIS PAST YEAR: (CONTINUED ON SCHEDULE O)BLESSINGS IN A BACKPACK $25,000MAKING A LASTING DIFFERENCE IN THE LIVES OF CHILDREN, ONE WEEKEND AT A TIME. ONE IN FIVE KIDS RELIES ON THEIR SCHOOL'S FREE AND REDUCED-PRICE MEAL PROGRAMTO PROVIDE THE NOURISHMENT THEY NEED TO LEARN AND GROW. BUT WHAT HAPPENS WHENTHEY LEAVE SCHOOL ON FRIDAY? EVERY FRIDAY AFTERNOON, THIS IMPORTANT PROGRAMGIVES CHILDREN BACKPACKS FILLED WITH KID-FRIENDLY,READY-TO-EAT ITEMS.CAFE OF LIFE $25,000FOR MANY, FOOD ISN'T A DECISION ABOUT WHAT RESTAURANT TO VISIT. IT CAN BE A CHOICE BETWEEN A DINNER OR MEDICINE, CLOTHING, OR SHELTER. CAFE OF LIFE FOCUSES ON ALLEVIATING NUTRITIONAL INSECURITY FOR WORKING-POOR FAMILIES AND LOW INCOME SENIORS IN A RESPECTFUL ENVIRONMENT THAT PRESERVES THEIR DIGNITY AND EMPOWERS THEM TO BE THEIR BEST.LACES OF LOVE $25,000SERVES OVER 20,000 KIDS IN NEED EACH YEAR, SOMETIMES PROVIDING THE FIRST PAIR OF SHOES A CHILD HAS WORN THAT'S NOT HELD TOGETHER WITH DUCT TAPE OR WITH THE TOES CUT OUT, SO THEY FIT. SNEAKERS ARE ESPECIALLY IMPORTANT, SO THE KIDS CAN TAKE PHYSICAL EDUCATION AT SCHOOL AND RUN AND PLAY AT RECESS.OUR MOTHERS HOME $25,000IMAGINE BEING A YOUNG PERSON GROWING UP IN FOSTER CARE OR HAVING BEEN A VICTIM OF HUMAN TRAFFICKING. NOT SURPRISINGLY, THESE EARLY LIFE EXPERIENCES CAN AFFECT KIDS LATER IN LIFE AND THEIR ABILITY TO TRUST OTHERS AND FORM STRONG RELATIONSHIPS. OUR MOTHER'S HOME IS ON A MISSION TO CHANGE THE LIVES OF THESE COURAGEOUS YOUNG WOMEN BY PROVIDING A NURTURING ENVIRONMENT WHERE THEY CAN RECEIVE THE SUPPORT, GUIDANCE, AND RESOURCES THEY NEED TO BREAK THE CYCLE OF POVERTY AND NEGLECT FOR THEMSELVES AND THEIR BABIES.PACE CENTER FOR GIRLS $25,000GIRLS ARE AT HIGHER RISK THAN BOYS FOR SEXUAL ABUSE AND DOMESTIC VIOLENCE, WHICH MAY EXPLAIN THE STRONG LINK BETWEEN ABUSE AND GIRLS' DELINQUENCY, SUCH AS CHRONIC TRUANCY AND SUBSTANCE ISSUES. PACE COLLIER CURRENTLY PROVIDES SERVICES TO MORE THAN 140 GIRLS ANNUALLY IN THE IMMOKALEE COMMUNITY WHO ATTEND PACE FIVE DAYS A WEEK AS AN ALTERNATIVE TO PUBLIC EDUCATION. COUNSELING AND THERAPY PLAY A BIG PART IN THEIR GROWTH AND POSITIVE CHANGE.VALERIES HOUSE $20,000THE LOSS OF A LOVED ONE USUALLY CAUSES SYMPTOMS OF DEPRESSION AND ANXIETY FOR MONTHS AFTERWARD. BUT NO CHILD SHOULD GRIEVE ALONE. BY HELPING CHILDREN AND FAMILIES WORK THROUGH THE LOSS TOGETHER, THEY CAN GO ON TO LIVE FULFILLING LIVES. VALERIE'S HOUSE IS A SPECIAL PLACE WHERE CHILDREN CONNECT WITH ONE ANOTHER AND LEARNTHE TOOLS TO HEAL AFTER HAVING EXPERIENCED THE DEATH OF SOMEONE THEY LOVE. SUPPORT SERVICES INCLUDE GROUP SESSIONS WHERE CHILDREN AND FAMILIES CONNECT WITH OTHERS WITH SIMILAR LOSS, PLUS COUNSELING SERVICES WITH LICENSED MENTAL HEALTH PROFESSIONALS WHEN ADDITIONAL SERVICES ARE NEEDED.

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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 (2024)

Revenue Breakdown

Contributions & Grants $438,762
Program Service Revenue $0
Investment Income $2,875
Other Revenue $416
TOTAL REVENUE $442,053

Expense Breakdown

Grants Paid $391,745
Salaries & Benefits $0
Fundraising Expenses $537
Program Expenses $396,457
Other Expenses $9,423
TOTAL EXPENSES $401,168

Year-over-Year Comparison

2024 2023 Change
Revenue $442,053 $297,643 +0.5%
Expenses $401,168 $308,397 +0.3%
Net Income $40,885 $-10,754 -4.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
26

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
4
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BETH BRUETSCHE CO-PRESIDENT 3.00
Officer Director
$0 $0 $0
LYNN LIDDLE CO-PRESIDENT 3.00
Officer Director
$0 $0 $0
TERRI ALVATOR TREASURER 3.00
Officer Director
$0 $0 $0
LARRY MARIASAS SECRETARY 2.00
Officer Director
$0 $0 $0
DEBRA BAKER DIRECTOR 2.00
Director
$0 $0 $0
ALLISON COOKSLEY DIRECTOR 2.00
Director
$0 $0 $0
JESSICA GARCIA DIRECTOR 2.00
Director
$0 $0 $0
JACK KLUES DIRECTOR 2.00
Director
$0 $0 $0
AMY LYTLE DIRECTOR 2.00
Director
$0 $0 $0
STEVE PIERSON DIRECTOR 2.00
Director
$0 $0 $0
JOY WHANN DIRECTOR 2.00
Director
$0 $0 $0
LYN ZURBRIGG DIRECTOR 2.00
Director
$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
2025 $442,053 $401,168 $88,589 $40,885
2024 $297,643 $308,397 $47,704 $-10,754
2023 $291,777 $263,518 $58,458 $28,259
2022 $207,831 $234,851 $30,199 $-27,020
2021 $216,542 $204,542 $57,219 $12,000
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