FORT MYERS, FL
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC, founded in 1976, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $28.1M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.8M, a strong 38% operating margin.
THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S PUBLIC-FACING IDENTITY HAS BECOME COLLABORATORY. NOT SIMPLY A NAME CHANGE, IT IS A STRATEGIC LEADERSHIP COMMITMENT TO ADDRESS THE FAILURES OF TRADITIONAL APPROACHES TO SOLVING OUR REGION'S SOCIAL CHALLENGES THROUGH SINGULAR AND DISCONNECTED SOLUTIONS. ORGANIZING THE LARGE-SCALE COORDINATION OF MULTI-SECTOR EFFORTS - COLLABORATORY WILL SPARK AND MULTIPLY LOCALLY-SOURCED SOLUTIONS. FROM HUNGER TO ILLITERACY, RACISM TO MENTAL ILLNESS, ISOLATION TO INJUSTICE, ALL ARE INTERCONNECTED. SOLVING ONE INVOLVES ALL OF THEM, TOGETHER, HOLISTICALLY. COLLABORATORY'S CORE ASSUMPTION IS THAT SILOED APPROACHES FAIL. COLLABORATORY'S GOAL IS TO END ALL THE REGION'S SOCIAL PROBLEMS ON AN 18-YEAR DEADLINE CREATING A REGION WHERE ALL CHILDREN, FAMILIES AND COMMUNITIES ARE CONFIDENT, HEALTHIER, AND TRUSTING OF PEOPLE, INSTITUTIONS, AND SYSTEMS THAT SERVE THEM. COLLABORATORY WILL CATALYZE AND COORDINATE MASSIVE, INCLUSIVE, GRASSROOTS EFFORTS CONNECTED WITH CIVIC LEADERS ALIGNING POLICIES AND SYSTEMS SUPPORTING GREATER EQUITY AND OPPORTUNITY. USING ITS ICONIC PHYSICAL SETTING, THE RENOVATED HISTORIC ATLANTIC COAST LINE RAILROAD DEPOT IN FORT MYERS, FLORIDA AND UNLIMITED VIRTUAL SPACE FOR ENGAGEMENT, COLLABORATORY BRINGS TOGETHER ALL RESIDENTS TO DEVELOP A SHARED VISION AND COMMON GOALS FOR A BETTER FUTURE FOR ALL WHO CALL OUR REGION HOME.
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...
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 DISBURSEMENT APPROVALS.
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...
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.
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $28,118,994 | $21,592,217 | +0.3% |
| Expenses | $17,300,901 | $16,701,607 | +0.0% |
| Net Income | $10,818,093 | $4,890,610 | +1.2% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| DAWN BELAMARICH | CHAIR/ PRESIDENT(AS OF 9/5/23) | 55.00 |
Officer
Director
|
$90,959 | $7,947 | $98,906 |
| GAIL MARKHAM | CHAIR | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| GARY GRIFFIN | VICE CHAIR AND SECRETARY/TREASURER | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| AYSEGUL TIMUR | IMMEDIATE PAST CHAIR | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| MALIKE ADIGUN | TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| CHAUNCEY GOSS | TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| DALE REISS | TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| FRED MOON | TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| HARRISON S KNIGHT | TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| KAREN WATSON | TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| JUAN BENDECK | TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| JULIE BEN-SUSAN | TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| KHANDYCE MOSELY | TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| LILLIE RENTZ | TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| LAUREM DRASITES | TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| ROSEMARY FLLORI | TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| SALLY JACKSON | TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| SUZANNE BOY | TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| TERRY MAZANY | CHIEF COLLABORATION OFFICER | 50.00 |
Officer
|
$194,712 | $6,914 | $201,626 |
| MARINA NASSIF | CFO | 50.00 |
Officer
|
$139,769 | $18,378 | $158,147 |
| TESSA LESAGE | CHIEF IMPACT OFFICER | 50.00 |
Officer
|
$168,423 | $19,852 | $188,275 |
| JONATHON ROMINE | CHIEF OPERATIONS OFFICER | 50.00 |
Officer
|
$159,577 | $18,277 | $177,854 |
| JOSEPH BRAUN | CHIEF PHILANTHROPY OFFICER | 50.00 |
Officer
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $28,118,994 | $17,300,901 | $162,968,322 | $10,818,093 |
| 2023 | $21,592,217 | $16,701,607 | $159,037,731 | $4,890,610 |
| 2022 | $16,558,924 | $11,409,603 | $150,939,743 | $5,149,321 |
| 2021 | $17,799,065 | $11,228,850 | $181,291,713 | $6,570,215 |
| 2020 | $13,722,152 | $10,868,202 | $146,689,909 | $2,853,950 |
| 2019 | $21,503,920 | $9,710,207 | $134,951,570 | $11,793,713 |
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