Totals
- Total revenue
- $600,423
- Total expenses
- $668,833
- Contributions and grants received
- $565,686
- Grants paid
- $165,582
- Program service revenue
- $0
- Investment income
- $14,701
- Other revenue
- $20,036
- Total assets, end of year
- $768,991
- Total liabilities, end of year
- $53,540
- Net assets or fund balances, end of year
- $715,451
- Program services expenses (Part IX)
- $562,086
- Management and general expenses
- $38,119
- Fundraising expenses
- $68,628
- Program service expenses (Part III)
- $562,086
Program services were 84.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$1,000
-
1e · Government grants (contributions)
$34,500
-
1f · All other contributions, gifts and grants
$530,186
-
3 · Investment income
total $14,701 · excluded $14,701
-
8a · Fundraising events: gross income
$28,235
-
8b · Fundraising events: direct expenses
$8,199
-
8c · Net income from fundraising events
total $20,036
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $165,582 · program services $165,582
-
5 · Compensation of officers, directors and key employees
total $93,375 · program services $32,681 · management and general $4,669 · fundraising $56,025
-
7 · Other salaries and wages
total $7,562 · program services $2,647 · management and general $378 · fundraising $4,537
-
10 · Payroll taxes
total $7,137 · program services $2,498 · management and general $357 · fundraising $4,282
-
11g · Fees: other
total $27,237 · management and general $27,237
-
12 · Advertising and promotion
total $70,580 · program services $70,580
-
22 · Depreciation, depletion and amortization
total $888 · management and general $888
-
23 · Insurance
total $2,067 · management and general $2,067
-
24a · Other expenses: EVENT COSTS
total $187,563 · program services $187,563
-
24b · Other expenses: EDISON AWARDS
total $60,095 · program services $60,095
-
24c · Other expenses: ANNUAL MEETING
total $25,106 · program services $25,106
-
24d · Other expenses: IN KIND ADVERTISING
total $15,334 · program services $15,334
-
24e · All other expenses
total $6,307 · management and general $2,523 · fundraising $3,784
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $573,418 · end of year $88,310
-
2 · Savings and temporary cash investments
beginning of year $231,885 · end of year $641,555
-
4 · Accounts receivable
end of year $36,000
-
9 · Prepaid expenses and deferred charges
beginning of year $825 · end of year $498
-
10a · Land, buildings and equipment: cost or other basis
$37,499
-
10b · Land, buildings and equipment: accumulated depreciation
$34,871
-
10c · Land, buildings and equipment, net
beginning of year $3,516 · end of year $2,628
-
17 · Accounts payable and accrued expenses
beginning of year $23,763 · end of year $51,543
-
19 · Deferred revenue
beginning of year $2,015 · end of year $1,997
-
27 · Net assets without donor restrictions
beginning of year $756,866 · end of year $688,451
-
28 · Net assets with donor restrictions
beginning of year $27,000 · end of year $27,000
Mission and programs · 2024
Mission
SEE SCHEDULE O.
-
WITH THE MISSION OF MARKETING LEE COUNTY, BUSINESS DEVELOPMENT LINE ITEMS INCLUDE EXPENSES SUCH AS THE QUARTERLY BUSINESS SURVEY ENTERPRISE FLORIDA SPONSORSHIP (EFI). BUSINESS EXPENSES INCLUDE PROSPECT VISITS, FUNDRAISING, PROMOTIONAL ITEMS AND WEBSITE MANAGEMENT TOOLS. EFI IS A PUBLIC-PRIVATE PARTNERSHIP BETWEEN FLORIDA BUSINESS AND GOVERNMENT LEADERS AND ITS PRINCIPAL GOAL TO EXPAND THE REGION'S ECONOMY THROUGH JOB CREATION AND BY PROMOTING LEE COUNTY AS A DESTINATION BUSINESS LOCATION.
Expenses $288,098
-
THE FOUNDATION SUPPORTS AND PARTICIPATES IN THE ACTIVITIES OF THE HORIZON COUNCIL AND THE LEE COUNTY ECONOMIC DEVELOPMENT OFFICE TO RETAIN AND PROMOTE SOUTHWEST FLORIDA AS A BUSINESS DESTINATION THROUGH SOPHISTICATED MARKETING EFFORTS TO STRATEGICALLY ATTRACT AND RETAIN COMPANIES THAT DO OR WILL DO BUSINESS IN AND WITH LEE COUNTY.
Expenses $165,582 · Grants $165,582
-
Expenses $108,406
As filed on the 2024 return.
Listed in Part VII
-
William JohnsonWILLIAM JOHNSON
EXECUTIVE DI
- Total calculated
- $94,375
- From this org
- $94,375
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Mark StevensMARK STEVENS
PRES/DIRECTO
- Total calculated
- $0
- Hours/week
- 0.25
-
Ryan CarterRYAN CARTER
VP/DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25
-
Sandy Stilwell YoungquistSANDY STILWELL YOUNGQUIST
TREASURER/DI
- Total calculated
- $0
- Hours/week
- 0.25
-
Fred EdmanFRED EDMAN
SECRETARY/DI
- Total calculated
- $0
- Hours/week
- 0.25
-
Holly SmithHOLLY SMITH
PAST PRES/DI
- Total calculated
- $0
- Hours/week
- 0.5
-
Diana GiraldoDIANA GIRALDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25
-
Matt PriceMATT PRICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25
-
John TalmageJOHN TALMAGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25
-
Doug GyureDOUG GYURE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25
-
Dr Guido MinayaDR GUIDO MINAYA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
ECONOMIC DEVELOPMENT OFFICE
$165,582
MARKETING
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 November 2025
- IRS schema version
- 2024v5.0
- Source object
- 202543179349303599
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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