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Nonprofiteer
← YMCA OF SOUTHWEST FLORIDA INC

Form 990 for tax year 2024

Filed by YMCA OF SOUTHWEST FLORIDA INC.

Totals

Total revenue
$41,831,659
Total expenses
$44,901,943
Contributions and grants received
$8,720,248
Grants paid
$931,530
Program services expenses (Part IX)
$37,775,765
Management and general expenses
$4,541,235
Fundraising expenses
$2,584,943
Program service expenses (Part III)
$37,775,765

Program services were 84.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DOROTHY KORSZEN

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN GIGLIO

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • MIKE HORAN

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • MARK SUWYN

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • JODI ALLEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KIM AMONTREE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JEFFERY A BOONE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • WENDY FISHMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JEROME FLETCHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JEFFREY FRASER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • NICHOLAS GRANT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • TERI HANSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN JENKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SANDY KING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KARIN KROEGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • BRUCE LAISHLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SHANA MEADOWS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • WAYNE ROBERTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MARY SMEDLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LIBBY SODERBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ARTHUR TRAMMELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • GENE JONES

    CEO

    Total calculated
    $442,169
    From this org
    $398,859
    From related orgs
    $0
    Other
    $43,310
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $368,859
    Bonus
    $30,000
    Other
    $0
    Deferred
    $41,400
    Nontaxable benefits
    $1,910
    Filer's total
    $442,169

  • SHANNON JOHNSON-MATTHEWS

    COO

    Total calculated
    $231,716
    From this org
    $196,250
    From related orgs
    $0
    Other
    $35,466
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $195,000
    Bonus
    $1,250
    Other
    $0
    Deferred
    $23,550
    Nontaxable benefits
    $11,916
    Filer's total
    $231,716

  • JOHN CAMPBELL

    CFO

    Total calculated
    $220,476
    From this org
    $191,250
    From related orgs
    $0
    Other
    $29,226
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $190,000
    Bonus
    $1,250
    Other
    $0
    Deferred
    $22,950
    Nontaxable benefits
    $6,276
    Filer's total
    $220,476

  • SCOTT BARNHARD

    CDO

    Total calculated
    $216,671
    From this org
    $182,055
    From related orgs
    $0
    Other
    $34,616
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $182,055
    Bonus
    $0
    Other
    $0
    Deferred
    $21,346
    Nontaxable benefits
    $13,270
    Filer's total
    $216,671

  • STEPHANIE DEITER

    CHRO

    Total calculated
    $206,714
    From this org
    $171,250
    From related orgs
    $0
    Other
    $35,464
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $170,000
    Bonus
    $1,250
    Other
    $0
    Deferred
    $20,550
    Nontaxable benefits
    $14,914
    Filer's total
    $206,714

  • BRIAN NASON

    SR. VP OF YOUTH DEVELOPMEN

    Total calculated
    $184,030
    From this org
    $151,000
    From related orgs
    $0
    Other
    $33,030
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $150,000
    Bonus
    $1,000
    Other
    $0
    Deferred
    $18,120
    Nontaxable benefits
    $14,910
    Filer's total
    $184,030

  • CHRISTOPHER SAPP

    VP OF OPERATIONS

    Total calculated
    $146,356
    From this org
    $124,539
    From related orgs
    $0
    Other
    $21,817
    Hours/week
    45

  • ELIZABETH MILLER

    VP OF FINANCE

    Total calculated
    $144,742
    From this org
    $122,539
    From related orgs
    $0
    Other
    $22,203
    Hours/week
    45

  • JAMIE BROWNING

    VP OF PHILANTHROPY

    Total calculated
    $147,738
    From this org
    $109,000
    From related orgs
    $0
    Other
    $38,738
    Hours/week
    45

  • JOHN BAILEY

    PRINCIPAL, SKY ACADEMY

    Total calculated
    $139,123
    From this org
    $113,750
    From related orgs
    $0
    Other
    $25,373
    Hours/week
    45

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 — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
FORMER CHIEF DEVELOPMENT OFFICER, SCOTT BERNHARD, RESIGNED IN AUGUST 2024 AND RECEIVED A $53,978 SEVERANCE PAYOUT DURING 20224, PURSUANT TO THE EMPLOYEE'S SEPARATION AGREEMENT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
21 July 2025
IRS schema version
2024v5.2
Source object
202522139349300747

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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