Skip to content
Nonprofiteer
← LIGHTHOUSE OF SOUTHWEST FLORIDA INC

Form 990 for tax year 2024

Filed by LIGHTHOUSE OF SOUTHWEST FLORIDA INC.

Totals

Total revenue
$1,306,616
Total expenses
$1,221,989
Contributions and grants received
$1,284,240
Grants paid
$0
Program service revenue
$11,682
Investment income
$9,815
Other revenue
$879
Total assets, end of year
$1,743,386
Total liabilities, end of year
$108,406
Net assets or fund balances, end of year
$1,634,980
Program services expenses (Part IX)
$1,139,321
Management and general expenses
$43,062
Fundraising expenses
$39,606
Program service expenses (Part III)
$1,139,321

Program services were 93.2% 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

    $86,150

  • 1e · Government grants (contributions)

    $698,825

  • 1f · All other contributions, gifts and grants

    $499,265

  • 1g · Noncash contributions included above

    $4,540

  • 2a · Program service revenue: PROGRAM FEES

    total $11,682 · related or exempt $11,682

  • 3 · Investment income

    total $12,435 · excluded $12,435

  • 7b · Less cost or other basis and sales expenses

    securities $2,620

  • 7c · Gain or loss

    securities -$2,620

  • 7d · Net gain or loss

    total -$2,620 · excluded -$2,620

  • 11a · Other revenue: MISCELLANEOUS

    total $581 · related or exempt $581

  • 11b · Other revenue: VENDING MACHINE

    total $298 · related or exempt $298

  • 11e · Other revenue, total

    $879

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $162,329 · program services $127,134 · management and general $20,221 · fundraising $14,974

  • 7 · Other salaries and wages

    total $497,321 · program services $472,978 · management and general $19,358 · fundraising $4,985

  • 8 · Pension plan contributions

    total $26,478 · program services $24,038 · management and general $1,589 · fundraising $851

  • 9 · Other employee benefits

    total $68,901 · program services $62,322 · management and general $4,134 · fundraising $2,445

  • 10 · Payroll taxes

    total $52,480 · program services $47,711 · management and general $3,149 · fundraising $1,620

  • 11g · Fees: other

    total $92,318 · program services $88,745 · management and general $1,542 · fundraising $2,031

  • 13 · Office expenses

    total $18,338 · program services $15,711 · management and general $2,627

  • 14 · Information technology

    total $23,127 · program services $19,625 · management and general $463 · fundraising $3,039

  • 16 · Occupancy

    total $48,551 · program services $62,656 · management and general -$14,105

  • 19 · Conferences, conventions and meetings

    total $697 · program services $618 · management and general $34 · fundraising $45

  • 22 · Depreciation, depletion and amortization

    total $49,287 · program services $47,143 · management and general $986 · fundraising $1,158

  • 23 · Insurance

    total $91,911 · program services $86,531 · management and general $2,398 · fundraising $2,982

  • 24a · Other expenses: PROGRAM EXPENSES

    total $66,607 · program services $65,941 · management and general $666

  • 24b · Other expenses: ADAPTIVE AIDS

    total $18,168 · program services $18,168

  • 24c · Other expenses: FUNDRAISING EXPENSES

    total $3,953 · fundraising $3,953

  • 24d · Other expenses: DEVELOPMENT

    total $1,523 · fundraising $1,523

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $106,908 · end of year $332,860

  • 2 · Savings and temporary cash investments

    beginning of year $25,848 · end of year $43,230

  • 3 · Pledges and grants receivable

    beginning of year $194,894 · end of year $90,122

  • 8 · Inventories for sale or use

    beginning of year $20,399 · end of year $22,551

  • 9 · Prepaid expenses and deferred charges

    beginning of year $59,267 · end of year $59,124

  • 10a · Land, buildings and equipment: cost or other basis

    $1,289,729

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,000,508

  • 10c · Land, buildings and equipment, net

    beginning of year $319,947 · end of year $289,221

  • 11 · Investments: publicly traded securities

    beginning of year $887,829 · end of year $906,278

  • 17 · Accounts payable and accrued expenses

    beginning of year $89,002 · end of year $108,406

  • 27 · Net assets without donor restrictions

    beginning of year $1,285,325 · end of year $1,396,592

  • 28 · Net assets with donor restrictions

    beginning of year $240,765 · end of year $238,388

Mission and programs · 2024

Mission

A NON PROFIT REHABILITATION CENTER COMMITTED TO ENSURING BLIND AND VISUALLY IMPAIRED PERSONS HAVE THE TOOLS, SUPPORT AND OPPORTUNITIES NECESSARY TO SUCCESSFULLY ACHIEVE THEIR DESIRED LEVEL OF INDEPENDENCE.

  • INDEPENDENT LIVING ASSISTIVE TECHNOLOGY TRAINING: INSTRUCTION ON COMPUTERS, TABLETS, AND SMARTPHONES TO FACILITATE DAY-TO-DAY ACTIVITIES. ACTIVITIES OF DAILY LIVING: TRAINING IN ESSENTIAL SKILLS SUCH AS COOKING, CLEANING, SEWING, MONEY MANAGEMENT, MEDICATION MANAGEMENT AND ORGANIZATION. SUPPORT GROUPS: PROGRAMS SUCH AS ADJUSTING TO BLINDNESS AND LIVING WITH BLINDNESS OFFER PEER SUPPORT AND GUIDANCE. ORIENTATION & MOBILITY: PROPER WHITE CANE USAGE INSTRUCTION WITH OUR CERTIFIED SPECIALIST. LEISURE AND SOCIAL SKILLS: ACTIVITIES DESIGNED TO BUILD CONFIDENCE, SOCIAL ENGAGEMENT, AND UNDERSTANDING OF REASONABLE ACCOMMODATIONS.

    Expenses $406,163 · Revenue $11,682

  • BLIND BABIES AND CHILDREN'S PROGRAMMING EARLY INTERVENTION: SUPPORT FOR FAMILIES TO HELP CHILDREN ACCESS THEIR ENVIRONMENT IN NON-VISUAL WAYS. PARENT EDUCATION: PROVIDE RESOURCES AND KNOWLEDGE TO PARENTS AND CAREGIVERS TO SUPPORT DEVELOPMENT. AFTER-SCHOOL TRAINING: HANDS-ON TECHNOLOGY AND SKILL PRACTICE FOR CHILDREN. LESSONS IN ACTIVITIES OF DAILY LIVING AND BRAILLE. ORIENTATION & MOBILITY: WHITE CANE INSTRUCTION WITH CERTIFIED SPECIALISTS. ASSISTIVE TECHNOLOGY TRAINING: INSTRUCTION ON COMPUTERS, TABLETS, AND SMARTPHONES TO FACILITATE DAY-TO-DAY ACTIVITIES. SUMMER CAMPS: PROGRAMS FOR STUDENTS TO CONTINUE SKILL DEVELOPMENT AND LEARNING DURING SCHOOL BREAKS.

    Expenses $327,573

  • VOCATIONAL REHABILITATION SERVICES ARE AVAILABLE FOR ADULT CLIENTS SEEKING TO MAINTAIN OR OBTAIN EMPLOYMENT, INCLUDING SKILL DEVELOPMENT, WORKPLACE ACCOMMODATIONS, AND CAREER GUIDANCE.

    Expenses $342,704

  • PUBLIC RELATIONS LIGHTHOUSE OF SWFL, IN ITS 50TH YEAR OF PROVIDING SERVICES, ENGAGES IN A ROBUST OUTREACH AND PUBLIC RELATIONS PROGRAM THAT INCLUDES COLLABORATION WITH NEW AND EXISTING COMMUNITY PARTNERS TO INCREASE CROSS-REFERRALS AND GENERAL AWARENESS TO THE COMMUNITY-AT-LARGE, AND LOCAL ELECTED OFFICIALS, ABOUT VISION LOSS AND SERVICES OFFERED BY LIGHTHOUSE OF SWFL. ACROSS SOUTHWEST FLORIDA, WE REACH OUR COMMUNITY-AT-LARGE IN THE FOLLOWING WAYS: PRESS RELEASES: THESE ARE SENT TO LOCAL MEDIA OUTLETS, BOTH PRINT AND BROADCAST, AS PROGRAMS ARE ADDED OR CHANGED, OR AS AN EVENT NECESSITATES CREATION AND DISSEMINATION. A STRONG RELATIONSHIP HAS ALSO BEEN BUILT WITH FLORIDA WEEKLY AS THEY HAVE BEEN CONSISTENT EVENT SPONSORS AND HAVE HELPED LIGHTHOUSE OF SWFL BY PRINTING OUR PRESS RELEASES AND EVENT PHOTOS. WE HAVE ALSO BUILT A SOLID RELATIONSHIP WITH THE BREEZE NEWSPAPER GROUP WHICH PUBLISHES WEEKLIES IN FIVE SOUTHWEST FLORIDA COMMUNITIES. OVER THE PAST YEAR, THEY HAVE TWICE FEATURED LIGHTHOUSE OF SWFL ON THE COVER OF THEIR N. FT. MYERS NEIGHBOR PUBLICATION, WITH AN EXTENSIVE FEATURE ARTICLE AND PHOTOS INCLUDED IN EACH. NEWSLETTERS: LIGHTHOUSE OF SWFL UTILIZES ELECTRONIC AND PRINT NEWSLETTERS TO REACH OUR CLIENTS, FUNDERS, DONORS AND COMMUNITY-AT-LARGE, BOTH OF WHICH ARE CREATED IN-HOUSE. OUR ELECTRONIC NEWSLETTER, CREATED THROUGH CONSTANT CONTACT, IS SENT WEEKLY TO NEARLY 900 SUBSCRIBERS. OUR EIGHT-PAGE PRINTED ENLIGHTENED NEWSLETTER IS WRITTEN, EDITED AND DESIGNED IN-HOUSE, PROFESSIONALLY PRINTED AND MAILED QUARTERLY TO MORE THAN 1,600 SUPPORTERS. COMMUNITY AWARENESS EVENTS: EACH OCTOBER 15TH, LIGHTHOUSE OF SWFL ORGANIZES A FREE WHITE CANE DAY EVENT TO BRING AWARENESS TO THOSE LOW VISION AND BLIND INDIVIDUALS UTILIZING WHITE CANES FOR MOBILITY. IN ADDITION TO INFORMATIONAL DISPLAYS AND PRESENTATIONS FROM ORGANIZATIONS SUCH AS THE FLORIDA DEPARTMENT OF TRANSPORTATION, LEE COUNTY DEPARTMENT OF HUMAN AND VETERAN SERVICES, LEE TRAN, FLORIDA DIVISION OF BLIND SERVICES, SOUTHWEST FLORIDA COUNCIL OF THE BLIND, EVENT ATTENDEES ALSO HAVE THE OPPORTUNITY TO BE BLINDFOLDED AND UTILIZE A WHITE CANE TO BE LED SAFELY AROUND BY OUR CERTIFIED INSTRUCTORS. THIS EVENT IS HELD TO BRING ATTENTION TO NOT ONLY THOSE IN OUR COMMUNITY WHO HAVE LOW VISION OR BLINDNESS, BUT TO THE WHITE CANE LAW. THE LAW STATES THAT WHEN A PEDESTRIAN IS CROSSING, OR ATTEMPTING TO CROSS, A PUBLIC STREET OR HIGHWAY, GUIDED BY A DOG GUIDE OR CARRYING IN A RAISED OR EXTENDED POSITION A CANE OR WALKING STICK WHICH IS WHITE IN COLOR OR WHITE TIPPED WITH RED, THE DRIVER OF EVERY VEHICLE APPROACHING THE INTERSECTION OR PLACE WHERE THE PEDESTRIAN IS ATTEMPTING TO CROSS SHALL BRING HIS OR HER VEHICLE TO A FULL STOP BEFORE ARRIVING AT SUCH INTERSECTION OR PLACE OF CROSSING AND, BEFORE PROCEEDING, SHALL TAKE SUCH PRECAUTIONS AS MAY BE NECESSARY TO AVOID INJURING THE PEDESTRIAN. A WHITE CANE IS AN IMPORTANT MOBILITY TOOL FOR PEOPLE WITH LOW VISION OR BLINDNESS AND IS A SYMBOL OF THEIR INDEPENDENCE. HEALTH FAIRS & PRESENTATIONS TO THE COMMUNITY: THE LEADERSHIP TEAM OF LIGHTHOUSE OF SWFL ROUTINELY CONDUCTS PRESENTATIONS AND SPEAKS WITH KEY REFERRAL SOURCES, SUCH AS OPHTHALMOLOGISTS, OPTOMETRISTS, SOCIAL WORKERS, AND OTHER MEMBERS OF THE HEALTH AND HUMAN SERVICES ARENA IN SOUTHWEST FLORIDA. THIS PAST YEAR, LIGHTHOUSE OF SWFL HAS PARTICIPATED IN HEALTH FAIRS AT AMAVIDA RESORT RETIREMENT COMMUNITY, CYPRESS COVE, THE PALMS RETIREMENT COMMUNITY, DEL TURA GOLF & COUNTRY CLUB, THE NORTH FORT MYERS RECREATION CENTER, HERITAGE PALMS GOLF & COUNTRY CLUB, PELICAN PRESERVE, AND AN AWARENESS EVENT HELD BY THE SOUTHWEST FLORIDA COUNCIL FOR THE BLIND. EACH YEAR, WE ARE ALSO ASKED TO BE PRESENT AT THE SOUTHWEST FLORIDA OPTOMETRIC ASSOCIATION EDUCATIONAL RETREAT ATTENDED BY ALL OUR AREA'S OPTOMETRIC PROFESSIONALS. HERE, WE PROVIDE INFORMATION ON OUR SERVICES FOR THOSE WITH LOW VISION AND BLINDNESS TO LOCAL OPTOMETRISTS, AS WELL AS HOW THEY CAN REFER PATIENTS FOR SERVICES AT LIGHTHOUSE OF SWFL. SOCIAL MEDIA: FACEBOOK AND LINKEDIN ARE THE AGENCY'S PREFERRED SOCIAL MEDIA PLATFORMS. PHOTOS, STORIES AND OTHER INFORMATION ARE POSTED TO THESE SITES TWO TO THREE TIMES PER WEEK. LUNCH AND LEARN EVENTS: THESE EVENTS ARE FREE AND HELD IN THE PRICE ROOM WITHIN OUR BUILDING TO BRING TOGETHER LOW VISION AND BLIND CLIENTS OF ALL AGES AND WALKS OF LIFE TO LEARN ABOUT A SPECIFIC SUBJECT THAT WOULD PERTAIN TO THEM OR ABOUT A SERVICE THAT MAY BE HELPFUL. AS AN EXAMPLE, A RECENT LUNCH AND LEARN WAS OFFERED FOR OUR CLIENTS TO LEARN ABOUT THE SERVICES PROVIDED BY ACCESSIBLE PHARMACY, A COMPREHENSIVE, HOME DELIVERY PHARMACY SERVICE SPECIALIZING IN THE NEEDS OF PEOPLE WHO ARE BLIND OR HAVE LOW VISION. WE ALSO HELD A LUNCH AND LEARN TO PROVIDE INFORMATION ABOUT LOW VISION DEVICES AND OTHER TECHNOLOGY AVAILABLE TO OUR CLIENTS. AT THIS EVENT, CLIENTS WERE ALSO AFFORDED THE OPPORTUNITY TO TRY OUT VARIOUS DEVICES THAT MAY SUIT THEIR NEEDS. BRANDED FLEET OF VEHICLES: LIGHTHOUSE OF SWFL IS FORTUNATE TO HAVE A FLEET OF EIGHT VEHICLES, THANKS TO THE FLORIDA DEPARTMENT OF TRANSPORTATION, THAT ARE USED TO TRANSPORT CLIENTS TO AND FROM OUR OFFICE FOR VISION REHABILITATION SERVICES, AS WELL AS TO TRANSPORT OUR PROFESSIONAL STAFF TO PROVIDE SERVICES TO CLIENTS IN THEIR HOMES, DAYCARES OR SCHOOLS IN HENDRY AND GLADES COUNTIES. ALL OF OUR VEHICLES ARE BRANDED WITH THE LIGHTHOUSE OF SWFL LOGO AND PHONE NUMBERS ON LARGE MAGNETS ON BOTH THE DRIVER AND PASSENGER SIDE DOORS. FUNDRAISING EVENTS: EACH YEAR, LIGHTHOUSE OF SWFL HOSTS AT LEAST ONE FUNDRAISING EVENT. OTHER TRANSITION - FOR LIGHTHOUSE OF SWFL TEENS, PROGRAMS INCLUDE AFTER SCHOOL PROGRAMS, COMMUNITY OUTINGS, SUMMER CAMPS AND TEACHING ADVOCACY TO INCREASE ONE'S-SELF CONFIDENCE IN ASKING FOR AND UTILIZING REASONABLE ACCOMMODATIONS. TRANSPORTATION - FLEET OF 8 VEHICLES COMPRISED OF VANS AND CARS FUNDED BY THE FLORIDA DEPARTMENT OF TRANSPORTATION (FDOT). ALLOWS LIGHTHOUSE OF SWFL TO INITIALLY HELP OUR CLIENTS BY GETTING THEM TO OUR OFFICE FOR SERVICES OR FOR OUR STAFF TO GO OUT IN THE COMMUNITY TO THEM.

    Expenses $62,881

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Anissa Barksdale

    CFO

    Total calculated
    $89,042
    From this org
    $87,457
    From related orgs
    $0
    Other
    $1,585
    Hours/week
    40
  • Amy Price

    CEO

    Total calculated
    $74,872
    From this org
    $74,872
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Kathy Bridge-Liles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kathy Carter

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1
  • Michael Ciccarello

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Gwynetta Gittens

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Patricia O'Donnell

    TREASURER/SE

    Total calculated
    $0
    Hours/week
    1
  • Kathleen Smiley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jill Turner

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    1
  • Chantale Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jordan Jacobson

    MEMBER AT LA

    Total calculated
    $0
    Hours/week
    1

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
25 July 2026
IRS schema version
2024v5.0
Source object
202612179349300541

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

The source document this was parsed from is served over the API, which is where bulk and document access live.