Form 990 for tax year 2024

Totals

Total revenue

$1,982,144

Total expenses

$1,975,290

Contributions and grants received

$1,572,236

Grants paid

$420,795

Program service revenue

$136,807

Investment income

$125,709

Other revenue

$147,392

Total assets, end of year

$6,619,584

Total liabilities, end of year

$78,385

Net assets or fund balances, end of year

$6,541,199

Program services expenses (Part IX)

$1,820,656

Management and general expenses

$149,634

Fundraising expenses

$5,000

Program service expenses (Part III)

$1,820,656

Program services were 92.2% 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.

Mission and programs · 2024

• TAKE STOCK IN CHILDREN (SC) THIS SCHOLARSHIP PROGRAM PROVIDES EDUCATIONAL SCHOLARSHIPS AND MENTORING TO LOW INCOME AT-RISK STUDENTS.

  Expenses $526,723 · Grants $184,805 · Revenue $493,083

• GOLDEN APPLE (GA) THE GOLDEN APPLE TEACHER RECOGNITION PROGRAM GIVES A HIGH LEVEL OF RECOGNITION TO OUTSTANDING CLASSROOM TEACHERS. THIS PROGRAM PRESENTS MANY OPPORTUNITIES TO LEE COUNTY EDUCATORS. PROGRAM ALSO INCLUDES ACADEMY OF TEACHERS.

  Expenses $240,684 · Grants $18,000 · Revenue $226,040

• CLASSROOM GRANTS (CG) THE CLASSROOM GRANTS PROGRAM OFFERS EDUCATORS THE ABILITY TO APPLY FOR AND RECEIVE FUNDS TO OFFER UNIQUE LEARNING OPPORTUNITIES AND EXPERIENCES FOR THEIR STUDENTS.

  Expenses $155,474 · Grants $129,266 · Revenue $135,844

• SANIBEL SCHOOL FUND (SS) THE SANIBEL SCHOOL REFLECTS CONTRIBUTIONS RECEIVED AND RELATED EXPENDITURES MADE SPECIFICALLY FOR THE SANIBEL SCHOOL. EDUCATION RESOURCE CENTER (RC) COLLECT NEW AND USED DONATED ITEMS TO BENEFIT TEACHERS, STUDENTS AND SCHOOLS AT NO COST TO THEM. COLLEGIUM FOR THE ADVANCEMENT OF EDUCATION (TR) THE COLLEGIUM FOR THE ADVANCEMENT OF EDUCATION IS THE TEACHER DEVELOPMENT ELEMENT OF THE GOLDEN APPLE PROGRAM THAT OFFERS OPPORTUNITIES FOR NETWORKING AS WELL AS EDUCATIONAL OPPORTUNITIES TO A SELECT GROUP OF EDUCATORS. FUTUREMAKERS (FM) THIS PROGRAM AIMS TO INSPIRE MORE HIGH SCHOOL SENIORS TO TAKE THE NEXT STEP AFTER GRADUATION, WHETHER IT IS A UNIVERSITY, COLLEGE, OR TECHNICAL/VOCATIONAL TRAINING THROUGH PRESENTATIONS AND FINANCIAL AID WORKSHOPS. KIDS TAG ART (OP) LEE COUNTY KIDS TAG ART IS AN EDUCATIONAL FUNDRAISING PROJECT CREATED IN PARTNERSHIP WITH THE LEE COUNTY TAX COLLECTORS OFFICE AND DESIGNED TO BENEFIT THE ART CLASSROOMS IN LEE COUNTY DISTRICT SCHOOLS. THIS PROGRAM IS OFFERED ANNUALLY TO EACH ELEMENTARY SCHOOL'S FIFTH-GRADE STUDENTS. BONITA SPRINGS HIGH SCHOOL FUND (BS) THE BONITA SPRINGS HIGH SCHOOL REFLECTS CONTRIBUTIONS RECEIVED AND RELATED EXPENDITURES MADE SPECIFICALLY FOR THE BONITA SPRINGS HIGH SCHOOL. OTHER PROGRAMS (OP) AT THIS TIME, INCLUDES DISCRETIONARY FUND, ACCESS HOMELESS FUND, ENVIRONMENTAL EDUCATION (EDISON FAIRS), HURRICANE IAN RELIEF, NEW TEACHERS SOCIAL, KIDS TAG ART, JEFF SOMMER MEMORIAL SCHOLARSHIPS, SUNCOAST C. U. SCHOLARSHIPS,ALLEGRETTI FOUNDATION SCHOLARSHIPS, TOP CHEF SCHOLARSHIPS, ANGELA MATES SCHOLARSHIPS, BETTY SMITH CARRIERE SCHOLOARSHIPS, ALLEGRETTI SCHOLARSHIPS, SHEVACH SCHOLARSHIPS & SHADOW WOODS SCHOLARSHIPS. COLLEGE & CAREER INITIATIVES (CC) IN COLLABORATION WITH LOCAL LEE COUNTY BUSINESSES, WE OFFER VARIOUS OPPORTUNITIES TO EDUCATE STUDENTS AND EDUCATORS IN THE DISTRICT. OUR PROGRAMS GIVE THEM THE OPPORTUNITY TO LEARN ABOUT LOCAL CAREER FIELDS FOCUSED ON STEM AND EDUCATIONAL REQUIREMENTS FOR THOSE CAREERS. OUR COLLEGE AND CAREER CENTER PREPARES LEE COUNTY PUBLIC SCHOOL STUDENTS FOR POST-SECONDARY EDUCATION, TECHNICAL TRAINING, OR ENTERING THE WORKFORCE. THIS IS ACCOMPLISHED THROUGH SCHOLARSHIP SEARCH, ACT PREP, FINANCIAL LITERACY, AND CAREER EXPLORATION. STUDENT ADVOCACY & MENTORING PROGRAM (SA) THIS PROGRAM WORKS WITH AT-RISK, LOW-INCOME STUDENTS IN THE DISTRICT BY OFFERING RESOURCES AND VOLUNTEER MENTORS TO ASSIST STUDENTS COMPLETING THEIR HIGH SCHOOL EDUCATION AND CONTINUING POST-SECONDARY EDUCATION. SOUTHWEST FLORIDA THEATRICAL SOCIETY THIS PROGRAM PROVIDES FOR AN ANNUAL THEATRICAL COMPETITION. ADMINISTRATION (AD) ADMINISTRATION INCLUDES FUND-RAISERS, BUSINESS PARTNERS/STATE OF OUR SCHOOLS, AND OTHER ACTIVITIES AND SPECIAL EVENTS NOT SPECIFICALLY IDENTIFIED IN OTHER PROGRAMS.

  Expenses $897,775 · Grants $88,724 · Revenue $1,001,468

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

Listed in Part VII

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. 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

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

• FL PREPAID COLLEGE FDN

  $184,805

  SCHOLARSHIPS

• FL GULF COAST UNIV

  $15,499

  SCHOLARSHIPS

• FL SOUTH WESTERN ST COLLEGE

  $15,453

  SCHOLARSHIPS

• HARNS MARSH MIDDLE SCHOOL

  $11,240

  GRANTS

• UNIVERSITY OF FLORIDA

  $10,137

  SCHOLARSHIPS

• NORTH FORT MYERS HIGH SCHOOL

  $9,080

  GRANTS

• TRAFALGAR MIDDLE SCHOOL

  $7,120

  GRANTS

• BUCKINGHAM EXCEPTIONAL STUDENT CENT

  $6,889

  GRANTS

• MARINER HIGH SCHOOL

  $6,816

  GRANTS

• ALLEN PARK ELEMENTARY SCHOOL

  $6,708

  GRANTS

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2024

Filed

22 December 2025

IRS schema version

2024v5.0

Source object

202503429349300215

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.