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Nonprofiteer
← SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC

Form 990 for tax year 2022

Filed by SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC.

Totals

Total revenue
$21,592,217
Total expenses
$16,701,607
Contributions and grants received
$18,771,646
Grants paid
$10,312,150
Program services expenses (Part IX)
$13,762,456
Management and general expenses
$1,789,049
Fundraising expenses
$1,150,102
Program service expenses (Part III)
$13,762,456

Program services were 82.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SARAH OWEN

    PRESIDENT/CEO

    Total calculated
    $389,052
    From this org
    $350,413
    From related orgs
    $0
    Other
    $38,639
    Hours/week
    55 + 6 related

    Schedule J breakdown matched by us

    Base
    $304,422
    Bonus
    $0
    Other
    $45,991
    Deferred
    $26,061
    Nontaxable benefits
    $12,578
    Filer's total
    $389,052

  • AYSEGUL TIMUR

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • GAIL MARKHAM

    VICE CHAIR AND SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    3

  • ROBBIE ROEPSTORFF

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    3

  • CHAUNCEY GOSS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • DALE REISS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • FRED MOON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • GARY GRIFFIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • HARRISON S KNIGHT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • HUGH KINSEY JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JUAN BENDECK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JULIE BEN-SUSAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • KHANDYCE MOSELY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • LILLIE RENTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MALIKE ADIGUN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MARY BETH CRAWFORD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ROSEMARY FLLORI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • SALLY JACKSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • SHONTRA POWELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ANDREW COUSE

    TRUSTEE (THRU 4/2023)

    Total calculated
    $0
    Hours/week
    3

  • CAROLYN CONANT

    TRUSTEE (THRU 6/2023)

    Total calculated
    $0
    Hours/week
    3

  • TERRY MAZANY

    CHIEF COLLABORATION OFFICER

    Total calculated
    $240,012
    From this org
    $231,750
    From related orgs
    $0
    Other
    $8,262
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $231,750
    Bonus
    $0
    Other
    $0
    Deferred
    $6,501
    Nontaxable benefits
    $1,761
    Filer's total
    $240,012

  • MARINA NASSIF

    CFO

    Total calculated
    $120,030
    From this org
    $104,657
    From related orgs
    $0
    Other
    $15,373
    Hours/week
    50 + 7 related

  • RONALD E PENN

    CFO (THRU 7/2022)

    Total calculated
    $72,381
    From this org
    $68,164
    From related orgs
    $0
    Other
    $4,217
    Hours/week
    50 + 6 related

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 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 4B
THE PRESIDENT & CEO PARTICIPATES IN A 457(F) DEFERRED COMPENSATION PLAN. THERE WERE $0 CONTRIBUTIONS INTO THE PLAN AND $0 PAYMENTS FROM THE PLAN FOR CALENDAR YEAR 2022.

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

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202313129349302811

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

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