The Southwest Florida Foundation Incorporated
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 39,264 | 78,418 | −39,154 | 42.9 | 0% |
| 2012 | 67,082 | 79,378 | −12,296 | 40.5 | 0% |
| 2013 | 77,676 | 78,489 | −813 | 40.8 | 0% |
| 2014 | 94,978 | 78,704 | 16,274 | 43.2 | 0% |
| 2015 | 107,127 | 66,029 | 41,098 | 58.9 | 0% |
| 2016 | 87,462 | 67,900 | 19,562 | 60.8 | 0% |
| 2017 | 81,264 | 68,465 | 12,799 | 62.5 | 0% |
| 2018 | 99,070 | 100,103 | −1,033 | 42.6 | 17% |
| 2019 | 127,828 | 143,223 | −15,395 | 28.5 | 19% |
| 2020 | 86,344 | 95,171 | −8,827 | 41.8 | 28% |
| 2021 | 104,079 | 106,132 | −2,053 | 37.2 | 25% |
| 2022 | 119,704 | 98,484 | 21,220 | 42.7 | 0% |
| 2023 | 132,455 | 113,614 | 18,841 | 39.0 | 0% |
In its most recent public year (2023), this organization brought in $18,841 more than it spent. Its reserves stood at about 39 months of spending, down from 42.9 in 2011. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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