Southwest Florida Community Foundation, Inc

Ft. Myers, FL   |  www.floridacommunity.com

Mission

Cultivating Regional Change for the Common Good. Rooted in philanthropy, the Foundation focuses on improving the quality of life for everyone who lives, works, learns and plays in Southwest Florida. The Foundation does this through inspiring collective leadership, serving as a concierge of philanthropy, identifying and monitoring its work through research and outcomes, and providing capacity building and trainings to nonprofit partners.

Ruling year info

1976

President & CEO

Ms. Sarah Owen

Main address

2031 Jackson Street Suite 100

Ft. Myers, FL 33901 USA

Show more contact info

EIN

59-6580974

NTEE code info

Community Foundations (T31)

Human Services - Multipurpose and Other N.E.C. (P99)

Community Coalitions (S21)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Blog

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

General Funding

The Foundation provides funding to 501(c)(3)non-profits serving Lee, Charlotte, Collier, Hendry, and Glades Counties, Florida through its endowment funds. We distribute grants to increase the effectiveness of social service, educational, health, cultural, and other charitable organizations serving the community.

Population(s) Served

Scholarships are available for high school seniors and undergraduate or graduate students to apply for funds with criteria determined according to the donor's wishes. Scholarships may be a one time award or a multi-year award with the intent of supporting a student to attain a post-secondary education degree or certification. A streamlined online application process is used to accept applications and a scholarship committee along with volunteer reviewers work with staff to determine scholarship finalists and recipients. All scholarship payments are sent directly to the scholarship recipient's school financial aid office. Donors receive information about the scholarship recipients who are beneficiaries of their scholarship fund and receive updates on the status of the recipients along their post-secondary journey.

Population(s) Served

The Community Impact Grant is a funding program of the Southwest Florida Community Foundation for grants made to 501(c)(3) nonprofits or municipalities through a competitive application process. The funding comes from Field of Interest funds. Donors and philanthropists establish FOI funds to address their desires and intentions for the Southwest Florida region. Community Impact Grants provide strategic funding in the following areas: people, animals, arts and education.

Population(s) Served

The Women's Legacy Fund (WLF) was established in 2007 by the Southwest Florida Community foundation to engage women in Southwest Florida to direct their giving in focused, strategic ways. Contributors' annual donations are used for immediate grants as well as to increase the WLF's permanent endowment fund. Annual Contributors choose the focus of the annual grants, which so far have included literacy, violence prevention, mental health, homelessness, and access to goods and services in neighborhoods. Grants to local non-profit organizations are selected by the WLF's Grants Committee and Contributors to the fund. The grants are funded by both annual contributions and income from the endowment fund.

Population(s) Served

The FutureMakers Coalition is working to improve the workforce by increasing post-secondary completion in Southwest Florida and promote the knowledge and skills needed for success in the workplace and in life. The coalition was formed around existing regional collaborations between diverse stakeholders (from cradle to career) and citizens all committed to the region's education and economic success. The FutureMakers Coalition is a collective impact initiative that is focused on bringing together stakeholders from throughout the Cradle-to-Career (C2C) Pathway.

Population(s) Served

The Immigration Program Grant is a program of the Southwest Florida Community Foundation. Funding for this program comes from The Florida Bar Foundation and national funders. This program is designed to increase the quality of life in sustainable and equitable ways for immigrants and refugees in Southwest Florida. The grant program is focused on providing legal services and related services to immigrants and refugees in our region as they continue to recover from the disastrous impact of Hurricane Irma last fall and recent changes in immigration law and policies. Foundation leaders recognize that there are other important issues facing immigrants and refugees not funded by this program.

Population(s) Served

Through a public private partnership with the City of Fort Myers, the Foundation embarked on a $10.5 million New Market Tax Credit deal to renovate a 1920s Atlantic Coast Rail Depot in downtown Fort Myers and add a 13,000 sf building, Collaboratory. At Collaboratory, the Foundation will now provide more robust event, meeting, office and collaborative space amplified with the best available technology. Centrally located within its five-county service area, Collaboratory will serve as a lab for collaboration with diverse networks of stakeholders to explore regional challenges and opportunities and then design, fund and execute innovative initiatives and projects with nonprofit partners that bring needed change to our region.

Collaboratory is designed to with sustainability in mind and is pursuing LEED (Leadership in Energy and Environmental Design) Gold Certification further emphasizing the Foundation’s commitment to sustainability and it’s position as a role model for other nonprofits and businesses in the region.

Population(s) Served

Where we work

Accreditations

Council on Foundations Accredited

Council on Foundations National Standards 2007

Affiliations & memberships

Council on Foundations - Member 1990

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Total number of grants awarded

This metric is no longer tracked.
Totals By Year
Context Notes

Competitive Grants: Community Impact grants, Women's Legacy Fund Grant, Bonita Springs Community Fund Grant, Arts and Attractions Grants, Arts and Culture Grants, LGBT Fund Grant

Total dollar amount of grants awarded

This metric is no longer tracked.
Totals By Year
Related Program

General Funding

Context Notes

Competitive and designated grants

Average number of non-monetary support contacts per grantee

This metric is no longer tracked.
Totals By Year
Related Program

Community Impact Grants

Context Notes

Community Impact technical assistance support in program planning, evaluation, leadership development, go on off-site study tour

Number of organizations applying for grants

This metric is no longer tracked.
Totals By Year
Related Program

Community Impact Grants

Context Notes

Total number of LOIs received for each Community Impact Grant, Arts and Attraction Grant, Arts and Culture Grant, Women's Legacy Fund, LGBT Fund

Number of coalition members

This metric is no longer tracked.
Totals By Year
Related Program

FutureMakers Coalition

Context Notes

FutureMakers Coalition individual participants

Number of coalition meetings held and attendance

This metric is no longer tracked.
Totals By Year
Related Program

FutureMakers Coalition

Context Notes

Champions’ Breakfast, Regional Action Teams, County Action Team meetings, mini-team meetings, student summit

Number of research or policy analysis products developed, e.g., reports, briefs

This metric is no longer tracked.
Totals By Year
Context Notes

Nonprofit capacity assessment analysis and report, research related to funds, special regional research reports, research for the FutureMakers Coalition

Number of funding dollars secured for demonstration projects or pilots

This metric is no longer tracked.
Totals By Year
Related Program

FutureMakers Coalition

Context Notes

Partner support for FutureMakers Coalition, projects, and initiatives

Number of organizations accessing technical assistance offerings

This metric is no longer tracked.
Totals By Year
Context Notes

Grantee Tribe members, Nonprofit capacity survey participants

Number of evaluations conducted

This metric is no longer tracked.
Totals By Year
Context Notes

Foundation programs terminal eval, grantee mid-term collaborative evaluations, grantee terminal evaluations, event evaluations, coalition evaluations, monitoring reports

Number of entrance scholarships and awards and exit scholarships

This metric is no longer tracked.
Totals By Year
Related Program

Scholarships

Context Notes

Scholarships for post-secondary education

Number of stories successfully placed in the media

This metric is no longer tracked.
Totals By Year
Context Notes

Weekly Florida Weekly columns, monthly News-Press columns, special news or television stories

Number of press releases developed and distributed

This metric is no longer tracked.
Totals By Year

Number of return website visitors

This metric is no longer tracked.
Totals By Year
Context Notes

The new foundation website was launched in the fall of 2013, more than 1/3 into the new fiscal year. We continue to provide as much relevant information and news as possible to keep traffic flow.

Number of unique website visitors

This metric is no longer tracked.
Totals By Year
Context Notes

Unique visitors refers to the number of distinct individuals requesting pages from the website regardless of how often they visit. Visits refers to the number of times a site is visited.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

The SWFL Community Foundation seeks to create change through strategic granting to nonprofit organization partners in the Southwest Florida region. The Foundation is a leader and convener bringing together community, business, education, philanthropy, the arts, and government to improve the quality of life in Southwest Florida for everyone who lives, works, plays or visits here.

By cultivating knowledge networks, impact funding, strategic convening, endowed assets and providing community leadership, we strive for regional change for the common good.

The Foundation has changed the complexion of its operational team and shifted its budget to include a vice president of development with CFRE certification and communications with proven track record of donor development and increasing donor contributions, a director of social innovation and sustainability with a masters in public administration and engaged the services of two Ph.D. level consultants specializing in strategic planning, program evaluation and community development.

The Southwest Florida Foundation embarked on a regional education initiative that led to the attention of the state's College Access Network and Lumina Foundation. In addition, the Foundation has agreed to take the Lee County Sustainability Plan with the intent to measure key factors of community sustainability and provide a broader regional view involving regional stakeholders.

Annual grants to local nonprofit organizations through the competitive cycle totaled $550,000 in 2015 and $548,000 to designated funds. Last year, the Foundation granted more than $3.2 million to nonprofit organizations supporting education, animal welfare, arts, healthcare and human services, as well as provided regional community impact grants and scholarship grants.

Scholarship grants totaled more than $500,000 awarded to 98 students through 72 scholarship funds for high school seniors and undergraduate and graduate students.

Total assets achieved in 2015 was $93 million.

We are still looking for innovative ways to positively affect our regional community.

Financials

Southwest Florida Community Foundation, Inc
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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  • Analyze a variety of pre-calculated financial metrics
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  • Compare nonprofit financials to similar organizations

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Southwest Florida Community Foundation, Inc

Board of directors
as of 06/18/2019
SOURCE: Self-reported by organization
Board chair

Larry Hobbs

Southwest Florida Regional Medical Center

Term: 2017 - 2019

Larry A Hobbs

SW Florida Emergency Physicians, PA

Myra Hale Walters

Florida SouthWestern State College

Guy Whitesman

Henderson, Franklin, Starnes & Holt PA

Sarah Owen

Southwest Florida Community Foundation, Inc.

Darren Robertshaw

The Trianon Hotel Co.

Alexander Robinson

Northern Trust Bank

Robbie B. Roepstorff

Edison National Bank

Howard L. Leland

Retired Pilot

Gay R Thompson

Cement Industries, Inc.

Christopher Hill

Wells Fargo

Aurora Badia

Florida Skin Center

Juan Bendeck

Hahn & Loeser

Carolyn Conant

Chauncey Goss

City of Sanibel

Dennie Hamilton

Lee County Electric Cooperative, Inc.

D. Hugh Kinsey

Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, PA

Alan Mandel

Good Wheels, Inc.

Craig Folk

Southwest Florida Regional Medical Center

Dale Reiss

Mary Beth Crawford

Cummings & Lockwood’s Private Clients Group

Gail Markham

Markham Norton Mosteller Wright & Co., P.A.

Frederick Moon

Jonathan Romine

Markham Norton Mosteller Wright & Co., P.A.

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No