PLATINUM2024

Southwest Florida Community Foundation Inc

Community foundation plus

aka Collaboratory   |   Ft. Myers, FL   |  https://collaboratory.org/

Mission

Collaboratory is a regional community foundation with an evolved mission committed to coordinating the solving of Southwest Floridas major social problems by 2040. Not alone, but with everyonethe entire community working together across all five counties: Lee, Hendry, Glades, Charlotte and Collier.

Notes from the nonprofit

Connection and collaboration are at the heart of our mission. Since 1976, we have made over $120 million in grants to individuals and organizations across the region to enhance the quality of life for current and future generations. It is upon that legacy of a commitment to community we will collectively achieve our 2040 goal.

Ruling year info

1976

President & CEO

Ms. Dawn Belamarich

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

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Collaboratory is a community foundation with an evolved mission committed to coordinating the solving of Southwest Florida’s major social problems by 2040. Since our founding in 1976, we have been supporting local causes and nonprofit work, but unfortunately, many of our social issues continue to stay the same. We believe strongly in the traditional work we do but are also committed to making a deeper impact – going to the root cause of the social issues plaguing our region.

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

Collaboratory is a regional community foundation with an evolved mission committed to coordinating the solving of Southwest Floridas major social problems by 2040. Not alone, but with everyonethe entire community working together across all five counties: Lee, Hendry, Glades, Charlotte and Collier.

Collaboratory provides community leadership, raises and coordinates funding, and disburses funds to organizations that are helping solve the problems our donors and the community have identified as priorities. Collaboratory also provides capacity building with training and resources for regional partners. Given the complexities of the social challenges in our region, Collaboratory ensures we are all working together and that every generous donor achieves the biggest impact with their funds. By using and sharing data to track progress, we ensure that donor dollars are best invested to move the needle on improving social issues.

Population(s) Served
Adults

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
Children and youth
Students

Competitive grants are funded by field of interest and unrestricted funds. Aligned with the goals of Collaboratory, competitive grants are used to fund the bandwidth required for coalitions to start and sustain. Priorities are determined by a call for information from interested organizations. Grants are awarded to nonprofits that serve as the backbone for a coalition that addresses the whole system, such as housing or health and wellness. Funding is for three years, contingent on successful performance each year.

Population(s) Served
Adults

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
Women and girls
Adults

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
Children and youth
Unemployed people

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 dollar amount of grants awarded

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

Community Impact Grants

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Grantmaking

Number of entrance scholarships and awards and exit scholarships

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

Scholarships

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Scholarships for student and adult learners across a five-county region

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.

Collaboratory seeks to create change through strategic granting to nonprofit organization partners in the Southwest Florida region. Collaboratory 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 to collaborate with partners and stakeholders to solve the major social issues in the Southwest Florida region.

Collaboratory 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.

Collaboratory started and funded three major coalitions - FutureMakers, Health&Wellness and Housing.

Established in 2015, FutureMakers coalition consists of more than 150 organizations and 300 individuals who come together in action teams to increase the number of students applying for financial aid, to build programs for stop-out students to finish their degrees, to give academic credit for work-based learning, and to connect people to companies looking for workers. As of 2023, FutureMakers has added nearly 55,000 credentials to the workforce and distributed nearly $3.5M since 2020.

Scholarship grants totaled more than $1.1M awarded to students through 107 scholarship funds for high school seniors and undergraduate and graduate students.

Total assets achieved in 2023 was $169M million.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify bright spots and enhance positive service experiences, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We take steps to get feedback from marginalized or under-represented people, We take steps to ensure people feel comfortable being honest with us, We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded

  • What challenges does the organization face when collecting feedback?

    We don't have any major challenges to collecting feedback

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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Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

Southwest Florida Community Foundation Inc

Board of directors
as of 02/13/2024
SOURCE: Self-reported by organization
Board chair

Gail Markham

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

Term: 2023 -

Gary H. Griffin

B & I Contractors, Inc.

Aysegul Timur

FGCU

Malike Adigun

Julie Ben-Susan

Juan D. Bendeck

Dentons Cohen & Grigsby P.C.

Rosemary Fllori

Glades County Economic Development Council

Chauncey Goss

Sally Jackson

Harrison S. Knight

Thee Trinity Church

Fred Moon

Khandyce Mosely

City of Fort Myers Police Department

Dale Anne Reiss

Lillie Rentz

Dawn Belamarich

Collaboratory

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