2023-05-03T15:01:24-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2021-07-01 650315664 THE IMMOKALEE FOUNDATION INC IMMO 2394309122 2375 TAMIAMI TRAIL NORTH 308 NAPLES FL 34103 NOEMI PEREZ PRESIDENT AND CEO 2394309122 2023-05-02 1 NOEMI PEREZ 999009999 AMELIA COOPER P00437898 2392628686 2023-04-26 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z NOEMI PEREZ 2375 TAMIAMI TRAIL NORTH 308 NAPLES FL 34103 7733368 0 X IMMOKALEEFOUNDATION.ORG X 1991 FL BUILDING PATHWAYS TO SUCCESS FOR THE CHILDREN OF IMMOKALEE. PROVIDE EDUCATIONAL AND CAREER-BUILDING OPPORTUNITIES THAT OPEN THE STUDENTS' EYES TO THEIR PERSONAL POTENTIAL. 13 13 208 170 0 0 6267391 6575531 0 0 643193 526754 18592 -399296 6929176 6702989 340030 349764 0 0 2394982 2650330 0 0 544410 1781651 2199204 4516663 5199298 2412513 1503691 16998351 16751410 568971 516198 16429380 16235212 X SINCE 1991, THE IMMOKALEE FOUNDATION HAS BEEN BUILDING PATHWAYS TO SUCCESS FOR THE CHILDREN OF IMMOKALEE. WE EMPOWER THESE STUDENTS THROUGH PROGRAMS FOCUSED ON EDUCATION, VOCATION, AND LIFE SKILLS, (CONTINUED ON SCHEDULE O)OFFERING THEM THE TOOLS, OPPORTUNITIES, SUPPORT AND ENCOURAGEMENT THEY NEED AT EACH LEVEL OF THEIR EDUCATION WHICH WILL LEAD TO ECONOMIC INDEPENDENCE. 1 0 1563317 CAREER PATHWAYS:THIS PROGRAM CONSISTS OF FOUR CAREER PATHWAYS. (1) ENGINEERING AND CONSTRUCTION, (2) BUSINESS MANAGEMENT AND ENTREPRENEURSHIP, (3) EDUCATION AND HUMAN SERVICES, (4) HEALTHCARE. STUDENTS PARTICIPATE IN VOCATIONAL AND ON-THE-JOB TRAINING, AS WELL AS SUMMER INTERNSHIPS WITH AREA BUSINESSES - EXPERIENCES THAT EMPHASIZE LEADERSHIP, SKILLS DEVELOPMENT, AND COMMUNITY SERVICE. THE PROGRAM ENHANCES THE STUDENTS' PROFESSIONAL SKILLS NECESSARY TO BECOME CONFIDENT, PRODUCTIVE AND SUCCESSFUL CITIZENS. THE PROGRAM ALSO PROVIDES TUITION, SCHOLARSHIPS AND AFTER-SCHOOL TUTORING. THE IMMOKALEE FOUNDATION ALSO PROVIDES SUPPORT FOR EXPERIENCES THAT PROVIDE LEADERSHIP, LIFE SKILLS OPPORTUNITIES AND OPPORTUNITIES TO ATTEND CAMPS, COLLEGE PROGRAMS AND WORKSHOPS. 840683 THE IMMOKALEE READERS PROGRAM:THE IMMOKALEE READERS PROGRAM IS AN INTENSIVE READING INTERVENTION PROGRAM, TARGETING THE LOWER 17% OF READERS FROM KINDERGARTEN THROUGH THIRD GRADE. THIS AFTER-SCHOOL PROGRAM MATCHES ELEMENTARY STUDENTS WITH HIGH-SCHOOL AGE TUTORS FOR PRODUCTIVE, ENJOYABLE READING LESSONS. WHILE ELEMENTARY STUDENTS ARE MAKING READING GAINS, EVEN THE TUTORS THEMSELVES IMPROVE THEIR OVERALL READING PROFICIENCY AND DEVELOP NEW SKILLS AND CONFIDENCE MENTORING KIDS. 833252 CAREER PATHWAYS LEARNING LAB:THIS IS A HANDS ON PROFESSIONAL CAREER EXPEREINCE FOR THE STUDENTS. HERE WITH THE AID OF INDUSTRY PROFESSIONALS STUDENTS LEARN ABOUT LAND DEVELOPMENT, HOME CONSTRUCTION AND MARKETING AND SALES. UNDER THIS PROGRAM STUDENTS WILL CHOOSE THEIR OWN PATHS TO COLLEGE AND CAREER READINESS. THIS PROGRAM PREPARES STUDENTS FOR A PROFESSIONAL CAREER BY GIVING THEM AN EARLY START IN CAREER EXPLORATION AND OPTIONS. 592506 286742 TAKE STOCK IN CHILDREN: SCHOLARSHIPS ARE AWARDED TO QUALIFIED SEVENTH-GRADE STUDENTS WHO SUCCESSFULLY FULFILL THEIR PLEDGE TO EARN GOOD GRADES, EXHIBIT GOOD BEHAVIOR, VOLUNTEER COMMUNITY SERVICE TIME AND MEET WEEKLY WITH A MENTOR. STUDENTS ARE AWARDED A COLLEGE SCHOLARSHIP TO ANY FLORIDA STATE COLLEGE, UNIVERSITY OR VOCATIONAL SCHOOL UPON HIGH SCHOOL GRADUATION. 436873 63022 POST SECONDARY:POST SECONDARY PROVIDES ONGOING ACADEMIC ADVISEMENT AND MENTORSHIP FOR STUDENTS, HELPING THEM TO SET UP INDIVIDUAL ACADEMIC PLANS THAT ALLOW THEM TO GRADUATE FROM POST SECONDARY INSTITUTIONS. THE PROGRAM ASSISTS STUDENTS AS THEY NAVIGATE THE COMPLEX WORLD OF FINANCIAL AID AND HELPS THEM TO MANAGE THEIR POST SECONDARY EXPERIENCE. 1029379 349764 4266631 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 10 0 208 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 FL IL MA MN PA NJ VA MI X X THE ORGANIZATION 2394309122 2375 TAMIAMI TRAIL NORTH 308 NAPLES FL 34103 JERRY BELLE CHAIRPERSON 20.00 X X 0 0 0 ALISON DOUGLAS SECRETARY 10.00 X X 0 0 0 DREW YURKO TREASURER 10.00 X X 0 0 0 KATHERINE AHEARN DIRECTOR 10.00 X 0 0 0 TARREN BRAGDON DIRECTOR 10.00 X 0 0 0 KATHERINE GREEN DIRECTOR 10.00 X 0 0 0 JOHN GRISWOLD DIRECTOR 10.00 X 0 0 0 JOYCE HAGEN DIRECTOR 10.00 X 0 0 0 KAREN HENDRICKS DIRECTOR 10.00 X 0 0 0 CAROL JOSEPH DIRECTOR 10.00 X 0 0 0 BARBARA MORRISON DIRECTOR 10.00 X 0 0 0 STEPHEN PRYOR DIRECTOR 10.00 X 0 0 0 LINDA SALAZAR DIRECTOR 10.00 X 0 0 0 JOHN TOBE DIRECTOR 10.00 X 0 0 0 JOSEPH ZEDNIK DIRECTOR 10.00 X 0 0 0 NOEMI PEREZ PRESIDENT/CEO 40.00 X X 167802 0 25723 MELISSA PHILLIPS UNTIL OCT 21 VICE PRESIDENT OF PHILANTH 40.00 X X 126933 0 20979 YASMIN MOHAMMED CFO 40.00 X X 93897 0 14728 MARIE RUBENSTEIN VICE PRESIDENT OF PHILANTH 40.00 X X 54377 0 6078 443009 0 67508 3 0 1 0 WALT BUCHHOLTZ 805 FAIRWOOD COURT SOUTHLAKE TX 76092 SPEARHEAD AND SUPERVISE ALL EFFORTS OF C 124800 1 529035 245935 5800561 11590 6575531 190722 190722 336032 0 336032 336032 336032 70840 529035 315268 -244428 -244428 523912 715111 -191199 -191199 MISCELLANEOUS INCOME 900099 36331 36331 36331 6702989 -191199 0 318657 X 349764 349764 523433 390437 92379 40617 1758604 1386384 70270 301950 19252 15222 1763 2267 186350 146374 13144 26832 162691 126344 15605 20742 39968 33838 1646 4484 102396 76065 11413 14918 74995 74995 575286 566503 8783 134826 134826 345151 243928 48063 53160 214143 148966 31832 33345 161830 139211 4965 17654 54175 50269 1953 1953 42762 32823 2676 7263 EDUCATION SUPPLIES 255660 255660 FIELD TRIPS 103683 103683 94329 66334 8770 19225 5199298 4266631 388257 544410 1032626 847990 963664 865011 1527938 2517899 800 1782111 1829821 2025819 1646444 600323 2398634 1046121 9244868 7666459 16998351 16751410 64748 182392 6288 9704 2000 74102 495935 250000 568971 516198 X 11622005 9955668 4807375 6279544 16429380 16235212 16998351 16751410 1503691 -1697859 0 X 0 1 X 1 0 X 3126357 3404329 5072879 6267391 6575531 24446487 3126357 3404329 5072879 6267391 6575531 24446487 2841200 21605287 134905 194563 178031 131896 190722 830117 11320 3206 6981 18592 36331 76430 25353034 594752 0.85220 0.82320 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 11,320. 2018 AMOUNT: $ 3,206. 2019 AMOUNT: $ 6,981. 2020 AMOUNT: $ 18,592. 2021 AMOUNT: $ 36,331. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2533828 582018 582018 2533828 2533828 877814 877814 2533828 2533828 99380 99380 2533828 2533828 157019 157019 2533828 2533828 203999 203999 2533828 1.00000 0 0 350171 350171 938918 294167 644751 357355 306156 51199 1046121 COMMUNITY FOUNDATION OF COLLIER COUNTY FUNDS 7666459 F 7666459 X 5960514 -1697859 -1697859 7658373 74995 -1030379 -955384 6702989 6154682 0 6154682 74995 -1030379 -955384 5199298 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND IS TO BE USED TO SUPPORT THE ACTIVITIES AND ADMINISTRATION OF THE ORGANIZATION. PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THEIR CONSOLIDATED FINANCIAL STATEMENTS. THIS PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE FOUNDATION HAS DETERMINED THAT IT HAS NO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COGS -715,111. FUNDRAISING EXPENSE -315,268. PART XII, LINE 4B - OTHER ADJUSTMENTS: COGS -715,111. FUNDRAISING EXPENSE -315,268. X X X 1 PETER JACOBSEN SPORTS LLC 9600 SW BARNES RD PORTLAND OR 97225 EVENT MANAGEMENT FEE 0 599875 149000 450875 599875 149000 450875 FL IL MA MI MN NJ PA VA MO PROAM GOLF TOURNAMENT 599875 529035 70840 97820 217448 599875 529035 70840 97820 217448 315268 -244428 1 FLORIDA PREPAID 78 337764 N/A PREPAID SCHOLARSHIP PSCS SCHOLARSHIPS 2 12000 N/A N/A PART I, LINE 2: ALL STUDENTS WHO ARE AWARDED A SCHOLARSHIP MUST MAINTAIN AN ONGOING RELATIONSHIP WITH THE IMMOKALEE FOUNDATION AND SCHOLARSHIP CRITERIA ARE REVIEWED TO ENSURE ALL REQUIREMENTS HAVE BEEN MET AND THAT THE SCHOLARSHIP WAS USED FOR THE INTENDED PURPOSE. X 0 0 0 0 0 0 0 0 0 NOEMI PEREZ PRESIDENT/CEO 167802 0 0 0 0 0 5685 0 20038 0 193525 0 0 0 FORM 990, PART III, LINE 2 PATHWAYS LEARNING LAB PROGRAM AND THE IMMOKALEE READERS PROGRAM FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE OF THE IMMOKALEE FOUNDATION IS COMPOSED OF THE OFFICERS OF THE BOARD OF DIRECTORS, CHAIRPERSON OF OTHER COMMITTEES OF THE BOARD, AND ADDITIONAL DIRECTORS AS MAY BE APPOINTED BY THE CHAIRMAN. THE EXECUTIVE COMMITTEE HAS THE COMPLETE AUTHORITY OF THE BOARD PROVIDED ANY DECISIONS OF THE COMMITTEE DO NOT CONTRADICT A PRIOR ACTION OF THE BOARD. ANY ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE MAY BE REVOKED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS REVIEWED BY THE EXECUTIVE AND FINANCE DIRECTORS PRIOR TO FILING WITH THE IRS. THE REVIEW AND ACCEPTENCE OF THE FORM 990 HAS BEEN DELEGATED TO THE FINANCE COMMITTEE BY THE BOARD OF DIRECTORS. THE BOARD WILL REVIEW THE 990 AFTER FILING AND AT THEIR NEXT GENERAL MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW BOARD MEMBERS ATTEND A BOARD ORIENTATION AND ARE GIVEN A MANUAL WITH POLICIES DOCUMENTED. SIGNIFICANT TRANSACTIONS THAT COULD RESULT IN A CONFLICT OF INTEREST ARE FULLY REVIEWED BY THE BOARD. INTERESTED MEMBERS WHO HAVE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST ARE REQUIRED TO DISCLOSE THE EXISTENCE OF HIS OR HER INTEREST REGARDING PROPOSED TRANSACTIONS OR ARRANGEMENTS. BOARD MEMBERS SIGN ANNUALLY A CONFLICT OF INTEREST POLICY STATEMENT DISCLOSING ANY KNOWN CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A WHEN THE PRESIDENT & CEO WAS HIRED, THE SALARY WAS BASED ON COMPARATIVE DATA. SUBSEQUENTLY A PERFORMANCE REVIEW HAS BEEN CONDUCTED ANNUALLY. THE BOARD CHAIR LEADS THE DISCUSSION OF THE PRESIDENT & CEO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER SERVICES: PROGRAM SERVICE EXPENSES 566,503. MANAGEMENT AND GENERAL EXPENSES 8,783. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 575,286. CPL LABLLC 2375 TAMIAMI TRAIL NORTH SUITE 308 NAPLES FL 34103 844081271 CAREER PATHWAYS LEARNING LAB PROGRAM FL 64483 2159280 THE IMMOKALEE FOUNDATION 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 CPL LABLLC B 335000 CASH CPL LABLLC D 147123 CASH