2022-05-16T08:07:14-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2020-07-01 650315664 THE IMMOKALEE FOUNDATION INC IMMO 2394309122 2375 TAMIAMI TRAIL NORTH NO 308 NAPLES FL 34103 NOEMI PEREZ PRESIDENT AND CEO 2394309122 2022-05-13 1 NOEMI PEREZ 999009999 AMELIA COOPER P00437898 2392628686 2022-05-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z NOEMI PEREZ 2375 TAMIAMI TRAIL NORTH NO 308 NAPLES FL 34103 6929176 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 13 259 169 0 0 5066875 6267391 0 0 357537 643193 -250846 18592 5173566 6929176 470111 340030 0 0 2326551 2394982 0 0 779354 1692203 1781651 4488865 4516663 684701 2412513 13077517 16998351 646184 568971 12431333 16429380 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 455988 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. 2191370 340030 CAREER DEVELOPMENT AND LEADERSHIP ACTIVITIES: 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. 671758 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. 3319116 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 259 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 1 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 NO 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 132590 167802 24667 MELISSA PHILLIPS VICE PRESIDENT OF PHILANTHROPY 40.00 X X 144590 126933 25181 YASMIN MOHAMMED CFO 40.00 X X 86064 93897 14413 363244 388632 64261 2 0 1 0 WALT BUCHHOLTZ 805 FAIRWOOD COURT SOUTHLAKE TX 76092 SPEARHEAD AND SUPERVISE ALL EFFORTS OF C 154800 1 389489 5877902 296259 6267391 131896 131896 511297 0 511297 511297 511297 MISCELLANEOUS INCOME 900099 18592 18592 18592 6929176 0 0 661785 X 340030 340030 481357 359162 86938 35257 1578494 1181710 53939 342845 16507 9784 301 6422 165271 129249 8301 27721 153353 101189 23806 28358 19390 18620 770 80857 37125 41312 2420 61736 61736 603189 374078 77350 151761 93835 92075 1760 258884 151730 25200 81954 129231 76575 25976 26680 94603 83906 1946 8751 53866 49990 1938 1938 37896 28399 2557 6940 EDUCATION SUPPLIES 152710 152710 FIELD TRIPS 39364 39364 156090 93420 6123 56547 4516663 3319116 418193 779354 589188 1032626 561046 963664 820186 1527938 800 1833168 1829821 2944781 546147 1699019 2398634 7574910 9244868 13077517 16998351 222669 64748 14026 6288 20000 2000 389489 495935 646184 568971 X 8613760 11622005 3817573 4807375 12431333 16429380 13077517 16998351 2412513 1400440 185094 0 X 0 1 X 1 0 X 6087573 3126357 3404329 5072879 6267391 23958529 6087573 3126357 3404329 5072879 6267391 23958529 3582184 20376345 102663 134905 194563 178031 131896 742058 11955 11320 3206 6981 18592 52054 24752641 0.82320 0.85410 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 11,955. 2017 AMOUNT: $ 11,320. 2018 AMOUNT: $ 3,206. 2019 AMOUNT: $ 6,981. 2020 AMOUNT: $ 18,592. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2533828 877814 877814 2533828 2533828 99380 99380 2533828 2533828 157019 157019 2533828 2533828 203999 203999 2533828 2533828 2533828 0 0 642011 642011 938918 267632 671286 1363852 278515 1085337 2398634 COMMUNITY FOUNDATION OF COLLIER COUNTY FUNDS 9244868 F 9244868 X 8267880 1400440 1400440 6867440 61736 61736 6929176 4454927 0 4454927 61736 61736 4516663 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 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 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN 1,400,440. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSE INCLUDED 61,736. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSE INCLUDED 61,736. 1 DIRECT SCHOLARSHIPS 18 3596 N/A N/A FLORIDA PREPAID 66 285443 N/A PREPAID SCHOLARSHIP PSCS SCHOLARSHIPS 12 18291 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 X 0 0 0 0 0 0 0 0 0 NOEMI PEREZ PRESIDENT/CEO 132590 167802 0 0 0 0 5522 0 19145 0 157257 167802 0 0 MELISSA PHILLIPS VICE PRESIDENT OF PHILANTHROPY 144590 126933 0 0 0 0 6231 0 18950 0 169771 126933 0 0 YASMIN MOHAMMED CFO 86064 93897 0 0 0 0 0 0 14413 0 100477 93897 0 0 X 2 296259 FMV 0 1 0 FORM 990, PART III, LINE 2 CPL - BUILDING HOMES FORM 990, PART VI, SECTION A, LINE 1 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 EXEC DIRECTOR 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 EXECUTIVE DIRECTOR 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 374,078. MANAGEMENT AND GENERAL EXPENSES 77,350. FUNDRAISING EXPENSES 151,761. TOTAL EXPENSES 603,189.