COLLIER COUNTY BAR FOUNDATION INC: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COLLIER COUNTY BAR FOUNDATION INC (EIN 65-0268501)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201721359349205767
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T15:22:13-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4099 TAMIAMI TRAIL N STE 300 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650268501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLIER COUNTY BAR FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLL | BusinessNameControlTxt |
| Phone | 2392528711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3315 TAMIAMI TRAIL EAST NO 505 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAMIAN TAYLOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2392528711 | PhoneNum |
| Signature | 2017-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMELIA COOPER CPA | PreparerPersonNm |
| PTIN | P00437898 | PTIN |
| Phone | 2392628686 | PhoneNum |
| Preparation | 2017-04-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-11 | IPDt |
| IP Tm | 17:03:02 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E282F9004401B28B2F3B0C9484DAA140BF4BBEFA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 596EC7DFF9A02DD4A3ECF98026E37F14AAC6C08F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $82,664 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $59,570 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $11 | InvestmentIncomeAmt |
| Fundraising Gross Income | $23,083 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $23,785 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$702 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $58,879 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $34,180 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,946 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $7,637 | OtherExpensesTotalAmt |
| Total Expenses | $43,763 | TotalExpensesAmt |
| Excess Or Deficit For Year | $15,116 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $122,929 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $138,045 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,747 | BOYAmt |
| EOY | $138,045 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,747 | BOYAmt |
| EOY | $138,045 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,818 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,929 | BOYAmt |
| EOY | $138,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE FOUNDATION IS ORGANIZED TO BE OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION'S OBJECTIVES ARE: (1) RAISE FUNDS TO PROVIDE EDUCATIONAL SCHOLARSHIPS, (2) ENCOURAGE AND PROMOTE EDUCATION AND COMMUNITY AWARENESS OF THE LAW, AND (3) PURSUE AND PARTICIPATE IN CHARITABLE ENDEAVORS BENEFITING YOUTH AND/OR UNDERPRIVILEGED POPULATIONS RESIDING IN SOUTHWEST FLORIDA. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| WE OPTED TO USE THE PROCEEDS OF OUR BBQ AND GOLF TOURNAMENT TO BENEFIT THE NEIGHBORHOOD HEALTH CLINIC AND THEY RECEIVED $10,000 TO SUPPORT THEIR PROGRAM OF PROVIDING FREE AND LOW-COST HEALTH CARE TO THE WORKING POOR OF OUR COMMUNITY.WE PROVIDED $8,000 TO THE CITIZEN'S FOSTER CARE REVIEW BOARD, WHICH WAS RECENTLY DEFUNDED BY THE STATE AND IS NOW RUNNING SOLELY ON DONATIONS. THEY WILL USE THE MONEY TO HIRE A PROGRAM MANAGER. THIS GROUP IS VITAL TO THE WELL-BEING OF LOCAL CHILDREN IN THE FOSTER CARE SYSTEM.WE DONATED $3,500 TO PROVIDE GIFTS FOR UNDERPRIVILEGED CHILDREN WHOSE PARENTS ARE CLIENTS OF LEGAL AID SERVICES OF COLLIER COUNTY. | $30,780 | $30,780 |
| ENCOURAGE AND PROMOTE EDUCATION AND COMMUNITY AWARENESS OF THE LAW. ONE WAY WE DO THIS IS THROUGH THE ANNUAL MOCK TRIAL COMPETITION. EACH YEAR LOCAL HIGH SCHOOLS STUDENTS LEARN ABOUT THE LAW THROUGH A STATE PROGRAM THAT ALLOWS THEM TO RECREATE A TRIAL. TEAMS FROM MANY OF THE LOCAL HIGH SCHOOLS COME TO THE COURTHOUSE EACH WINTER TO ARGUE THE CASE IN FRONT OF JUDGES AND ATTORNEYS. THE COMPETITION IS FUNDED BY THE FOUNDATION. ADDITIONALLY, WINNING TEAMS AND INDIVIDUALS RECEIVE SCHOLARSHIPS. THE WINNING TEAM GOES ON TO THE CIRCUIT COMPETITION AND IS ELIGIBLE FOR FURTHER MONETARY AWARDS. IF OUR LOCAL TEAM MAKES IT TO THE STATE COMPETITION, WE GIVE THEM ADDITIONAL FUNDS TO HELP COVER TRAVEL EXPENSES. | $3,400 | $3,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $34,180 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| MARC HULING | ||||
| IMMEDIATE PAST PRESIDENT | 1.00 | $0 | $0 | $0 |
| KIM SPIKER | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| DAMIAN TAYLOR | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| RICHARD MONTECALVO | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| EDWARD LARSEN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT LANCASTER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| HILDA CENECHARLES | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES WHITTINGTON | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| LISA A MEAD | ||||
| EXECUTIVE DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA A MEAD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3315 TAMIAMI TRAIL EAST BLDG 505 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2392528711 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,570 | CurrentTaxYearAmt |
| Total | $207,655 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,570 | CurrentTaxYearAmt |
| Total | $207,655 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $207,655 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11 | CurrentTaxYearAmt |
| Total | $625 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,859 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,403 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $22,577 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $230,857 | TotalSupportAmt |
| Public Support CY170 | 0.89950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $12,415 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,415 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $13,117 | OtherDirectExpensesEvent1Amt |
| Event2 | BBQ | Event2Nm |
| Gross Receipts Event2 | $12,920 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $6,762 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,158 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $6,158 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $11,211 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $6,701 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $4,510 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,510 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $36,546 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $13,463 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,083 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,785 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $23,785 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$702 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 11. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: ADVERTISING AND MARKETING. AMOUNT: 858. DESCRIPTION: D & O INSURANCE. AMOUNT: 1,018. DESCRIPTION: POSTAGE. AMOUNT: 397. DESCRIPTION: BANK CHARGES. AMOUNT: 20. DESCRIPTION: CHARITABLE ORGANIZATION FEES. AMOUNT: 75. DESCRIPTION: CCBA EXPENSE REIMBURSEMENT. AMOUNT: 3,669. DESCRIPTION: BOARD OF DIRECTORS EXPENSE. AMOUNT: 92. DESCRIPTION: GENERAL LIABILITY INSURANCE. AMOUNT: 1,508. TOTAL TO FORM 990-EZ, LINE 16: 7,637. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: SPONSORSHIP DEPOSIT. BEG. OF YEAR AMOUNT: 7,818. END OF YEAR AMOUNT: 0. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |