2014-02-13T08:37:16-06:00 2013-03-31 410746749 CLIFTONLARSONALLEN LLP 4099 TAMIAMI TRAIL N STE 300 NAPLES FL 34103 990 2012-04-01 650315664 THE IMMOKALEE FOUNDATION INC IMMO 2394309122 3960 RADIO ROAD NO 207 NAPLES FL 34104 CHARLES CAMPBELL 2394309122 2014-02-13 1 AMELIA COOPER CPA P00437898 2392628686 2014-02-08 2012 2015-11-30 17:44:51Z MAE ELIZABETH ALLBRITTEN 3960 RADIO ROAD NO 207 NAPLES FL 34104 6196364 0 X IMMOKALEEFOUNDATION.ORG X 1991 FL TO RAISE AWARENESS OF AND FUNDS FOR THE VITAL NEEDS OF THE PEOPLE OF IMMOKALEE FLORIDA. 20 20 64 155 0 0 2684374 2281047 0 0 225702 259485 0 -312165 2910076 2228367 187240 171515 0 0 932189 944241 0 0 331168 671872 1005204 1791301 2120960 1118775 107407 9151340 9797457 922442 1311726 8228898 8485731 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, OFFERING THEM THE TOOLS, OPPORTUNITIES, SUPPORT AND ENCOURAGEMENT THEY NEED AT EACH LEVEL OF THEIR EDUCATION WHICH WILL LEAD TO ECONOMIC INDEPENDENCE. 0 0 390573 77155 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 FULL COLLEGE SCHOLARSHIP TO ANY FLORIDA STATE COLLEGE, UNIVERSITY OR VACATIONAL SCHOOL UPON HIGH SCHOOL GRADUATION. 195105 94360 COLLEGE SUCCESS: COLLEGE SUCCESS PROGRAM PROVIDES ONGOING ACADEMIC ADVISEMENT AND MENTORSHIP FOR STUDENTS, HELPING THEM TO SET UP INDIVIDUAL ACADEMIC PLANS THAT ALLOW THEM TO GRADUATE FROM COLLEGE. THE PROGRAM ASSISTS STUDENTS AS THEY NAVIGATE THE COMPLEX WORLD OF FINANCIAL AID AND HELPS THEM TO MANAGE THEIR COLLEGE EXPERIENCE. 396936 IMMOKALEE READERS: 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 THIER OVERALL READING PROFICIENCY AND DEVELOP NEW SKILLS AND CONFIDENCE MENTORING KIDS. 602022 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. 602022 1584636 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 24 0 1 64 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 0 0 FL IL MA MN PA RI VA X THE ORGANIZATION 2394309122 3960 RADIO ROAD NO 207 NAPLES FL 34104 DON GUNTHER 20.00 X X 0 0 0 CHUCK CAMPBELL 10.00 X X 0 0 0 ALISON DOUGLAS 5.00 X X 0 0 0 JOHN COSTIGAN 20.00 X X 0 0 0 JIM BAILEY 20.00 X 0 0 0 DAVID CALL 2.00 X 0 0 0 HARRY DEBES 2.00 X 0 0 0 GEORGE FRANKS 2.00 X 0 0 0 BLAKE GABLE 2.00 X 0 0 0 JOHN HENRY 20.00 X 0 0 0 SKIP HILDEBRAND 2.00 X 0 0 0 CYNTHIA JANSSEN 20.00 X 0 0 0 KEVIN JOHNSON 15.00 X 0 0 0 LISA MERRITT 2.00 X 0 0 0 PETER NEGRI 20.00 X 0 0 0 LOUISE PENTA 20.00 X 0 0 0 JEFF RANDALL 2.00 X 0 0 0 PEGGY REDLINGER 20.00 X 0 0 0 BOB TARTER 5.00 X 0 0 0 JOE ZEDNICK 20.00 X 0 0 0 LIZ ALLBRITTEN 60.00 X 133438 0 10574 SUSAN WULBER 40.00 X 62886 0 14743 196324 0 25317 1 0 0 0 DEANGELIS DIAMOND CONSTRUCTION 6635 WILLOW PARK DRIVE NAPLES FL 34109 GENERAL CONTRACTOR FOR BUILDING IN IMMOK 793513 L2 ENTERPRISES LLC 4610 VIA CAPELLO BONITA SPRINGS FL 34134 GOLF CONSULTING/ GOLF PROFESSIONALS FOR 101500 2 725866 181388 1373793 186971 2281047 174594 174594 3431699 3338494 8314 93205 -8314 84891 84891 309024 725866 621189 -312165 -312165 2228367 0 0 -52680 X 171515 171515 120666 93852 13407 13407 639489 500405 73153 65931 16404 11974 2778 1652 81269 66190 7729 7350 86413 70029 7286 9098 23658 22409 1249 43999 43999 281431 273705 7726 15551 7225 1445 6881 130880 113897 8945 8038 46059 32907 6856 6296 60010 48550 5092 6368 40601 38552 912 1137 14831 14831 60281 48843 6034 5404 18858 15299 1901 1658 INDIRECT FUNDRAISING EX 174535 174535 FIELD TRIPS AND LEADERS 94510 76862 3210 14438 2120960 1584636 205156 331168 471251 567294 216979 144567 772337 766851 1449208 1493532 1756508 123865 1150705 1632643 5072263 5180131 18597 12439 9151340 9797457 228943 72084 50889 59530 60350 39557 582260 1140555 922442 1311726 X 3767078 4665369 1927992 1286534 2533828 2533828 8228898 8485731 9151340 9797457 107407 149426 0 X X 0 1 X 1 0 X 1178357 2638739 1812854 2684374 2281047 10595371 1178357 2638739 1812854 2684374 2281047 10595371 908373 9686998 115051 89103 88171 154880 174594 621799 11217170 13019 0.86360 0.84510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2533828 222877 199373 23504 2533828 2533828 41924 17126 24798 2533828 2533828 290749 258501 32248 2533828 2533828 582526 548568 33958 2533828 2446708 110914 23794 2533828 1.00000 0 0 386403 386403 1186708 61354 1125354 183397 62511 120886 1632643 X 2954983 149426 621189 770615 2184368 43999 43999 2228367 2698150 621189 621189 2076961 43999 43999 2120960 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND IS TO BE USED TO SUPPORT THE ACTIVITIES AND ADMINISTRATION OF THE ORGANIZATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE OTHER THAN A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THESE FINANCIAL STATEMENTS. THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS ENDING MARCH 31, 2010 TO 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. 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: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUES 621,189. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUES 621,189. CHARITY CLASSIC 562093 284069 278024 125311 9974 112093 25682 160035 PRO AM TOURNAMENT 344602 330602 14000 16458 12227 101500 2 128195 111195 17000 30055 10549 3800 13505 1034890 725866 309024 125311 56487 134869 29482 275040 621189 -312165 1 SCHOLARSHIPS 52 94360 PREPAID SCHOLARSHIPS 68 77155 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTEES ARE REQUIRED TO SUBMIT PURPOSE AND USE OF FUNDS RECEIVED. 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. DAVID CALL BOARD MEMBER OF THE FOUNDATION 0 PRESIDENT OF THE FINANCIAL INSTITUTION WHERE THE FOUNDATION HAS CASH DEPOSITS. 0 X 2 24883 FAIR MARKET VALUE X 6 2883 INVOICES X OTHER 1 3600 BASED ON PREVIOUS AMOUNTS X OTHER 1 239 INVOICES X SILENT AUCTION GIFTS - CHARITY CLASSIC EVENT 39 125311 FMV PER DONOR X INTERCLUB GOLF EVENT EXPENSE 6 30055 FMV PER DONOR 0 0 0 1 THIRD PARTY USE: PART I, LINE 32B: OUR INVESTMENT ADVISORS RECEIVE ANY STOCK DONATIONS AND ARE INSTRUCTED TO LIQUIDATE THE STOCK AS SOON AS PRACTICAL. 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 11 THE COMPLETED FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE 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. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CHAIR LEADS THE DISCUSSION OF THE EXECUTIVE DIRECTOR COMPENSATION. WHEN THE EXECUTIVE DIRECTOR WAS HIRED, THE SALARY WAS BASED ON COMPARITIVE DATA. SUBSEQUENTLY A PERFORMANCE REVIEW HAS BEEN CONDUCTED ANNUALLY. PERFORMANCE REVIEWS ARE CONDUCTED ANNUALLY AND SALARIES ARE ASSESSED AS TO APPROPRIATENESS TO THE JOB. WHEN AN EXECUTIVE RECRUITER IS USED FOR HIRING, THEIR INDEPENDENT ANALYSIS OF SALARY IS USED. 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. OTHER FEES FORM 990, PART IX, LINE 11G SERVICES PROVIDED BY SCHOOL DISTRICT FOR HEAVY EQUIPMENT PROGRAM: PROGRAM SERVICE EXPENSES 100,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,000. TUTORING SERVICES PROVIDED FOR AFTER SCHOOL PROGRAMS: PROGRAM SERVICE EXPENSES 111,334. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,334. OTHER SERVICES: PROGRAM SERVICE EXPENSES 62,371. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,726. TOTAL EXPENSES 70,097. FORM 990, PART XI, LINE 2C: THE PROCESS OF ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.