Collier County Bar Foundation Inc

Nonprofit profile at a glance

EIN
650268501
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025
Location
Naples, FL, USA
Phone
2392528711
Rating
93
Verdict
STRONG
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Reported finances

Revenue
$17,486
Expenses
$49,957
Assets
$95,523
Liabilities
$1,035

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • LISA A TERWILLIGER (EXECUTIVE DIRECTOR)
  • CHARLES WHITTINGTON (PRESIDENT)
  • JAMIE SCHWINGHAMER (IMMEDIATE PAST PRESIDENT)

People named in this filing

  • LISA A TERWILLIGER (EXECUTIVE DIRECTOR)
  • CHARLES WHITTINGTON (PRESIDENT)
  • HILDA CENECHARLES (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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.

What it reported doing in 2025

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 school 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.mock trial scholarships - $11,150

Operating model

Revenue model
Donor-supported. 91% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 45% for direct work, and 55% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 96
  • Transparency & Controls: 100
  • Sustainability: 31
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 89.1%; rating input score 89

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -185.7%; rating input score 5; 5th percentile among comparable filings
  • Total-asset coverage ratio: 1.91; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 25; 25th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 6.3% per year; rating input score 100; 64th percentile among comparable filings
  • Revenue growth: -1.1% per year; rating input score 0; 45th percentile among comparable filings
  • Asset growth: 1.5% per year; rating input score 100; 44th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 89.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $45K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 5/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 25/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.