Estero Forever Foundation Inc
Nonprofit profile at a glance
- EIN
- 842466890
- IRS 990 coverage
- 2023–2025
- Forms available
- Form 990 2025
- Location
- Estero, FL, USA
- Phone
- 8034224225
- Rating
- 56
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Community Improvement, Capacity Building N.E.C.
Reported finances
- Revenue
- $27,806
- Expenses
- $20,476
- Assets
- $428,764
- Liabilities
- $2,400
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- BRANDON MILLER (PRESIDENT)
People named in this filing
- JOSEPH A ARCHAZKI (DIRECTOR)
- JOHN BODNER (DIRECTOR)
- BILL DAUBMANN (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Promote legacy giving from the community, provide grants and giving to address community needs, provide support to the village of estero and the community by managing projects beneficial to the community.
What it reported doing in 2025
The primary activity of the estero forever foundation from april 2024 through 2025 was working in partnership with the village of estero to prepare estero river park, located at the corner of corkscrew road and u.s. 41, for future public engagement and community activities. This initiative was implemented shortly after the completion of the driving range project. Eff's work at the estero river park site included debris removal, improvements to existing structures on the property, securing a water supply for those buildings, and enhancing site attractions such as the butterfly garden and labyrinth. All improvements were completed within the approved budget established by the village of estero. Eff coordinated on-site participation by fgcu students, who assisted with the removal of invasive plant species as part of the broader effort to improve and preserve the property.
Operating model
- Revenue model
- Earned-program. 65% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 35
- Transparency & Controls: 83
- Accountability: 64
- Sustainability: 69
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 28.2%; rating input score 28
- Program expense ratio: 53.7%; rating input score 54
- Fundraising efficiency: $0.19 raised per $1 spent on fundraising; rating input score 9; 9th percentile among comparable filings
Transparency & Controls
- Consistency checks: 91.7%; rating input score 92; 22nd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 1 of 7 controls in place; rating input score 14
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 26.4%; rating input score 75; 75th percentile among comparable filings
- Total-asset coverage ratio: 20.94; rating input score 81; 81st percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 24; 24th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 58; 58th percentile among comparable filings
Growth
- Program expense growth: -71.6% per year; rating input score 0; 4th percentile among comparable filings
- Revenue growth: -51.5% per year; rating input score 0; 8th percentile among comparable filings
- Asset growth: 50.3% per year; rating input score 100; 97th percentile among comparable filings
Details
- Where the money goes: 28.2% of revenue deployed · 53.7% of spending went to programs
- Governance: 9 of 9 board members independent · 1 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $11K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 17 of 18 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 3 filing years from 2023 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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 — Financial Efficiency: Mission deployment rate scored 28/100.
- High — Accountability: Governance controls: 5 of 6 not reported.
- Review — Financial Efficiency: Program expense ratio scored 54/100.
- High — Financial Efficiency: Fundraising efficiency scored 9/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- High — Sustainability: Liabilities to assets ratio scored 24/100.
- Review — Sustainability: Officer compensation ratio scored 58/100.