Southwest Florida Research and Education

Nonprofit profile at a glance

EIN
650325899
IRS 990-EZ coverage
2011–2020
Forms available
Form 990-EZ 2020
Location
Immokalee, FL, USA
Rating
61
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$64,248
Expenses
$64,175
Assets
$89,199
Liabilities
$26,072

Source: IRS Form 990-EZ. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Todd McClure (President Director)
  • Jason Shiveler (Vice President Director)
  • Kelly Morgan (CEO)

People named in this filing

  • Wes Roan (Treasurer Director)
  • Wade Purvis (Director)
  • David Genho (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-EZ. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Research & Education

What it reported doing in 2020

Fruit and seed sales, construction of student dormitories, citrus research, leasing student housing, rental income from students

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 30
  • Transparency & Controls: 100
  • Sustainability: 43
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 29.5%; rating input score 30
  • Program expense ratio: 30.4%; rating input score 30

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: 0.1%; rating input score 47; 47th percentile among comparable filings
  • Total-asset coverage ratio: 1.39; rating input score 44; 44th percentile among comparable filings
  • Liabilities to assets ratio: 0.29; rating input score 15; 15th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 10% per year; rating input score 100; 82nd percentile among comparable filings
  • Revenue growth: 10.5% per year; rating input score 100; 89th percentile among comparable filings
  • Asset growth: -4.4% per year; rating input score 0; 25th percentile among comparable filings

Details

  • Where the money goes: 29.5% of revenue deployed · 30.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $19K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 10 filing years from 2011 to 2020
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Moderate — Financial Efficiency: Mission deployment rate scored 30/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 30/100.
  • Moderate — Sustainability: Operating margin scored 47/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
  • High — Sustainability: Liabilities to assets ratio scored 15/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.