West Bay Community Charitable Foundation
Nonprofit profile at a glance
- EIN
- 471584850
- IRS 990 coverage
- 2020–2024
- Forms available
- Form 990 2024
- Location
- Estero, FL, USA
- Phone
- 6304762242
- Rating
- 87
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Fund Raising and Fund Distribution
Reported finances
- Revenue
- $442,053
- Expenses
- $401,168
- Assets
- $88,589
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- BETH BRUETSCHE (CO-PRESIDENT)
- LYNN LIDDLE (CO-PRESIDENT)
People named in this filing
- BETH BRUETSCHE (CO-PRESIDENT)
- LYNN LIDDLE (CO-PRESIDENT)
- TERRI ALVATOR (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. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
We give and make grants to a limited number of 501(c) 3 organizations in lee and collier counties in the following of need areas: (continued on schedule o) organizations that provide human services for at-risk women, children and the elderly, organizations that serve people who need food, shelter and/or medical services, and/or organizations that provide educational opportunities, primarily for under-served young people and students.
What it reported doing in 2024
We give and make grants to a limited number of 501(c) 3 organizations in lee and collier counties as noted in our mission statementbelow are some examples of those receiving grants this past year: (continued on schedule o)blessings in a backpack $25,000making a lasting difference in the lives of children, one weekend at a time. One in five kids relies on their school's free and reduced-price meal programto provide the nourishment they need to learn and grow. But what happens whenthey leave school on friday? Every friday afternoon, this important programgives children backpacks filled with kid-friendly, ready-to-eat items.cafe of life $25,000for many, food isn't a decision about what restaurant to visit. It can be a choice between a dinner or medicine, clothing, or shelter. Cafe of life focuses on alleviating nutritional insecurity for working-poor families and low income seniors in a respectful environment that preserves their dignity and empowers them to be their best.laces of love $25,000serves over 20,000 kids in need each year, sometimes providing the first pair of shoes a child has worn that's not held together with duct tape or with the toes cut out, so they fit. Sneakers are especially important, so the kids can take physical education at school and run and play at recess.our mothers home $25,000imagine being a young person growing up in foster care or having been a victim of human trafficking. Not surprisingly, these early life experiences can affect kids later in life and their ability to trust others and form strong relationships. Our mother's home is on a mission to change the lives of these courageous young women by providing a nurturing environment where they can receive the support, guidance, and resources they need to break the cycle of poverty and neglect for themselves and their babies.pace center for girls $25,000girls are at higher risk than boys for sexual abuse and domestic violence, which may explain the strong link between abuse and girls' delinquency, such as chronic truancy and substance issues. Pace collier currently provides services to more than 140 girls annually in the immokalee community who attend pace five days a week as an alternative to public education. Counseling and therapy play a big part in their growth and positive change.valeries house $20,000the loss of a loved one usually causes symptoms of depression and anxiety for months afterward. But no child should grieve alone. By helping children and families work through the loss together, they can go on to live fulfilling lives. Valerie's house is a special place where children connect with one another and learnthe tools to heal after having experienced the death of someone they love. Support services include group sessions where children and families connect with others with similar loss, plus counseling services with licensed mental health professionals when additional services are needed.
Operating model
- Revenue model
- Donor-supported. 99% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 99% of its reported program spending out as grants.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 94
- Transparency & Controls: 90
- Accountability: 76
- Sustainability: 49
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 89.8%; rating input score 90
- Program expense ratio: 98.8%; rating input score 99
- Fundraising efficiency: $817.06 raised per $1 spent on fundraising; rating input score 97; 97th percentile among comparable filings
Transparency & Controls
- Consistency checks: 92.9%; rating input score 93; 25th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 99%; rating input score 99; 59th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Pass
- 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: 9.2%; rating input score 59; 59th percentile among comparable filings
- Total-asset coverage ratio: 0.22; rating input score 12; 12th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: 78.1% per year; rating input score 100; 98th percentile among comparable filings
- Revenue growth: 18.6% per year; rating input score 100; 86th percentile among comparable filings
- Asset growth: 14.2% per year; rating input score 100; 76th percentile among comparable filings
Details
- Where the money goes: 89.8% of revenue deployed · 98.8% of spending went to programs
- Governance: 12 of 12 board members independent · 3 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $396K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 18 of 19 current checks pass · 1 finding to review
- Schedules: 6 filed schedules · includes major donors and grants
- Filing history: 5 filing years from 2020 to 2024
- Contacts: How to reach this organization
- Money network: 17 filed money-flow records
- Related organizations: 17 filed related-organization links
- 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.
- Moderate — Accountability: Governance controls: 3 of 6 not reported.
- High — Sustainability: Total-asset coverage ratio scored 12/100.
- Review — Sustainability: Operating margin scored 59/100.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.