Profiles

Southwest Florida Community Foundation

8771 College Parkway, Building 2 Suite 201
Fort Myers, Florida 33919
United States

Mission

To connect people and resources to emerging community needs to create sustainable solutions for our region

Most Meaningful Change

In the last two years we have moved from being the No Foundation to the Yes Foundation. We have opened the foundation’s doors to establish a community hub rather than being a quiet, bank-like institution. We have engaged people from across our five-county region to become involved in solving the issues facing our region. We have sought to change both our culture and business model to become conveners, information specialists around community need, and a place to come to make a measurable impact through giving. To that end we launched a regional call to action around college and career access and are working with community and national partners to launch our high school seniors into college and careers with intention and velocity.

1976 Year Founded
$36,000,000 Endowment Value
$3,105,534 Total Annual Grantmaking

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Last Updated: 09.19.14

Population Area Served

1,150

Identifying Information
OrganizationSouthwest Florida Community Foundation
Address 18771 College Parkway, Building 2 Suite 201
Address 2Did not answer
City / TownFort Myers
State / RegionFlorida
ZIP / Postal Code33919
CountryUnited States
ContinentNorth America
Map Address (If Different)Did not answer
Map City / Town (If Different)Did not answer
Map State / Region (If Different)Did not answer
Map Zip / Postal Code (If Different)Did not answer
Map Country (If Different)Did not answer
Phone239-274-5900
Emailsowen@floridacommunity.com
Websitewww.floridacommunity.com
Organization Leader (Name, Title)Sarah Owen, President & CEO
Primary Contact’s NameSarah Owen
Primary Contact’s PositionPresident & CEO
Foundation at a Glance
Year Founded1976
Mission StatementTo connect people and resources to emerging community needs to create sustainable solutions for our region
Organization DescriptionCommunity Foundation
Other DescriptionDid not answer
Approximate Size of the Population Serviced1,150
Total Paid Staff (Full-Time Equivalents)12
Total Unpaid Staff (Full-Time Equivalents)Did not answer
Total Board Members23
Financial Information (in U.S. Dollars)
Organization’s Total Income in Last Fiscal Year$6,093,739
Organization’s Gifts Income in Last Fiscal Year$5,166,046
Organization’s Total Expenditures in Last Fiscal Year$5,582,325
Organization’s Grantmaking Budget in Last Fiscal Year$3,105,534
Does Organization Have an EndowmentYes
Value of Endowment (or Financial Reserves) as of the End of Last Fiscal Year$36,000,000
Change in Financial Status Over Last Three YearsA little improvement
Priorities and Achievements
Factors that Played a Role in the Origins of Your Organization
Community leadershipPlayed an important role
Philanthropic giftsPlayed a centrally important role
Grassroots activismNo role
Inadequate government servicesNo role
Changes in the political environmentNo role
Changes in the economic environmentNo role
Government initiative fundingNo role
Foundation initiative fundingPlayed an important role
Bilateral or multilateral initiative fundingPlayed a slight role
Favorable legal or fiscal policiesNo role
Time Spent Working in Following Areas
NeighborhoodFair amount of time
LocallyLots of time
RegionallyLots of time
NationallyVery little time
InternationallyNone
Rate Importance of the Following Functions
GrantmakingCentrally important
Having local people as leaders in the organizationCentrally important
Seeking local donationsCentrally important
Having a gender balance in the organizationImportant but not central
Board reflective of community diversityCentrally important
Building an endowmentCentrally important
Serving donor needsCentrally important
Acting as a fiscal intermediary for the communityCentrally important
Building inclusion and trust in the communityCentrally important
Pursuing equityCentrally important
Accountability to local peopleCentrally important
Raising money for grantmaking annuallyCentrally important
Community developmentCentrally important
In the Last Year, Extent to Which Programming and/or Grantmaking Involved Work in the Following Areas
Arts and cultureFair amount
EducationFair amount
EnvironmentLittle
HealthLittle
Human and social servicesFair amount
Human rightsLittle
International relationsNot at all
ReligionNot at all
Economic developmentLittle
Conflict resolution/bridging different parts of the communityNot at all
Information technologyLittle
Strengthening local or regional governmentLittle
HousingLittle
ChildrenLittle
WaterNot at all
Alternative energyNot at all
Disaster reliefLittle
Advocacy with authoritiesNot at all
Job trainingFair amount
Nongrantmaking Services Offered to Community in Recent Years
Convening for issues of local concernOften
Promote collaboration between granteesOften
Promote understanding of public policyRarely
Training/capacity-building for local organizationsOften
AdvocacyRarely
Loaned staffNever
ResearchOften
Community needs assessmentOften
Leadership developmentOften
InternshipsNever
Providing space for local organizationsOften
Access to information technologyOccasionally
Publishing/knowledge sharingOccasionally
Main Trends Over the Past Year in Geographic Area Served
PovertyNo change
CrimeGetting worse
Trust among different sections of the communityNo change
Equitable distribution of resources and servicesNo change
Social position of marginalized groupsNo change
Responsiveness of authoritiesNo change
Appropriateness of public policiesNo change
Value of community assetsGetting better
Quality of the environmentGetting worse
Number of people and organizations working to change and improve their communityGetting better
Levels of innovation and risk taking in addressing community problemsGetting better
Networks and links between different parts of the communityGetting much better
Gender equityNo change
Charitable giving through the community foundationGetting much better
Number of people and organizations involved in philanthropic givingGetting much better
Extent to Which Organization Can Claim Tangible and Measurable Achievements in the Past Three Years
PovertyA few small achievements
CrimeDo not work in this sphere
Trust among different sections of the communityA few small achievements
Equitable distribution of resources and servicesA few small achievements
Social position of marginalized groupsWork in the sphere but no measurable achievement
Responsiveness of authoritiesDo not work in this sphere
Appropriateness of public policiesDo not work in this sphere
Value of community assetsA few small achievements
Quality of the environmentWork in the sphere but no measurable achievement
Number of people and organizations working to change and improve their communitySome important achievements
Levels of innovation and risk taking in addressing community problemsSome important achievements
Networks and links between different parts of the communityDid not answer
Gender equityDo not work in this sphere
Charitable giving through the community foundationA few small achievements
Number of people and organizations involved in philanthropic givingSome important achievements
Active Partnerships
Formal community associations and groupsLot
Informal associations of citizensLot
Non-governmental organizationsLot
Local governmentLittle
National governmentLittle
UniversitiesLittle
SchoolsLot
BusinessesLittle
Partnerships and External Aid
Other Institutions Helpful to Our Work
National association of grantmakersHelpful
Regional association of grantmakersVery helpful
Global Fund for Community FoundationsN/A
Particular foundationHelpful
Other organizationHelpful
Involvement of Local People
Regularly survey local people about our programsYes
Local people are engaged in the delivery of our workYes
Local people control what our organization doesYes
Have local people represented on our boardYes
Have regular sessions where local people advise us what our programs should doYes
Actively engage local people as volunteersYes
All of our board is composed of local peopleYes
Account to local people about our successes and failures each yearYes
Assistance in Overcoming Main Difficulties Faced in Developing Organization Further
Increased fundingVery important
Better legal or fiscal environmentNeither important nor unimportant
More volunteersImportant
Access to advice or technical assistanceImportant
Better local culture of givingImportant
Stronger civil societyImportant
More responsive authoritiesNeither important nor unimportant
OtherDid not answer
Most Meaningful Change
Most Meaningful Change that Organization Has Helped to Bring About in the Last Three YearsIn the last two years we have moved from being the No Foundation to the Yes Foundation. We have opened the foundation’s doors to establish a community hub rather than being a quiet, bank-like institution. We have engaged people from across our five-county region to become involved in solving the issues facing our region. We have sought to change both our culture and business model to become conveners, information specialists around community need, and a place to come to make a measurable impact through giving. To that end we launched a regional call to action around college and career access and are working with community and national partners to launch our high school seniors into college and careers with intention and velocity.
 

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Identifying Information

Foundation at a Glance

Financial Information (in U.S. Dollars)

Priorities and Achievements
Factors that Played a Role in the Origins of Your Organization

Time Spent Working in Following Areas

Rate Importance of the Following Functions

In the Last Year, Extent to Which Programming and/or Grantmaking Involved Work in the Following Areas

Nongrantmaking Services Offered to Community in Recent Years

Main Trends Over the Past Year in Geographic Area Served

Extent to Which Organization Can Claim Tangible and Measurable Achievements in the Past Three Years

Active Partnerships

Partnerships and External Aid
Other Institutions Helpful to Our Work

Involvement of Local People

Assistance in Overcoming Main Difficulties Faced in Developing Organization Further

Most Meaningful Change

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