2025-04-22T12:13:29-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2023-07-01 650315664 THE IMMOKALEE FOUNDATION INC IMMO 2394309122 2375 TAMIAMI TRAIL NORTH 308 NAPLES FL 34103 NOEMI PEREZ PRESIDENT AND CEO 2394309122 2025-04-21 1 0 AMELIA COOPER P00437898 2392628686 2025-04-10 2023 2025-03-06 01:10:19Z NOEMI PEREZ 2375 TAMIAMI TRAIL NORTH 308 NAPLES FL 34103 9879358 0 X IMMOKALEEFOUNDATION.ORG X 1991 FL BUILDING PATHWAYS TO SUCCESS FOR THE CHILDREN OF IMMOKALEE. PROVIDE EDUCATIONAL AND CAREER-BUILDING OPPORTUNITIES THAT OPEN THE STUDENTS' EYES TO THEIR PERSONAL POTENTIAL. 13 13 246 110 0 0 6166666 8863332 0 0 402017 534064 -1043245 -518608 5525438 8878788 385638 641592 0 0 3076548 3273320 0 0 1269793 2515245 2828967 5977431 6743879 -451993 2134909 16513081 19825276 363622 827229 16149459 18998047 X PLEASE REFER TO SCHEDULE OSINCE 1991, THE IMMOKALEE FOUNDATION HAS BEEN BUILDING PATHWAYS TO SUCCESS FOR THE CHILDREN OF IMMOKALEE. WE EMPOWER THESE STUDENTS THROUGH PROGRAMS FOCUSED ON EDUCATION, VOCATION, AND LIFE SKILLS, OFFERING THEM THE TOOLS, OPPORTUNITIES, SUPPORT AND ENCOURAGEMENT THEY NEED AT EACH LEVEL OF THEIR EDUCATION WHICH WILL LEAD TO ECONOMIC INDEPENDENCE. 0 0 2422663 CAREER PATHWAYS:THIS OVERALL PROGRAM CONSISTS OF FOUR CAREER PATHWAYS. (1) ENGINEERING AND CONSTRUCTION, (2) BUSINESS MANAGEMENT AND ENTREPRENEURSHIP, (3) EDUCATION AND HUMAN SERVICES, (4) HEALTHCARE. STUDENTS PARTICIPATE IN VOCATIONAL AND ON-THE-JOB TRAINING, AS WELL AS SUMMER INTERNSHIPS WITH AREA BUSINESSES - EXPERIENCES THAT EMPHASIZE LEADERSHIP, SKILLS DEVELOPMENT, AND COMMUNITY SERVICE. THE PROGRAM ENHANCES THE STUDENTS' PROFESSIONAL SKILLS NECESSARY TO BECOME CONFIDENT, PRODUCTIVE AND SUCCESSFUL CITIZENS. THE PROGRAM ALSO PROVIDES TUITION, SCHOLARSHIPS AND AFTER-SCHOOL TUTORING. THE IMMOKALEE FOUNDATION ALSO PROVIDES SUPPORT FOR EXPERIENCES THAT PROVIDE LEADERSHIP, LIFE SKILLS OPPORTUNITIES AND OPPORTUNITIES TO ATTEND CAMPS, COLLEGE PROGRAMS AND WORKSHOPS. 731473 THE IMMOKALEE READERS PROGRAM:THE IMMOKALEE READERS PROGRAM IS AN INTENSIVE READING INTERVENTION PROGRAM, TARGETING THE LOWER 17% OF READERS FROM KINDERGARTEN THROUGH THIRD GRADE. THIS AFTER-SCHOOL PROGRAM MATCHES ELEMENTARY STUDENTS WITH HIGH-SCHOOL AGE TUTORS FOR PRODUCTIVE, ENJOYABLE READING LESSONS. WHILE ELEMENTARY STUDENTS ARE MAKING READING GAINS, EVEN THE TUTORS THEMSELVES IMPROVE THEIR OVERALL READING PROFICIENCY AND DEVELOP NEW SKILLS AND CONFIDENCE MENTORING KIDS. 728105 CAREER PATHWAYS LEARNING LAB:ONE OF THE FOUR CAREER PATHWAYS PROGRAMS THAT IS OFFERED IS A HANDS ON PROFESSIONAL CAREER EXPEREINCE FOR THOSE STUDENTS INTERESTED IN ENGINEERING AND CONSTRUCTION MANAGEMENT. WITH THE AID OF INDUSTRY PROFESSIONALS, STUDENTS ARE BUILDING A 18-HOME COMMUNITY AND LEARN ABOUT LAND DEVELOPMENT, HOME CONSTRUCTION AND MARKETING AND SALES. UNDER THIS PROGRAM STUDENTS WILL CHOOSE THEIR OWN PATHS TO CAREER READINESS THROUGH COLLEGE OR SKILLS-BASED PREPARATION. AS WITH OTHER PATHWAYS, THIS PROGRAM PREPARES STUDENTS FOR A PROFESSIONAL CAREER BY GIVING THEM AN EARLY START IN CAREER EXPLORATION AND OPTIONS AND SUPPORTING THEM IN THEIR CHOSEN PATHWAY THROUGHOUT THEIR EDUCATION. 667419 499417 TAKE STOCK IN CHILDREN:SCHOLARSHIPS ARE AWARDED TO QUALIFIED SEVENTH-GRADE STUDENTS WHO SUCCESSFULLY FULFILL THEIR PLEDGE TO EARN GOOD GRADES, EXHIBIT GOOD BEHAVIOR, VOLUNTEER COMMUNITY SERVICE TIME AND MEET WEEKLY WITH A MENTOR. STUDENTS ARE AWARDED A COLLEGE SCHOLARSHIP TO ANY FLORIDA STATE COLLEGE, UNIVERSITY OR VOCATIONAL SCHOOL UPON HIGH SCHOOL GRADUATION. 434819 142175 POST SECONDARY:POST SECONDARY PROVIDES ONGOING ACADEMIC ADVISEMENT AND MENTORSHIP FOR STUDENTS, HELPING THEM TO SET UP INDIVIDUAL ACADEMIC PLANS THAT ALLOW THEM TO GRADUATE FROM POST SECONDARY INSTITUTIONS. THE PROGRAM ASSISTS STUDENTS AS THEY NAVIGATE THE COMPLEX WORLD OF FINANCIAL AID AND HELPS THEM TO MANAGE THEIR POST SECONDARY EXPERIENCE. 1102238 641592 4984479 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 7 0 246 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL IL MA MN PA NJ VA MI X X YASMIN MOHAMMED 2392900249 2375 TAMIAMI TRAIL N SUITE 308 NAPLES FL 34103 NOEMI PEREZ PRESIDENT/CEO 40.00 X X 215883 0 29621 YASMIN MOHAMMED CFO 40.00 X X 170091 0 16202 GERALD BELLE CHAIRPERSON 20.00 X X 0 0 0 TOM HURWICH TREASURER 10.00 X X 0 0 0 ALISON DOUGLAS SECRETARY 10.00 X X 0 0 0 KATHERINE AHEARN DIRECTOR 10.00 X 0 0 0 TRISHA HARE DIRECTOR 10.00 X 0 0 0 KATHERINE GREEN DIRECTOR 10.00 X 0 0 0 JOHN GRISWOLD DIRECTOR 10.00 X 0 0 0 DIEGO ZAMBRANO DIRECTOR 10.00 X 0 0 0 CAROL JOSEPH DIRECTOR 10.00 X 0 0 0 BARBARA MORRISON DIRECTOR 10.00 X 0 0 0 JOHN TOBE DIRECTOR 10.00 X 0 0 0 JOSEPH ZEDNIK DIRECTOR 10.00 X 0 0 0 MARY BABSON DIRECTOR 10.00 X 0 0 0 SEBASTIAN SAITTA DIRECTOR OF MARKETING/COMM 40.00 X 129023 0 11803 AMBER BARR VICE PRESIDENT OF PROGRAMS 40.00 X 112861 0 5004 LISA MARQUETTE DIRECTOR OF PHILANTROPHY 40.00 X 112692 0 18386 740550 0 81016 7 0 1 0 LOU TRAINA 1498 SERRANO CIRCLE NAPLES FL 34105 CHIEF ADVANCEMENT OFFICER 153846 1 1746827 7116505 8863332 351097 351097 182967 0 182967 182967 182967 182020 1746827 347251 -165231 -165231 264150 653319 -389169 -389169 MISCELLANEOUS INCOME 900099 35792 35792 35792 8878788 -389169 0 404625 X 641592 641592 285045 212148 41828 31069 2461250 1786156 200127 474967 31060 20473 4644 5943 293255 194720 39425 59110 202710 136482 27488 38740 63018 63018 1449326 962010 26630 460686 50422 28671 21751 217199 147205 29629 40365 149401 114590 6283 28528 198409 134909 31091 32409 272531 241460 8786 22285 86262 78676 3793 3793 52680 41450 3020 8210 STUDENT AND STAFF EDUCA 193227 147445 3845 41937 FIELD TRIPS 96492 96492 6743879 4984479 489607 1269793 598006 788054 367595 3334616 3126907 1547973 1170404 1952594 1944460 1859757 1937358 673203 1060796 1264155 8030964 8657547 213949 420580 16513081 19825276 140546 400266 5954 16954 25800 217122 384209 363622 827229 X 9444032 13851674 6705427 5146373 16149459 18998047 16513081 19825276 X 2134909 733679 -20000 X 1 X 1 X 1 0 X 5072879 6267391 6575531 6166666 8863332 32945799 5072879 6267391 6575531 6166666 8863332 32945799 6005350 26940449 178031 131896 190722 205638 351097 1057384 6981 18592 36331 32348 35792 130044 34133227 2266315 0.78930 0.82440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 6,981. 2020 AMOUNT: $ 18,592. 2021 AMOUNT: $ 36,331. 2022 AMOUNT: $ 32,348. 2023 AMOUNT: $ 35,792. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2533828 517310 517310 2533828 2533828 342805 342805 2533828 2533828 582018 582018 2533828 2533828 877814 877814 2533828 2533828 99380 99380 2533828 1.00000 0 0 350171 350171 975150 375217 599933 612037 297986 314051 1264155 COMMUNITY FOUNDATION OF COLLIER COUNTY FUNDS 8657547 F 8657547 OTHER LIABILITIES 384209 384209 X 10550019 733679 733679 9816340 63018 -1000570 -937552 8878788 7701431 20000 20000 7681431 63018 -1000570 -937552 6743879 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND IS TO BE USED TO SUPPORT THE ACTIVITIES AND ADMINISTRATION OF THE ORGANIZATION. PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THEIR CONSOLIDATED FINANCIAL STATEMENTS. THIS PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE FOUNDATION HAS DETERMINED THAT IT HAS NO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COGS -653,319. FUNDRAISING EXPENSE -347,251. PART XII, LINE 2D - OTHER ADJUSTMENTS: PLEDGE RECEIVEABLES WRITTEN-OFF 20,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: COGS -653,319. FUNDRAISING EXPENSE -347,251. X X X 1 FL IL MA MI MN NJ PA VA MO CHARITY CLASSIC 1928847 1746827 182020 182620 7900 156731 1928847 1746827 182020 182620 7900 156731 347251 -165231 1 FLORIDA PREPAID 61 499417 N/A PREPAID SCHOLARSHIP PSCS SCHOLARSHIPS 40 142175 N/A N/A PART I, LINE 2: ALL STUDENTS WHO ARE AWARDED A SCHOLARSHIP MUST MAINTAIN AN ONGOING RELATIONSHIP WITH THE IMMOKALEE FOUNDATION AND SCHOLARSHIP CRITERIA ARE REVIEWED TO ENSURE ALL REQUIREMENTS HAVE BEEN MET AND THAT THE SCHOLARSHIP WAS USED FOR THE INTENDED PURPOSE. X X X 0 0 0 0 0 0 0 0 0 NOEMI PEREZ PRESIDENT/CEO 215883 0 0 0 0 0 6672 0 22949 0 245504 0 0 0 YASMIN MOHAMMED CFO 170091 0 0 0 0 0 0 0 16202 0 186293 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A BOARD MEETINGS ARE HELD APPROXIMATELY 6 TIMES PER YEAR, CHAIRED BY THE CHAIRMAN. ATTENDING THESE MEETINGS ARE ALL BOARD MEMBERS, CEO, CFO, ADMIN ASSISTANCE WHO RECORDS THE MEETINGS. AGENDAS INCLUDE PROGRAM UPDATES, REVIEW OF THE PREVIOUS MINUTES, FINANCIAL REVIEW, PHILANTHROPY UPDATES, COMMITTEE REPORTS AND GENERAL BUSINESS DISCUSSION LED BY THE CEO AND CHAIRMAN. ACTIONS TO BE TAKEN ARE DOCUMENTED IN THE MINUTES AND FOLLOWED UP AS NEEDED PRIOR TO REVIEW AND APPROVAL AT THE NEXT MEETING AS NEEDED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED WITH THE CFO AND AUDITOR BY THE TREASURER OF THE BOARD AND THE CHAIR OF THE FINANCE COMMITTEE. QUESTIONS ARE DISCUSSED WITH THE CFO AND THE AUDITOR. THE FINAL REPORT IS PRESENTED TO THE BOARD BY THE TREASURER AND AUDITOR. A FORMAL APPROVAL IS VOTED BY THE BOARD BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW BOARD MEMBERS ATTEND A BOARD ORIENTATION AND ARE GIVEN A MANUAL WITH POLICIES DOCUMENTED. SIGNIFICANT TRANSACTIONS THAT COULD RESULT IN A CONFLICT OF INTEREST ARE FULLY REVIEWED BY THE BOARD. INTERESTED MEMBERS WHO HAVE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST ARE REQUIRED TO DISCLOSE THE EXISTENCE OF HIS OR HER INTEREST REGARDING PROPOSED TRANSACTIONS OR ARRANGEMENTS. BOARD MEMBERS SIGN ANNUALLY A CONFLICT OF INTEREST POLICY STATEMENT DISCLOSING ANY KNOWN CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 WHEN THE PRESIDENT & CEO WAS HIRED, THE SALARY WAS BASED ON COMPARATIVE DATA. SUBSEQUENTLY A PERFORMANCE REVIEW HAS BEEN CONDUCTED ANNUALLY. THE BOARD CHAIR LEADS THE DISCUSSION OF THE PRESIDENT & CEO COMPENSATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER SERVICES: PROGRAM SERVICE EXPENSES 264,632. MANAGEMENT AND GENERAL EXPENSES 18,971. FUNDRAISING EXPENSES 130,639. TOTAL EXPENSES 414,242. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 561,182. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 316,575. TOTAL EXPENSES 877,757. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 131,681. MANAGEMENT AND GENERAL EXPENSES 6,657. FUNDRAISING EXPENSES 8,934. TOTAL EXPENSES 147,272. BANK FEES: PROGRAM SERVICE EXPENSES 4,515. MANAGEMENT AND GENERAL EXPENSES 1,002. FUNDRAISING EXPENSES 4,538. TOTAL EXPENSES 10,055. FORM 990, PART XI, LINE 9: PLEDGE RECEIVEABLES WRITTEN-OFF -20,000. CPL LABLLC 2375 TAMIAMI TRAIL NORTH SUITE 308 NAPLES FL 34103 844081271 CAREER PATHWAYS LEARNING LAB PROGRAM FL 866016 2104053 THE IMMOKALEE FOUNDATION 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 CPL LABLLC B 1225000 CASH CPL LABLLC E 121112 CASH