2026-03-24T09:38:44-05:00 2025-05-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-06-01 593471412 PARKINSON ASSOCIATION OF SOUTHWEST FLORIDA INC PARK 2394173465 2575 NORTHBROOKE PLAZA DRIVE 301 NAPLES FL 34119 MARY C SCHOEFFEL EXECUTIVE DIRECTOR 2394173465 2026-03-19 1 1 LACEY M QUATSOE P01300865 4078021200 2026-03-09 2024 2025-03-06 01:10:19Z MARY C SCHOEFFEL 2575 NORTHBROOKE PLAZA DRIVE 301 NAPLES FL 34119 578073 0 X WWW.PARKINSONASSOCIATIONSWFL.ORG X 1997 FL ENRICH LIFE QUALITY & EMPOWER PEOPLE TOUCHED BY PARKINSON'S & RELATED NEURODEGENERATIVE DISEASES 9 9 7 50 0 0 425112 501214 44984 42277 7378 3595 -83785 -10157 393689 536929 0 0 0 0 272579 296967 0 0 92194 330302 378525 602881 675492 -209192 -138563 1252427 1191375 835 967 1251592 1190408 X ENRICH THE QUALITY OF LIFE AND EMPOWER PEOPLE TOUCHED BY PARKINSON'S AND RELATED NEURODEGENERATIVE DISEASES THROUGH EXCEPTIONAL PROGRAMS AND SERVICES. OUR EFFORTS ENCOMPASS DEDICATED SUPPORT PROGRAMS, AWARENESS, AND EDUCATING BOTH HEALTHCARE PROFESSIONALS AND THE WIDER COMMUNITY ABOUT PARKINSON'S. OUR PASSION IS TO SERVE. WE ARE EMPATHETIC AND INCLUSIVE. WE STRIVE FOR EXCELLENCE EVERY DAY. WE HELP PEOPLE TOUCHED BY PARKINSON'S DISEASE HAVE THE BEST QUALITY OF LIFE. 0 0 477577 0 42277 THE PARKINSON'S ASSOCIATION OF SOUTHWEST FLORIDA (PASWFL/THE ASSOCIATION) PROVIDES FREE PROGRAMS AND SERVICES WHICH HELP RESIDENTS OF COLLIER AND LEE COUNTIES, FL WITH PARKINSON'S (PD) AND RELATED NEURODEGENERATIVE DISEASES TO LIVE WELL. OUR OFFERINGS INCLUDE A VARIETY OF EVIDENCED-BASED ACTIVITIES, PROVEN TO HELP IMPROVE THE QUALITY OF LIFE, AS WELL AS EDUCATE, ENRICH, AND EMPOWER THOSE TOUCHED BY PD AND THEIR CARE PARTNERS. FLORIDA, PARTICULARLY OUR AREA IN SOUTHWEST FLORIDA, HAS A HIGH PREVALENCE OF PD DUE -IN PART- TO THE MEAN AGE OF THE POPULATION. NATIONAL ORGANIZATIONS - NO RELATION TO OUR ASSOCIATION - SHOW FLORIDA AS #2 IN THE UNITED STATES BASED UPON POPULATION PREVALENCE, OR 79,990 PEOPLE WITH PD. RESEARCH SHOWS THESE TWO COUNTIES TO BE HOME TO BETWEEN 7,000 AND 10,000 DIAGNOSED WITH PD. WE OFFER MORE THAN 130 FREE PROGRAMS MONTHLY, PRIMARILY GENTLE MOVEMENT INCLUDING SEATED YOGA AND TAI CHI (8-10 WEEKLY), ADVANCED EXERCISE (11-13 WEEKLY), SPEECH EXERCISE (6 WEEKLY), NEED-SPECIFIC SUPPORT GROUPS (7 WEEKLY), EDUCATIONAL/INFORMATION TALKS (AVG 3 MONTHLY), POWERFUL TOOLS FOR CAREGIVERS. PROGRAMS ARE OFFERED IN-PERSON AND VIRTUALLY. ALL GATHERINGS (INCLUDING VIRTUAL) ARE OPPORTUNITIES TO REDUCE THE ISOLATION FELT BY MANY WITH PD. PASWFL CONTINUES TO INFORM THE COMMUNITY ABOUT PD, PROVIDE RESOURCES FOR THOSE NEWLY DIAGNOSED WITH PD, AND ADD ACTIVITIES AND SESSIONS TO THE OFFERINGS BASED UPON AVAILABILITY OF PROFESSIONAL AND CERTIFIED FACILITATORS AND APPROPRIATE VENUES. OUR MONTHLY NEW MEMBER ORIENTATIONS AND MONTHLY LUNCH BUNCH GATHERINGS PROVIDE SAFE SPACES FOR PEOPLE TO TALK ABOUT THEIR PD JOURNEYS AND TO LEARN FROM OTHERS.THE ANNUAL LIVING WELL WITH PD EDUCATION SYMPOSIUM, BEGUN IN 2018, FEATURES NATIONALLY RECOGNIZED LEADERS IN PD RESEARCH AND TREATMENT. PD TALKS, APPROXIMATELY 38 HELD THROUGHOUT THE YEAR, ARE TOPIC-SPECIFIC AND PRESENTED BY PROFESSIONALS CERTIFIED IN THEIR FIELDS - MEDICAL (MDS, MD, OT, PT), EXERCISE, THERAPY, FINANCIAL, LEGAL AND MUCH MORE. OUR WEBSITE WWW.PASWFL.ORG IS AN ACCESSIBLE RESOURCE FOR ALL. WITH MORE THAN 100,000 ANNUAL VIEWS, PAGES OF PRIMARY INTEREST ARE RELATED TO THOSE NEWLY DIAGNOSED AS WELL AS RESEARCH ABOUT PD INCLUDING STUDIES ABOUT HOW TO LIVE WELL. 477577 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 7 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X JOY DUVAL 2394173465 2575 NORTHBROOKE PLAZA DR UNIT 301 NAPLES FL 34119 ANTHONY MAGLIONE CHAIR 2.50 X X 0 0 0 RUSSELL JONES TREASURER 0.80 X X 0 0 0 WILLIAM MORGAN SECRETARY 0.80 X X 0 0 0 JOHN BOTSCO DIRECTOR 0.80 X 0 0 0 CLAIRE CHESNOFF DIRECTOR 0.80 X 0 0 0 DANIELLE DYER DIRECTOR 0.80 X 0 0 0 KARIM MAWJI DIRECTOR 0.80 X 0 0 0 LAWRENCE STERNBERG MD DIRECTOR 0.80 X 0 0 0 CHARLES WEINRICH DIRECTOR 0.80 X 0 0 0 MARY SCHOEFFEL CFRE EXECUTIVE DIRECTOR 45.00 X 106259 0 2025 106259 0 2025 1 0 0 0 0 84098 417116 501214 EDUCATION SYMPOSIUM 611430 42277 42277 42277 3595 3595 20147 84098 41144 -20997 -20997 10840 0 10840 10840 536929 42277 0 -6562 X 107503 69931 14912 22660 156918 102075 21768 33075 12269 7981 1702 2586 20277 13190 2813 4274 29064 29064 124161 123061 528 572 40490 30639 3553 6298 14543 1192 2836 10515 17238 12378 2248 2612 72507 60832 5881 5794 57672 48590 9082 17035 6897 8660 1478 DONOR RELATIONS 3868 390 1270 2208 DUES/SUBSCRIP./LICENSE 984 421 441 122 RECOGNITION & TRAINING 963 963 675492 477577 105721 92194 14985 47740 200376 37971 6317 9885 39425 39425 0 0 997750 1058799 32999 36980 1252427 1191375 835 967 835 967 X 0 0 0 0 1251592 1190408 1251592 1190408 1252427 1191375 X -138563 61049 12349 3981 X 0 0 0 X 436587 684074 555247 425112 501214 2602234 436587 684074 555247 425112 501214 2602234 99774 2502460 2566 4432 9431 7378 3595 27402 47237 101585 96675 107478 30987 383962 3013598 158861 0.83040 0.80970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2020 AMOUNT: $ 27,019. 2021 AMOUNT: $ 101,585. 2022 AMOUNT: $ 92,275. 2023 AMOUNT: $ 81,500. 2024 AMOUNT: $ 20,147. GAMING REVENUE - 2022 AMOUNT: $ 4,400. 2023 AMOUNT: $ 25,978. 2024 AMOUNT: $ 10,840. PPP LOAN FORGIVENESS - 2020 AMOUNT: $ 20,218. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 8087 8087 0 8922 8922 0 22416 22416 0 0 PART V, LINE 4: PASWFL HOLDS AN ENDOWMENT FUND AT AN UNRELATED COMMUNITY FOUNDATION TO USE FOR PROGRAMS, OPERATIONS, OR PURPOSES SPECIFIED BY THE BOARD OF DIRECTORS. BINGO FOR BAGS 49061 28914 20147 1950 16697 1500 5163 WALK 55184 55184 3339 486 1359 10650 104245 84098 20147 5289 17183 2859 15813 41144 -20997 10840 1 1.00000 10840 10840 FL 0 0 0 0 1.00000 JOY DUVAL 2575 NORTHBROOKE PLAZA DRIVE SUITE NAPLES FL 34119 0 JOY DUVAL 0 X 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE MAY ACT FOR THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD, WITHIN THE LIMITATIONS AND POLICIES ESTABLISHED BY THE BOARD AND WITH SUCH ADDITIONAL AUTHORITY AS MAY BE DELEGATED BY THE BOARD OF DIRECTORS. IN ALL MATTERS RELATING TO THE ORDINARY CONDUCT OF THE AFFAIRS OF THE CORPORATION, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL HAVE AND MAY EXERCISE AS REQUIRED THE POWERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE DRAFT AND SUBMITS QUESTIONS OR CHANGES. THEN THE DRAFT IS SENT TO THE FULL BOARD WHO HAS THE OPPORTUNITY TO SUBMIT FURTHER QUESTIONS OR CHANGES. THOSE ARE ADDRESSED PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CHAIR CALLS FOR A QUESTION OF CONFLICT OF INTEREST BEFORE ANY VOTE OUTSIDE THE USUAL BUSINESS OF THE BOARD SUCH AS CONSENT AGENDA AND POLICY REVIEW AND APPROVAL. THE BOARD MEMBERS ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REGULARLY REVIEWS THE EXECUTIVE DIRECTOR, WITH AN ANNUAL REVIEW BY THE BOARD OF DIRECTORS. THE CONVERSATIONS INCLUDE A PROFESSIONAL HR EXECUTIVE. THE BOARD DETERMINES COMPENSATION THROUGH A STUDY OF ORGANIZATIONS OF SIMILAR MISSION, SCOPE, AND ACTIVITIES, AS WELL AS RESEARCH BROADER STUDIES/WEBSITES. ALL CONVERSATIONS ARE DOCUMENTED. THE LAST REVIEW WAS COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G EXERCISE THERAPY: PROGRAM SERVICE EXPENSES 73,817. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,817. SPEECH THERAPY: PROGRAM SERVICE EXPENSES 25,075. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,075. GROUP THERAPY: PROGRAM SERVICE EXPENSES 15,913. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,913. MUSIC THERAPY: PROGRAM SERVICE EXPENSES 5,390. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,390. CRISIS THERAPY: PROGRAM SERVICE EXPENSES 1,167. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,167. OTHER SERVICES: PROGRAM SERVICE EXPENSES 1,699. MANAGEMENT AND GENERAL EXPENSES 94. FUNDRAISING EXPENSES 375. TOTAL EXPENSES 2,168. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 434. FUNDRAISING EXPENSES 197. TOTAL EXPENSES 631. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST AT COMMUNITY FOUNDATION 3,981.