Nonprofit · EIN 26-2302491
SWFL CHILDRENS CHARITIES INC
Tax-exempt · FORT MYERS, FL 33907
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,105,472 | $2,850,680 | $254,792 | $1,334,737 | $101,212 | $1,233,525 |
| June 30, 2024 | 990 | $2,270,108 | $2,157,441 | $112,667 | $1,269,967 | $291,234 | $978,733 |
| June 30, 2023 | 990 | $183,837 | $267,432 | -$83,595 | $1,138,494 | $272,428 | $866,066 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,346,715
- Program service revenue
- $0
- Investment income
- $33,524
- Net gain from sales of assets
- $3,843
- Net income from fundraising events
- -$274,767
- Other revenue
- -$274,767
Expenses
- Grants and similar amounts paid
- $2,602,123
- Compensation of officers, directors and key employees
- $119,000
- Salaries, compensation and benefits (total)
- $128,104
- Professional fundraising fees
- $0
- Accounting fees
- $6,208
- Occupancy
- $17,793
- Program services (functional)
- $2,739,130
- Management and general (functional)
- $53,640
- Fundraising (functional)
- $57,910
Balance sheet and other
- Total assets, start of year
- $1,269,967
- Total assets, end of year
- $1,334,737
- Total liabilities, end of year
- $101,212
- Net assets, end of year
- $1,233,525
- Publicly traded securities
- $310,531
- Net assets without donor restrictions
- $1,233,525
- Gross receipts
- $3,802,420
- Employees
- 3
- Volunteers
- 75
- Year formed
- 2008
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEIDI DAVIS | EXECUTIVE DIRECTOR Officer | 40 | $105,000 |
| FRED ELAINE HAWKINS | TRUSTEE Trustee or director | 0.5 | $0 |
| SANDY STILWELL TIM YOUNGQUIST | TRUSTEE Trustee or director | 1 | $0 |
| PATRICK DENSON | TRUSTEE Trustee or director | 0.5 | $0 |
| STEVE ESTER MACHIZ | TRUSTEE Trustee or director | 0.5 | $0 |
| BROOKE DENSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| SUSANNA WOODS BO HENDERSON | TRUSTEE Trustee or director | 0.5 | $0 |
| ED RACHEL BELL | TRUSTEE Trustee or director | 0.5 | $0 |
| LISA DORCEY | TRUSTEE Trustee or director | 0.5 | $0 |
| JESSICA HIGDON | SECRETARY Trustee or director, Officer | 1 | $0 |
| JERRY NORRIS | TREASURER Trustee or director, Officer | 1 | $0 |
| JOSHUA DORCEY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| BRIAN KIM RIST | TRUSTEE Trustee or director | 0.5 | $0 |
| RAY HIGDON | TRUSTEE Trustee or director | 0.5 | $0 |
| MARJA NORRIS | TRUSTEE Trustee or director | 0.5 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELLEN JASON DUKE | TRUSTEE Trustee or director | 0.5 | $0 |
| MARK LOREN | TRUSTEE Trustee or director | 0.5 | $0 |
| RANDY JAMIE STERLING | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEIDI DAVIS | EXECUTIVE DIRECTOR Officer | 40 | $105,000 |
| FRED ELAINE HAWKINS | TRUSTEE Trustee or director | 0.5 | $0 |
| SANDY STILWELL TIM YOUNGQUIST | TRUSTEE Trustee or director | 1.25 | $0 |
| PATRICK DENSON | TRUSTEE Trustee or director | 0.5 | $0 |
| STEVE ESTER MACHIZ | TRUSTEE Trustee or director | 0.5 | $0 |
| BROOKE DENSON | VICE PRESIDENT Trustee or director, Officer | 1.25 | $0 |
| SUSANNA WOODS BO HENDERSON | TRUSTEE Trustee or director | 0.5 | $0 |
| RACHEL BELL | TRUSTEE Trustee or director | 0.5 | $0 |
| LISA DORCEY | TRUSTEE Trustee or director | 0.5 | $0 |
| JESSICA HIGDON | SECRETARY Trustee or director, Officer | 1.25 | $0 |
| JERRY NORRIS | TREASURER Trustee or director, Officer | 1.25 | $0 |
| EDWARD BELL | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1.25 | $0 |
| JOSHUA DORCEY | PRESIDENT Trustee or director, Officer | 1.25 | $0 |
| BRIAN KIM RIST | TRUSTEE Trustee or director | 0.5 | $0 |
| RAY HIGDON | TRUSTEE Trustee or director | 0.5 | $0 |
| MARJA NORRIS | TRUSTEE Trustee or director | 0.5 | $0 |
| ELLEN JASON DUKE | TRUSTEE Trustee or director | 0.5 | $0 |
| MARK LOREN | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEIDI DAVIS | EXECUTIVE DIRECTOR Trustee or director | 40 | $105,385 |
| FRED ELAINE HAWKINS | TRUSTEE Trustee or director | 0.5 | $0 |
| SANDY STILWELL YOUNGQUIST | IMMEDIATE PAST PRESIDENT/D Trustee or director, Officer | 1.25 | $0 |
| CHADD ANDREA HODGES | TRUSTEE Trustee or director | 0.5 | $0 |
| PATRICK DENSON | TRUSTEE Trustee or director | 0.5 | $0 |
| DAVE GIBBONS | TRUSTEE Trustee or director | 0.5 | $0 |
| TIM YOUNGQUIST | TRUSTEE Trustee or director | 0.5 | $0 |
| STEVE ESTER MACHIZ | TRUSTEE Trustee or director | 0.5 | $0 |
| BROOKE DENSON | TREASURER/DIRECTOR Trustee or director, Officer | 1.25 | $0 |
| SUSANNA WOODS BO HENDERSON | TRUSTEE Trustee or director | 0.5 | $0 |
| RACHEL BELL | TRUSTEE Trustee or director | 0.5 | $0 |
| ROBERT SUSAN DESANTIS | TRUSTEE Trustee or director | 0.5 | $0 |
| LISA DORCEY | TRUSTEE Trustee or director | 0.5 | $0 |
| SUSAN MCGROGAN | VICE PRESIDENT Trustee or director, Officer | 1.25 | $0 |
| RAY JESSICA HIGDON | TRUSTEE Trustee or director | 0.5 | $0 |
| JERRY MARJA NORRIS | TRUSTEE Trustee or director | 0.5 | $0 |
| EDWARD BELL | PRESIDENT Trustee or director, Officer | 1.25 | $0 |
| JOSHUA DORCEY | SECRETARY Trustee or director, Officer | 1.25 | $0 |
| BRIAN KIM RIST | TRUSTEE Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 12811 KENWOOD LN STE 110, FORT MYERS, FL 33907-5644
- In care of
- % STEPHEN MACHIZ
- Principal officer (990 for 2024)
- JOSH DORCEY, 12811 KENWOOD LANE 110, FORT MYERS, FL 33907
- Signed the 990
- JOSH DORCEY, PRESIDENT/DIRECTOR
- Phone
- (239) 433-4260
- Website
- WWW.SWFLWINEFEST.ORG
- Return prepared by
- MARKHAM NORTON MOSTELLER WRIGHT & CO
Mission
WE PROVIDE SUPPORT TO ORGANIZATIONS THAT PROVIDE SERVICES TO CHILDREN IN SOUTHWEST FLORIDA AND EDUCATION TO LOCAL STUDENTS MAJORING IN HEALTH SCIENCES AT LOCAL COLLEGES.
Program accomplishments
- WE ARE PLACING KIDS FIRST FOR THE FUTURE OF PEDIATRIC HEALTH CARE IN OUR COMMUNITY. OUR CASH DONATIONS PROVIDE LIFESAVING CARE TO CHILDREN AT GOLISANO CHILDREN'S HOSPITAL BY MANY COMPASSIONATE AND TALENTED PROFESSIONALS EDUCATED AT FLORIDA SOUTHWESTERN COLLEGE.Expenses $2,739,130 · grants $2,602,123 · revenue $3,346,715
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-2302491
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,334,737
- Income (IRS master file)
- $3,802,420
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,105,472 | $2,850,680 | $1,334,737 | IRS |
| 990 | June 2024 | $2,270,108 | $2,157,441 | $1,269,967 | IRS |
| 990 | June 2023 | $183,837 | $267,432 | $1,138,494 | XML |
| 990 | June 2022 | $2,407,716 | $2,099,948 | $1,384,544 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-2302491).
Questions about SWFL CHILDRENS CHARITIES INC
- What is the EIN of SWFL CHILDRENS CHARITIES INC?
- The employer identification number (EIN) of SWFL CHILDRENS CHARITIES INC is 26-2302491.
- Is SWFL CHILDRENS CHARITIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to SWFL CHILDRENS CHARITIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SWFL CHILDRENS CHARITIES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SWFL CHILDRENS CHARITIES INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SWFL CHILDRENS CHARITIES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SWFL CHILDRENS CHARITIES INC?
- The 990 for the year ended June 30, 2025 names JOSH DORCEY.
- Who are the officers and directors of SWFL CHILDRENS CHARITIES INC?
- The 990 for the year ended June 30, 2025 lists 18 people; 1 received compensation from the organization, the highest $105,000 (HEIDI DAVIS, EXECUTIVE DIRECTOR).
- How much revenue does SWFL CHILDRENS CHARITIES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,105,472, expenses of $2,850,680 and total assets of $1,334,737 at year end.
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