Return of Organization Exempt From Income Tax

Transcription

1 Form Part I Activities & Governance Revenue Expenses Net Assets or Fund Balances Part II Sign Here Paid Preparer Use Only Signature Block Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Do not enter social security numbers on this form as it may be made public Contributions and grants (Part VIII, line 1h) Program service revenue (Part VIII, line 2g) Investment income (Part VIII, column (A), lines 3, 4, and 7d) 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 12 Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) 13 Grants and similar amounts paid (Part I, column (A), lines 1-3) 14 Benefits paid to or for members (Part I, column (A), line 4) 15 Salaries, other compensation, employee benefits (Part I, column (A), lines 5-10) 16a Professional fundraising fees (Part I, column (A), line 11e) b Total fundraising expenses (Part I, column (D), line 25) 17 Other expenses (Part I, column (A), lines 11a-11d, 11f-24e) 18 Total expenses. Add lines (must equal Part I, column (A), line 25) 19 Revenue less expenses. Subtract line 18 from line 12 Total assets (Part, line 16) Total liabilities (Part, line 26) Net assets or fund balances. Subtract line 21 from line 20 Prior Year Beginning of Current Year OMB No Open to Public Inspection Department of the Treasury Internal Revenue Service Information about Form 990 and its instructions is at A For the 2014 calendar year, or tax year beginning 09-01, 2014, and ending 08-31, 2015 B Check if applicable: C Name of organization New Horizons of Southwest Florida D Employer identification no. Address change Doing business as Name change Number and street (or P.O. box if mail is not delivered to street address) Room/suite E Telephone number Initial return PO Box (239) Final return/terminated City or town, state or province, country, and ZIP or foreign postal code 1,145,059 Amended return Naples, FL G Gross receipts$ Application pending F Name and address of principal officer: H(a) Is this a group return for subordinates? Yes No I Tax-exempt status: 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or 527 H(b) Are all subordinates included? Yes No If "No," attach a list. (see instructions) J Website: H(c) Group exemption number K Form of organization: Corporation Trust Association Other L Year of formation: M State of legal domicile: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. Signature of officer Type or print name and title Current Year End of Year Print/Type preparer's name Preparer's signature Date Check if PTIN Christopher Ragain CPA Christopher Ragain CPA self-employed P Firm's name Ragain Financial Firm's EIN Firm's address Bonita Grande Dr Ste 103 Phone no. Bonita Springs FL May the IRS discuss this return with the preparer shown above? (see instructions) Yes No For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2014) N/A 2002 FL Summary 1 Briefly describe the organization's mission or most significant activities: New Horizons is a non-profit organization dedicated to helping at-risk children and teens who are growing up in an environment of poverty, academic failure and hopelessness. From its humble beginnings with 20 children in 2002, New Horizons currently reaches over 400 children. 2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 Number of voting members of the governing body (Part VI, line 1a) Number of independent voting members of the governing body (Part VI, line 1b) Total number of individuals employed in calendar year 2014 (Part V, line 2a) Total number of volunteers (estimate if necessary) a Total unrelated business revenue from Part VIII, column (C), line a b Net unrelated business taxable income from Form 990-T, line b ELLEN NICHOLS ELLEN NICHOLS, OFFICER Date , , , , , ,176 1,119, , , , , , ,961 8, , , ,590 2,083 2, , ,279

2 Part III 1 Statement of Program Service Accomplishments Form 990 (2014) Page Check if Schedule O contains a response or note to any line in this Part III Briefly describe the organization's mission: New Horizons is a non-profit organization dedicated to helping at-risk children and teens who are growing up in an environment of poverty, academic failure and hopelessness. From its humble beginnings with 20 children in 2002, New Horizons currently reaches over 400 children Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? If "Yes," describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services? If "Yes," describe these changes on Schedule O. Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. Yes Yes No No 4a (Code: ) (Expenses $ 906,882 including grants of $ ) (Revenue $ ) For the past fiscal year, New Horizons served nearly 400 students. The program successes are as follows: For students in grades K-5th - 74% earned a C or better in reading in school. 96% of students in grades K-5th feel better about school and their abilities For students in grades 6-12th - 47% of middle schools students were on the A/B honor roll in school. High school students earned on average a 3.31 GPA in school. 95% of students in grades 6-12th want to be more successful now and in the future. High school graduation rate of New Horizons students is 87% compared to their at-risk peer group's graduation rate of 51% (ref Federal Graduation Rate, Lee County, 2012/13). Note:83 teachers responded to the New Horizons survey and 100% believe that services provided by New Horizons are important to the success of at-risk students in their classrooms. 4b (Code: ) (Expenses $ including grants of $ ) (Revenue $ ) 4c (Code: ) (Expenses $ including grants of $ ) (Revenue $ ) 4d 4e Other program services (Describe in Schedule O.) (Expenses $ including grants of $ ) (Revenue $ ) Total program service expenses 906,882 Form 990 (2014)

3 Part IV Checklist of Required Schedules Form 990 (2014) Page 3 Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Did the organization report an amount in Part, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part ; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, I, or as applicable. a Did the organization report an amount for land, buildings, and equipment in Part, line 10? If "Yes," complete Schedule D, Part VI a b Did the organization report an amount for investments - other securities in Part, line 12 that is 5% or more of its total assets reported in Part, line 16? If "Yes," complete Schedule D, Part VII b c Did the organization report an amount for investments - program related in Part, line 13 that is 5% or more of its total assets reported in Part, line 16? If "Yes," complete Schedule D, Part VIII c d Did the organization report an amount for other assets in Part, line 15 that is 5% or more of its total assets reported in Part, line 16? If "Yes," complete Schedule D, Part I d e Did the organization report an amount for other liabilities in Part, line 25? If "Yes," complete Schedule D, Part e f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part f 12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts I and II a b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts I and II is optional b 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E a Did the organization maintain an office, employees, or agents outside of the United States? a b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV b 15 Did the organization report on Part I, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If "Yes," complete Schedule F, Parts II and IV Did the organization report on Part I, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If "Yes," complete Schedule F, Parts III and IV Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part I, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H a b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? b Form 990 (2014)

4 Form 990 (2014) Page 4 Part IV Checklist of Required Schedules (continued) Yes No 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part I, column (A), line 1? If "Yes," complete Schedule I, Parts I and II Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part I, column (A), line 2? If "Yes," complete Schedule I, Parts I and III Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b through 24d and complete Schedule K. If "No," go to line 25a a b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? b c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? c d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I a b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I b 26 Did the organization report any amount on Part, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV a b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV b c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV c 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections and ? If "Yes," complete Schedule R, Part I Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line a Did the organization have a controlled entity within the meaning of section 512(b)(13)? a b If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line b 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O Form 990 (2014)

5 Part V Statements Regarding Other IRS Filings and Tax Compliance Form 990 (2014) Page Check if Schedule O contains a response or note to any line in this Part V Yes No 1a Enter the number reported in Box 3 of Form Enter -0- if not applicable a 1 b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable b 0 c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? c 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return a 77 b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? b Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) a Did the organization have unrelated business gross income of $1,000 or more during the year? a b If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation in Schedule O b 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? a b If "Yes," enter the name of the foreign country: See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? a b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? b c If "Yes" to line 5a or 5b, did the organization file Form 8886-T? c 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? a b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? a b If "Yes," did the organization notify the donor of the value of the goods or services provided? b c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? c d If "Yes," indicate the number of Forms 8282 filed during the year d e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? e f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? f g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?.. 7g h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? h 8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section 4966? a b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? b 10 Section 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part VIII, line a b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities b 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders a b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) b 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? a b If "Yes," enter the amount of tax-exempt interest received or accrued during the year b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? a Note. See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans b c Enter the amount of reserves on hand c 14a Did the organization receive any payments for indoor tanning services during the tax year? a b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O b Form 990 (2014)

6 Governance, Management, and Disclosure Form 990 (2014) Page 6 Part VI For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions. Check if Schedule O contains a response or note to any line in this Part VI Section A. Governing Body and Management 1a Enter the number of voting members of the governing body at the end of the tax year 1a 12 If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O. b Enter the number of voting members included in line 1a, above, who are independent b 10 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, or trustees, or key employees to a management company or other person? Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? Did the organization become aware during the year of a significant diversion of the organization's assets? Did the organization have members or stockholders? a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? a b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? b 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body? a b Each committee with authority to act on behalf of the governing body? b 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses in Schedule O (This Section B requests information about policies not required by the Internal Revenue Code.) Section B. Policies 10a Did the organization have local chapters, branches, or affiliates? 10a b If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? b 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?.. 11a b Describe in Schedule O the process, if any, used by the organization to review this Form a Did the organization have a written conflict of interest policy? If "No," go to line a b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? 12b c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done c 13 Did the organization have a written whistleblower policy? Did the organization have a written document retention and destruction policy? Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official a b Other officers or key employees of the organization b If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions). 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? a b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? b Section C. Disclosure List the states with which a copy of this Form 990 is required to be filed Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. Own website Another's website Upon request Other (explain in Schedule O) Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name, address, and telephone number of the person who possesses the organization's books and records: Dort Bear (239) , PO Box , Naples, FL Yes Yes No No Form 990 (2014)

7 Part VII Section A. Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Form 990 (2014) Page 7 Check if Schedule O contains a response or note to any line in this Part VII Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. List all of the organization's current key employees, if any. See instructions for definition of "key employee." List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C) (A) (B) Position (do not check more than one (D) (E) (F) Name and Title Average box, unless person is both an Reportable Reportable Estimated hours per officer and a director/trustee) compensation compensation from amount of week (list any from related other hours for the organizations compensation related organization (W-2/1099-MISC) from the organizations (W-2/1099-MISC) organization below dotted and related line) organizations. Individual trustee or director Institutional trustee Officer Key employee Highest compensated employee Former (1) (2) (3) (4) (5) (6) (7) (8) ROBERT NICHOLS DIRECTOR ELLEN NICHOLS PROGRAM DIRECTOR 51, DAVID AMES DIRECTOR DR JAMES WISMAR DIRECTOR DEBRA HALEY EECUTIVE DIRECTOR ROBERT LANCASTER DIRECTOR JOHN JAZWA DIRECTOR DAVID SHELLENBARGER DIRECTOR GUS ARREDONDO (9) DIRECTOR (10) STEVE LABELLE DIRECTOR (11) RON MILLER DIRECTOR (12) WEST MCCANN DIRECTOR (13) (14) Form 990 (2014)

8 Form 990 (2014) Page 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (C) (A) (B) Position (D) (E) (F) (do not check more than one Name and title Average box, unless person is both an Reportable Reportable Estimated hours per officer and a director/trustee) compensation compensation from amount of week (list any from related other hours for the organizations compensation related organization (W-2/1099-MISC) from the organizations (W-2/1099-MISC) organization below dotted and related line) organizations Individual trustee or director Institutional trustee Officer Key employee Highest compensated employee Former (15) (16) (17) (18) (19) (20) (21) (22) (23) (24) (25) 1b Sub-total c Total from continuation sheets to Part VII, Section A d Total (add lines 1b and 1c) , Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 0 Yes No 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person Section B. Independent Contractors Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A) (B) (C) Name and business address Description of services Compensation 5 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization Form 990 (2014)

9 Part VIII Contributions, Gifts, Grants and Other Similar Amounts Other Revenue 1a b c d e f g h Statement of Revenue Form 990 (2014) Page 9 Program Service Revenue Check if Schedule O contains a response or note to any line in this Part VIII Federated campaigns 1a Membership dues b Fundraising events c Related organizations d Government grants (contributions).. 1e All other contributions, gifts, grants, and similar amounts not included above 1f Noncash contributions included in lines 1a-1f: $ Total. Add lines 1a-1f 2a b c d e f All other program service revenue g Total. Add lines 2a-2f 3 Investment income (including dividends, interest, and other similar amounts) 4 Income from investment of tax-exempt bond proceeds 5 Royalties (i) Real (ii) al 6a Gross rents b Less: rental expenses.... c Rental income or (loss)... d Net rental income or (loss) a Gross amount from sales of (i) Securities (ii) Other assets other than inventory 400 b Less: cost or other basis and sales expenses.... c Gain or (loss) d Net gain or (loss) a Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line a 160,084 b Less: direct expenses b 25,673 c Net income or (loss) from fundraising events a Gross income from gaming activities. See Part IV, line a b Less: direct expenses b c Net income or (loss) from gaming activities a Gross sales of inventory, less returns and allowances a b Less: cost of goods sold b c Net income or (loss) from sales of inventory Miscellaneous Revenue 11a b c d All other revenue e Total. Add lines 11a-11d 12 Total revenue. See instructions , Business Code Business Code (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt business excluded from tax function revenue under sections revenue ,755 (180) (180) , ,411 1,119, ,411 Form 990 (2014)

10 Part I Statement of Functional Expenses Form 990 (2014) Page 10 Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response or note to any line in this Part I Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line Grants and other assistance to domestic individuals. See Part IV, line Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and Benefits paid to or for members Compensation of current officers, directors, trustees, and key employees Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Other salaries and wages Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions).. 9 Other employee benefits taxes Fees for services (non-employees): a Management b Legal c Accounting d Lobbying e Professional fundraising services. See Part IV, line 17. f Investment management fees g Other. (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O.).. 12 Advertising and promotion Office expenses Information technology Royalties Occupancy Travel Payments of travel or entertainment expenses for any federal, state, or local public officials Conferences, conventions, and meetings Interest Payments to affiliates Depreciation, depletion, and amortization Insurance Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.) a b c d e All other expenses Total functional expenses. Add lines 1 through 24e Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC ) (A) (B) (C) (D) Total expenses Program service Management and Fundraising expenses general expenses expenses 51,732 51, , ,869 8,119 50,998 50, ,542 14,542 10,854 3,757 7,097 3,918 3, ,590 20,219 3,371 9,630 8,117 1,513 39,435 39,435 58,204 58, , ,943 48, , ,882 84,079 0 Form 990 (2014)

11 Part Net Assets or Fund Balances Liabilities Assets Balance Sheet Form 990 (2014) Page 11 Check if Schedule O contains a response or note to any line in this Part 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions). Complete Part II of Schedule L (A) (B) Beginning of year End of year 1 Cash - non-interest-bearing , ,685 2 Savings and temporary cash investments , ,635 3 Pledges and grants receivable, net Accounts receivable, net 4 5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L 7 Notes and loans receivable, net 7 8 Inventories for sale or use 8 9 Prepaid expenses and deferred charges 9 10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D a 344,951 b Less: accumulated depreciation b 236,545 60,105 10c 108, Investments - publicly traded securities Investments - other securities. See Part IV, line Investments - program-related. See Part IV, line Intangible assets Other assets. See Part IV, line , , Total assets. Add lines 1 through 15 (must equal line 34) , , Accounts payable and accrued expenses , , Grants payable Deferred revenue Tax-exempt bond liabilities Escrow or custodial account liability. Complete Part IV of Schedule D Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L 23 Secured mortgages and notes payable to unrelated third parties Unsecured notes and loans payable to unrelated third parties Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part of Schedule D Total liabilities. Add lines 17 through , ,311 Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and Unrestricted net assets , , Temporarily restricted net assets , , Permanently restricted net assets , ,000 Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through Capital stock or trust principal, or current funds Paid-in or capital surplus, or land, building, or equipment fund Retained earnings, endowment, accumulated income, or other funds Total net assets or fund balances , , Total liabilities and net assets/fund balances , ,590 Form 990 (2014)

12 SCHEDULE A (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service Name of the organization Public Charity Status and Public Support Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Attach to Form 990 or Form 990-EZ. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at Part I Reason for Public Charity Status (All organizations must complete this part.) See instructions. The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.) A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.) A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) 6 7 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 9 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, See section 509(a)(2). (Complete Part III.) An organization organized and operated exclusively to test for public safety. See section 509(a)(4). An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g. a Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. b Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. c Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. d Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. e Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization. f g Enter the number of supported organizations Provide the following information about the supported organization(s). (A) Employer identification number OMB No Open to Public Inspection (i) Name of supported organization (ii) EIN (iii) Type of organization (iv) Is the organization (v) Amount of monetary (vi) Amount of (described on lines 1-9 listed in your governing support (see other support (see above or IRC section document? instructions) instructions) (see instructions)) Yes No (B) (C) (D) (E) Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2014

13 Schedule A (Form 990 or 990-EZ) 2014 Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total Page Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") Tax revenues levied for the organization's benefit and either paid to or expended on its behalf The value of services or facilities furnished by a governmental unit to the organization without charge Total. Add lines 1 through 3 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) Public support. Subtract line 5 from line 4 Section B. Total Support Calendar year (or fiscal year beginning in) 7 Amounts from line 4 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total 9 Net income from unrelated business activities, whether or not the business is regularly carried on Gross receipts from related activities, etc. (see instructions) Section C. Computation of Public Support Percentage 14 Public support percentage for 2014 (line 6, column (f) divided by line 11, column (f)) 14 % 15 Public support percentage from 2013 Schedule A, Part II, line % 16a b 17a b 18 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) Total support. Add lines 7 through 10 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here 33 1/3% support test If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization 33 1/3% support test If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization 10%-facts-and-circumstances test If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization 10%-facts-and-circumstances test If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions Schedule A (Form 990 or 990-EZ) 2014

14 Schedule A (Form 990 or 990-EZ) 2014 Part III Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in) (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total Page Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose Gross receipts from activities that are not an unrelated trade or bus. under sec 513 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf , , , ,075 1,144,829 3,283, a b c 8 The value of services or facilities furnished by a governmental unit to the organization without charge Total. Add lines 1 through 5 Amounts included on lines 1, 2, and 3 received from disqualified persons Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year Add lines 7a and 7b Public support (Subtract line 7c from line 6.) Section B. Total Support Calendar year (or fiscal year beginning in) 9 Amounts from line a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 339, , , ,075 1,144,829 3,283,018 3,283,018 (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total 339, , , ,075 1,144,829 3,283, (357) (180) b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 c Add lines 10a and 10b Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) Total support. (Add lines 9, 10c, 11, and 12.) , , , ,601 1,145,049 3,284,255 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here Section C. Computation of Public Support Percentage 15 Public support percentage for 2014 (line 8, column (f) divided by line 13, column (f)) % 16 Public support percentage from 2013 Schedule A, Part III, line % Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2014 (line 10c, column (f) divided by line 13, column (f)) % 18 Investment income percentage from 2013 Schedule A, Part III, line % 19a 33 1/3% support tests If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization b 33 1/3% support tests If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions (357) (180) Schedule A (Form 990 or 990-EZ) 2014

15 Schedule B (Form 990, 990-EZ, or 990-PF) Department of the Treasury Internal Revenue Service Schedule of Contributors Attach to Form 990, Form 990-EZ, or Form 990-PF. Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at OMB No Name of the organization Employer identification number Organization type (check one): Filers of: Section: Form 990 or 990-EZ 501(c)( 3 ) (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF 501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation Check if your organization is covered by the General Rule or a Special Rule. Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule Special Rules For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions. For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year $ Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

16 Schedule B (Form 990, 990-EZ, or 990-PF) (2014) Page 2 Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. 1 ROBERT & LINDA AYDELETTE 3971 GULF SHORE BLVD N APT 703 Naples, FL $ 6,000 Noncash (a) (b) (c) (d) 2 DETER & DOROTHY BAKER 3110 FISH HATCHERY ROAD Allentown, PA $ 15,150 Noncash 3 MARY BARRETT/TOWER ADMIN SERVICES 6555 VALEN WAY G203 Naples, FL $ 13,075 Noncash 4 Vine & Branches Foundation 300 N. Corporate Drive - Suite 205 Brookfield, WI $ 20,000 Noncash 5 Southwest FL Community Foundation 8260 College Parkway - Suite 101 Fort Myers, FL $ 5,000 Noncash 6 COMMUNITY FOUNDATION OF COLLIER CTY 2400 TAMIAMI TRAIL NORTH STE 300 Naples, FL $ 331,583 Noncash Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

17 Schedule B (Form 990, 990-EZ, or 990-PF) (2014) Page 2 Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. 7 Dan & Marian Gilbert 4731 Bonita Bay Blvd Bonita Springs, FL $ 5,000 Noncash (a) (b) (c) (d) 8 The Cooper Anderson Inspiration Tru 3963 Maple Ave Ste 390 Dallas, T $ 20,998 Noncash 9 Timothy Dove 4801 Bonita Bay Road Unit 102 Bonita Springs, FL $ 10,330 Noncash 10 PGA of Collier County 3505 Gordon Drive Naples, FL $ 10,000 Noncash 11 Jim & Natalie Wismar Mira Way Bonita Springs, FL $ 21,039 Noncash 12 Federico Foundation Scrub Jay Lane Bonita Springs, FL $ 29,980 Noncash Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

18 Schedule B (Form 990, 990-EZ, or 990-PF) (2014) Page 2 Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. 13 Thomas and Jan Thomas Shady Knoll Drive Bonita Springs, FL $ 20,350 Noncash (a) (b) (c) (d) 14 Rod & Sue Price Bonita Beach Road SE - Suite Bonita Springs, FL $ 12,500 Noncash 15 John & Dolores Jazwa 1770 Kathryn Drive Westlake, OH $ 20,750 Noncash 16 Mary Ingram 1964 Imperial Golf Course Blvd Naples, FL $ 30,000 Noncash 17 Thomas & Diana Huizinga 4120 W Gables Ct NE Grand Rapids, MI $ 202,745 Noncash 18 Naples United Church 5200 Crayton Road Naples, FL $ 8,000 Noncash Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

19 Schedule B (Form 990, 990-EZ, or 990-PF) (2014) Page 2 Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. 19 North Naples United Methodist Churc 6000 Goodlette Road N Naples, FL $ 6,583 Noncash (a) (b) (c) (d) 20 Dan Swiglo 1155 E Ensell Lake Zurich, IL $ 5,000 Noncash 21 DOLLAR GENERAL LITERACY FOUNDATION 100 MISSION RIDGE Goodlettsville, TN $ 7,000 Noncash 22 FORD FAMILY CHARITABLE FUND 319 NORTH FOURTH STREET STE 300 Saint Louis, MO $ 5,000 Noncash 23 WILLIS & JOYCE HEIM 9015 STRADA STELL COURT STE 204 Naples, FL $ 20,000 Noncash 24 LESLEY & JOHN HILL 515 SCRIMSHAW WAY Severna Park, MD $ 5,666 Noncash Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

20 Schedule B (Form 990, 990-EZ, or 990-PF) (2014) Page 2 Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. 25 RON & JANICE MILLER 4951 BONITA BAY BLVD UNIT 1902 Bonita Springs, FL $ 6,192 Noncash (a) (b) (c) (d) 26 HUGH & ELIZABETH NEVIN 9110 STRADA PLACE, MERCATO 6200 Naples, FL $ 5,048 Noncash 27 O'NEILL FOUNDATION 7575 NORTHCLIFF AVE, STE 205 Cleveland, OH $ 20,000 Noncash 28 RICHARD M SCHULZE FAMILY FOUNDATION 3033 EELSIOR BLVD STE 525 Minneapolis, MN $ 36,080 Noncash 29 DAVID & KATHY SHELLENBARGER 4801 BONITA BAY BLVD PH202 Bonita Springs, FL $ 7,250 Noncash 30 BARBARA SULLIVAN 8771 COLLEGE PARKWAY BLD2 STE 201 Fort Myers, FL $ 5,000 Noncash Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

21 Schedule B (Form 990, 990-EZ, or 990-PF) (2014) Page 2 Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. 31 THE MCCUNE FAMILY FOUNDATION 6320 VENTURE DR STE 101 Bradenton, FL $ 50,000 Noncash (a) (b) (c) (d) 32 UNITED WAY LEE COUNTY 7273 CONCOURSE DR Fort Myers, FL $ 6,667 Noncash 33 WEST BAY COMMUNITY CHARITABLE FOUND 4606 W BAY BLVD Estero, FL $ 5,000 Noncash 34 WHEELER FOUNDATION 165 TOWNSHIP LINE ROAD STE 150 Jenkintown, PA $ 20,000 Noncash $ Noncash $ Noncash Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

22 SCHEDULE D (Form 990) Department of the Treasury Internal Revenue Service Name of the organization Supplemental Financial Statements Complete if the organization answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Attach to Form 990. Information about Schedule D (Form 990) and its instructions is at Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6. organization's accounting for conservation easements. Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line Open to Public Inspection (a) Donor advised funds (b) Funds and other accounts 1 Total number at end of year Aggregate value of contributions to (during year). 3 Aggregate value of grants from (during year).. 4 Aggregate value at end of year Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? Yes No 6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? Yes No Part II Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or education) Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Tax Year a Total number of conservation easements a b Total acreage restricted by conservation easements b c Number of conservation easements on a certified historic structure included in (a) c d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register d 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year 4 Number of states where property subject to conservation easement is located 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? Yes No 6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year a b Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year $ Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? In Part III, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part III, the text of the footnote to its financial statements that describes these items. If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: OMB No Employer identification number (i) Revenue included in Form 990, Part VIII, line 1 $ (ii) Assets included in Form 990, Part $ 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: a Revenue included in Form 990, Part VIII, line $ b Assets included in Form 990, Part $ For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) Yes No

23 Schedule D (Form 990) 2014 Part III 3 a b c 4 5 Part IV 1a b Part V Part VI Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part, line 21. c Beginning balance 1c d Additions during the year d e Distributions during the year e f Ending balance f 2a Did the organization include an amount on Form 990, Part, line 21, for escrow or custodial account liability? Yes No b If "Yes," explain the arrangement in Part III. Check here if the explanation has been provided in Part III a b c d e f g 2 a b c 3a b 4 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): Public exhibition d Loan or exchange programs Scholarly research e Other Preservation for future generations Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part III. During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part? If "Yes," explain the arrangement in Part III and complete the following table: Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10. (a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back Beginning of year balance ,570 Contributions Net investment earnings, gains, and losses (682) Grants or scholarships Other expenditures for facilities and programs Administrative expenses End of year balance ,888 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: Board designated or quasi-endowment % Permanent endowment % Temporarily restricted endowment % The percentages in lines 2a, 2b, and 2c should equal 100%. Are there endowment funds not in the possession of the organization that are held and administered for the organization by: Yes No (i) unrelated organizations a(i) (ii) related organizations a(ii) If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? b Describe in Part III the intended uses of the organization's endowment funds. Land, Buildings, and Equipment. Complete if the organization answered "Yes" to Form 990, Part IV, line 11a. See Form 990, Part, line 10. 1a Land b Buildings c Leasehold improvements d Equipment , , ,406 e Other Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part, column (B), line 10c.) , Amount Description of property (a) Cost or other basis (b) Cost or other basis (c) Accumulated (d) Book value (investment) (other) depreciation Yes Yes Page 2 No No Schedule D (Form 990) 2014

24 Schedule D (Form 990) 2014 Part VII (1) Financial derivatives (2) Closely-held equity interests (3) Other (A) (B) (C) (D) (E) (F) (G) (H) Part VIII 1. (1) (2) (3) (4) (5) (6) (7) (8) (9) Part I (1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) Investments - Other Securities. Complete if the organization answered "Yes" to Form 990, Part IV, line 11b. See Form 990, Part, line 12. (a) Description of security or category (b) Book value (c) Method of valuation: (including name of security) Cost or end-of-year market value Total. (Column (b) must equal Form 990, Part, col. (B) line 12.) Investments - Program Related. Complete if the organization answered "Yes" to Form 990, Part IV, line 11c. See Form 990, Part, line 13. (a) Description of investment (b) Book value (c) Method of valuation: Cost or end-of-year market value Total. (Column (b) must equal Form 990, Part, col. (B) line 13.) Other Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line 11d. See Form 990, Part, line 15. (a) Description of liability Total. (Column (b) must equal Form 990, Part, col. (B) line 25.) (a) Description (b) Book value 2. Liability for uncertain tax positions. In Part III, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part III (b) Book value (1) Prepaid Taxes 1,976 (2) SWFL Community Fund 12,391 (3) Collier Community Fund 10,497 (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part, col. (B) line 15.) ,864 Part Other Liabilities. Complete if the organization answered "Yes" to Form 990, Part IV, line 11e or 11f. See Form 990, Part, line 25. Page 3... Schedule D (Form 990) 2014

25 Schedule D (Form 990) 2014 Part I Part II Part III Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered "Yes" to Form 990, Part IV, line 12a ,177,310 1 Total revenue, gains, and other support per audited financial statements 1 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12: a Net unrealized gains (losses) on investments a 578 b Donated services and use of facilities b 31,000 c Recoveries of prior year grants c d Other (Describe in Part III.) d 26,356 e Add lines 2a through 2d e 3 Subtract line 2e from line Amounts included on Form 990, Part VIII, line 12, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b a b Other (Describe in Part III.) b c Add lines 4a and 4b c 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ,119,376 Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered "Yes" to Form 990, Part IV, line 12a ,054,717 1 Total expenses and losses per audited financial statements 1 2 Amounts included on line 1 but not on Form 990, Part I, line 25: a Donated services and use of facilities a 31,000 b Prior year adjustments b 7,576 c Other losses c d Other (Describe in Part III.) d 25,180 e Add lines 2a through 2d e 3 Subtract line 2e from line Amounts included on Form 990, Part I, line 25, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b a b Other (Describe in Part III.) b c Add lines 4a and 4b c 5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) Supplemental Information. Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part, line 2; Part I, lines 2d and 4b; and Part II, lines 2d and 4b. Also complete this part to provide any additional information. 01. Other revenues not included on Form 990 (Part I, line 2d) Investment Interest Page 4 57,934 1,119,376 63, , ,961 Schedule D (Form 990) 2014

26 Schedule D (Form 990) 2014 Part III Supplemental Information (continued) Page Other expenses not included on Form 990 (Part II, line 2d) Rental Expense Schedule D (Form 990) 2014

27 SCHEDULE G (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service Supplemental Information Regarding Fundraising or Gaming Activities Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Attach to Form 990 or Form 990-EZ. Information about Schedule G (Form 990 or 990-EZ) and its instructions is at OMB No Open to Public Inspection Name of the organization Employer identification number Part I Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part. 1 Indicate whether the organization raised funds through any of the following activities. Check all that apply. a Mail solicitations e Solicitation of non-government grants b Internet and solicitations f Solicitation of government grants c Phone solicitations g Special fundraising events d In-person solicitations 2a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? Yes No b If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization. 1 (v) Amount paid to (iii) Did fundraiser have (i) Name and address of individual (iv) Gross receipts (or retained by) (ii) Activity custody or control of or entity (fundraiser) from activity fundraiser listed in contributions? col. (i) Yes No (vi) Amount paid to (or retained by) organization Total List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing. For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule G (Form 990 or 990-EZ) 2014

28 Schedule G (Form 990 or 990-EZ) 2014 Page 2 Part II Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000. Revenue Direct Expenses (a) Event #1 (b) Event #2 (c) Other events (d) Total events (add col. (a) through (event type) (event type) (total number) col. (c)) 11 Net income summary. Subtract line 10 from line 3, column (d) Part III Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. Revenue Direct Expenses (a) Bingo (b) Pull tabs/instant bingo/progressive bingo (c) Other gaming 5 Other direct expenses Yes % Yes % Yes % 6 Volunteer labor No No No 7 8 Gross receipts Less: Contributions Gross income (line 1 minus line 2) Cash prizes Noncash prizes Rent/facility costs Food and beverages Entertainment Other direct expenses Direct expense summary. Add lines 4 through 9 in column (d) Gross revenue Cash prizes Noncash prizes Rent/facility costs Direct expense summary. Add lines 2 through 5 in column (d) Net gaming income summary. Subtract line 7 from line 1, column (d) Golf 2014 Lunch 2014 None 85,695 74, ,084 85,695 74, ,084 12,596 13,077 25, , ,411 (d) Total gaming (add col. (a) through col. (c)) 9 Enter the state(s) in which the organization conducts gaming activities: a Is the organization licensed to conduct gaming activities in each of these states? Yes No b If "No," explain: a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? Yes No b If "Yes," explain: Schedule G (Form 990 or 990-EZ) 2014

29 SCHEDULE O (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service Name of the organization Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ. OMB No Open to Public Inspection Information about Schedule O (Form 990 or 990-EZ) and its instructions is at Employer identification number 01. Officer, directors, etc. family relationship (Part VI, line 2) Robert and Ellen Nichols are married and also directors of the organization. 02. Committee meeting documentation (Part VI, line 8b) The organization holds documentation detailing that committee members do not have authority to act on behalf of the governing body. Except for the Executive Committee which did not meet during the fiscal year. 03. Form 990 governing body review (Part VI, line 11) The organization did provide a copy of the 990 to each member of the governing body and it was approved. The 990 was reviewed extensively by the Board Treasurer and staff and then filed. 04. Conflict of interest policy compliance (Part VI, line 12c) Conflict of Interest Policy (Part VI, line 12c) is reviewed annually and signed by each board member. 05. CEO, executive director, top management comp (Part VI, line 15a) Part VI: 15a. Executive Director works Probono Part VI: 15b. Board of Directors reviewed salary and made industry comparison in setting Program Director's annual salary. 06. Governing documents, etc, available to public (Part VI, line 19) The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Financial statements are available on New For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990 or 990-EZ) (2014)

30 Schedule O (Form 990 or 990-EZ) (2014) Name of the organization Employer identification number Page 2 Horizon's website, Guidestar, and other websites. 07. List of other expenses (Part I, line 24e) Other expenses on Line 24e are listed separately in attached overflow statements. Schedule O (Form 990 or 990-EZ) (2014)

31 Form 4562 Department of the Treasury Internal Revenue Service (99) Name(s) shown on return Depreciation and Amortization (Including Information on Listed Property) Attach to your tax return. Information about Form 4562 and its separate instructions is at Business or activity to which this form relates 2014 New Horizons of Southwest Florid FORM Part I Election To Expense Certain Property Under Section 179 Note: If you have any listed property, complete Part V before you complete Part I Maximum amount (see instructions) 1 2 Total cost of section 179 property placed in service (see instructions) Threshold cost of section 179 property before reduction in limitation (see instructions) Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing separately, see instructions (a) Description of property (b) Cost (business use only) (c) Elected cost OMB No Attachment Sequence No. Identifying number Listed property. Enter the amount from line Total elected cost of section 179 property. Add amounts in column (c), lines 6 and Tentative deduction. Enter the smaller of line 5 or line Carryover of disallowed deduction from line 13 of your 2013 Form Business income limitation. Enter the smaller of business income (not less than zero) or line 5 (see instructions) Section 179 expense deduction. Add lines 9 and 10, but do not enter more than line Carryover of disallowed deduction to Add lines 9 and 10, less line Note: Do not use Part II or Part III below for listed property. Instead, use Part V. Part II 14 Part III Part IV Special Depreciation Allowance and Other Depreciation 15 Property subject to section 168(f)(1) election Other depreciation (including ACRS) 16 MACRS Depreciation Summary Section A 17 MACRS deductions for assets placed in service in tax years beginning before a b c d e f g h i 20a b c 21 Listed property. Enter amount from line Special depreciation allowance for qualified property (other than listed property) placed in service during the tax year (see instructions) For Paperwork Reduction Act Notice, see separate instructions. (Do not include listed property.) (See instructions.) If you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here (Do not include listed property.) (See instructions.) Section B - Assets Placed in Service During 2014 Tax Year Using the General Depreciation System (b) Month and year (c) Basis for depreciation (d) Recovery (a) Classification of property placed in (business/investment use (e) Convention (f) Method (g) Depreciation deduction service only-see instructions) period 3-year property 5-year property Statement #50 7,227 7-year property 10-year property 15-year property 20-year property 25-year property 25 yrs. S/L Residential rental 27.5 yrs. MM S/L property 27.5 yrs. MM S/L Nonresidential real 39 yrs. MM S/L property MM S/L Section C - Assets Placed in Service During 2014 Tax Year Using the Alternative Depreciation System Class life S/L 12-year 12 yrs. S/L 40-year 40 yrs. MM S/L (See instructions.) Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here and on the appropriate lines of your return. Partnerships and S corporations - see instructions For assets shown above and placed in service during the current year, enter the portion of the basis attributable to section 263A costs ,375 18,833 39, Form 4562 (2014)

32 Form 8868 (Rev. January 2014) Department of the Treasury Internal Revenue Service Application for Extension of Time To File an Exempt Organization Return File a separate application for each return. Information about Form 8868 and its instructions is at If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II (on page 2 of this form). Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form OMB No Electronic filing (e-file). You can electronically file Form 8868 if you need a 3-month automatic extension of time to file (6 months for a corporation required to file Form 990-T), or an additional (not automatic) 3-month extension of time. You can electronically file Form 8868 to request an extension of time to file any of the forms listed in Part I or Part II with the exception of Form 8870, Information Return for Transfers Associated With Certain al Benefit Contracts, which must be sent to the IRS in paper format (see instructions). For more details on the electronic filing of this form, visit and click on e-file for Charities & Nonprofits. Part I Type or print Automatic 3-Month Extension of Time. Only submit original (no copies needed). A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete Part I only All other corporations (including 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time to file income tax returns. File by the due date for filing your return. See instructions Enter filer's identifying number, see instructions Name of exempt organization or other filer, see instructions. Employer identification number (EIN) or Number, street, and room or suite no. If a P.O. box, see instructions. Social security number (SSN) PO Box City, town or post office, state, and ZIP code. For a foreign address, see instructions. Naples, FL Enter the Return code for the return that this application is for (file a separate application for each return) Application Return Application Return Is For Code Is For Code Form 990 or Form 990-EZ 01 Form 990-T (corporation) 07 Form 990-BL 02 Form 1041-A 08 Form 4720 (individual) 03 Form 4720 (other than individual) 09 Form 990-PF 04 Form Form 990-T (sec. 401(a) or 408(a) trust) 05 Form Form 990-T (trust other than above) 06 Form The books are in the care of Dort Bear, PO Box , Naples, FL Telephone No FA No. If the organization does not have an office or place of business in the United States, check this box If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) If this is for the whole group, check this box. If it is for part of the group, check this box and attach a list with the names and EINs of all members the extension is for. 1 I request an automatic 3-month (6 months for a corporation required to file Form 990-T) extension of time until 04-15, 20 16, to file the exempt organization return for the organization named above. The extension is for the organization's return for: calendar year 20 or tax year beginning 09-01, 2014, and ending 08-31, If the tax year entered in line 1 is for less than 12 months, check reason: Initial return Final return Change in accounting period 3a If this application is for Forms 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions. 3a $ b If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit. 3b $ c Balance due. Subtract line 3b from line 3a. Include your payment with this form, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions. 3c $ Caution. If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions. For Privacy Act and Paperwork Reduction Act Notice, see Instructions. Form 8868 (Rev )

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