Copperleaf Charitable Foundation INC EIN 20-0923425

Copperleaf Charitable Foundation INC

EIN  20-0923425 Public foundation / grantmaker Estero, FL
Form 990 (PDF) Compare with another nonprofit →
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Size
$100K–1M
What they do
Collects and distributes funds for food, education, and healthcare to local charities and the surrounding community.
Leadership
Barb Brown · Vice President
Money in and out
$327K revenue, $255K expenses
Bottom line
95% program efficiency

Collects and distributes funds for food, education, and healthcare to local charities and the surrounding community. For fiscal year 2025 it reported $327K in revenue, $255K in expenses, and $685K in net assets.Pt I

Grants paid & assets · FY2025
Total revenue
$327K
Pt VIII · Ln 12
Total expenses
$255K
Pt IX · Ln 25
Net assets
$685K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $72K
Where spending went · Part IX cols B–D
Program services $0.95 Management & general $0.05
Program efficiency
95%
of spending reaches programs▼ -1% vs prior filing year
Operating runway
32.6mo
months of highly liquid reserves at operating expense rate▲ +17% vs prior filing year
Surplus margin
+22%
revenue over expenses, this year▲ +83% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$327K
FY2025▲ +11%
Expenses
$255K
FY2025▼ -2%
Total assets
$685K
FY2025▲ +14%
Total liabilities
$0
FY2025
Total revenue
$327K
Pt VIII · Ln 12
Total expenses
$255K
Pt IX · Ln 25
Net assets
$685K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$72K
Total assetsPt X · Ln 16$685K
Program-expense ratioPt IX · col B95%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 411
Mission & Programs · Part III

Where the work happens

1 program service account for $244K of program spending, described in the organization's own filed words · FY2024.
01

Fundraising events that support local community social mission

$244Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CCopperleaf Charitable Foundation INC
EINHdr · item D20-0923425
Principal addressHdr · item CEstero, FL
WebsiteHdr · item Jwww.copperleaffoundation.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MFL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T90)
Ruling yearIRS BMFJun 2004

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a11
Independent voting membersPt VI · Ln 1b11
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Vice President
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Contributions & grants$249K · 76%
Investment income$44K · 13%
Other revenue$35K · 11%
Contributions & grants76%$249K
Investment income13%$44K
Other revenue11%$35K
Total revenueLn 12$327K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.95 Management & general $0.05
Program services95%$244K
Management & general5%$12K
Total functional expensesLn 25$255K

Balance Sheet

Part X · end of year
CashLn 1$57K
Total assetsLn 16$685K
Total liabilitiesLn 26$0
Total net assetsLn 32$685K
Months of cash on handcomputed2.7

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $685K · Operating expenses (Pt IX) $255K · Less non-cash grants $3K · Cash operating expenses/yr $252K
32.6 months
Where the money goes
Program services
Program services $244K · Total expenses $255K
95%
Management & General
Management & general $12K · Total expenses $255K
5%
Fundraising
Fundraising $0 · Total expenses $255K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $261K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $249K · Total revenue $327K
76%
Government reliance
Government grants — · Total revenue $327K
Earned-income share
Program service revenue $0 · Total revenue $327K
0%
Investment reliance
Investment income $44K · Total revenue $327K
+13%
Program self-sufficiency
Program service revenue $0 · Total expenses $255K
0%
Growth & trend
Revenue growth (YoY)
This year $327K · Prior year $296K
+11%
Net-asset trend (YoY)
End of year $685K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $327K · Expenses $255K
+22%
Liabilities-to-Assets
Total liabilities — · Total assets $685K
Net-asset ratio
Net assets $685K · Total assets $685K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $627K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $685K
92%
People & payroll
Highest Reported Total Compensation
Individual Barb Brown · Reported title VICE PRESIDENT · Highest reported compensation $0 · Total expenses $255K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $255K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 95%
Overhead ratio 5%
Fundraising cost ratio 0%
Revenue growth 11%
Accounting fee ratio 2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 3 funders →
Grants paid · 43 grants · $902K · 2021–2024
See all 43 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$327K revenue · viewing · ⤓ 990 PDF
FY2024$296K revenue · ⤓ 990 PDF
FY2023$307K revenue · ⤓ 990 PDF
FY2022$290K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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