Engage Estero INC FY2024 filing

Tax-deductible

Estero, FL501(c)(3)Community DevelopmentEIN 20-1606763

To provide fact based information to the community and actively support efforts to improve the community throug engagement

501(c)(3) charity; gifts are tax-deductible.
31¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $19K a year · 22% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
31%
of spending
Concern: 31% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
13 mo
of spending, in cash
Looks good: 13.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $55K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5
<0.01% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$56K
-0.6% vs prior year
Spent
$91K
To programs
31%
Net assets
$100K
By yearFY2022–FY2025
Revenue
$56K
FY2024▼ -0.6%
Revenue by fiscal year
FY2022$147K
FY2023$56K
FY2024$56K
FY2025$97K
Expenses
$91K
FY2024▲ +53%
Expenses by fiscal year
FY2022$52K
FY2023$60K
FY2024$91K
FY2025$76K
Net assets
$100K
FY2024▼ -26%
Net assets by fiscal year
FY2022$139K
FY2023$136K
FY2024$100K
FY2025$121K

From the FY2024 Form 990 · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

31 cents of each dollar spent went to programs.

Program services 31% · $28K Management & general 30% · $27K Fundraising 39% · $35K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation
Director - C
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Engage Estero INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers factual community information and supports improvement efforts through engagement.

Provided by the organization

This section is blank until Engage Estero INC claims this page.

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1 program service account for $22K of program spending, described in the organization's own filed words · FY2024.
01

Provide the estero community with information through media including website, e mail blasts and other technological methods. Hold information forums to provide community with information regarding studies, local government, community, and social activities.

$22Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2022
Total grants receivedfrom 1 funder$55K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$56K
Ln 12
Fees for servicesLn 2g$39K
Gifts and grantsLn 1h$17K
Investment incomeLn 3$12
Money outPt IX
$91K
Ln 25
Programscol B$28K
Managementcol C$27K
Fundraisingcol D$35K
Owns and owesPt X
$100K
net assets · Ln 32
Cash and savingsLn 1–2$99K
Total assetsLn 16$100K
LiabilitiesLn 26$5
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$17K
Fees for servicesLn 2g$39K
Investment incomeLn 3$12
Total revenueLn 12$56K
Assets in detailPt X, end of year
CashLn 1$99K
Cash and savings togetherLn 1–2$99K
Land, buildings, equipmentLn 10c$2K
Total assetsLn 16$100K
LiabilitiesLn 26$5
Net assetsLn 32$100K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$134K$99K
Land, buildings, equipmentLn 10c$2K$2K
Total assetsLn 16$136K$100K
LiabilitiesLn 26$47$5
Net assetsLn 32$136K$100K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$5K$5K
Grants to domestic individualsLn 2$2K$2K
Legal feesLn 11b$12K$12K
Accounting feesLn 11c$9K$9K
Professional fundraising feesLn 11e$22K$22K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$1K$404$762
TravelLn 17$198$198
Conferences, conventions and meetingsLn 19$14K$685$93$13K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$22K$19K$3K
All other expensesLn 24e$885$552$333
Total functional expensesLn 25$91K$28K$27K$35K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $97K$76K$21K$121K 990 PDF
FY2024 Viewing $56K$91K−$35K$100K 990 PDF
FY2023 $56K$60K−$3K$136K 990 PDF
FY2022 $147K$52K$95K$139K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $55,887 across 6 lines filed
VIII-1b Membership dues$11,805
VIII-1f All other contributions, gifts and grants$5,045
VIII-1h Total contributions, gifts and grants$16,850
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $39,025$39,025
VIII-3 Investment incomeRelated to mission $12$12
VIII-12 Total revenueRelated to mission $39,037$55,887
Part IX · Statement of functional expenses $91,159 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $4,620$4,620
IX-2 Grants to domestic individualsPrograms $2,000$2,000
IX-11b Legal feesManagement $12,297$12,297
IX-11c Accounting feesManagement $8,600$8,600
IX-11e Professional fundraising feesFundraising $21,964$21,964
IX-12 Advertising and promotionPrograms $1,050$1,050
IX-13 Office expensesPrograms $404 · Management $762$1,166
IX-17 TravelManagement $198$198
IX-19 Conferences, conventions and meetingsPrograms $685 · Management $93 · Fundraising $13,419$14,197
IX-23 InsuranceManagement $1,812$1,812
IX-24 Other expenses (24a–d)Programs $18,984 · Management $3,386$22,370
IX-24e All other expensesPrograms $552 · Management $333$885
IX-25 Total functional expensesPrograms $28,295 · Management $27,481 · Fundraising $35,383$91,159
Part X · Balance sheet $100,476 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $134,023$98,787
X-10c Land, buildings and equipment, netStart of year $1,689$1,689
X-16 Total assetsStart of year $135,712$100,476
X-17 Accounts payable and accrued expensesStart of year $47$5
X-26 Total liabilitiesStart of year $47$5
X-32 Total net assets or fund balancesStart of year $135,665$100,471
X-33 Total liabilities and net assetsStart of year $135,712$100,476
Part XI · Reconciliation of net assets $100,471 net assets at year end
XI-1 Total revenue$55,887
XI-2 Total expenses$91,159
XI-3 Revenue less expenses−$35,272
XI-4 Net assets at start of year$135,665
XI-8 Prior period adjustments$78
XI-10 Net assets at end of year$100,471

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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