Collier Services Foundation awards grants and allocates funds to various preselcted non-profit organizations. These organizations are selected primarily because they assist disadvantaged youths.

501(c)(3) charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
$101K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · 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
3 of 6
filings with a surplus
Average surplus $82K a year · 8% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$101K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Plus $6.9M in investments, Pt X · Ln 11–13
Looks good: 5.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$454K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
+60% vs prior year
Spent
$831K
To programs
66%
Net assets
$6.9M
By yearFY2020–FY2025
Revenue
$1.1M
FY2021▲ +60%
Tap a bar for its year
Revenue by fiscal year
FY2020$706K
FY2021$1.1M
FY2022$1.2M
FY2023$951K
FY2024$1.2M
FY2025$1.2M
Expenses
$831K
FY2021▼ -0.7%
Tap a bar for its year
Expenses by fiscal year
FY2020$836K
FY2021$831K
FY2022$741K
FY2023$1.1M
FY2024$1.3M
FY2025$1.1M
Net assets
$6.9M
FY2021▲ +21%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.7M
FY2021$6.9M
FY2022$6.0M
FY2023$6.4M
FY2024$6.6M
FY2025$6.8M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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 May 1986.

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

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $545K Management & general 34% · $286K

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

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Who runs it and what they're paid

18 people listed on the 990; $101K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
External Relations
$100,760Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Russell Gartz’s $101K as External Relations is at the 33rd percentile of top reported officer pay among 1843 $1–10M recreation & sports nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2021FY2020
Russell Gartz$100,760$100,760

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Collier Services Foundation 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

Awards grants and allocates funds to nonprofits helping disadvantaged youths.

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Provided by the organization

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1 program · $545K · in their own filed words · FY2020
01

The organization awards grants and allocates funds to various preselected non-profit organizations consistent with the foundation's mission statement to support disadvantaged youths.

$545Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$2K
Grants paid · 4 grants · $1.8M · 2021–2024
Sisters of Good ShepherdNJ · FY2024$385,584
Sisters of Good ShepherdNJ · FY2023$597,335
Sisters of Good ShepherdNJ · FY2022$470,808
Sisters of Good ShepherdNJ · FY2021$307,441

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Investment incomeLn 3$649K
Gifts and grantsLn 1h$509K
Money outPt IX
$831K
Ln 25
Programscol B$545K
Managementcol C$286K
Owns and owesPt X
$6.9M
net assets · Ln 32
Cash and savingsLn 1–2$368K
Total assetsLn 16$7.3M
LiabilitiesLn 26$454K
PeoplePt VI, VII
18
listed · VII A
PaidVII A1
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$509K
Fundraising eventsLn 1c$397K
Investment incomeLn 3$649K
Gains on assetsLn 7$416K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$368K
SavingsLn 2$0
Cash and savings togetherLn 1–2$368K
InvestmentsLn 11–13$6.9M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$7.3M
LiabilitiesLn 26$454K
Net assetsLn 32$6.9M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$129K$368K
InvestmentsLn 11–13$6.0M$6.9M
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$6.2M$7.3M
LiabilitiesLn 26$493K$454K
Net assetsLn 32$5.7M$6.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$376K$376K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$264K$126K$138K
Pension plan contributionsLn 8$15K$7K$8K
Other employee benefitsLn 9$34K$16K$18K
Payroll taxesLn 10$23K$11K$12K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$19K$19K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$37K$37K
Other fees for servicesLn 11g$8K$8K
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$3K$2K$268
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$46K$6K$40K
All other expensesLn 24e$2K$503$1K
Total functional expensesLn 25$831K$545K$286K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.2M$1.1M$84K$6.8M 990 PDF
FY2024 $1.2M$1.3M−$112K$6.6M 990 PDF
FY2023 $951K$1.1M−$127K$6.4M 990 PDF
FY2022 $1.2M$741K$477K$6.0M 990 PDF
FY2021 Viewing $1.1M$831K$301K$6.9M 990 PDF
FY2020 $706K$836K−$130K$5.7M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $1,131,825 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $324,352$508,512
I-9 Program service revenue$0
I-10 Investment incomePrior year $307,178$649,229
I-11 Other revenuePrior year $74,813−$25,916
I-12 Total revenuePrior year $706,343$1,131,825
I-13 Grants and similar amounts paidPrior year $432,905$375,969
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $276,861$335,163
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $126,534$119,407
I-18 Total expensesPrior year $836,300$830,539
I-19 Revenue less expensesPrior year −$129,957$301,286
Part VI · Governance 17 of 17 board members independent, 1 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,131,825 across 9 lines filed
VIII-1c Fundraising events$396,813
VIII-1f All other contributions, gifts and grants$111,699
VIII-1h Total contributions, gifts and grants$508,512
VIII-3 Investment incomeExcluded from tax $232,746$232,746
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $416,483$416,483
VIII-8 Net income from fundraising events−$25,916
VIII-12 Total revenueRelated to mission $416,483 · Excluded from tax $232,746$1,131,825
Part IX · Statement of functional expenses $830,539 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $375,969$375,969
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $126,108 · Management $137,722$263,830
IX-8 Pension plan contributionsPrograms $7,278 · Management $7,948$15,226
IX-9 Other employee benefitsPrograms $16,048 · Management $17,526$33,574
IX-10 Payroll taxesPrograms $10,771 · Management $11,762$22,533
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $19,000$19,000
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $36,649$36,649
IX-11g Other fees for servicesManagement $7,529$7,529
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $2,410 · Management $268$2,678
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $5,682$5,682
IX-24 Other expenses (24a–d)Programs $5,828 · Management $40,365$46,193
IX-24e All other expensesPrograms $503 · Management $1,173$1,676
IX-25 Total functional expensesPrograms $544,915 · Management $285,624 · Fundraising $0$830,539
Part X · Balance sheet $7,322,989 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $129,141$367,997
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $598$17,000
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $13,803$17,540
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $6,041,178$6,920,452
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $6,184,720$7,322,989
X-17 Accounts payable and accrued expensesStart of year $52,863$32,638
X-19 Deferred revenueStart of year $91,230$143,830
X-25 Other liabilities$277,885
X-26 Total liabilitiesStart of year $493,298$454,353
X-27 Net assets without donor restrictionsStart of year $5,570,013$6,733,662
X-28 Net assets with donor restrictionsStart of year $121,409$134,974
X-32 Total net assets or fund balancesStart of year $5,691,422$6,868,636
X-33 Total liabilities and net assetsStart of year $6,184,720$7,322,989
Part XI · Reconciliation of net assets $6,868,636 net assets at year end
XI-1 Total revenue$1,131,825
XI-2 Total expenses$830,539
XI-3 Revenue less expenses$301,286
XI-4 Net assets at start of year$5,691,422
XI-5 Net unrealized gains (losses) on investments$875,928
XI-10 Net assets at end of year$6,868,636

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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