Shrm Swfl Inc

  • Fort Myers, FL
  • Tax exemption issued: Oct. 1996
  • EIN: 59-1620330

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$105,923
Expenses
$90,738
Net Income
$15,185
Net Assets
$100,820
Notable Sources of Revenue Percent of Total Revenue
Contributions $33,606
31.7%
Program Services $47,683
45.0%
Investment Income $37
0.0%
Net Fundraising $0
Sales of Assets -$20
Net Inventory Sales $0
Other Revenue $16,052
15.2%
Assets/Debt
Total Assets $100,820
Total Liabilities $0
Net Assets $100,820
Compensation
Key Employees and Officers Compensation Other
Keith Coghlan (Vp Membership) $0 $0
Brooke Weinberg (Vp Programs) $0 $0
Yohana Rothenberg (Director) $0 $0
Nancy White (Treasurer) $0 $0
Laura Siebenmorgan (President-elect) $0 $0
Molly Grubbs (Director) $0 $0
Angela Pruitt (Past President) $0 $0
Traci Garrity (Secretary) $0 $0
Michele Snyder (Director) $0 $0
Shannon Fibbe (Director) $0 $0
Nancy Korista (Director) $0 $0
Brian Sauls (President) $0 $0
Kati Cook (Director) $0 $0
Cristy Pagel (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 12, 2025

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$72,290
Expenses
$95,486
Net Income
-$23,196
Net Assets
$85,635
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,605
32.7%
Program Services $38,519
53.3%
Investment Income $48
0.1%
Net Fundraising $0
Sales of Assets -$21
Net Inventory Sales $0
Other Revenue $1,634
2.3%
Assets/Debt
Total Assets $85,635
Total Liabilities $0
Net Assets $85,635
Compensation
Key Employees and Officers Compensation Other
Lyann Gyurich (Director) $0 $0
Megan Vander Meide (Past President) $0 $0
Katrina Gossic (Treasurer) $0 $0
Laura Siebenmorgan (Secretary) $0 $0
Molly Grubbs (Vp - Membership) $0 $0
Angela Pruitt (President) $0 $0
Traci Garrity (Director) $0 $0
Suzanne Boy (Director) $0 $0
Shannon Fibbe (Director) $0 $0
Nancy Korista (Director) $0 $0
Brian Sauls (President Elect) $0 $0
Laine Mitchell (Director) $0 $0
Cristy Pagel (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 12, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$91,835
Expenses
$74,405
Net Income
$17,430
Net Assets
$108,831
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,515
27.8%
Program Services $53,306
58.0%
Investment Income $291
0.3%
Net Fundraising $0
Sales of Assets -$21
Net Inventory Sales $0
Other Revenue $184
0.2%
Assets/Debt
Total Assets $108,831
Total Liabilities $0
Net Assets $108,831
Compensation
Key Employees and Officers Compensation Other
Shellie Halstead (Past President) $0 $0
Megan Vander Meide (President) $0 $0
Katrina Gossic (Treasurer) $0 $0
Laura Siebenmorgan (Secretary) $0 $0
Molly Grubbs (Vp - Membership) $0 $0
Angela Pruitt (President Elect) $0 $0
Traci Garrity (Director) $0 $0
Suzanne Boy (Director) $0 $0
Shannon Fibbe (Director) $0 $0
Nancy Korista (Director) $0 $0
Christy Carperter (Director) $0 $0
Brian Sauls (Director) $0 $0
Laine Mitchell (Director) $0 $0
Cristy Pagel (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 6, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$95,569
Expenses
$63,552
Net Income
$32,017
Net Assets
$92,804
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,924
49.1%
Program Services $36,760
38.5%
Investment Income $245
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,575
1.6%
Assets/Debt
Total Assets $92,804
Total Liabilities $0
Net Assets $92,804
Compensation
Key Employees and Officers Compensation Other
Christy Carpenter (Past President) $0 $0
Shellie Halstead (President) $0 $0
Katrina Gossic (Treasurer) $0 $0
Laura Siebenmorgan (Secretary) $0 $0
Molly Grubbs (Vp - Membership) $0 $0
Megan Vander Meide (President Elect) $0 $0
Karen Jaye (Director) $0 $0
Suzanne Boy (Director) $0 $0
Kayla Fridd (Director) $0 $0
Nancy Korista (Director) $0 $0
Ainsley Lump (Director) $0 $0
Brian Sauls (Director) $0 $0
Shannon Fibbe (Director) $0 $0
Kim Becker (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 8, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$45,478
Expenses
$38,610
Net Income
$6,868
Net Assets
$60,787
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,770
17.1%
Program Services $26,418
58.1%
Investment Income $310
0.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $525
1.2%
Assets/Debt
Total Assets $60,787
Total Liabilities $0
Net Assets $60,787
Compensation
Key Employees and Officers Compensation Other
Christy Carpenter (Past President) $0 $0
Shellie Halstead (President) $0 $0
Janice Monteagudo (Director) $0 $0
Katrina Gossic (Treasurer) $0 $0
Laura Siebenmorgan (Secretary) $0 $0
Molly Grubbs (Vp - Membership) $0 $0
Megan Vander Meide (President Elect) $0 $0
Karen Jaye (Director) $0 $0
Suzanne Boy (Director) $0 $0
Kayla Fridd (Director) $0 $0
Nancy Korista (Director) $0 $0
Ainsley Lump (Director) $0 $0
Brian Sauls (Director) $0 $0
Shannon Fibbe (Director) $0 $0
Kim Becker (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$67,840
Expenses
$58,623
Net Income
$9,217
Net Assets
$53,919
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $49,491
73.0%
Investment Income $18
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $948
1.4%
Assets/Debt
Total Assets $53,919
Total Liabilities $0
Net Assets $53,919
Compensation
Key Employees and Officers Compensation Other
Christy Carpenter (President) $0 $0
Shellie Halstead (President Elect) $0 $0
Janice Monteagudo (Past President) $0 $0
Katrina Gossic (Treasurer) $0 $0
Laura Siebenmorgan (Secretary) $0 $0
Christine Christensen (Vp - Membership) $0 $0
Megan Vander Meide (Vp - Programs) $0 $0
Karen Jaye (Director) $0 $0
Suzanne Boy (Director) $0 $0
Kayla Fridd (Director) $0 $0
Nancy Korista (Director) $0 $0
Molly Grubbs (Director) $0 $0
Ainsley Lump (Director) $0 $0
Brian Sauls (Director) $0 $0
Shannon Fibbe (Director) $0 $0
Kim Becker (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 12, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$76,508
Expenses
$77,402
Net Income
-$894
Net Assets
$44,702
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $65,349
85.4%
Investment Income $384
0.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $44,702
Total Liabilities $0
Net Assets $44,702
Compensation
Key Employees and Officers Compensation Other
Katrina Gossic (Treasurer) $0 $0
Logan Wallick (Past Preside) $0 $0
Janice Monteagudo (President) $0 $0
Megan Van Der Meide (Vp Programs) $0 $0
Christy Carpenter (President-el) $0 $0
Jerry Schulz (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 14, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$71,572
Expenses
$69,149
Net Income
$2,423
Net Assets
$45,596
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $62,819
87.8%
Investment Income $388
0.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $45,596
Total Liabilities $0
Net Assets $45,596
Compensation
Key Employees and Officers Compensation Other
Katrina Gossic (President) $0 $0
Judy Marcucci (Past Preside) $0 $0
Logan Wallick (President El) $0 $0
Dana Riley (Treasurer) $0 $0
Janice Monteagudo (Secretary) $0 $0
Megan Van Der Meide (Vp Programs) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 11, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$69,872
Expenses
$68,689
Net Income
$1,183
Net Assets
$43,173
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,296
86.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $371
0.5%
Assets/Debt
Total Assets $43,173
Total Liabilities $0
Net Assets $43,173
Compensation
Key Employees and Officers Compensation Other
Suzanne Boy (Past President) $0 $0
Katrina Gossic (President Elect) $0 $0
Drew Tyler (Secreatary) $0 $0
Judy Marcucci (President) $0 $0
Nancy Korista (Past President) $0 $0
Logan Wallick (Vp-programs) $0 $0
Dana Riley (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 9, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$59,905
Expenses
$66,594
Net Income
-$6,689
Net Assets
$41,990
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $50,330
84.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15
0.0%
Assets/Debt
Total Assets $41,990
Total Liabilities $0
Net Assets $41,990
Compensation
Key Employees and Officers Compensation Other
Suzanne Boy (President) $0 $0
Katrina Gossic (Treasurer) $0 $0
Drew Tyler (Secretary) $0 $0
Judy Marcucci (Pe) $0 $0
Nancy Korista (Pp) $0 $0
Logan Wallick (Vp-programs) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 1, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$66,001
Expenses
$69,643
Net Income
-$3,642
Net Assets
$46,915
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,607
2.4%
Program Services $55,513
84.1%
Investment Income $0
Net Fundraising $1,514
2.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $17
0.0%
Assets/Debt
Total Assets $46,915
Total Liabilities $0
Net Assets $46,915

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Gross receipts
Less than $50,000

Postcard filings do not ask for a specific revenue amount and provide no additional financial details.

Document Links

990-N

Postcard filing for an organization with gross receipts less than $50,000. These filings do not generate a downloadable form.

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated