Fred & Jean Allegretti Foundation Inc
Only null% goes to programs Strong reserves Declining revenue
Fred & Jean Allegretti Foundation Inc is a 501(c)(3) organization based in Fort Myers, Florida, registered in 1998, with $762,405 in FY2024 revenue. CharityIndex grades it D.
1333 Caloosa Vista Rd, Fort Myers, FL, 33901 EIN 36-4110761 Since 1998
Revenue (FY2024)
$762K
▼ 56.2% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$1.4M
Net assets
$15.2M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Fred & Jean Allegretti Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating132 mo reserves · -82% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Fred & Jean Allegretti Foundation Inc: 132 mo reserves · -82% margin earns a F on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Fred & Jean Allegretti Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Fred & Jean Allegretti Foundation Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- 1333 Caloosa Vista Rd, Fort Myers, FL, 33901
- City
- Fort Myers
- State
- Florida
- Subcategory
- Philanthropy Programs
- Website
- …
Financial trends
Revenue declined from $1.4M (FY2013) to $762K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $15.2M
Operating margin
-82.0%
Spent more than it raised in the latest fiscal year.
Total assets
$15.2M
Total liabilities
$0
Net assets
$15.2M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $762,405▼56.2% | $1,387,533▲19.1% | $15,216,589▼3.9% | $15,216,589▼3.9% | 990PF |
| 2023 | $1,739,546▲504% | $1,165,309▲1.7% | $15,841,717▲3.8% | $15,841,717▲3.8% | 990PF |
| 2022 | -$430,396▼146% | $1,145,607▼18.4% | $15,267,480▼9.4% | $15,267,480▼9.4% | 990PF |
| 2021 | $941,691▼23.3% | $1,403,903▲7.3% | $16,843,483▼2.7% | $16,843,483▼2.7% | 990PF |
| 2020 | $1,227,522▲1073% | $1,308,410▲1.1% | $17,305,695▼0.5% | $17,305,695▼0.5% | 990PF |
| 2019 | -$126,171▼161% | $1,293,703▲0.1% | $17,386,583▼7.5% | $17,386,583▼7.5% | 990PF |
| 2018 | $206,967▼92.7% | $1,292,125▲5.6% | $18,806,457▼5.5% | $18,806,457▼5.5% | 990PF |
| 2017 | $2,849,548▲262% | $1,223,569▲3.2% | $19,891,615▲8.9% | $19,891,615▲8.9% | 990PF |
| 2016 | $788,073▲21.5% | $1,185,352▼5.7% | $18,265,636▼2.1% | $18,265,636▼2.1% | 990PF |
| 2015 | $648,734▼17.6% | $1,257,624▲11.4% | $18,662,915▼3.3% | $18,662,915▼3.3% | 990PF |
| 2014 | $787,401▼42.0% | $1,128,829▼12.2% | $19,291,127▼1.7% | $19,291,127▼1.7% | 990PF |
| 2013 | $1,356,527 | $1,286,407▲38.9% | $19,632,555▲0.3% | $19,632,555▲0.3% | 990PF |
| 2012 | — | $926,264▲17.9% | $19,579,235▲17.8% | $19,581,374▲17.8% | 990PF |
| 2011 | — | $785,523▲7.3% | $16,616,360▲51.9% | $16,627,846▲52.0% | 990PF |
| 2010 | — | $732,321▲18.0% | $10,940,193▲8.1% | $10,940,386▲8.1% | 990PF |
| 2009 | — | $620,462 | $10,120,356 | $10,120,825 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Fred & Jean Allegretti Foundation Inc a legitimate nonprofit?
- Yes. Fred & Jean Allegretti Foundation Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 36-4110761, based in Fort Myers, Florida. Donations are tax-deductible.
- What is Fred & Jean Allegretti Foundation Inc's EIN?
- Fred & Jean Allegretti Foundation Inc's Employer Identification Number (EIN) is 36-4110761.
- How much revenue does Fred & Jean Allegretti Foundation Inc report?
- Fred & Jean Allegretti Foundation Inc reported $762,405 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Fred & Jean Allegretti Foundation Inc have?
- CharityIndex grades Fred & Jean Allegretti Foundation Inc D, based on financial health (reserves and operating margin).
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Data for Fred & Jean Allegretti Foundation Inc (EIN 36-4110761) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.