RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA INC (EIN 113704163) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

STEPHANIE WARDEIN

Phone

2394370202

Tax Period

2024-01-01 to 2024-12-31

RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA INC, founded in 2003, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2024. Net assets of $7.9M represent 65 months of operating reserves.

Mission

THE MISSION OF RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA IS TO PROVIDE ESSENTIAL SERVICES THAT REMOVE BARRIERS, STRENGTHEN FAMILIES, AND PROMOTE HEALING WHEN CHILDREN NEED HEALTHCARE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,349,026

Program Service Revenue $0

Investment Income $179,641

Other Revenue $-71,659

TOTAL REVENUE $1,457,008

Expense Breakdown

Grants Paid $162,629

Salaries & Benefits $701,521

Fundraising Expenses $239,055

Program Expenses $971,933

Other Expenses $643,479

TOTAL EXPENSES $1,507,629

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,457,008	$1,411,271	+0.0%
Expenses	$1,507,629	$1,470,158	+0.0%
Net Income	$-50,621	$-58,887	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

1608

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$178,735

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA RAGAIN	OUTGOING PRE	40.00	Officer	$107,950	$3,239	$111,189
STEPHANIE WARDEIN	PRESIDENT &	40.00	Officer	$62,154	$5,392	$67,546
RICHARD DESTEFANO	PRESIDENT	2.00	Officer Director	$0	$0	$0
SUSAN RYCKMAN	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
DEANA HOMSI	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DAVID KOESTER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
GABRIELLE O'BOYLE	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHELLE MACIAS	TREASURER	2.00	Officer Director	$0	$0	$0
CAREY RANDALL	PARLIAMENTAR	2.00	Officer Director	$0	$0	$0
ELIZABETH CAMERATTA	DIRECTOR	2.00	Director	$0	$0	$0
LEE BELLAMY	DIRECTOR	2.00	Director	$0	$0	$0
EMAD SALMAN	DIRECTOR	2.00	Director	$0	$0	$0
RON SCUDDER	DIRECTOR	2.00	Director	$0	$0	$0
MARY COLINA-FOWLER	DIRECTOR	2.00	Director	$0	$0	$0
CINDY CROSS	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA MONTES BLANCO	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN RODRIGUEZ	DIRECTOR	2.00	Director	$0	$0	$0
HAROLD WEEKS	DIRECTOR	2.00	Director	$0	$0	$0
SANDRA AGUILAR	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,457,008	$1,507,629	$8,131,060	$-50,621
2023	$1,411,271	$1,470,158	$7,964,964	$-58,887
2022	$1,096,334	$1,404,593	$7,743,641	$-308,259
2021	$1,411,012	$1,371,487	$8,515,071	$39,525
2020	$1,427,880	$1,037,322	$8,348,444	$390,558
2019	$3,548,416	$1,050,490	$7,773,545	$2,497,926
2018	$1,332,168	$1,070,256	$4,973,364	$261,912

RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA INC