SOUTHWEST FLORIDA GWI HOUSING XII INC (EIN 134351873) - 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

2006

Legal Domicile

Principal Officer

JENNIFER FISHER

Phone

2399952106

Tax Period

2025-01-01 to 2025-12-31

SOUTHWEST FLORIDA GWI HOUSING XII INC, founded in 2006, is a small nonprofit in the Housing & Shelter sector that reported $102K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $185K exceeded revenue, resulting in a 82% operating deficit.

Mission

PROVIDING HOUSING SPONSORED INDEPENDENT LIVING FACILITIES FOR LOW INCOME DISABLED INDIVIDUALS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $101,786

Investment Income $4

Other Revenue $0

TOTAL REVENUE $101,790

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,479

Fundraising Expenses $0

Program Expenses $162,732

Other Expenses $174,626

TOTAL EXPENSES $185,105

Year-over-Year Comparison

	2025	2024	Change
Revenue	$101,790	$92,392	+0.1%
Expenses	$185,105	$192,079	0.0%
Net Income	$-83,315	$-99,687	-0.2%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN BENNETT	DIRECTOR	0.10	Director	$0	$0	$0
JENNIFER FISHER	CHAIR	0.10	Officer Director	$0	$0	$0
DALE SCHNEIDER	DIRECTOR	0.10	Officer 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
2025	$101,790	$185,105	$1,186,300	$-83,315
2024	$92,392	$192,079	$1,267,525	$-99,687
2023	$394,754	$178,209	$1,352,564	$216,545
2022	$94,973	$162,991	$1,435,481	$-68,018
2021	$91,340	$150,848	$1,158,231	$-59,508
2020	$91,406	$146,580	$1,223,037	$-55,174
2019	$88,518	$150,888	$1,284,456	$-62,370
2018	$86,378	$140,808	$1,345,813	$-54,430

SOUTHWEST FLORIDA GWI HOUSING XII INC