SOUTHWEST FLORIDA AFFORDABLE HOUSING CHOICE FOUNDATION INC (EIN 204985818) - 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

2008

Legal Domicile

Principal Officer

MARCIA DAVIS

Phone

2393443220

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST FLORIDA AFFORDABLE HOUSING CHOICE FOUNDATION INC, founded in 2008, is a community nonprofit in the Housing & Shelter sector that reported $2.8M in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $982K, a strong 35% operating margin.

Mission

DEVELOP AND PROVIDE AFFORDABLE HOUSING OPPORTUNITIES FOR LOW AND MODERATE INCOME PERSONS OR FAMILIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $354

Program Service Revenue $2,160,206

Investment Income $250,167

Other Revenue $397,859

TOTAL REVENUE $2,808,586

Expense Breakdown

Grants Paid $21,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,732,235

Other Expenses $1,805,550

TOTAL EXPENSES $1,827,050

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,808,586	$1,813,103	+0.5%
Expenses	$1,827,050	$1,516,495	+0.2%
Net Income	$981,536	$296,608	+2.3%

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

$291,935

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCIA DAVIS	PRESIDENT	5.00	Director	$0	$0	$202,811
SIEGLINDE CHAMBLISS	SECRETARY/TR	6.00	Director	$0	$0	$89,124
RICHARD FAIN	DIRECTOR	2.00	Director	$0	$0	$0
MEG GELTNER	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE STRAYHORN	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ISRAEL SUAREZ	DIRECTOR	2.00	Director	$0	$0	$0
MATTIE YOUNG	VICE CHAIRWO	2.00	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
2024	No data	No data	No data	No data
2023	$2,808,586	$1,827,050	$19,134,869	$981,536
2022	$1,813,103	$1,516,495	$19,344,191	$296,608
2021	$4,902,368	$1,721,643	$17,591,096	$3,180,725
2020	$1,133,516	$1,188,943	$15,873,270	$-55,427
2019	$739,046	$775,128	$11,660,611	$-36,082
2018	$569,625	$1,039,161	$11,808,023	$-469,536

SOUTHWEST FLORIDA AFFORDABLE HOUSING CHOICE FOUNDATION INC