SWFL CHILDREN'S CHARITIES INC SOUTHWEST FLORIDA WINE & FOOD FEST (EIN 262302491) - 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

EDWARD BELL

Phone

2394334260

Tax Period

2022-07-01 to 2023-06-30

SWFL CHILDREN'S CHARITIES INC SOUTHWEST FLORIDA WINE & FOOD FEST, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $184K in total revenue in fiscal year 2022. Revenue fell 92% from the prior year — a significant decline worth monitoring. Expenses of $267K exceeded revenue, resulting in a 45% operating deficit.

Mission

WE PROVIDE SUPPORT TO ORGANIZATIONS THAT PROVIDE SERVICES TO CHILDREN IN SOUTHWEST FLORIDA, AND EDUCATION TO LOCAL STUDENTS MAJORING IN HEALTH SCIENCES AT LOCAL COLLEGES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $172,974

Program Service Revenue $0

Investment Income $10,863

Other Revenue $0

TOTAL REVENUE $183,837

Expense Breakdown

Grants Paid $72,019

Salaries & Benefits $117,877

Fundraising Expenses $85,424

Program Expenses $162,791

Other Expenses $77,536

TOTAL EXPENSES $267,432

Year-over-Year Comparison

	2022	2021	Change
Revenue	$183,837	$2,407,716	-0.9%
Expenses	$267,432	$2,099,948	-0.9%
Net Income	$-83,595	$307,768	-1.3%

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

Volunteers

125

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

$105,385

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRED ELAINE HAWKINS	TRUSTEE	0.50	Director	$0	$0	$0
SANDY STILWELL YOUNGQUIST	IMMEDIATE PAST PRESIDENT/D	1.25	Officer Director	$0	$0	$0
CHADD ANDREA HODGES	TRUSTEE	0.50	Director	$0	$0	$0
PATRICK DENSON	TRUSTEE	0.50	Director	$0	$0	$0
DAVE GIBBONS	TRUSTEE	0.50	Director	$0	$0	$0
TIM YOUNGQUIST	TRUSTEE	0.50	Director	$0	$0	$0
HEIDI DAVIS	EXECUTIVE DIRECTOR	40.00	Director	$105,385	$0	$105,385
STEVE ESTER MACHIZ	TRUSTEE	0.50	Director	$0	$0	$0
BROOKE DENSON	TREASURER/DIRECTOR	1.25	Officer Director	$0	$0	$0
SUSANNA WOODS BO HENDERSON	TRUSTEE	0.50	Director	$0	$0	$0
RACHEL BELL	TRUSTEE	0.50	Director	$0	$0	$0
ROBERT SUSAN DESANTIS	TRUSTEE	0.50	Director	$0	$0	$0
LISA DORCEY	TRUSTEE	0.50	Director	$0	$0	$0
SUSAN MCGROGAN	VICE PRESIDENT	1.25	Officer Director	$0	$0	$0
RAY JESSICA HIGDON	TRUSTEE	0.50	Director	$0	$0	$0
JERRY MARJA NORRIS	TRUSTEE	0.50	Director	$0	$0	$0
EDWARD BELL	PRESIDENT	1.25	Officer Director	$0	$0	$0
JOSHUA DORCEY	SECRETARY	1.25	Officer Director	$0	$0	$0
BRIAN KIM RIST	TRUSTEE	0.50	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$183,837	$267,432	$1,138,494	$-83,595
2022	$2,407,716	$2,099,948	$1,384,544	$307,768
2021	$1,540,961	$1,388,428	$1,037,223	$152,533
2020	$1,659,577	$1,648,421	$831,706	$11,156
2019	$2,042,578	$2,083,531	$836,899	$-40,953
2018	$2,832,295	$2,979,626	$935,797	$-147,331

SWFL CHILDREN'S CHARITIES INC SOUTHWEST FLORIDA WINE & FOOD FEST