SWFLCF SUPPORT ORGANIZATION INC (EIN 300958830) - 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

2016

Legal Domicile

Principal Officer

DAWN BELAMARICH

Phone

2392745900

Tax Period

2023-07-01 to 2024-06-30

SWFLCF SUPPORT ORGANIZATION INC, founded in 2016, is a small nonprofit in the Community Improvement sector that reported $909K in total revenue in fiscal year 2023. The organization ran a surplus of $610K, a strong 67% operating margin.

Mission

TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, OR TO PERFORM THE FUNCTIONS, OR TO CARRY OUT THE PURPOSES AND/OR ACTIVITIES OF SOUTHWEST FLORIDA COMMUNITY FOUNDATION, INC., A FLORIDA NOT-FOR-PROFIT CORPORATION, SO LONG AS THOSE PURPOSES AND/OR ACTIVITIES ARE WITHIN THE MEANING OF SECTIONS 501(C)(3) AND 170(C)(2).

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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 $0

Program Service Revenue $78,500

Investment Income $830,109

Other Revenue $0

TOTAL REVENUE $908,609

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $298,484

Other Expenses $298,484

TOTAL EXPENSES $298,484

Year-over-Year Comparison

	2023	2022	Change
Revenue	$908,609	$-363,562	-3.5%
Expenses	$298,484	N/A	N/A
Net Income	$610,125	$-363,562	-2.7%

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

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

$257,053

Total Directors

$300,532

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN BELAMARICH	CHAIR/ PRESIDENT (AS OF 9/5/23)	5.00	Officer Director	$0	$7,947	$98,906
TERRY MAZANY	DIRECTOR (THROUGH 7/21/23)	1.00	Director	$0	$6,914	$201,626
JOHN M POLLOCK	DIRECTOR	1.00	Director	$0	$0	$0
JOHN T GAMBA	DIRECTOR	1.00	Director	$0	$0	$0
MARINA NASSIF	TREASURER	5.00	Officer	$0	$18,378	$158,147

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	$908,609	$298,484	No data	$610,125
2023	$-363,562	No data	$8,889,875	No data
2022	$-380,787	No data	$9,253,437	No data
2021	$-370,935	No data	$9,641,758	No data
2020	$-368,808	No data	$10,005,159	No data
2019	$120,306	No data	$10,373,967	No data

SWFLCF SUPPORT ORGANIZATION INC