SOUTHWEST FLORIDA GWI HOUSING INC (EIN 311469227) - 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

1996

Legal Domicile

Principal Officer

JENNIFER FISHER

Phone

2399952106

Tax Period

2025-01-01 to 2025-12-31

SOUTHWEST FLORIDA GWI HOUSING INC, founded in 1996, is a small nonprofit in the Human Services sector that reported $136K in total revenue in fiscal year 2025. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $179K exceeded revenue, resulting in a 32% operating deficit.

Mission

PROVIDING HUD 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 $136,122

Investment Income $14

Other Revenue $0

TOTAL REVENUE $136,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,004

Fundraising Expenses $0

Program Expenses $150,201

Other Expenses $156,209

TOTAL EXPENSES $179,213

Year-over-Year Comparison

	2025	2024	Change
Revenue	$136,136	$360,369	-0.6%
Expenses	$179,213	$211,295	-0.2%
Net Income	$-43,077	$149,074	-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

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	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	$136,136	$179,213	$735,361	$-43,077
2024	$360,369	$211,295	$777,311	$149,074
2023	$157,704	$219,262	$558,185	$-61,558
2022	$136,170	$190,782	$618,317	$-54,612
2021	$136,206	$190,805	$671,449	$-54,599
2020	$131,660	$168,024	$730,036	$-36,364
2019	$117,732	$160,539	$765,713	$-42,807
2018	$109,427	$158,026	$809,788	$-48,599

SOUTHWEST FLORIDA GWI HOUSING INC