SOUTHWEST FLORIDA GWI HOUSING II INC (EIN 311502533) - 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

1997

Legal Domicile

Principal Officer

JENNIFER FISHER

Phone

2399952106

Tax Period

2025-01-01 to 2025-12-31

SOUTHWEST FLORIDA GWI HOUSING II INC, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $109K in total revenue in fiscal year 2025. Expenses of $162K exceeded revenue, resulting in a 49% 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 $109,085

Investment Income $10

Other Revenue $0

TOTAL REVENUE $109,095

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,352

Fundraising Expenses $0

Program Expenses $144,229

Other Expenses $145,839

TOTAL EXPENSES $162,191

Year-over-Year Comparison

	2025	2024	Change
Revenue	$109,095	$109,488	0.0%
Expenses	$162,191	$165,424	0.0%
Net Income	$-53,096	$-55,936	-0.1%

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	$109,095	$162,191	$568,403	$-53,096
2024	$109,488	$165,424	$616,784	$-55,936
2023	$103,326	$147,773	$406,935	$-44,447
2022	$104,026	$129,267	$450,843	$-25,241
2021	$89,706	$126,040	$476,064	$-36,334
2020	$101,505	$119,706	$515,686	$-18,201
2019	$93,281	$136,452	$532,306	$-43,171
2018	$91,687	$137,175	$452,333	$-45,488

SOUTHWEST FLORIDA GWI HOUSING II INC