Multiple Sclerosis Center of South… - Form 990 Financial Data

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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

2000

Legal Domicile

Principal Officer

Kay Jasso

Tax Period

2023-01-01 to 2023-12-31

Multiple Sclerosis Center of Southwest Florida Inc, founded in 2000, is a small nonprofit in the Health Care sector that reported $700K in total revenue in fiscal year 2023. Expenses of $636K left a modest 9% surplus.

Mission

To provide comprehensive care for the body, mind, and spirit for individuals living with MS.

Program Service Accomplishments

Program 1

Expenses: $584,014

The MS Center provided 6372 free services, information, and support to 410 local people with MS in 2023. Services include MS focused exercise classes, art therapy, mental health support and coaching, case management, disability resources, educational and social activities. The MS Center of SWFL is not a chapter of a national organization, and is supported by individual donations, grants, and fundraising events.

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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 $315,376

Program Service Revenue $0

Investment Income $28,954

Other Revenue $355,369

TOTAL REVENUE $699,699

Expense Breakdown

Grants Paid $59,333

Salaries & Benefits $281,851

Fundraising Expenses $12,442

Program Expenses $584,014

Other Expenses $294,539

TOTAL EXPENSES $635,723

Year-over-Year Comparison

	2023	2022	Change
Revenue	$699,699	$659,117	+0.1%
Expenses	$635,723	$448,658	+0.4%
Net Income	$63,976	$210,459	-0.7%

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

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

$92,950

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kay Jasso	Executive Director	40.00	Officer	$92,950	$0	$92,950
Michael Lundon	Director	1.00	Director	$0	$0	$0
Dayna Harpster	Director	1.00	Director	$0	$0	$0
Peter DeFresco	Director	1.00	Director	$0	$0	$0
Shannon Diener	DirectorImmediate Past Chair	1.00	Director	$0	$0	$0
Shane Smith	Director	1.00	Director	$0	$0	$0
Charles Stanisce	Director	1.00	Director	$0	$0	$0
Jeanne Larson	DirectorChair	1.00	Officer Director	$0	$0	$0
Kevin Hallinan	DirectorVice ChairTreasurer	1.00	Officer Director	$0	$0	$0
Suzanne McGuire	DirectorSecretary	1.00	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	$699,699	$635,723	$1,207,837	$63,976
2022	$659,117	$448,658	$869,374	$210,459
2021	$442,838	$302,103	$536,556	$140,735
2020	$313,451	$282,080	$467,139	$31,371
2019	$313,209	$403,221	$380,799	$-90,012
2018	$392,369	$342,629	$451,144	$49,740

Multiple Sclerosis Center of Southwest Florida Inc