SHADOW WOOD CHARITABLE FOUNDATION INC

EIN: 383881140 501(c)(3) Philanthropy & Grantmaking

BONITA SPRINGS, FL

Total Revenue
$1,673,957
Total Expenses
$1,875,550
Total Assets
$417,311
Net Assets
$410,423
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
FL
Principal Officer
NORMAN WELLS
Phone
4436041777
Tax Period
2024-04-01 to 2025-03-31

SHADOW WOOD CHARITABLE FOUNDATION INC, founded in 2012, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $1.9M exceeded revenue, resulting in a 12% operating deficit.

Mission

SHADOW WOOD CHARITABLE FOUNDATION, INC. IS COMMITTED TO SUPPORTING CHARITABLE PROGRAMS THAT IMPROVE THE LIVES OF SOUTHWEST FLORIDA RESIDENTS IN NEED. THE FOUNDATION RAISES FUNDS AND DISTRIBUTES THEM TO SECTION 501 (C)(3) CHARITIES THAT SERVE THOSE RESIDENTS THROUGH SOCIAL SERVICE PROGRAMS. IT ALSO HAS SCHOLARSHIP AWARD AND EMERGENCY RELIEF PROGRAMS FOR THE BENEFIT OF EMPLOYEES, AND FAMILIES OF EMPLOYEES, OF SHADOW WOOD COUNTRY CLUB AND SHADOW WOOD COMMUNITY ASSOCIATION, AND A SCHOLARSHIP PROGRAM FOR THE BENEFIT OF GRADUATING SENIORS OF TWO LOCAL HIGH SCHOOLS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,545,379
Program Service Revenue $0
Investment Income $17,921
Other Revenue $110,657
TOTAL REVENUE $1,673,957

Expense Breakdown

Grants Paid $1,844,130
Salaries & Benefits $0
Fundraising Expenses $5,457
Program Expenses $1,844,130
Other Expenses $31,420
TOTAL EXPENSES $1,875,550

Year-over-Year Comparison

2024 2023 Change
Revenue $1,673,957 $1,512,824 +0.1%
Expenses $1,875,550 $1,375,605 +0.4%
Net Income $-201,593 $137,219 -2.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
100

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
4
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CLARK BELL TRUSTEE 5.00
Director
$0 $0 $0
TRACY DANKOFF TRUSTEE 5.00
Director
$0 $0 $0
ERIC GANZ TREASURER 10.00
Officer Director
$0 $0 $0
TAMMY KATZ TRUSTEE 5.00
Director
$0 $0 $0
SUSAN NICOLETTI TRUSTEE 5.00
Director
$0 $0 $0
RENEE POPE TRUSTEE 5.00
Director
$0 $0 $0
STEVE RITCHIE TRUSTEE 5.00
Director
$0 $0 $0
DOUG TIMMEL VICE PRESIDE 10.00
Officer Director
$0 $0 $0
NORMAN WELLS PRESIDENT 10.00
Officer Director
$0 $0 $0
TOD C WILCOCK SECRETARY 7.00
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
2025 $1,673,957 $1,875,550 $417,311 $-201,593
2024 $1,512,824 $1,375,605 $628,042 $137,219
2023 $1,642,314 $1,570,029 $503,357 $72,285
2022 $1,219,854 $1,127,383 $430,744 $92,471
2021 $1,026,931 $960,110 $312,463 $66,821
2020 $954,793 $954,411 $243,220 $382
2019 $711,649 $607,944 $256,059 $103,705
Explore More Nonprofits
Top 100 Nonprofits in Florida Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare SHADOW WOOD CHARITABLE FOUNDATION INC with other nonprofits in Florida and across the country.