Easter Seals Southwest Florida Inc (EIN 590638490) - 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

1956

Legal Domicile

Principal Officer

Tom Waters

Phone

9413557637

Tax Period

2023-09-01 to 2024-08-31

Easter Seals Southwest Florida Inc, founded in 1956, is a mid-sized nonprofit in the Health Care sector that reported $24.6M in total revenue in fiscal year 2023. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.9M, a strong 32% operating margin.

Mission

Easter Seals Southwest Florida creates solutions that change lives for children, adults, and families through high quality therapeutic, educational, and support services.

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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 $12,524,687

Program Service Revenue $11,646,692

Investment Income $211,277

Other Revenue $200,857

TOTAL REVENUE $24,583,513

Expense Breakdown

Grants Paid $37,888

Salaries & Benefits $9,066,736

Fundraising Expenses $1,020,899

Program Expenses $14,593,715

Other Expenses $7,556,839

TOTAL EXPENSES $16,661,463

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,583,513	$14,258,090	+0.7%
Expenses	$16,661,463	$14,199,686	+0.2%
Net Income	$7,922,050	$58,404	+134.6%

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

217

Volunteers

210

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

$498,599

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tom Waters	President & CEO	20.00	Officer	$314,337	$15,453	$329,790
George Pfeiffer	Vice President	40.00	Officer	$149,584	$19,225	$168,809
Jill Gass	VP of Philanthropy	40.00		$129,227	$11,231	$140,458
Nicole Murby	VP of Programs	40.00		$110,720	$14,322	$125,042
Linda Poteat-Brown	Director of HR	40.00		$102,620	$12,803	$115,423
Brittany Swift	VP of Programs	40.00		$93,720	$3,858	$97,578
Lisa Mead	Chair	1.00	Officer Director	$0	$0	$0
Doug Elmore	Vice Chair	1.00	Officer Director	$0	$0	$0
Joseph Najmy	Treasurer	1.00	Officer Director	$0	$0	$0
Stewart Moon Jr	Secretary	1.00	Officer Director	$0	$0	$0
LaVerne Green	Past Chair	1.00	Officer Director	$0	$0	$0
Renee Armbruster	Director	1.00	Director	$0	$0	$0
John Berkey	Director	1.00	Director	$0	$0	$0
Carla Cummings	Director	1.00	Director	$0	$0	$0
Rae Dowling	Director	1.00	Director	$0	$0	$0
Anthony Ferretti	Director	1.00	Director	$0	$0	$0
Van Franklin	Director	1.00	Director	$0	$0	$0
Elaine Gustafson	Director	1.00	Director	$0	$0	$0
Dr Karen Holbrook	Director	1.00	Director	$0	$0	$0
Robert Huff	Director	1.00	Director	$0	$0	$0
Kristen Jensen	Director	1.00	Director	$0	$0	$0
Eric Kaplan	Director	1.00	Director	$0	$0	$0
Stan Muessle	Director	1.00	Director	$0	$0	$0
Mary Nastan	Director	1.00	Director	$0	$0	$0
Ursula Nixon	Director	1.00	Director	$0	$0	$0
Dave Otterness	Director	1.00	Director	$0	$0	$0
Don Patterson	Director	1.00	Director	$0	$0	$0
Gareth Stevenson	Director	1.00	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	$24,583,513	$16,661,463	$16,902,998	$7,922,050
2023	$14,258,090	$14,199,686	$8,560,005	$58,404
2022	$10,940,995	$11,117,123	$8,583,341	$-176,128
2021	$13,485,509	$8,659,945	$9,428,086	$4,825,564
2020	$7,416,245	$7,071,040	$4,032,364	$345,205
2019	$5,577,076	$5,566,090	$2,791,560	$10,986
2018	$4,939,666	$4,601,478	$2,436,490	$338,188

Easter Seals Southwest Florida Inc