SANIBEL COMMUNITY ASSOCIATION INC

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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

1963

Legal Domicile

Principal Officer

EMILY ANKERSON

Phone

2394722155

Tax Period

2023-07-01 to 2024-06-30

SANIBEL COMMUNITY ASSOCIATION INC, founded in 1963, is a small nonprofit in the Recreation & Sports sector that reported $831K in total revenue in fiscal year 2023. Revenue fell 70% from the prior year — a significant decline worth monitoring. Net assets of $5.3M represent 76 months of operating reserves.

Mission

CIVIC, EDUCATIONAL, ART, CULINARY AND CULTURAL ORGANIZATION

Program Service Accomplishments

Program 1

Expenses: $528,783 Revenue: $220,802

PUBLIC INTEREST FUNCTIONS INCLUDING EDUCATIONAL WORKSHOPS AND CLASSES, SEMINARS AND SOCIAL EVENTS FOR THE PUBLIC.

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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 $428,243

Program Service Revenue $220,802

Investment Income $95,168

Other Revenue $86,552

TOTAL REVENUE $830,765

Expense Breakdown

Grants Paid $0

Salaries & Benefits $318,291

Fundraising Expenses $64,540

Program Expenses $528,783

Other Expenses $503,425

TOTAL EXPENSES $821,716

Year-over-Year Comparison

	2023	2022	Change
Revenue	$830,765	$2,746,806	-0.7%
Expenses	$821,716	$863,671	0.0%
Net Income	$9,049	$1,883,135	-1.0%

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

300

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
TERESA RISKA-HALL	EXECUTIVE DI	N/A		$120,200	$0	$120,200
FRED BONDURANT	DIRECTOR	N/A	Director	$0	$0	$0
DICK BOURDOW	DIRECTOR	N/A	Director	$0	$0	$0
LYNNE BUTKIEWICZ	SECRETARY	N/A	Officer Director	$0	$0	$0
ROGER GROGMAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
SARAH JACOBSON	DIRECTOR	N/A	Director	$0	$0	$0
MELISSA LEHMAN	DIRECTOR	N/A	Director	$0	$0	$0
JIM MCCALLION	DIRECTOR	N/A	Director	$0	$0	$0
NANCY MCDOLE	DIRECTOR	N/A	Director	$0	$0	$0
DON MCDONALD	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JOHN RAHO	TREASURER	N/A	Officer Director	$0	$0	$0
MARK REINER	DIRECTOR	N/A	Director	$0	$0	$0
JOSH STEWART	DIRECTOR	N/A	Director	$0	$0	$0
CHRISTINE SZYMANCZYK	DIRECTOR	N/A	Director	$0	$0	$0
VALERIE TUTOR	DIRECTOR	N/A	Director	$0	$0	$0
KIRK WHALEN	DIRECTOR	N/A	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	$830,765	$821,716	$5,329,244	$9,049
2023	$2,746,806	$863,671	$5,520,932	$1,883,135
2022	$1,052,756	$929,378	$3,669,235	$123,378
2021	$892,391	$693,829	$3,930,416	$198,562
2020	$623,028	$682,570	$3,696,693	$-59,542
2019	$625,647	$691,266	$3,847,190	$-65,619