YMCA OF SOUTHWEST FLORIDA INC

EIN: 591629660 501(c)(3)

VENICE, FL

Total Revenue
$41,831,659
Total Expenses
$44,901,943
Total Assets
$82,623,281
Net Assets
$62,166,869
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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
FL
Principal Officer
GENE JONES
Phone
9414929622
Tax Period
2024-01-01 to 2024-12-31

YMCA OF SOUTHWEST FLORIDA INC, founded in 1976, is a mid-sized nonprofit that reported $41.8M in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring.

Mission

THE MISSION OF YMCA OF SOUTHWEST FLORIDA IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD A HEALTHY SPIRIT, MIND, AND BODY FOR ALL. WE OFFER HEALTH AND WELLNESS AND SPORTS PROGRAMS TO PEOPLE OF ALL AGES, PROVIDE EARLY LEARNING, SUMMER CAMP AND BEFORE AND AFTER SCHOOL ENRICHMENT CARE, AND COLLABORATE WITH OTHER LOCAL NOT-FOR-PROFIT AGENCIES TO ASSIST COMMUNITY MEMBERS IN VARIOUS ASPECTS OF LIFE INCLUDING STRENGTHENING FAMILIES. YMCA OF SOUTHWEST FLORIDA ALSO OFFERS PROGRAMS GROUNDED IN SOCIAL RESPONSIBILITY SUCH AS FOOD PROGRAMS, YREADS, SAFETY AROUND WATER AND SCHOLARSHIPS.

Program Service Accomplishments

Program 1
Expenses: $12,724,167 Revenue: $11,670,552

YOUTH DEVELOPMENT - OUR YMCA IS COMMITTED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE THAT ALL KIDS DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THAT...

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YOUTH DEVELOPMENT - OUR YMCA IS COMMITTED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE THAT ALL KIDS DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THAT IS WHY WE HELP YOUNG PEOPLE CULTIVATE THE VALUES, SKILLS, AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH, AND EDUCATIONAL ACHIEVEMENT.OUR YMCA PROGRAMS, SUCH AS 4 EARLY LEARNING ACADEMIES, YREADS!, SUMMER CAMP AND BEFORE AND AFTER-SCHOOL ENRICHMENT AS WELL AS A RANGE OF YOUTH SPORTS AND YOUTH ENRICHMENT ACTIVITIES, OFFER A RANGE OF EXPERIENCES THAT ENRICH SOCIAL-EMOTIONAL, COGNITIVE, AND PHYSICAL GROWTH.EXPENSES INCLUDE SUBSIDIES AND DIRECT FINANCIAL ASSISTANCE THAT MAKE PARTICIPATION POSSIBLE FOR THE YOUNG PEOPLE WE ENGAGE.YMCA OF SOUTHWEST FLORIDA, INC. EARLY LEARNING ACADEMIES PROVIDE FULL-DAY CARE FROM 6:30 AM - 6:00 PM. WE PROVIDE SAFE, LOVING, AFFORDABLE CARE FOR OVER 750 CHILDREN AGES SIX WEEKS TO FIVE YEARS IN OUR CENTERS ANNUALLY. 37% OF THE FAMILIES ENROLLED IN EARLY LEARNING PARTICIPATE AT A SUBSIDIZED RATE THROUGH YMCA SCHOLARSHIP ASSISTANCE OR THROUGH FUNDING FROM THE EARLY LEARNING COALITION. THESE FAMILIES LIVE AT OR NEAR THE POVERTY LEVEL.YMCA OF SOUTHWEST FLORIDA, INC. PROVIDES BEFORE AND AFTER-SCHOOL ENRICHMENT FOR YOUTH FROM KINDERGARTEN THROUGH EIGHTH GRADE. THE PROGRAM IS AVAILABLE AT 26 SITES. BEFORE-SCHOOL CARE BEGINS AT 7:00 AM, AND AFTER-SCHOOL CARE ENDS AT 6:00 PM. FOR STUDENTS AT WHICH WE DO NOT OFFER THE PROGRAM AT THEIR SCHOOL, THE YOUTH ARE BUSSED TO THE YMCA DURING THE SCHOOL YEAR. IN 2024, 2,993 STUDENTS PARTICIPATED IN BEFORE AND AFTER-SCHOOL ENRICHMENT. FULL-DAY CARE AND SUMMER CAMP PROGRAMS ARE ALSO OFFERED TO YOUTH THROUGHOUT THE YEAR WHEN SCHOOL IS NOT IN SESSION. THE PROGRAMS ARE AVAILABLE FROM 7:00 AM TO 6:00 PM. IN 2024, 3,684 CHILDREN ATTENDED SUMMER CAMP. DURING SUMMER CAMP, CHILDREN PARTICIPATE IN ACTIVITIES THAT ALLOW THEM TO CONNECT AND GAIN POSITIVE YOUTH DEVELOPMENT SKILLS AND CHARACTER VALUES THAT BUILD THE FOUNDATION FOR THEIR FUTURES. SUMMER CAMP ALSO PROVIDES EDUCATIONAL ENHANCEMENT OPPORTUNITIES THAT HELP REDUCE THE SUMMER LEARNING SLIDE.DAILY ACTIVITIES AVAILABLE INCLUDE LEARNING CENTERS, HOMEWORK ASSISTANCE AND TUTORING, ARTS AND CRAFTS, GROUP GAMES, AND PHYSICAL FITNESS. CHILDREN ALSO RECEIVE MEALS WHILE IN YMCA CARE AT NO ADDITIONAL COST.IN 2024, YMCA OPERATED FIVE YREADS! AND ENRICHMENT SITES OFFERED THROUGH SCHOOL AGE CARE. THIS PROGRAM PROVIDES FREE EXTENSIVE READING TUTORING FROM TRAINED STAFF AND VOLUNTEERS IN A ONE-ON-ONE SETTING FOR STUDENTS FROM KINDERGARTEN THROUGH THIRD GRADE. YMCA OF SOUTHWEST FLORIDA PROGRAMS ALL RANK AT THE TOP IN THE STATE IN REGARD TO QUALIFICATION OF COORDINATORS, DELIVERY OF INSTRUCTION, STUDENT ATTENDANCE HOURS, NUMBER OF MENTORS, AND SUPPORT SERVICES OFFERED BY YMCA OF SOUTHWEST FLORIDA, INC.TO ENSURE EVERYONE HAS ACCESS TO YMCA YOUTH DEVELOPMENT PROGRAMS, THE YMCA PROVIDED SCHOLARSHIP ASSISTANCE OF OVER $540,350 TO NEEDY FAMILIES. THE PROGRAM IS LICENSED THROUGH THE DEPARTMENT OF CHILDREN AND FAMILIES.

Program 2
Expenses: $18,958,069 Revenue: $12,988,731

HEALTHY LIVING: THE Y IS COMMITTED TO IMPROVING AMERICA'S HEALTH AND WELL-BEING, COMMUNITY BY COMMUNITY. WE BRING FAMILIES CLOSER TOGETHER, ENCOURAGE GOOD HEALTH AND FOSTER CONNECTIONS THROUGH...

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HEALTHY LIVING: THE Y IS COMMITTED TO IMPROVING AMERICA'S HEALTH AND WELL-BEING, COMMUNITY BY COMMUNITY. WE BRING FAMILIES CLOSER TOGETHER, ENCOURAGE GOOD HEALTH AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTERESTS. AS A RESULT, OVER 4,099 PEOPLE VISIT OUR YMCA DAILY AND ARE RECEIVING THE SUPPORT, GUIDANCE AND RESOURCES THEY NEED TO ACHIEVE GREATER HEALTH IN SPIRIT, MIND AND BODY. THIS IS PARTICULARLY IMPORTANT AS OUR NATION STRUGGLES WITH CHRONIC DISEASE AND OBESITY, FAMILIES WRESTLE WITH WORK/LIFE BALANCE AND INDIVIDUALS SEARCH FOR PERSONAL FULFILLMENT. OUR PROGRAMS ARE ACCESSIBLE, AFFORDABLE AND OPEN TO ALL FAITHS, BACK-GROUNDS, ABILITIES AND INCOME LEVELS.THIS YEAR WE PROVIDED $391,180 IN FINANCIAL ASSISTANCE TO PEOPLE WHO OTHERWISE MAY NOT HAVE BEEN ABLE TO AFFORD TO PARTICIPATE. THESE PEOPLE BENEFIT FROM OVER 881 GROUP FITNESS CLASSES OFFERED WEEKLY. WELLNESS PROGRAMS ARE EXTREMELY USEFUL TO PARTICIPANTS RECOVERING FROM OTHER ILLNESSES AND INJURIES AS WELL. PROGRAMS SUCH AS LIVESTRONG, ENHANCED FITNESS, MOVING FOR BETTER BALANCE AND OUR PARKINSON'S WELLNESS PROGRAMS FURTHER BENEFIT COMMUNITY MEMBERS THAT NEED ADDITIONAL SUPPORT AND PERSONALIZED WELLNESS.ADDITIONALLY, WE HAVE YOUTH AND ADULT SPORTS PROGRAMS. CLOSE TO 8,240 SPORTS CLINICS, TEAMS, AND LEAGUES WERE HOSTED BY YMCA SPORTS PROGRAMS. SPORTS LEAGUES ARE OFFERED TO CHILDREN AGES THREE YEARS THROUGH EIGHTEEN YEARS IN SOCCER, BASKETBALL, TEE-BALL, BASEBALL, FLAG FOOTBALL, VOLLEYBALL, AND MARTIAL ARTS. AQUATICS AND GYMNASTICS ARE TWO OF OUR OTHER SPORTS DEPARTMENTS. PROGRAMS AND CLASSES ARE OFFERED IN THESE SPORTS IN COMPETITIVE AND NON-COMPETITIVE ENVIRONMENTS. 4,198 PEOPLE LEARNED TO SWIM IN OUR AQUATICS PROGRAM. THE COMPETITIVE SWIM TEAM HAD 126 PARTICIPANTS IN 2024. THE GYMNASTICS DEPARTMENT OFFERS INSTRUCTION IN DANCE, CHEERLEADING, ROCK CLIMBING AND GYMNASTICS TO KIDS FROM PRE-SCHOOL AGE TO TEENAGERS.

Program 3
Expenses: $6,093,529 Revenue: $7,909,591

SKY ACADEMY CONSISTS OF 2 PUBLIC CHARTER MIDDLE SCHOOLS IN THE SARASOTA COUNTY SCHOOL DISTRICT THAT FOCUS ON THE WHOLE CHILD. SKY ACADEMY HOLDS HIGH ACADEMIC STANDARDS AND A FOCUS ON HEALTH, WELLNESS...

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SKY ACADEMY CONSISTS OF 2 PUBLIC CHARTER MIDDLE SCHOOLS IN THE SARASOTA COUNTY SCHOOL DISTRICT THAT FOCUS ON THE WHOLE CHILD. SKY ACADEMY HOLDS HIGH ACADEMIC STANDARDS AND A FOCUS ON HEALTH, WELLNESS AND NUTRITION. SKY ACADEMY ENGLEWOOD IS A-RATED; SKY ACADEMY VENICE IS B-RATED. HIGHLY QUALIFIED TEACHERS INFUSE HEALTH AND WELLNESS IN ALL OF OUR CORE CLASSES AND STUDENTS FOCUS ON A LIFETIME OF LEARNING AND WELLNESS. ALL OF OUR TEACHERS ARE QUALIFIED AND MANY HOLD ADVANCED DEGREES. ALL STUDENTS ARE HELD TO A HIGH STANDARD WITH A MAJOR FOCUS ON PERSONAL GROWTH. IN THE 2024-2025 SCHOOL YEAR, 653 6TH, 7TH, AND 8TH GRADE STUDENTS WERE ENROLLED AT OUR CHARTER SCHOOLS - 313 AT SKY ACADEMY VENICE AND 340 AT SKY ACADEMY ENGLEWOOD.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,720,248
Program Service Revenue $32,568,874
Investment Income $87,751
Other Revenue $454,786
TOTAL REVENUE $41,831,659

Expense Breakdown

Grants Paid $931,530
Salaries & Benefits $25,785,275
Fundraising Expenses $2,584,943
Program Expenses $37,775,765
Other Expenses $18,185,138
TOTAL EXPENSES $44,901,943

Year-over-Year Comparison

2024 2023 Change
Revenue $41,831,659 $61,554,194 -0.3%
Expenses $44,901,943 $37,549,944 +0.2%
Net Income $-3,070,284 $24,004,250 -1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
21
Independent Members
21
Employees
1795
Volunteers
3027

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
9
$1,317,746
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DOROTHY KORSZEN CHAIR 0.50
Officer Director
$0 $0 $0
JOHN GIGLIO VICE CHAIR 0.50
Officer Director
$0 $0 $0
MIKE HORAN TREASURER 0.50
Officer Director
$0 $0 $0
MARK SUWYN SECRETARY 0.50
Officer Director
$0 $0 $0
JODI ALLEN DIRECTOR 0.50
Director
$0 $0 $0
KIM AMONTREE DIRECTOR 0.50
Director
$0 $0 $0
JEFFERY A BOONE DIRECTOR 0.50
Director
$0 $0 $0
WENDY FISHMAN DIRECTOR 0.50
Director
$0 $0 $0
JEROME FLETCHER DIRECTOR 0.50
Director
$0 $0 $0
JEFFREY FRASER DIRECTOR 0.50
Director
$0 $0 $0
NICHOLAS GRANT DIRECTOR 0.50
Director
$0 $0 $0
TERI HANSEN DIRECTOR 0.50
Director
$0 $0 $0
JOHN JENKINS DIRECTOR 0.50
Director
$0 $0 $0
SANDY KING DIRECTOR 0.50
Director
$0 $0 $0
KARIN KROEGER DIRECTOR 0.50
Director
$0 $0 $0
BRUCE LAISHLEY DIRECTOR 0.50
Director
$0 $0 $0
SHANA MEADOWS DIRECTOR 0.50
Director
$0 $0 $0
WAYNE ROBERTS DIRECTOR 0.50
Director
$0 $0 $0
MARY SMEDLEY DIRECTOR 0.50
Director
$0 $0 $0
LIBBY SODERBERG DIRECTOR 0.50
Director
$0 $0 $0
ARTHUR TRAMMELL DIRECTOR 0.50
Director
$0 $0 $0
GENE JONES CEO 45.00
Officer
$398,859 $43,310 $442,169
SHANNON JOHNSON-MATTHEWS COO 45.00
Officer
$196,250 $35,466 $231,716
JOHN CAMPBELL CFO 45.00
Officer
$191,250 $29,226 $220,476
SCOTT BARNHARD CDO 45.00
Officer
$182,055 $34,616 $216,671
STEPHANIE DEITER CHRO 45.00
Officer
$171,250 $35,464 $206,714
BRIAN NASON SR. VP OF YOUTH DEVELOPMEN 45.00
Highest
$151,000 $33,030 $184,030
CHRISTOPHER SAPP VP OF OPERATIONS 45.00
Highest
$124,539 $21,817 $146,356
ELIZABETH MILLER VP OF FINANCE 45.00
Highest
$122,539 $22,203 $144,742
JAMIE BROWNING VP OF PHILANTHROPY 45.00
Highest
$109,000 $38,738 $147,738
JOHN BAILEY PRINCIPAL, SKY ACADEMY 45.00
Highest
$113,750 $25,373 $139,123
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 $41,831,659 $44,901,943 $82,623,281 $-3,070,284
2023 $61,554,194 $37,549,944 $83,783,133 $24,004,250
2022 $47,541,363 $37,615,699 $53,350,238 $9,925,664
2021 $21,157,124 $22,755,068 $40,584,438 $-1,597,944
2020 $18,172,743 $10,017,188 $42,109,477 $8,155,555
2020 $18,408,699 $20,238,552 $33,636,453 $-1,829,853
2019 $21,337,154 $20,454,794 $33,620,500 $882,360
2018 $24,255,977 $19,111,403 $34,450,852 $5,144,574
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