LIGHTHOUSE OF SOUTHWEST FLORIDA 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

1974

Legal Domicile

Principal Officer

AMY PRICE

Phone

2399977797

Tax Period

2023-10-01 to 2024-09-30

LIGHTHOUSE OF SOUTHWEST FLORIDA INC, founded in 1974, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023.

Mission

A NON PROFIT REHABILITATION CENTER COMMITTED TO ENSURING BLIND AND VISUALLY IMPAIRED PERSONS HAVE THE TOOLS, SUPPORT AND OPPORTUNITIES NECESSARY TO SUCCESSFULLY ACHIEVE THEIR DESIRED LEVEL OF INDEPENDENCE.

Program Service Accomplishments

Program 1

Expenses: $489,591 Revenue: $9,295

INDEPENDENT LIVING ASSISTIVE TECHNOLOGY: TRAINING ON COMPUTERS/TABLETS/SMARTPHONES TO ASSIST WITH DAY-TO-DAY ACTIVITIES. ACTIVITIES OF DAILY LIVING: COOK, CLEAN, SEW, COUNT, ORGANIZE MONEY, ETC...

INDEPENDENT LIVING ASSISTIVE TECHNOLOGY: TRAINING ON COMPUTERS/TABLETS/SMARTPHONES TO ASSIST WITH DAY-TO-DAY ACTIVITIES. ACTIVITIES OF DAILY LIVING: COOK, CLEAN, SEW, COUNT, ORGANIZE MONEY, ETC TRAINING ON LOW VISION AIDES: BOTH OPTICAL AND NON-OPTICAL DEVICES, SUCH AS HAND-HELD MAGNIFIERS, SOLAR SHIELDS AND LIGHTING SOLUTIONS. SUPPORT GROUPS: ADJUSTING TO BLINDNESS AND LIVING WITH BLINDNESS GROUPS. PROPER USE OF A WHITE CANE WITH OUR CERTIFIED ORIENTATION & MOBILITY SPECIALIST. LEISURE ACTIVITIES: LEARNING SOCIAL SKILLS AND INCREASING CONFIDENCE IN ASKING FOR AND UTILIZING REASONABLE ACCOMMODATIONS.

Program 2

Expenses: $352,826

BLIND BABIES AND CHILDREN'S PROGRAMMING EARLY INTERVENTION PROGRAMMING TO ASSIST FAMILIES PREPARE THEIR CHILDREN TO ACCESS THE VISUAL WORLD IN A NON-VISUAL MANNER. PARENT EDUCATION GROUPS TO SHARE...

BLIND BABIES AND CHILDREN'S PROGRAMMING EARLY INTERVENTION PROGRAMMING TO ASSIST FAMILIES PREPARE THEIR CHILDREN TO ACCESS THE VISUAL WORLD IN A NON-VISUAL MANNER. PARENT EDUCATION GROUPS TO SHARE PERTINENT INFORMATION AND RESOURCES WITH PARENTS AND CAREGIVERS OF OUR CHILDREN WITH LOW VISION AND BLINDNESS. AFTER SCHOOL MEETINGS & TECHNOLOGY TRAINING TO PRACTICE SPECIFIC SKILLS. PROPER USE OF A WHITE CANE WITH OUR CERTIFIED ORIENTATION & MOBILITY SPECIALIST. SUMMER CAMPS FOR STUDENTS IN GRADES K-8 TO CONTINUE LEARNING.

Program 3

Expenses: $166,184

VOCATIONAL REHABILITATION SERVICES FOR ADULT CLIENTS LOOKING TO MAINTAIN OR OBTAIN EMPLOYMENT.

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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 $1,166,519

Program Service Revenue $9,295

Investment Income $12,263

Other Revenue $59,009

TOTAL REVENUE $1,247,086

Expense Breakdown

Grants Paid $0

Salaries & Benefits $871,817

Fundraising Expenses $8,300

Program Expenses $1,277,904

Other Expenses $474,835

TOTAL EXPENSES $1,346,652

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,247,086	$1,197,869	+0.0%
Expenses	$1,346,652	$1,305,946	+0.0%
Net Income	$-99,566	$-108,077	-0.1%

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

$222,608

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOTTY ST AMAND	CEO	40.00	Officer	$93,104	$26,228	$119,332
ANISSA BARKSDALE	CFO	40.00	Officer	$86,760	$4,338	$91,098
KATHY CARTER	CEO	40.00	Officer	$12,178	$0	$12,178
KATHY BRIDGE-LILES	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL CICCARELLO	DIRECTOR	1.00	Director	$0	$0	$0
GWYNETTA GITTENS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JORDAN JACOBSON	DIRECTOR	1.00	Director	$0	$0	$0
ARMANDO LLECHU	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA O'DONNELL	TREASURER/SE	1.00	Officer Director	$0	$0	$0
KATHLEEN SMILEY	DIRECTOR	1.00	Director	$0	$0	$0
JILL TURNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHANTALE WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
AMY PRICE	CEO	40.00	Officer	$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	$1,247,086	$1,346,652	$1,615,092	$-99,566
2022	$1,160,036	$1,230,244	$1,455,498	$-70,208
2021	$1,596,030	$1,396,652	$1,741,786	$199,378
2020	$1,057,441	$1,226,548	$1,413,251	$-169,107
2020	$1,028,112	$1,229,500	$1,497,119	$-201,388
2019	$1,345,738	$1,247,477	$1,503,825	$98,261
2018	$1,171,530	$1,229,983	$1,426,437	$-58,453