SOUTHWEST FLORIDA INCORPORATED

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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

1977

Legal Domicile

Principal Officer

TIFFANY ESPOSITO

Phone

2399922943

Tax Period

2023-10-01 to 2024-09-30

SOUTHWEST FLORIDA INCORPORATED, founded in 1977, is a small nonprofit that reported $904K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $831K left a modest 8% surplus.

Mission

TO SERVE ITS MEMBERS, PROMOTE AN ENVIRONMENT WHERE BUSINESS CAN GROW AND PROSPER AND ENHANCE THE QUALITY OF LIFE OF THE BONITA SPRINGS AREA.

Program Service Accomplishments

Program 1

Expenses: $19,104 Revenue: $48,975

STATE OF THE REGION IS A REGIONAL PUBLIC POLICY EVENT FOCUSED ON ISSUES CRITICAL TO THE SUCCESS OF SOUTHWEST FLORIDA. THE EVENT PRIMARILY FOCUSES ON WORKFORCE HOUSING, TALENT DEVELOPMENT...

STATE OF THE REGION IS A REGIONAL PUBLIC POLICY EVENT FOCUSED ON ISSUES CRITICAL TO THE SUCCESS OF SOUTHWEST FLORIDA. THE EVENT PRIMARILY FOCUSES ON WORKFORCE HOUSING, TALENT DEVELOPMENT, TRANSPORTATION, INFRASTRUCTURE AND COMMUNITY GROWTH.

Program 2

Expenses: $16,808 Revenue: $67,500

BIZ@BABCOCK RANCH PROVIDES THE BUSINESS OWNERS OF THE COMMUNITY ACCESS TO RESOURCES THAT WILL AID THE GROWTH OF A VIBRANT AND PROPEROUS BUSINESS COMMUNITY AT BABCOCK RANCH. SWFL, INC. PROVIDES...

BIZ@BABCOCK RANCH PROVIDES THE BUSINESS OWNERS OF THE COMMUNITY ACCESS TO RESOURCES THAT WILL AID THE GROWTH OF A VIBRANT AND PROPEROUS BUSINESS COMMUNITY AT BABCOCK RANCH. SWFL, INC. PROVIDES BIZ@BABCOCK RANCH COMMUNITY NETWORKING, ADVERTISING AND EDUCATION OPPORTUNITIES AS WELL AS COMPLIMENTARY MEMBERSHIP TO SWFL, INC. THROUGH ITS EVENTS AND BUSINESS DIRECTORY, LOCAL BUSINESSES ARE ABLE TO BUILD STRONG PROFESSIONAL RELATIONSHIPS TO GROW THE BUSINESS COMMUNITY AT BOBCOCK RANCH.

Program 3

Expenses: $21,120 Revenue: $69,172

VISITOR GUIDE ALLOWS LOCAL BUSINESSES TO HIGHLIGHT THEIR BUSINESSES, ATTACT NEW CUSTOMERS AND ENGAGE SEASONAL VISITORS IN SOUTHWEST FLORIDA.

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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 $159,291

Program Service Revenue $429,100

Investment Income $218,268

Other Revenue $97,810

TOTAL REVENUE $904,469

Expense Breakdown

Grants Paid $0

Salaries & Benefits $472,560

Fundraising Expenses $0

Program Expenses $464,383

Other Expenses $358,454

TOTAL EXPENSES $831,014

Year-over-Year Comparison

	2023	2022	Change
Revenue	$904,469	$698,442	+0.3%
Expenses	$831,014	$740,401	+0.1%
Net Income	$73,455	$-41,959	-2.8%

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

$128,936

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS SMUTS	DIRECTOR	0.25	Director	$0	$0	$0
FALON TABARES	DIRECTOR	0.25	Director	$0	$0	$0
DANVILLE LEADBETTER	DIRECTOR	0.25	Director	$0	$0	$0
TERESA ARAQUE	DIRECTOR	0.25	Director	$0	$0	$0
DARCY EIKENBERG	DIRECTOR	0.25	Director	$0	$0	$0
MEIGHAN HARRIS	DIRECTOR	0.25	Director	$0	$0	$0
JENNIFER HAMILTON	CHAIR	0.50	Officer Director	$0	$0	$0
MATTHEW HOLLIDAY	CHAIR ELECT	0.50	Officer Director	$0	$0	$0
ANGEL CERRITOS	DIRECTOR	0.25	Director	$0	$0	$0
WES NICK WEIDENMILLER	DIRECTOR	0.25	Director	$0	$0	$0
ALAINA STREBLOW	IMMEDIATE PAST CHAIR	0.50	Officer Director	$0	$0	$0
JOE NUGENT	DIRECTOR	0.25	Director	$0	$0	$0
CHAD COMMERS	SECRETARY	0.50	Officer Director	$0	$0	$0
MARK NIEDS	DIRECTOR	0.25	Director	$0	$0	$0
JESSICA LINDSEY	DIRECTOR	0.25	Director	$0	$0	$0
TYLER KITSON	TREASURER	0.50	Officer Director	$0	$0	$0
MICHAEL HALEY	DIRECTOR	0.25	Director	$0	$0	$0
TIFFANY ESPOSITO	PRESIDENT/CEO	40.00	Officer	$128,936	$0	$128,936

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	$904,469	$831,014	$533,655	$73,455
2023	$698,442	$740,401	$469,493	$-41,959
2022	$687,307	$845,467	$481,531	$-158,160
2021	$672,069	$709,914	$607,401	$-37,845
2020	$608,032	$538,478	$533,619	$69,554
2019	$698,204	$729,822	$542,199	$-31,618
2018	$728,828	$739,137	$561,270	$-10,309