HEALTH PLANNING COUNCIL OF SW FL (EIN 592269305) - 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

1982

Legal Domicile

Principal Officer

BRIAN HEMMERT

Phone

2394336700

Tax Period

2024-07-01 to 2025-06-30

HEALTH PLANNING COUNCIL OF SW FL, founded in 1982, is a mid-sized nonprofit in the Health Care sector that reported $14.0M in total revenue in fiscal year 2024.

Mission

THE MISSION OF THE HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA IS TO IMPROVE THE HEALTH AND WELLNESS OF OUR COMMUNITY WITH PRIDE: -PROVIDING AND PROMOTING EARLY HEALTH INTERVENTION -REDUCING HEALTH DISPARITIES -INCREASING ACCESS TO QUALITY HEALTH RELATED SERVICES -DETECTING AND ELIMINATING GAPS IN RELATED SERVICES -EDUCATING & COLLABORATING

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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 (2024)

Revenue Breakdown

Contributions & Grants $11,852,193

Program Service Revenue $2,124,030

Investment Income $38,592

Other Revenue $1,126

TOTAL REVENUE $14,015,941

Expense Breakdown

Grants Paid $385,929

Salaries & Benefits $9,851,099

Fundraising Expenses $0

Program Expenses $13,609,707

Other Expenses $3,932,693

TOTAL EXPENSES $14,169,721

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,015,941	$13,692,524	+0.0%
Expenses	$14,169,721	$13,697,099	+0.0%
Net Income	$-153,780	$-4,575	+32.6%

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

145

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

$187,285

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSAY MCDONELL	DIRECTOR	1.00	Director	$0	$0	$0
BOB JOHNS	PRESIDENT	3.00	Officer	$0	$0	$0
MICHELE WARDEBERG	PRESIDENT	3.00	Officer	$0	$0	$0
SHARON MURPHY	VICE CHAIR	1.00	Director	$0	$0	$0
GEORGEANN BURNS	SECRETARY	1.00	Director	$0	$0	$0
DRQUINONEZ	DIRECTOR	1.00	Director	$0	$0	$0
DR BHATT	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK DEWECHTER	DIRECTOR	1.00	Director	$0	$0	$0
TIM STANLEY	DIRECTOR	1.00	Director	$0	$0	$0
SARAH HIPP	DIRECTOR	1.00	Director	$0	$0	$0
JOE MEEK	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL D WAITE	CFO	20.00	Officer	$0	$0	$0
BRIAN HEMMERT	CEO	40.00	Officer	$150,713	$36,572	$187,285

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
2025	$14,015,941	$14,169,721	$3,816,808	$-153,780
2024	$13,692,524	$13,697,099	$3,867,391	$-4,575
2023	$13,281,517	$13,165,320	$4,176,977	$116,197
2022	$12,073,667	$11,983,784	$3,751,405	$89,883
2021	$10,706,278	$10,696,353	$3,596,960	$9,925
2020	$10,537,117	$10,531,442	$3,492,233	$5,675
2019	$10,298,399	$10,374,056	$3,314,650	$-75,657

HEALTH PLANNING COUNCIL OF SW FL