The Forum Club of Southwest Florida Inc (EIN 592492184) - 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

1985

Legal Domicile

Phone

2364363574

Tax Period

2024-05-01 to 2025-04-30

The Forum Club of Southwest Florida Inc, founded in 1985, is a small nonprofit that reported $415K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $393K left a modest 5% surplus.

Mission

To provide a congenial meeting atmosphere for members to enjoy prominent speakers in fields such as academia, business, economics, governments, health, international relations, media and the arts, science and technology.

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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 $87,840

Program Service Revenue $316,830

Investment Income $10,136

Other Revenue $0

TOTAL REVENUE $414,806

Expense Breakdown

Grants Paid $37,350

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $355,163

TOTAL EXPENSES $392,513

Year-over-Year Comparison

	2024	2023	Change
Revenue	$414,806	$528,541	-0.2%
Expenses	$392,513	$469,144	-0.2%
Net Income	$22,293	$59,397	-0.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gary Tice	Director	1.00	Director	$0	$0	$0
James Barton	Director	1.00	Director	$0	$0	$0
David Casper	Director	1.00	Director	$0	$0	$0
Ronald Ciesla	Director	1.00	Director	$0	$0	$0
Authur Collins Jr	Director	1.00	Director	$0	$0	$0
Thomas Everist	Director	1.00	Director	$0	$0	$0
Pauline Eide	Treasurer	1.00	Officer Director	$0	$0	$0
Linda Flewelling	Director	1.00	Director	$0	$0	$0
Mark Gerencser	Director	1.00	Director	$0	$0	$0
James Johannsen	Director	1.00	Director	$0	$0	$0
Roy Kapani	Director	1.00	Director	$0	$0	$0
John Lawson	Director	1.00	Director	$0	$0	$0
Richard Lenny	Director	1.00	Director	$0	$0	$0
Jeanne Seewald	Director	1.00	Director	$0	$0	$0
Bradley Heiges	Director	1.00	Director	$0	$0	$0
Deborah Stewart	Director	1.00	Director	$0	$0	$0
Janet Rathbun	Secretary	1.00	Officer Director	$0	$0	$0
Kenneth Reeves	Director	1.00	Director	$0	$0	$0
Jamie Andersen	Director	1.00	Director	$0	$0	$0
Francis Rooney	President	1.00	Officer Director	$0	$0	$0
John Smarge	President-Elect	1.00	Officer Director	$0	$0	$0
Joanne Wyss	Director	1.00	Director	$0	$0	$0
Adria Starkey	Director	1.00	Director	$0	$0	$0
Jay Stephens	Director	1.00	Director	$0	$0	$0
William Strong	Director	1.00	Director	$0	$0	$0
Ronald Riner	Vice President	1.00	Officer Director	$0	$0	$0
Inge Thulin	Director	1.00	Director	$0	$0	$0
Robert Troth	Director	1.00	Director	$0	$0	$0
Elizabeth Wessel	Past President	1.00	Officer Director	$0	$0	$0
Leslie Frecon	Director	1.00	Director	$0	$0	$0
Emily Budd	Executive Dir.	40.00	Officer 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
2025	$414,806	$392,513	$201,308	$22,293
2024	$528,541	$469,144	$166,993	$59,397
2023	$488,995	$476,656	$107,029	$12,339
2022	$445,859	$429,181	$94,060	$16,678
2021	$139,275	$173,166	$68,235	$-33,891
2020	$243,312	$258,788	$100,875	$-15,476
2019	$274,105	$304,589	$116,261	$-30,484

The Forum Club of Southwest Florida Inc