EPILEPSY SERVICES OF SOUTHWEST FLORIDA (EIN 593281492) - 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

1968

Legal Domicile

Principal Officer

BOBBI FRASCA

Phone

9419535988

Tax Period

2024-07-01 to 2025-06-30

EPILEPSY SERVICES OF SOUTHWEST FLORIDA, founded in 1968, is a small nonprofit in the Health Care sector that reported $865K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $187K, a strong 22% operating margin.

Mission

ORGANIZATION PROVIDES CASE MANAGEMENT SERVICES TO UNINSURED INDIVIDUALS OVER THE AGE OF 18 WHO ARE DIAGNOSED WITH EPILEPSY. ADDITIONALLY, THEY OFFER COMMUNITY EDUCATION AND FAMILY SUPPORT SERVICES TO RAISE AWARENESS AND EDUCATE THE COMMUNITY AND FAMILIES OF THOSE WITH EPILEPSY.

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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 $845,320

Program Service Revenue $0

Investment Income $18,481

Other Revenue $706

TOTAL REVENUE $864,507

Expense Breakdown

Grants Paid $0

Salaries & Benefits $360,243

Fundraising Expenses $10,230

Program Expenses $538,763

Other Expenses $317,555

TOTAL EXPENSES $677,798

Year-over-Year Comparison

	2024	2023	Change
Revenue	$864,507	$607,079	+0.4%
Expenses	$677,798	$643,328	+0.1%
Net Income	$186,709	$-36,249	-6.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARILYN KIRCHMAN	DIRECTOR	1.00	Director	$0	$0	$0
WARREN BRITTINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
PERRI ANN PARKMAN	DIRECTOR	1.00	Director	$0	$0	$0
VICKY GARDEN	DIRECTOR	1.00	Director	$0	$0	$0
JASON HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW T HIBBERT ESQUIRE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERTA FRASCA	PRESIDENT	1.00	Officer	$0	$0	$0
JEFF ZEINTARIA	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JULIE ARANIBAR	TREASURER	1.00	Officer	$0	$0	$0
JIM FISHER	SECRETARY	1.00	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
2025	$864,507	$677,798	$650,203	$186,709
2024	$607,079	$643,328	$404,506	$-36,249
2023	$619,797	$554,914	$428,810	$64,883
2022	$507,487	$482,855	$350,069	$24,632
2021	$466,382	$496,574	$343,871	$-30,192
2020	$468,562	$479,897	$333,989	$-11,335
2019	$470,940	$470,420	$268,668	$520
2018	$456,003	$473,753	$279,303	$-17,750

EPILEPSY SERVICES OF SOUTHWEST FLORIDA