PARKINSON ASSOCIATION OF SOUTHWEST FLORIDA INC (EIN 593471412) - 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

1997

Legal Domicile

Principal Officer

MARY C SCHOEFFEL

Phone

2394173465

Tax Period

2024-06-01 to 2025-05-31

PARKINSON ASSOCIATION OF SOUTHWEST FLORIDA INC, founded in 1997, is a small nonprofit in the Human Services sector that reported $537K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $675K exceeded revenue, resulting in a 26% operating deficit.

Mission

ENRICH LIFE QUALITY & EMPOWER PEOPLE TOUCHED BY PARKINSON'S & RELATED NEURODEGENERATIVE DISEASES

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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 $501,214

Program Service Revenue $42,277

Investment Income $3,595

Other Revenue $-10,157

TOTAL REVENUE $536,929

Expense Breakdown

Grants Paid $0

Salaries & Benefits $296,967

Fundraising Expenses $92,194

Program Expenses $477,577

Other Expenses $378,525

TOTAL EXPENSES $675,492

Year-over-Year Comparison

	2024	2023	Change
Revenue	$536,929	$393,689	+0.4%
Expenses	$675,492	$602,881	+0.1%
Net Income	$-138,563	$-209,192	-0.3%

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

$108,284

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY MAGLIONE	CHAIR	2.50	Officer Director	$0	$0	$0
RUSSELL JONES	TREASURER	0.80	Officer Director	$0	$0	$0
WILLIAM MORGAN	SECRETARY	0.80	Officer Director	$0	$0	$0
JOHN BOTSCO	DIRECTOR	0.80	Director	$0	$0	$0
CLAIRE CHESNOFF	DIRECTOR	0.80	Director	$0	$0	$0
DANIELLE DYER	DIRECTOR	0.80	Director	$0	$0	$0
KARIM MAWJI	DIRECTOR	0.80	Director	$0	$0	$0
LAWRENCE STERNBERG MD	DIRECTOR	0.80	Director	$0	$0	$0
CHARLES WEINRICH	DIRECTOR	0.80	Director	$0	$0	$0
MARY SCHOEFFEL CFRE	EXECUTIVE DIRECTOR	45.00	Officer	$106,259	$2,025	$108,284

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	$536,929	$675,492	$1,191,375	$-138,563
2024	$393,689	$602,881	$1,252,427	$-209,192
2023	$543,939	$508,010	$1,374,837	$35,929
2022	$668,265	$444,502	$1,325,120	$223,763
2021	$468,734	$338,288	$1,120,196	$130,446
2020	$597,573	$283,519	$1,011,405	$314,054
2019	$352,205	$250,953	$676,225	$101,252

PARKINSON ASSOCIATION OF SOUTHWEST FLORIDA INC