Visiting Nurses Association of SW Florida Inc (EIN 596175593) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Phone

2393374848

Tax Period

2021-10-01 to 2022-09-30

Visiting Nurses Association of SW Florida Inc, founded in 1966, is a small nonprofit in the Health Care sector that reported $133K in total revenue in fiscal year 2021. Revenue fell 61% from the prior year — a significant decline worth monitoring. Expenses of $301K exceeded revenue, resulting in a 126% operating deficit.

Mission

To improve the quality of life for every person we serve by providing compassionate care, and extraordinary service.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $133,217

Investment Income $3

Other Revenue $0

TOTAL REVENUE $133,220

Expense Breakdown

Grants Paid $0

Salaries & Benefits $238,457

Fundraising Expenses $0

Program Expenses $226,965

Other Expenses $62,191

TOTAL EXPENSES $300,648

Year-over-Year Comparison

	2021	2020	Change
Revenue	$133,220	$344,163	-0.6%
Expenses	$300,648	$696,763	-0.6%
Net Income	$-167,428	$-352,600	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$965,342

Total Directors

$659,059

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Past Chair	0.5	Officer Director	$0	$0	$0
N/A	Chair	0.5	Officer Director	$0	$0	$0
N/A	Treasurer	0.5	Officer Director	$0	$0	$0
N/A	President / CEO	5.0	Officer Director	$0	$41,915	$659,059
N/A	Secretary	0.5	Officer Director	$0	$0	$0
N/A	Vice Chair	0.5	Officer Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Chief Financial Officer	5.0	Officer	$0	$22,625	$306,283

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
2022	$133,220	$300,648	$461,533	$-167,428
2021	$344,163	$696,763	$623,761	$-352,600
2020	$902,570	$1,366,662	$395,635	$-464,092
2019	$1,359,921	$1,865,417	$698,307	$-505,496
2018	$1,243,586	$1,798,992	$3,934,992	$-555,406

Visiting Nurses Association of SW Florida Inc