PUNTA GORDA ISLES CIVIC ASSOCIATION (EIN 596541350) - 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

1962

Legal Domicile

Principal Officer

KIM KOCH

Phone

9416371655

Tax Period

2025-01-01 to 2025-12-31

PUNTA GORDA ISLES CIVIC ASSOCIATION, founded in 1962, is a small nonprofit in the Community Improvement sector that reported $535K in total revenue in fiscal year 2025. Revenue decreased 13% compared to the prior year. Net assets of $2.4M represent 53 months of operating reserves.

Mission

CIVIC WELFARE & EDUCATION

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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 (2025)

Revenue Breakdown

Contributions & Grants $210,495

Program Service Revenue $232,596

Investment Income $3,492

Other Revenue $88,772

TOTAL REVENUE $535,355

Expense Breakdown

Grants Paid $0

Salaries & Benefits $250,847

Fundraising Expenses $0

Program Expenses $483,955

Other Expenses $320,394

TOTAL EXPENSES $571,241

Year-over-Year Comparison

	2025	2024	Change
Revenue	$535,355	$618,287	-0.1%
Expenses	$571,241	$585,594	0.0%
Net Income	$-35,886	$32,693	-2.1%

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

175

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
KAY ABBS	GOVERNMENT L	2.00	Director	$0	$0	$0
TERI ASHLEY	EXECUTIVE DI	40.00	Director	$0	$0	$0
DAWN CRAWFORD	TREASURER	3.00	Officer Director	$0	$0	$0
JOHN DAUSTER	PAST PRESIDE	4.00	Officer Director	$0	$0	$0
BARRY FRANZINO	MEMBER RELAT	5.00	Director	$0	$0	$0
JACK GARDNER	PHYSICAL FAC	2.00	Director	$0	$0	$0
CATHY HUNT	SECRETARY	2.00	Officer Director	$0	$0	$0
MARY ANN KOT	PRESIDENT	4.00	Officer Director	$0	$0	$0
KEN KRAUSE	PRESIDENT EL	2.00	Officer Director	$0	$0	$0
DEBBIE KRIDER	HEALTH SAFET	8.00	Director	$0	$0	$0
JANET LYNN	PLANNING DIR	2.00	Director	$0	$0	$0
SUZANNE MARTIN	EDUCATION DI	2.00	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	$535,355	$571,241	$2,369,613	$-35,886
2024	$618,287	$585,594	$2,358,587	$32,693
2023	$594,422	$570,936	$2,346,613	$23,486
2022	$464,890	$547,945	$2,301,030	$-83,055
2021	$532,142	$470,686	$2,383,301	$61,456
2020	$446,762	$434,933	$2,323,870	$11,829
2019	$506,674	$472,368	$2,256,015	$34,306
2018	$573,926	$560,130	$2,201,351	$13,796

PUNTA GORDA ISLES CIVIC ASSOCIATION