SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC (EIN 596580974) - 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

1976

Legal Domicile

Principal Officer

DAWN BELAMARICH

Phone

2392745900

Tax Period

2023-07-01 to 2024-06-30

SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC, founded in 1976, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $28.1M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.8M, a strong 38% operating margin.

Mission

THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S MISSION IS TO SOLVE ALL SOCIAL ISSUES IN SOUTHWEST FLORIDA BY 2040.

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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 (2023)

Revenue Breakdown

Contributions & Grants $19,984,361

Program Service Revenue $0

Investment Income $8,152,026

Other Revenue $-17,393

TOTAL REVENUE $28,118,994

Expense Breakdown

Grants Paid $8,465,141

Salaries & Benefits $3,037,857

Fundraising Expenses $608,719

Program Expenses $14,371,855

Other Expenses $5,797,903

TOTAL EXPENSES $17,300,901

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,118,994	$21,592,217	+0.3%
Expenses	$17,300,901	$16,701,607	+0.0%
Net Income	$10,818,093	$4,890,610	+1.2%

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

273

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

$824,808

Total Directors

$98,906

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN BELAMARICH	CHAIR/ PRESIDENT(AS OF 9/5/23)	55.00	Officer Director	$90,959	$7,947	$98,906
GAIL MARKHAM	CHAIR	3.00	Officer Director	$0	$0	$0
GARY GRIFFIN	VICE CHAIR AND SECRETARY/TREASURER	3.00	Officer Director	$0	$0	$0
AYSEGUL TIMUR	IMMEDIATE PAST CHAIR	3.00	Officer Director	$0	$0	$0
MALIKE ADIGUN	TRUSTEE	3.00	Director	$0	$0	$0
CHAUNCEY GOSS	TRUSTEE	3.00	Director	$0	$0	$0
DALE REISS	TRUSTEE	3.00	Director	$0	$0	$0
FRED MOON	TRUSTEE	3.00	Director	$0	$0	$0
HARRISON S KNIGHT	TRUSTEE	3.00	Director	$0	$0	$0
KAREN WATSON	TRUSTEE	3.00	Director	$0	$0	$0
JUAN BENDECK	TRUSTEE	3.00	Director	$0	$0	$0
JULIE BEN-SUSAN	TRUSTEE	3.00	Director	$0	$0	$0
KHANDYCE MOSELY	TRUSTEE	3.00	Director	$0	$0	$0
LILLIE RENTZ	TRUSTEE	3.00	Director	$0	$0	$0
LAUREM DRASITES	TRUSTEE	3.00	Director	$0	$0	$0
ROSEMARY FLLORI	TRUSTEE	3.00	Director	$0	$0	$0
SALLY JACKSON	TRUSTEE	3.00	Director	$0	$0	$0
SUZANNE BOY	TRUSTEE	3.00	Director	$0	$0	$0
TERRY MAZANY	CHIEF COLLABORATION OFFICER	50.00	Officer	$194,712	$6,914	$201,626
MARINA NASSIF	CFO	50.00	Officer	$139,769	$18,378	$158,147
TESSA LESAGE	CHIEF IMPACT OFFICER	50.00	Officer	$168,423	$19,852	$188,275
JONATHON ROMINE	CHIEF OPERATIONS OFFICER	50.00	Officer	$159,577	$18,277	$177,854
JOSEPH BRAUN	CHIEF PHILANTHROPY OFFICER	50.00	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	No data	No data	No data	No data
2024	$28,118,994	$17,300,901	$162,968,322	$10,818,093
2023	$21,592,217	$16,701,607	$159,037,731	$4,890,610
2022	$16,558,924	$11,409,603	$150,939,743	$5,149,321
2021	$17,799,065	$11,228,850	$181,291,713	$6,570,215
2020	$13,722,152	$10,868,202	$146,689,909	$2,853,950
2019	$21,503,920	$9,710,207	$134,951,570	$11,793,713

SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC