Southwest Florida Land Preservation Trust Inc (SWFLPT) (EIN 650066474) - 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

1988

Legal Domicile

Principal Officer

PENNY BRIANT

Phone

2392620015

Tax Period

2018-07-01 to 2019-06-30

Southwest Florida Land Preservation Trust Inc (SWFLPT), founded in 1988, is a micro nonprofit that reported $5K in total revenue in fiscal year 2018. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $218K exceeded revenue, resulting in a 4128% operating deficit.

Mission

The SWFLPT was formed to preserve and protect SW Florida's natural lands.

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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 (2018)

Revenue Breakdown

Contributions & Grants $5,150

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,150

Expense Breakdown

Grants Paid $175,000

Salaries & Benefits $0

Fundraising Expenses $3,875

Program Expenses $209,990

Other Expenses $42,739

TOTAL EXPENSES $217,739

Year-over-Year Comparison

	2018	2017	Change
Revenue	$5,150	$309,097	-1.0%
Expenses	$217,739	$560,957	-0.6%
Net Income	$-212,589	$-251,860	-0.2%

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

N/A

Volunteers

N/A

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
WILLIAM L BARTON	PRESIDENT	2.00	Officer Director	$0	$0	$0
RICHARD C GRANT	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
PENNY BRIANT	TREASURER	2.00	Officer Director	$0	$0	$0
PAT CARROLL	SECRETARY	2.00	Officer Director	$0	$0	$0
R SCOTT CAMERON	PRESIDENT EMERITUS	2.00	Director	$0	$0	$0
EILEEN ARSENAULT	DIRECTOR	2.00	Director	$0	$0	$0
FREDERICK T BARBER III	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE CLIFF FAERBER	DIRECTOR	2.00	Director	$0	$0	$0
DIANE B FLAGG	DIRECTOR	2.00	Director	$0	$0	$0
ELLIN GOETZ	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN M JARON	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW KRAGH	DIRECTOR	2.00	Director	$0	$0	$0
MATT H NOLTON	DIRECTOR	2.00	Director	$0	$0	$0
ALAN RYKER	DIRECTOR	2.00	Director	$0	$0	$0
MILES L SCOFIELD	DIRECTOR	2.00	Director	$0	$0	$0
MARK SLACK	DIRECTOR	2.00	Director	$0	$0	$0
JOHN F SOREY III	DIRECTOR	2.00	Director	$0	$0	$0
CLARENCE S TEARS JR	DIRECTOR	2.00	Director	$0	$0	$0
TODD T TURRELL	DIRECTOR	2.00	Director	$0	$0	$0
DAN WATERS	DIRECTOR	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
2019	$5,150	$217,739	$9,704	$-212,589
2018	$309,097	$560,957	$222,293	$-251,860

Southwest Florida Land Preservation Trust Inc (SWFLPT)