THE SOUTHWEST FLORIDA FOUNDATION INCORPORATED (EIN 650266046) - 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

1991

Legal Domicile

Principal Officer

TIFFANY ESPOSITO

Phone

2399922943

Tax Period

2023-10-01 to 2024-09-30

THE SOUTHWEST FLORIDA FOUNDATION INCORPORATED, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $799K in total revenue in fiscal year 2023. Revenue surged 503% from the prior year, signaling strong growth momentum. The organization ran a surplus of $664K, a strong 83% operating margin.

Mission

TO ENCOURAGE THE MAKING OF GIFTS, BENEFACTIONS, AND OTHER DONATIONS, BY DEED, WILL, DIRECT GIFT OR OTHERWISE FOR THE ASSISTANCE, ADVANCEMENT AND TO STRENGTHEN THE DEVELOPMENT AND GROWTH OF BONITA SPRINGS, FL AND ITS SURROUNDING AREA. THIS FOUNDATION SHALL PRIMARILY SUPPORT AND ASSIST SOUTHWEST FLORIDA INCORPORATED IN ITS COMMUNITY DEVELOPMENT ACTIVITIES.

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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 $0

Program Service Revenue $73,754

Investment Income $725,108

Other Revenue $0

TOTAL REVENUE $798,862

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,814

Other Expenses $134,712

TOTAL EXPENSES $134,712

Year-over-Year Comparison

	2023	2022	Change
Revenue	$798,862	$132,455	+5.0%
Expenses	$134,712	$113,614	+0.2%
Net Income	$664,150	$18,841	+34.3%

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

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

$128,936

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT HOLLIDAY	CHAIR ELECT	0.25	Officer Director	$0	$0	$0
CHAD COMMERS	SECRETARY	0.25	Officer Director	$0	$0	$0
ALAINA STREBLOW	IMMEDIATE PAST CHAIR	0.25	Officer Director	$0	$0	$0
JENNIFER HAMILTON	CHAIR	0.25	Officer Director	$0	$0	$0
TYLER KITSON	TREASURER	0.25	Officer Director	$0	$0	$0
TIFFANY ESPOSITO	PRESIDENT/CEO	0.25	Officer	$0	$0	$128,936

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
2024	$798,862	$134,712	$1,081,346	$664,150
2023	$132,455	$113,614	$371,857	$18,841
2022	$119,704	$98,484	$402,307	$21,220
2021	$104,079	$106,132	$414,368	$-2,053
2020	$86,344	$95,171	$445,127	$-8,827
2019	$127,828	$143,223	$477,824	$-15,395
2018	$99,070	$100,103	$521,131	$-1,033

THE SOUTHWEST FLORIDA FOUNDATION INCORPORATED