Southwest Florida Library Network (EIN 650436031) - 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

1993

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

Southwest Florida Library Network, founded in 1993, is a small nonprofit in the Education sector that reported $684K in total revenue in fiscal year 2023.

Mission

Southwest Florida Library Network (SWFLN) is one of the five regional consortia of Multitype Library Cooperatives in the state of Florida. SWFLN serves the counties of Charlotte, Collier, DeSoto, Hendry, Lee and Monroe. SWFLN helps libraries provide better, faster service.

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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 $661,451

Program Service Revenue $14,396

Investment Income $6,252

Other Revenue $2,090

TOTAL REVENUE $684,189

Expense Breakdown

Grants Paid $0

Salaries & Benefits $301,326

Fundraising Expenses $0

Program Expenses $584,863

Other Expenses $401,564

TOTAL EXPENSES $702,890

Year-over-Year Comparison

	2023	2022	Change
Revenue	$684,189	$669,089	+0.0%
Expenses	$702,890	$653,378	+0.1%
Net Income	$-18,701	$15,711	-2.2%

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

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

$112,241

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Chase	Executive Director	65.00	Officer	$112,241	$0	$112,241
Tracy Herman	Director	0.10	Director	$0	$0	$0
Dr Richard Hodges	Director	0.10	Director	$0	$0	$0
Elaine Sullo	Director	0.10	Director	$0	$0	$0
Anthony Valenti	Director	0.10	Director	$0	$0	$0
Nicole Hellard	Director	0.10	Director	$0	$0	$0
Karen Smoczynski	Director	0.10	Director	$0	$0	$0
Linda Waters	DirectorTreasurer	0.10	Officer Director	$0	$0	$0
Mindi Simon	DirectorPresident	0.10	Officer Director	$0	$0	$0
Catherine Cowser	SecretaryDirector	0.10	Officer Director	$0	$0	$0
Dr Tracy Elliott	Vice PresidentDirector	0.10	Officer 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
2024	$684,189	$702,890	$393,051	$-18,701
2023	$669,089	$653,378	$485,868	$15,711
2022	$710,499	$676,103	$294,201	$34,396
2021	$501,594	$522,317	$283,818	$-20,723
2021	No data	No data	$41,464	No data
2020	$799,734	$753,293	$305,491	$46,441
2019	$690,768	$741,846	$232,919	$-51,078
2018	$708,708	$726,519	$257,155	$-17,811

Southwest Florida Library Network