SOUTHWEST FLORIDA LIBRARY NETWORK

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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

Principal Officer

MINDI SIMON

Phone

2393136338

Tax Period

2024-10-01 to 2025-09-30

SOUTHWEST FLORIDA LIBRARY NETWORK, founded in 1993, is a small nonprofit in the Education sector that reported $727K in total revenue in fiscal year 2024. Expenses of $683K left a modest 6% surplus.

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.

Program Service Accomplishments

Program 1

Expenses: $564,158

THE SOUTHWEST FLORIDA LIBRARY NETWORK PROVIDED THE FOLLOWING SERVICES TO ITS INSTITUTIONAL MEMBERS AND INDIVIDUAL AFFILIATE MEMBERS: 1) FACILITATE INTERLIBRARY COMMUNICATIONS 2) PROVIDE CONTINUING...

THE SOUTHWEST FLORIDA LIBRARY NETWORK PROVIDED THE FOLLOWING SERVICES TO ITS INSTITUTIONAL MEMBERS AND INDIVIDUAL AFFILIATE MEMBERS: 1) FACILITATE INTERLIBRARY COMMUNICATIONS 2) PROVIDE CONTINUING PROFESSIONAL LIBRARY EDUCATION 3) IMPROVE LIBRARY COOPERATION AND RESOURCE SHARING.

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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 (2024)

Revenue Breakdown

Contributions & Grants $682,309

Program Service Revenue $0

Investment Income $-5,941

Other Revenue $50,373

TOTAL REVENUE $726,741

Expense Breakdown

Grants Paid $0

Salaries & Benefits $264,545

Fundraising Expenses $0

Program Expenses $564,158

Other Expenses $418,099

TOTAL EXPENSES $682,644

Year-over-Year Comparison

	2024	2023	Change
Revenue	$726,741	$684,189	+0.1%
Expenses	$682,644	$702,890	0.0%
Net Income	$44,097	$-18,701	-3.4%

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

$182,243

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN CHASE	PAST EXEC DI	65.00	Officer	$108,874	$0	$108,874
AMY-JANE MCWILLIAM	EXECUTIVE DI	65.00	Officer	$73,369	$0	$73,369
CATHERINE COWSER	SECRETARY/DI	0.10	Officer Director	$0	$0	$0
TRACY ELLIOT	VP/DIRECTOR	0.10	Officer Director	$0	$0	$0
NICOLE HELLARD	DIRECTOR	0.10	Director	$0	$0	$0
TRACY HERMAN	DIRECTOR	0.10	Director	$0	$0	$0
RICHARD HODGES	DIRECTOR	0.10	Director	$0	$0	$0
MINDI SIMON	PRESIDENT/DI	0.10	Officer Director	$0	$0	$0
KAREN SMOCZYNSKI	DIRECTOR	0.10	Director	$0	$0	$0
ELAINE SULLO	DIRECTOR	0.10	Director	$0	$0	$0
ANTHONY VALENTI	PAST PRES/DI	0.10	Director	$0	$0	$0
LINDA WATERS	TREASURER/DI	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
2025	$726,741	$682,644	$395,339	$44,097
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