SOUTHWEST FLORIDA GWI HOUSING V INC

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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

1999

Legal Domicile

Principal Officer

JENNIFER FISHER

Phone

2399952106

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST FLORIDA GWI HOUSING V INC, founded in 1999, is a micro nonprofit in the Housing & Shelter sector that reported $89K in total revenue in fiscal year 2024. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $130K exceeded revenue, resulting in a 45% operating deficit.

Mission

PROVIDING HUD SPONSORED INDEPENDENT LIVING FACILITIES FOR LOW INCOME DISABLED INDIVIDUALS.

Program Service Accomplishments

Program 1

Expenses: $111,381 Revenue: $89,174

OPERATION OF 12 RESIDENTIAL RENTAL APARTMENTS IN SOUTHWEST FLORIDA DESIGNATED SPECIFICALLY FOR THE OCCUPANCY OF DISABLED PERSONS.

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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 $0

Program Service Revenue $89,174

Investment Income $5

Other Revenue $0

TOTAL REVENUE $89,179

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,443

Fundraising Expenses $0

Program Expenses $111,381

Other Expenses $113,310

TOTAL EXPENSES $129,753

Year-over-Year Comparison

	2024	2023	Change
Revenue	$89,179	$214,099	-0.6%
Expenses	$129,753	$155,826	-0.2%
Net Income	$-40,574	$58,273	-1.7%

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
DANIEL ADAMS	DIRECTOR	0.10	Director	$0	$0	$0
JENNIFER FISHER	CHAIR	0.10	Officer Director	$0	$0	$0
DALE SCHNEIDER	VICE CHAIR	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	No data	No data	No data	No data
2024	$89,179	$129,753	$268,555	$-40,574
2023	$214,099	$155,826	$306,024	$58,273
2022	$94,163	$121,266	$367,566	$-27,103
2021	$84,559	$109,916	$395,051	$-25,357
2020	$79,473	$110,250	$421,252	$-30,777
2019	$83,142	$104,799	$450,968	$-21,657
2018	$79,883	$105,118	$473,666	$-25,235