SOUTHWEST FLORIDA GWI HOUSING IV INC (EIN 650914344) - 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

1999

Legal Domicile

Principal Officer

JENNIFER FISHER

Phone

2399952106

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST FLORIDA GWI HOUSING IV INC, founded in 1999, is a small nonprofit in the Housing & Shelter sector that reported $108K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $163K exceeded revenue, resulting in a 52% operating deficit.

Mission

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

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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 $107,595

Investment Income $6

Other Revenue $0

TOTAL REVENUE $107,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,812

Fundraising Expenses $0

Program Expenses $142,353

Other Expenses $143,626

TOTAL EXPENSES $163,438

Year-over-Year Comparison

	2024	2023	Change
Revenue	$107,601	$96,898	+0.1%
Expenses	$163,438	$161,397	+0.0%
Net Income	$-55,837	$-64,499	-0.1%

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	$107,601	$163,438	$738,363	$-55,837
2023	$96,898	$161,397	$522,776	$-64,499
2022	$100,798	$150,268	$586,629	$-49,470
2021	$103,770	$151,712	$637,809	$-47,942
2020	$95,453	$141,821	$698,569	$-46,368
2019	$98,042	$147,332	$732,741	$-49,290
2018	$93,724	$131,344	$781,433	$-37,620

SOUTHWEST FLORIDA GWI HOUSING IV INC