SOUTHWEST FLORIDA GWI HOUSING IX I… - Form 990 Financial Data

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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

2001

Legal Domicile

Principal Officer

JENNIFER FISHER

Phone

2399952106

Tax Period

2025-01-01 to 2025-12-31

SOUTHWEST FLORIDA GWI HOUSING IX INC, founded in 2001, is a micro nonprofit in the Human Services sector that reported $85K in total revenue in fiscal year 2025. Expenses of $134K exceeded revenue, resulting in a 58% operating deficit.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $116,239 Revenue: $84,999

OPERATION OF 10 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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $84,999

Investment Income $2

Other Revenue $0

TOTAL REVENUE $85,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,829

Fundraising Expenses $0

Program Expenses $116,239

Other Expenses $121,124

TOTAL EXPENSES $133,953

Year-over-Year Comparison

	2025	2024	Change
Revenue	$85,001	$87,063	0.0%
Expenses	$133,953	$130,504	+0.0%
Net Income	$-48,952	$-43,441	+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
KEN BENNETT	DIRECTOR	0.10	Director	$0	$0	$0
JENNIFER FISHER	CHAIR	0.10	Officer Director	$0	$0	$0
DALE SCHNEIDER	DIRECTOR	0.10	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	$85,001	$133,953	$300,575	$-48,952
2024	$87,063	$130,504	$339,891	$-43,441
2023	$90,114	$151,558	$382,738	$-61,444
2022	$82,521	$121,130	$443,894	$-38,609
2021	$84,111	$124,686	$485,903	$-40,575
2020	$82,108	$110,310	$528,019	$-28,202
2019	$82,215	$116,356	$554,324	$-34,141
2018	$81,092	$109,738	$586,625	$-28,646

SOUTHWEST FLORIDA GWI HOUSING IX INC