Cape Coral Wildlife Trust Inc (EIN 823261432) - 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

2017

Legal Domicile

Principal Officer

Joanne Gruber

Phone

2399802593

Tax Period

2025-01-01 to 2025-12-31

Cape Coral Wildlife Trust Inc, founded in 2017, is a small nonprofit in the Animal-Related sector that reported $241K in total revenue in fiscal year 2025. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $202K, a strong 84% operating margin.

Mission

Land Ownership for Preservation of Wildlife

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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 $240,806

Program Service Revenue $0

Investment Income $65

Other Revenue $0

TOTAL REVENUE $240,871

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,359

Other Expenses $39,298

TOTAL EXPENSES $39,298

Year-over-Year Comparison

	2025	2024	Change
Revenue	$240,871	$153,285	+0.6%
Expenses	$39,298	$33,620	+0.2%
Net Income	$201,573	$119,665	+0.7%

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
JANA CHARVAT	At Large Director	0.00	Director	$0	$0	$0
PASCHA SIMONSON	At Large Director	0.00	Director	$0	$0	$0
GISELA WALDINGER	At Large Director	0.00	Director	$0	$0	$0
GEMA CISNEROS	Director	10.00	Director	$0	$0	$0
JOANNE GRUBER	Treasurer	0.00	Officer	$0	$0	$0
LORI HAUS-BULCOCK	Secretary	0.00	Officer	$0	$0	$0
CARL VEAUX	At Large Director	0.00	Officer	$0	$0	$0
CHERYL ANDERSON	President	0.00	Officer	$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	$240,871	$39,298	$1,009,067	$201,573
2024	$153,285	$33,620	$807,494	$119,665
2023	$186,118	$34,221	$687,831	$151,897
2022	$132,537	$19,620	$535,934	$112,917
2021	$166,025	$14,919	$422,915	$151,106

Cape Coral Wildlife Trust Inc