SOUTHWEST FLORIDA PLUMBING HEATING COOLING CONTRACTORS INC

EIN: 921760930 Human Services

SARASOTA, FL

Total Revenue
$275,360
Total Expenses
$57,657
Total Assets
$229,712
Net Assets
$217,703
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
FL
Principal Officer
KEN JACKSON
Phone
9419775077
Tax Period
2023-01-01 to 2023-12-31

SOUTHWEST FLORIDA PLUMBING HEATING COOLING CONTRACTORS INC, founded in 2022, is a small nonprofit in the Human Services sector that reported $275K in total revenue in fiscal year 2023. The organization ran a surplus of $218K, a strong 79% operating margin.

Mission

1) The practical application of scientific knowledge to plumbing, heating, cooling, mechanical sheet metal work, temperature controls, process piping, fire sprinkler systems, boilers and related mechanical work.2) The encouragement of sanitary and safety laws and the better enforcement thereof.3) The improvement of plumbing systems and the applied elements thereof: plumbing and related materials, fixtures, and appliances, for the improvement of heating and cooling equipment, accessories and related work.4) The encouragement of education of the members in conducting the plumbing, heating, cooling mechanical industry as business in accordance with sound business principles.5) The encouragement of open and free communications among all segments of the plumbing, heating, cooling mechanical industry.6) The establishment furtherance, and improvement of training programs for apprentices and other employees.7) The promotion of technical studies education, public relations, research, and other

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $268,614
Program Service Revenue $0
Investment Income $6,128
Other Revenue $618
TOTAL REVENUE $275,360

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $17,312
Other Expenses $57,657
TOTAL EXPENSES $57,657

Year-over-Year Comparison

2023 2022 Change
Revenue $275,360 N/A N/A
Expenses $57,657 N/A N/A
Net Income $217,703 N/A N/A
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
7

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
3
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KEN JACKSON President 2.00
Officer Director
$0 $0 $0
JOSH DALTON Treasurer 2.00
Officer Director
$0 $0 $0
PETER BOGACZ Secretary 2.00
Officer Director
$0 $0 $0
KYLE MILLIGAN Director 2.00
Director
$0 $0 $0
AMOS FOX Director 2.00
Director
$0 $0 $0
GEORGE W CAMPBELL Director 2.00
Director
$0 $0 $0
NICK GOODARZI Director 2.00
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
2023 $275,360 $57,657 $229,712 $217,703
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