TPhilanthropy, Voluntarism & GrantmakingEIN: 650266046· Ruling Year: 1991

The Southwest Florida Foundation Incorporated

Estero, Florida

B+Health Score
71B+

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Good

How This Organization Compares

Compared to 8 peers in Philanthropy, Voluntarism & Grantmaking with $100K-$1M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org3.25×
Peer Median13.69×
💰
$132K
Total Revenue
📊
$114K
Total Expenses
🏦
$369K
Net Assets
📋
$2K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+10.7%
Year-over-year change (2022 → 2023)
Net Margin
+14.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
3.25
Net assets divided by total expenses
Liabilities-to-Assets
0.6%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$132,45511%$113,61415%$371,8578%
2022$119,70415%$98,4847%$402,3073%
2021$104,07921%$106,13212%$414,3687%
2020$86,34432%$95,17134%$445,1277%
2019$127,82829%$143,22343%$477,8248%
2018$99,07022%$100,10346%$521,1315%
2017$81,2647%$68,4651%$548,9795%
2016$87,46218%$67,9003%$577,1242%
2015$107,12713%$66,02916%$567,0733%
2014$94,97822%$78,704$549,918
2013$77,67616%$78,4891%$550,5923%
2012$67,08271%$79,3781%$568,8464%
2011$39,264$78,418$592,873

Frequently Asked Questions

What does The Southwest Florida Foundation Incorporated do?

The Southwest Florida Foundation Incorporated is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T30Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Southwest Florida Foundation Incorporated financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for The Southwest Florida Foundation Incorporated.

How much revenue does The Southwest Florida Foundation Incorporated generate?

The Southwest Florida Foundation Incorporated reports $799K in annual revenue and holds $1.1M in total assets, based on IRS filings.

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