Philanthropy & Grantmaking
(T31Z)
IRS Verified
DX Registered
990 on File
SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC
Financial strength (30%)
94/100
Reliability (20%)
55/100
Effectiveness (25%)
85/100
Impact (25%)
No data yet
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CharityAI™ Score
Not yet evaluated
Mission Statement
Southwest Florida Community Foundation: To coordinate our communities and systems to solve Southwest Florida's major social problems by 2040. SWFL Executive Women's Leadership Program: To empower women to lead with purpose, confidence, and connection. The Southwest Florida Executive Women’s Leadership Program brings together a select cohort of accomplished women leaders for an eight-session experience designed to deepen self-awareness, strengthen leadership capacity, and expand influence. Through practical, strengths-based learning, mentorship, and peer connection, participants gain the insight and tools to lead themselves and others with greater clarity and impact.
Financial Overview — FY 2024
$28.1M
Total Revenue
$17.3M
Total Expenses
$155.1M
Net Assets
33
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
83.1%
Fundraising Efficiency
N/A
Operating Reserve
107.56x
Liability-to-Asset
4.8%
Revenue Diversification
71.1%
Executive Compensation
$1.0M
Compared with Peers
FY 2024
Compared with 923 similar organizations
(United States, Philanthropy & Grantmaking, $10M–$100M in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
83.1% | 91.7% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
13.4% | 6.2% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
3.5% | 2.2% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
107.6 mo | 70.2 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
4.8% | 2.5% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
71.1% | 88.2% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
30.2% | 17.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
3.6% | 10.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
38.5% | 6.3% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $28.1M | $17.3M | $155.1M | 83.1% | 33 |
| 2023 | $21.6M | $16.7M | $144.7M | 82.4% | 32 |
| 2022 | $16.6M | $11.4M | $128.7M | 82.3% | 29 |
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