Parkinson Association of Southwest Florida Inc

Nonprofit profile at a glance

EIN
593471412
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Naples, FL, USA
Phone
2394173465
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Human Service Organizations

Official website

Reported finances

Revenue
$536,929
Expenses
$675,492
Assets
$1,191,375
Liabilities
$967

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • MARY SCHOEFFEL CFRE (EXECUTIVE DIRECTOR)

Highest reported compensation

  • MARY SCHOEFFEL CFRE (EXECUTIVE DIRECTOR): $108,284 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Enrich the quality of life and empower people touched by parkinson's and related neurodegenerative diseases through exceptional programs and services. Our efforts encompass dedicated support programs, awareness, and educating both healthcare professionals and the wider community about parkinson's. Our passion is to serve. We are empathetic and inclusive. We strive for excellence every day. We help people touched by parkinson's disease have the best quality of life.

What it reported doing in 2024

The parkinson's association of southwest Florida (paswfl/the association) provides free programs and services which help residents of collier and lee counties, fl with parkinson's (pd) and related neurodegenerative diseases to live well. Our offerings include a variety of evidenced-based activities, proven to help improve the quality of life, as well as educate, enrich, and empower those touched by pd and their care partners. Florida, particularly our area in southwest Florida, has a high prevalence of pd due -in part- to the mean age of the population. National organizations - no relation to our association - show Florida as #2 in the united states based upon population prevalence, or 79,990 people with pd. Research shows these two counties to be home to between 7,000 and 10,000 diagnosed with pd. We offer more than 130 free programs monthly, primarily gentle movement including seated yoga and tai chi (8-10 weekly), advanced exercise (11-13 weekly), speech exercise (6 weekly), need-specific support groups (7 weekly), educational/information talks (avg 3 monthly), powerful tools for caregivers. Programs are offered in-person and virtually. All gatherings (including virtual) are opportunities to reduce the isolation felt by many with pd. Paswfl continues to inform the community about pd, provide resources for those newly diagnosed with pd, and add activities and sessions to the offerings based upon availability of professional and certified facilitators and appropriate venues. Our monthly new member orientations and monthly lunch bunch gatherings provide safe spaces for people to talk about their pd journeys and to learn from others.the annual living well with pd education symposium, begun in 2018, features nationally recognized leaders in pd research and treatment. Pd talks, approximately 38 held throughout the year, are topic-specific and presented by professionals certified in their fields - medical (mds, md, ot, pt), exercise, therapy, financial, legal and much more. Our website www.paswfl.org is an accessible resource for all. With more than 100,000 annual views, pages of primary interest are related to those newly diagnosed as well as research about pd including studies about how to live well.

Operating model

Revenue model
Donor-supported. 92% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 92
  • Accountability: 90
  • Sustainability: 33
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89%; rating input score 89
  • Program expense ratio: 70.7%; rating input score 71
  • Fundraising efficiency: $5.44 raised per $1 spent on fundraising; rating input score 20; 20th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -25.8%; rating input score 7; 7th percentile among comparable filings
  • Total-asset coverage ratio: 1.76; rating input score 61; 61st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 16%; rating input score 21; 21st percentile among comparable filings

Growth

  • Program expense growth: 15.3% per year; rating input score 100; 76th percentile among comparable filings
  • Revenue growth: 7% per year; rating input score 100; 54th percentile among comparable filings
  • Asset growth: 13% per year; rating input score 100; 67th percentile among comparable filings

Details

  • Where the money goes: 89% of revenue deployed · 70.7% of spending went to programs
  • Governance: 9 of 9 board members independent · 6 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $478K in reported program spending
  • Leadership: top reported pay $108K · 10 people listed
  • Consistency: 25 of 25 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 11 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 20/100.
  • High — Sustainability: Operating margin scored 7/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Sustainability: Officer compensation ratio scored 21/100.