Retrofit Southwest Florida Inc

Nonprofit profile at a glance

EIN
300577182
IRS 990-EZ coverage
2013–2016
Forms available
Form 990 2014, Form 990-EZ 2016
Location
Naples, FL, USA
Phone
2397771730
Rating
41
Verdict
MIXED
Rating confidence
Moderate
Sector
Home Improvement and Repairs

Official website

Reported finances

Revenue
$36,835
Expenses
$341
Assets
$2,244
Liabilities
$48,384

Source: IRS Form 990-EZ. Selected filing: tax year 2016. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • Roberta Dusek (President and Secretary)
  • Jeff Johnson (Executive Director)

People named in this filing

  • John C Goede (Director)
  • Jill Trapasso (Director)
  • Jeffrey M Jones (Chariman and Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2016. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To work with single family home owners in Southwest Florida* to harden their homes against wind forced natural disasters up to at least a category III level. Represent the Homeowner and FEMA Provide all of the required documentation Harden most homes < 3 Weeks after approval

What it reported doing in 2016

Completed 4th Grant from State of Florida RCMP program to harden homes to category III wind level. Completed homes using funds from the grant and a 25% match from the homeowner.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 92
  • Sustainability: 80
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

  • Consistency checks: 90%; rating input score 90; 1st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 99.1%; rating input score 100; 100th percentile among comparable filings
  • Total-asset coverage ratio: 6.58; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 21.56; rating input score 1; 1st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -107.1% per year; rating input score 0; 3rd percentile among comparable filings
  • Revenue growth: -36% per year; rating input score 0; 10th percentile among comparable filings
  • Asset growth: -11% per year; rating input score 0; 20th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2013 to 2016
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 1/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.