YMCA of Southwest Florida

Legal name: Ymca of Southwest Florida Inc

Nonprofit profile at a glance

EIN
591629660
IRS 990 coverage
2009–2025
Official website data refreshed
Sep 2026
Forms available
Form 990 2025
Location
Venice, FL, USA
Phone
9414929622
Rating
81
Verdict
STRONG
Rating confidence
Standard
Affiliation
Christianity

Official website

Reported finances

Revenue
$49,151,302
Expenses
$47,349,695
Assets
$85,230,409
Liabilities
$21,178,394

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

29 people listed

Executive titles in this filing

  • GENE JONES (PRESIDENT AND CEO)

Highest reported compensation

  • GENE JONES (PRESIDENT AND CEO): $499,314 total reported compensation
  • SHANNON JOHNSON-MATTHEWS (CHIEF OPERATING OFFICER): $267,831 total reported compensation
  • JOHN CAMPBELL (CHIEF FINANCIAL OFFICER): $260,707 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To put Christian principles into practice through programs that build healthy spirit, mind and body for all.

What it reported doing in 2025

Youth development: ymca of southwest Florida provides programs that nurture the potential of children and teens. In 2025, five early learning academies served 546 infants, toddlers, and preschoolers, while 33 before- and after-school sites engaged 2,326 students and provided transportation as needed. Summer camp programs operated at 19 sites across our seven-county service area and provided 17,212 camp experiences, helping youth stay active, engaged, and academically prepared during school breaks while preventing summer learning loss. The ymca provided free one-on-one literacy tutoring to 279 struggling readers through three yreads! Sites and operated five additional reading buddies locations. To ensure equitable access for families facing financial hardship, the ymca awarded $2.8 million in scholarships and subsidized programming during 2025. To support college and career readiness, the ymca launched the beacons program in 2025, serving 521 youth through mentoring, career exploration, and technical education opportunities. Participants engaged in hands-on learning experiences, including visits to colleges, technical schools, manufacturing facilities, construction sites, and local businesses. The ymca's commitment to quality education and youth development produced measurable outcomes. In 2025, 93% of preschool participants were assessed as kindergarten-ready, compared to 53% statewide. Additionally, 87% of children participating in ymca literacy programs demonstrated significant academic gains. All children enrolled in ymca youth programs received healthy meals and snacks at no additional cost and participated in at least 60 minutes of physical activity each day.

Operating model

Revenue model
Other-operating. 75% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 96% 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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

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: 76
  • Transparency & Controls: 79
  • Accountability: 100
  • Sustainability: 46
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83%; rating input score 83
  • Program expense ratio: 84.7%; rating input score 85
  • Fundraising efficiency: $4.47 raised per $1 spent on fundraising; rating input score 12; 12th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 3.7%; rating input score 40; 40th percentile among comparable filings
  • Total-asset coverage ratio: 1.8; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: 0.25; rating input score 46; 46th percentile among comparable filings
  • Officer compensation ratio: 4.7%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: 11.3% per year; rating input score 100; 71st percentile among comparable filings
  • Revenue growth: 10.8% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: 9% per year; rating input score 100; 62nd percentile among comparable filings

Details

  • What they do: 3 programs and campaigns described on the official site · 8 operating locations identified
  • Where the money goes: 83% of revenue deployed · 84.7% of spending went to programs
  • Governance: 19 of 19 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $40.1M in reported program spending
  • Leadership: top reported pay $499K · 29 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $1.8M reported
  • Consistency: 40 of 40 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 17 filing years from 2009 to 2025
  • Contacts: How to reach this organization
  • Money network: 10 filed money-flow records
  • 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 12/100.
  • Moderate — Sustainability: Operating margin scored 40/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 46/100.