Zonta Foundation of Southwest Fl Inc

Nonprofit profile at a glance

EIN
650584445
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Sanibel, FL, USA
Phone
8609167647
Rating
43
Verdict
MIXED
Rating confidence
Moderate
Sector
Education N.E.C.

Official website

Reported finances

Revenue
$62,166
Expenses
$54,191
Assets
$116,102
Liabilities
$0

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

Leadership & pay

10 people listed

Executive titles in this filing

  • TARYN MANNING (PRESIDENT)
  • NORI ANN REED (PAST PRESIDENT)

People named in this filing

  • JAN ALDEN (DIRECTOR)
  • JANINE BOARDMAN (DIRECTOR)
  • VICKI BOURDOW (DIRECTOR)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The foundation provides support to other charitable organizations engaged in activities that empower women in lee county and around the world.

What it reported doing in 2024

Premier mobile health services: a grant of $7,000 was provided to premier mobile health services. Premier's mission is "to provide access to quality health care services to the medically vulnerable and those who are most at risk of developing and experiencing long term illnesses and hospitalizations(it) builds bridges to inclusive healthcare for those who don't have a means of transportation or resources to get the care they need" (premier application). Typically, premier has two mobile units that set up at area food banks and offer medical assessment and at least preliminary treatment on site of the food banks. Premier also links patients with other organizations that can provide care outside premier's purview. Patients are monitored and tracked through an electronic medical record system. Premier also offers educational counseling and programs to help patients understand subjects like high blood pressure and high cholesterol levels as well as treatment options for cancers and other life-threatening conditions. The grant will fund expenses including salaries, fuel, and educational materials over a 12-month period for women and girls.

Operating model

Revenue model
Donor-supported. 98% of the money available for current operations came from contributions and gifts.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

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: 100
  • Sustainability: 65
  • 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: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 12.8%; rating input score 65; 65th percentile among comparable filings
  • Total-asset coverage ratio: 2.14; rating input score 67; 67th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -5.4% per year; rating input score 0; 35th percentile among comparable filings
  • Revenue growth: -3.4% per year; rating input score 0; 39th percentile among comparable filings
  • Asset growth: -0.2% per year; rating input score 0; 38th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • 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: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.