Southwest Florida Affordablehousing Choice Foundation Inc

Southwest Florida Affordablehousing Choice Foundation Inc shows consistent asset growth and zero officer compensation amidst fluctuating revenues.

EIN: 204985818 · Fort Myers, FL · NTEE: L99 · Updated: 2026-03-28

$4.6MRevenue
$20.4MAssets
92/100Mission Score (Excellent)
L99
Southwest Florida Affordablehousing Choice Foundation Inc Financial Summary
MetricValue
Total Revenue$4.6M
Total Expenses$1.8M
Program Spending90%
CEO/Top Officer Pay$20M
Net Assets$15.5M
Transparency Score92/100

Is Southwest Florida Affordablehousing Choice Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Southwest Florida Affordablehousing Choice Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Southwest Florida Affordablehousing Choice Foundation Inc

Southwest Florida Affordablehousing Choice Foundation Inc (EIN: 204985818) is a nonprofit organization based in Fort Myers, FL, classified under NTEE code L99. The organization reported total revenue of $4.6M and total assets of $20.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Southwest Florida Affordablehousing Choice Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

17Years Operating
Mid-SizeSize Classification
13Years of Filings
MixedRevenue Trajectory

Southwest Florida Affordablehousing Choice Foundation Inc is a mid-size nonprofit that has been operating for 17 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -3.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$2.8M
Total Expenses$1.8M
Surplus / Deficit+$982K
Total Assets$19.1M
Total Liabilities$3.6M
Net Assets$15.5M
Operating Margin34.9%
Debt-to-Asset Ratio19.1%
Months of Reserves125.7 months

Financial Health Grade: A

In 2023, Southwest Florida Affordablehousing Choice Foundation Inc reported a surplus of $982K with revenue exceeding expenses, holds 125.7 months of operating reserves (strong position), has a debt-to-asset ratio of 19.1% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Southwest Florida Affordablehousing Choice Foundation Inc's revenue has declined at a compound annual growth rate (CAGR) of -3.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023+54.9%+20.5%-1.1%
2022-63.0%-11.9%+10.0%
2021+332.5%+44.8%+10.8%
2020+53.4%+53.4%+36.1%
2019+29.7%-25.4%-1.2%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2009

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Southwest Florida Affordablehousing Choice Foundation Inc demonstrates a generally stable financial position, with assets consistently growing over the past decade, reaching $20,424,247 in the latest period. The organization's revenue has fluctuated significantly, from a low of $569,625 in 2018 to a high of $4,902,368 in 2021, indicating reliance on variable funding sources. Despite these fluctuations, the organization has consistently reported positive net income in most recent years, such as in 2023 with revenues of $2,808,586 against expenses of $1,827,050. The organization appears to be efficient in its spending, with a strong focus on program services. For instance, in 2023, with total expenses of $1,827,050, the majority would be allocated to its mission given the absence of officer compensation and typical operational needs for an affordable housing provider. The consistent reporting of zero officer compensation across all available filings is a significant indicator of financial transparency and a commitment to directing resources towards its mission rather than executive salaries. This practice enhances public trust and suggests a lean administrative structure. Overall, the foundation exhibits good financial health, marked by asset growth and responsible expense management. The lack of reported officer compensation is a strong positive for transparency and efficiency. While revenue can be volatile, the consistent growth in assets and positive net income in most periods suggest effective financial stewardship. The organization's focus on affordable housing, combined with its financial practices, indicates a well-managed nonprofit.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Southwest Florida Affordablehousing Choice Foundation Inc with a Mission Score of 92 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 8%
  • programs: 90%
  • fundraising: 2%

According to IRS 990 filings, Southwest Florida Affordablehousing Choice Foundation Inc allocates its expenses as follows: admin: 8%, programs: 90%, fundraising: 2%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$2.8MTotal Revenue
$1.8MTotal Expenses
$19.1MTotal Assets
$3.6MTotal Liabilities
$15.5MNet Assets
  • The organization reported a surplus of $982K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 19.1%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to its officers. This suggests a volunteer-led executive structure or that compensation is covered through other means not reported as officer compensation, which is highly unusual for an organization of this asset size ($20M+).

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Southwest Florida Affordablehousing Choice Foundation Inc's IRS 990 filings:

  • Significant year-over-year revenue volatility, making financial planning potentially challenging.
  • Unusually high asset base ($20M+) with consistently reported 0% officer compensation, which could warrant further inquiry into how leadership is compensated or sustained.

Strengths

The following positive indicators were identified for Southwest Florida Affordablehousing Choice Foundation Inc:

  • Consistent growth in assets, indicating strong financial stewardship and long-term stability.
  • Zero officer compensation reported across all filings, demonstrating a strong commitment to directing funds to programs and high transparency.
  • Positive net income in most recent years (e.g., 2023: $2.8M revenue vs. $1.8M expenses), showing financial health.
  • Low liabilities relative to assets in most periods, indicating a healthy balance sheet (e.g., 2023: $3.6M liabilities vs. $19.1M assets).

Frequently Asked Questions about Southwest Florida Affordablehousing Choice Foundation Inc

Is Southwest Florida Affordablehousing Choice Foundation Inc a legitimate charity?

Southwest Florida Affordablehousing Choice Foundation Inc (EIN: 204985818) is a registered tax-exempt nonprofit based in Florida. Our AI analysis gives it a Mission Score of 92/100. It has 13 years of IRS 990 filings on record. Total revenue: $4.6M. 2 red flags identified. 4 strengths noted. Financial health grade: A.

How does Southwest Florida Affordablehousing Choice Foundation Inc spend its money?

Southwest Florida Affordablehousing Choice Foundation Inc directs 90% of its spending to programs and services. Fundraising costs 2%. This exceeds the 65% industry benchmark.

Are donations to Southwest Florida Affordablehousing Choice Foundation Inc tax-deductible?

Southwest Florida Affordablehousing Choice Foundation Inc is registered as a tax-exempt nonprofit (EIN: 204985818). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Southwest Florida Affordablehousing Choice Foundation Inc CEO make?

Southwest Florida Affordablehousing Choice Foundation Inc's highest-compensated officer earns $20M annually. The organization reported $4.6M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

What percentage of Southwest Florida Affordablehousing Choice Foundation Inc's spending goes to programs?

Southwest Florida Affordablehousing Choice Foundation Inc directs 90% to programs, 2% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Southwest Florida Affordablehousing Choice Foundation Inc compare to similar nonprofits?

With a transparency score of 92/100 (Excellent), Southwest Florida Affordablehousing Choice Foundation Inc is above average for NTEE category L99 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Southwest Florida Affordablehousing Choice Foundation Inc located?

Southwest Florida Affordablehousing Choice Foundation Inc is headquartered in Fort Myers, Florida and files with the IRS under EIN 204985818. It is classified under NTEE code L99.

How many years of IRS 990 filings does Southwest Florida Affordablehousing Choice Foundation Inc have?

Southwest Florida Affordablehousing Choice Foundation Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $4.6M in total revenue.

How does the organization manage its significant revenue fluctuations?

The organization's revenue has varied greatly, from $569,625 in 2018 to $4,902,368 in 2021. Despite this, assets have consistently grown, suggesting effective management of reserves and investments to maintain stability.

What are the primary sources of the organization's revenue?

While specific sources aren't detailed in the provided data, the significant fluctuations suggest a mix of grants, contributions, and potentially program service fees or investment income, rather than a single stable source.

How does the organization sustain operations with 0% officer compensation?

The consistent reporting of 0% officer compensation implies that executive leadership may be volunteer-based, or that compensation is structured in a way not categorized as 'officer compensation' on the 990, which is a notable practice for an organization managing over $20 million in assets.

Filing History

IRS 990 filing history for Southwest Florida Affordablehousing Choice Foundation Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Southwest Florida Affordablehousing Choice Foundation Inc's revenue has declined by 34.6%, moving from $4.3M to $2.8M. Total assets increased by 93.8% over the same period, from $9.9M to $19.1M. Total functional expenses rose by 932.7%, from $177K to $1.8M. In its most recent filing year (2023), Southwest Florida Affordablehousing Choice Foundation Inc reported a surplus of $982K, with revenue exceeding expenses. The organization holds $3.6M in liabilities against $19.1M in assets (debt-to-asset ratio: 19.1%), resulting in net assets of $15.5M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $2.8M $1.8M $19.1M $3.6M
2022 $1.8M $1.5M $19.3M $4.8M View 990
2021 $4.9M $1.7M $17.6M $3.3M View 990
2020 $1.1M $1.2M $15.9M $3.3M View 990
2019 $739K $775K $11.7M $434K View 990
2018 $570K $1.0M $11.8M $602K View 990
2017 $1.2M $907K $12.3M $544K View 990
2016 $839K $798K $13.2M $554K View 990
2015 $975K $693K $13.2M $606K View 990
2014 $840K $570K $12.3M $43K View 990
2013 $1.3M $573K $12.1M $71K View 990
2012 $3.0M $496K $11.4M $64K View 990
2011 $4.3M $177K $9.9M $1.1M View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $2.8M, expenses of $1.8M, and assets of $19.1M (revenue +54.9% year-over-year).
  • 2022: Revenue of $1.8M, expenses of $1.5M, and assets of $19.3M (revenue -63.0% year-over-year).
  • 2021: Revenue of $4.9M, expenses of $1.7M, and assets of $17.6M (revenue +332.5% year-over-year).
  • 2020: Revenue of $1.1M, expenses of $1.2M, and assets of $15.9M (revenue +53.4% year-over-year).
  • 2019: Revenue of $739K, expenses of $775K, and assets of $11.7M (revenue +29.7% year-over-year).
  • 2018: Revenue of $570K, expenses of $1.0M, and assets of $11.8M (revenue -53.1% year-over-year).
  • 2017: Revenue of $1.2M, expenses of $907K, and assets of $12.3M (revenue +44.8% year-over-year).
  • 2016: Revenue of $839K, expenses of $798K, and assets of $13.2M (revenue -13.9% year-over-year).
  • 2015: Revenue of $975K, expenses of $693K, and assets of $13.2M (revenue +16.1% year-over-year).
  • 2014: Revenue of $840K, expenses of $570K, and assets of $12.3M (revenue -35.4% year-over-year).
  • 2013: Revenue of $1.3M, expenses of $573K, and assets of $12.1M (revenue -57.0% year-over-year).
  • 2012: Revenue of $3.0M, expenses of $496K, and assets of $11.4M (revenue -29.5% year-over-year).
  • 2011: Revenue of $4.3M, expenses of $177K, and assets of $9.9M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Southwest Florida Affordablehousing Choice Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Southwest Florida Affordablehousing Choice Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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