CSCharityScored
90

Southwest Florida Retirement Center

Human Services · Venice, Florida

920 Tamiami Trl S, Venice, FL 34285-3629

EIN: 591931148· Founded: Mar 1981· 45 years active· Filing Year: 2023

Annual Revenue

$36.6M

Total Expenses

$32.0M

Total Assets

$168.1M

Program Spending

94%

of expenses go to programs

Compensation & Payroll

Total Officer Compensation

$610K

1.9% of total expenses

All officers, directors, and key employees combined

Other Salaries & Wages

$10.9M

Total Payroll

$11.6M

36% of total expenses

Where the Money Goes

94%
Programs: 94%
Payroll: 36%
Other overhead: 6%
Program Revenue$30.2M (83%)
Total Expenses$32.0M (88%)
Payroll$11.6M (36%)
Overhead (non-program)6%

Trust Score Breakdown

Program Spending Ratio

94% of expenses go to programs

40%

Revenue & Stability

$36.6M annual revenue

15%

Executive Compensation

$610K total officer comp (1.9% of expenses)

20%

Filing Recency

Most recent filing: 2023

15%

Asset Strength

$168.1M in assets

10%

Data from IRS Form 990 filing (2023). Trust scores are calculated from public financial data and do not constitute endorsement or investment advice.