Easterseals Southwest Florida Inc

Abilities Shining

Sarasota, FL   |
GuideStar Charity Check

Easterseals Southwest Florida Inc

EIN: 59-0638490


We provide exceptional services for persons with disabilities and their families across a lifetime by empowering individuals to live their lives to the fullest.

Ruling year info


Principal Officer

Mr. Tom Waters

Main address

350 Braden Ave

Sarasota, FL 34243 USA

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Formerly known as

Sarasota County Chapter of Florida Society for Crippled Children and Adults

Manatee County Chapter of Florida Society for Crippled Children and Adults

Manatee-Sarasota Crippled Children's Clinic

Happiness House Clinic and School

Happiness House, Inc., a Clinic & School for Crippled Children and Adults

Happiness House Rehabilitation Center, Inc

Easter Seal Society of DeSoto Manatee, and Sarasota Counties, Inc.

Easter Seal Society of Southwest Florida, Inc.

Easter Seals/MARC Southwest Florida, Inc.

Easter Seals Southwest Florida, Inc.



Subject area info

Early childhood education


Developmental disability services

Independent living for people with disabilities

Population served info



People with disabilities

NTEE code info

Developmentally Disabled Services/Centers (P82)

Kindergarten, Nursery Schools, Preschool, Early Admissions (B21)

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Early Childhood Education

Lily Preschool is a licensed, inclusive early childhood education program for children aged 6 weeks to 5 years old. Lily Preschool utilizes Creative Curriculum as the foundation of a developmentally appropriate, interactive learning environment that promotes the success of each child.

Population(s) Served
People with disabilities

Easterseals Academy is designed for students through age 22 facing developmental, physical, learning and mild behavioral disabilities, as well as autism. Our mission is to enrich each students life through a holistic, whole-person approach to education.

Population(s) Served

Our Adult Enrichment Program offers relevant personal, social, therapeutic, and work skill training to adults aged 22+ with disabilities. Daily activities are designed to advance interaction and individual independence, while expanding participants life choices at work, home, school, and in the community.

Population(s) Served

The Diagnostic Clinic at Easterseals Southwest Florida provides Comprehensive Diagnostic Evaluations (CDE) to clients aged two through adulthood. We have two licensed clinical psychologists on staff who are qualified to diagnose Autism, ADHD, Learning Disabilities, Intellectual Disabilities and any disorder listed in the DSM-5. These evaluations equip individuals, parents, teachers and caregivers with the necessary tools to address the varied needs of the clients we serve.

Population(s) Served

Where we work


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Affiliations & memberships

AFP (Association of Fundraising Professionals) 2013

Florida Public Relations Association

Manatee Chamber of Commerce

Southwest Florida Planned Giving Council 2010

Venice Area Chamber of Commerce

Greater Sarasota Chamber of Commerce

Autism Center for Excellence 2023

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of students enrolled

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success


Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

1. To provide the highest standards of care and program design on behalf of children, teens and adults with intellectual, developmental and physical disabilities.
2. To provide the highest standards of stewardship in all interactions with donors and funders including strict observance of donor intent.
3. To excel in best practices pertaining to all aspects of nonprofit management including fiscal transparency, stewardship of funds, providing a workplace in which employees thrive on behalf of clients, and all parties involved remain mission-focused.

1. The VP of Programs serve on local and state developmental disabilities councils and boards, staying up-to-date on all legislative and research matters that enhance Easterseals' ability to provide the "best of the best" in programs and services. The program management team employ measurable goals and objectives for each program as well as for those served by the programs.
2. The CEO, Board of Directors and Development Department ensure that donors are valued, respected and involved in the organization and its mission.
3. The CEO, Finance Committee, Treasurer and Board of Directors ensure that fiscal transparency is constant, that well-thought-out decisions are made with respect to securing funding streams, managing funds, protecting assets, and that the Accounting Department is operating according to Generally Accepted Accounting Practices.
Board members, senior management and management ensure that staff at each point of the organization are respected, appreciated and empowered to accomplish the goals of their roles in the organization.

The Leadership Team is a well-rounded group of professionals who are interested in advancing the lives of the community we serve.

Easterseals Southwest Florida is adding new programs and services while maintaining the standards of the long standing ones. Through partnership, we are able to grow and serve more even better.

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990


Average of 1.79 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990


Average of 0.6 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990


Average of 23% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Easterseals Southwest Florida Inc

Revenue & expenses

Fiscal Year: Sep 01 - Aug 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Easterseals Southwest Florida Inc

Balance sheet

Fiscal Year: Sep 01 - Aug 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Easterseals Southwest Florida Inc

Financial trends analysis Glossary & formula definitions

Fiscal Year: Sep 01 - Aug 31

SOURCE: IRS Form 990 info

This snapshot of Easterseals Southwest Florida Inc’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $551,969 $424,947 $595,017 $5,261,316 -$654,355
As % of expenses 12.4% 7.9% 8.7% 63.7% -6.1%
Unrestricted surplus (deficit) after depreciation $409,580 $243,634 $388,485 $4,859,528 -$1,108,711
As % of expenses 8.9% 4.4% 5.5% 56.1% -10.0%
Revenue composition info
Total revenue (unrestricted & restricted) $4,939,666 $5,577,076 $7,416,245 $13,485,509 $10,940,995
Total revenue, % change over prior year 26.2% 12.9% 33.0% 81.8% -18.9%
Program services revenue 58.2% 59.8% 63.9% 44.4% 59.1%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.1% 0.1% 0.0% 0.1% 0.2%
Government grants 4.7% 4.1% 3.6% 6.5% 0.0%
All other grants and contributions 36.7% 36.4% 32.3% 48.2% 39.8%
Other revenue 0.3% -0.4% 0.2% 0.8% 0.8%
Expense composition info
Total expenses before depreciation $4,459,089 $5,384,777 $6,864,508 $8,258,157 $10,662,767
Total expenses, % change over prior year 15.6% 20.8% 27.5% 20.3% 29.1%
Personnel 72.1% 72.5% 72.7% 68.8% 73.2%
Professional fees 8.3% 9.0% 8.2% 10.2% 4.8%
Occupancy 7.5% 7.7% 9.4% 6.9% 1.8%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 0.0% 0.0% 2.2% 3.6% 2.8%
All other expenses 12.0% 10.8% 7.5% 10.5% 17.5%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $4,601,478 $5,566,090 $7,071,040 $8,659,945 $11,117,123
One month of savings $371,591 $448,731 $572,042 $688,180 $888,564
Debt principal payment $0 $0 $0 $159,900 $0
Fixed asset additions $290,406 $340,022 $0 $3,971,983 $0
Total full costs (estimated) $5,263,475 $6,354,843 $7,643,082 $13,480,008 $12,005,687

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 0.7 0.1 1.8 1.7 0.1
Months of cash and investments 1.1 0.5 2.1 3.7 2.1
Months of estimated liquid unrestricted net assets 1.2 1.2 1.8 3.4 1.4
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $253,422 $28,915 $1,003,427 $1,140,131 $66,523
Investments $149,337 $184,334 $203,183 $1,374,568 $1,794,065
Receivables $515,985 $865,670 $1,104,270 $1,569,772 $1,406,792
Gross land, buildings, equipment (LBE) $4,727,397 $5,013,742 $5,093,788 $8,980,684 $9,295,685
Accumulated depreciation (as a % of LBE) 70.0% 68.6% 71.5% 44.1% 46.4%
Liabilities (as a % of assets) 13.5% 24.6% 38.2% 22.0% 20.0%
Unrestricted net assets $1,860,388 $2,104,022 $2,492,507 $7,352,035 $6,243,324
Temporarily restricted net assets $248,019 $0 N/A N/A N/A
Permanently restricted net assets $0 $0 N/A N/A N/A
Total restricted net assets $248,019 $0 $0 $0 $620,185
Total net assets $2,108,407 $2,104,022 $2,492,507 $7,352,035 $6,863,509

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No


The people, governance practices, and partners that make the organization tick.

Form 1023/1024 is not available for this organization

Principal Officer

Mr. Tom Waters

Waters brings significant experience in nonprofit management, fundraising, and community partnerships to his new role at Easterseals Southwest Florida. In the past 30+ years, Tom has held leadership positions at nonprofits including Mote Marine Laboratory and Aquarium, Mile High United Way in Denver, Colorado and Community Foundation of Sarasota County.

Number of employees

Source: IRS Form 990

Easterseals Southwest Florida Inc

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Easterseals Southwest Florida Inc

Board of directors
as of 03/26/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Lisa Mead

John Berkey

Wells Fargo Advisors, LL

Kristin Jensen

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Stan Muessle

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Doug Elmore

Williams Parker Harrison Dietz & Getzen

Bob Huff

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Van Franklin

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Anthony Ferretti


Dave Otterness

Willis A. Smith

Stewart Moon

Air & Energy

Joseph Najmy

Najmy Thompson

Kathy Paulsen


Renee Armbruster

Sarasota Private Trust

Rae Dowling


Elaine Gustafson


Karen Holbrook


Mary Nastan


Ursula Nixon

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Eric Kaplan

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Don Patterson


Gareth Stevenson

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Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Not applicable

Organizational demographics

SOURCE: Self-reported; last updated 3/25/2024

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.


The organization's leader identifies as:

Race & ethnicity
Gender identity

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

No data



Fiscal year ending
There are no fundraisers recorded for this organization.