Easter Seals Southwest Florida Inc
350 Braden Ave
Sarasota FL 34243
Help my abilities shine!
Easter Seals Southwest Florida provides quality lifespan services to children and adults with developmental disabilities such as autism, spina bifida, Down syndrome, cerebral palsy, and sensory processing disorders.  Operating in Manatee and Sarasota counties, Easter Seals Southwest Florida creates solutions that change lives for children, adults and families with developmental disabilities through high quality therapeutic, educational and support services. Our mission is to ensure that each person we serve reaches his or her full potential and enjoys life to the fullest.

CEO/Executive Director Mr. Tom Waters
Board Chair Ms. Rose-Anne Frano Esq
Board Chair Company Affiliation Williams Parker Harrision Dietz & Getzen
History and Background
Former Names
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.
Organization DBA
Happiness House
Tax Exempt Status Public Supported Charity
Supported Organization Easter Seals Southwest Florida Inc
Awarded a competitive grant from Community Foundation in the last 5 years? Yes
Incorporation Year 1956
Financial Summary
Projected Revenue $2,779,757.00
Projected Expenses $2,778,138.00
Additional Documents
IRS Letter of Determination
Easter Seals SW FL 501(c)(3) letter
State Info
State Charitable Solicitations Permit Yes Jan 2016
State Registration Exempt 0

Easter Seals Southwest Florida provides essential services to children, teens and adults with developmental disabilities - services that help each individual achieve his or her fullest potential. Our services are designed not only to empower individuals with disabilities but to enrich their lives as well - throughout the span of life. 

If you have a child born with autism, spina bifida, Down syndrome, cerebral palsy or other developmental disabilities or delays, you know how important Easter Seals is. Our children's therapists are here to help your child reach as many important milestones as possible.  Our Lily School is here to provide an inclusive program that helps children engage in learning and play experiences that ensure their readiness to move on to the next phase in their lives.

If you are a parent or caregiver of a child who is medically fragile and/or has disabilities, our Project Rainbow Program offers respite to you while providing exciting and fun activities for your children in home or at our center.

If your teen has a disability, our VIP (Vocational Introduction and Preparation) Academy helps him or her be ready for vocational employment and as independent a lifestyle as possible - while also providing opportunities to develop strong friendships.

And if your child is now an adult, our Life Skills Development program provides continued enrichment experiences regardless of ability...learning activities, social engagement and experiences, arts & crafts, and meaningful work.

Our impact on the community is essential.  We provide exceptional services to exceptional people so that they can lead exceptional lives.  Your investment in Easter Seals is an investment in potential, in quality of life and in a future.

Background Easter Seals Southwest Florida began in 1946 as the Sarasota-Manatee Crippled Children's Clinic, and was renamed Happiness House in 1947. From borrowed space in an empty WWII army barracks, the organization served local children impacted by the polio epidemic then sweeping the country, providing medical rehabilitation and education, patient therapy and counseling, and support services for persons with developmental disabilities and delays.

In 1958 a group of local families pooled their resources and built the present facility onBraden Avenue, on the Manatee-Sarasota county border. The facility was opened as an outpatient medical rehabilitation facility and school, and offered its services to all children in the two-county area.

In 1984 Happiness House became an Easter Seals affiliate, and although it receives no funding from the national Easter Seals, this affiliation has enabled the organization to reduce administrative costs while gaining access to national Easter Seals' resources and programs. Easter Seals Southwest Florida serves Sarasota and Manatee Counties and more than 500 clients and their families annually.

We offer the highest quality of care and services to children, youth and adults with special needs so that they can enjoy access, opportunities and increased life choices. Easter Seals Southwest Florida is committed to remaining a leader in special needs services – an organization to which individuals and their families can turn for resources and support with a continuum of care throughout their lives.

November 12, 1946 - Manatee-Sarasota Crippled Children's Clinic opens.
December 14, 1947 - Name changed to Happiness House Clinic and School.
August 1949 - Manatee and Sarasota Easter Seal Societies incorporate with identical constitutions and by-laws providing continued support for Happiness House.

October 11, 1958 - Braden Ave facilities open.
January 18, 1985 - Happiness House and Easter Seal Society merge.
July 20, 1997 - Project Rainbow merges with Easter Seal Society
November 14, 2001 - Name changed to Easter Seals Southwest Florida, Inc.

Investing in lives well-lived at Easter Seals…
Employment Assistance Counselor for Adults/Teens.
Investment and support of the KinderMusic Therapy.
Technology expansion and enhancement of tools for our students and adults.  
Partial sponsorship of a 1-year-old child at The Lily School for one year = $1,967/year or $163.92/month.
Partial sponsorship of an infant at The Lily School for one year = $2,605/year or $217.08/month. 
Partial sponsorship of one child in Children's Therapy
= $2,515.68/year or $209.64/month. 
Respite care for a medically fragile child = $1,234.44/year
or $102.87/month.  
Sponsorship of one student in VIP Academy for teens with disabilities = $4,460/year or $371.67/month.
Creating a safer, more comfortable environment…
Bathroom lift system and emergency call lights = $12,600 
Capital support for air conditioning units =  $4,300 to $5,300 per unit
Joining our cause to help their abilities shine…
Volunteer support for events and programs 
Board members with enthusiasm and capacity
Statement from the CEO/Executive Director

I am proud to be the President and CEO of an organization whose mission is all about maximizing potential. 

Easter Seals has a rich history of providing disability services to our community for more than 65 years.  Our programs and services span the lifetime of individuals with autism, Down syndrome, cerebral palsy, sensory disorders, and other developmental disorders or delays. 

Through programs, services and therapies, we help each individual achieve his or her fullest potential.  We do this by employing the best staff we can find, adhering to our core values – integrity, compassion, advocacy, respect, excellence, dignity and unity – and actively engaging in partnerships and collaborations within our community.

Our core values can be summarized in the acronym, “I Care, Do u?”  We lead with our hearts, with best practices, with clear demonstrations of caring about the current and future well-being of children, teens and adults with disabilities.  We stay the course from birth through their lifetime.  We care.  We hope you do, too.

Statement from the Board Chair/Board President

January 14, 2014

I first became involved with Easter Seals Southwest Florida in 2008. Another member of the community who was familiar with the mission of Easter Seals and of the work performed at Easter Seals introduced me to the organization. After a tour of the facilities, conversations with some of its employees and clients, and with a more complete understanding of Easter Seals’ goals, objectives, and challenges, I was inspired to become involved with the organization as a member of the voluntary Board of Directors. I am currently serving as Chair of the Board.

Easter Seals, as with most nonprofit organizations, faces many challenges in our community. The local need for Easter Seals’ services far exceeds its capacity to provide such services. Easter Seals’ ability to provide services is constantly balanced against further reductions in available public funds and increasing local needs. As such, funding remains an important issue for Easter Seals. To become more efficient in achieving its mission, Easter Seals must seek more involvement from the private sector for program support and it must continue to find opportunities to collaborate with other organizations providing similar services.

I believe Easter Seals is well situated to address its challenges for many reasons. Easter Seals has a highly-trained staff that is motivated to achieve its mission. The voluntary Board of Directors is dedicated to providing staff with the resources necessary to achieve its goals. Easter Seals has a foundation managed by a voluntary Board of Directors to properly invest financial resources directed to Easter Seals by its donors to further the accomplishment of the Easter Seals mission. Finally, Easter Seals has a well-defined strategy that emphasizes collaboration and future planning to guide it through the great challenges faced.

Each time I read a story in the Easter Seals newsletter, interact with its clients or clients’ families, or speak to a staff member, I am reminded of the important mission that Easter Seals strives to accomplish. Easter Seals is indeed working to make the abilities of its clients shine each day and the staff and volunteers of Easter Seals Southwest Florida remain inspired to overcome the practical challenges faced as a nonprofit organization to ensure that such important mission remains attainable in our local community.

– Rose-Anne Frano, Chair, Easter Seals Southwest Florida Board of Directors


Areas Served
Areas Served
FL- Sarasota
FL- Manatee
Service Categories
Primary Org Type Human Services

Life Skills Development provides relevant personal, social, therapeutic, life-skill, pre-vocational and work skills training to adults with developmental disabilities. Experiences are offered within the center as well as within the community. Each participant is empowered to maximize his/her day and to explore opportunities through individualized plans.

 This program also offers our well-known Art Initiative Program for participants who have an affinity for painting and collaging.  Art from Easter Seals is often on display and for sale at art centers and galleries in our community.

Budget $824,632
Category Human Services, General/Other Services for Individuals with Disabilities
Program linked to organizational strategy? Yes
Population Served Adults People/Families with of People with Disabilities Elderly and/or Disabled
Short Term Success Participants engage in daily activities that promote physical and mental well-being, life skills, and overall improvement in quality of daily living.
Long Term Success Adults in our community have the opportunity to engage in meaningful day activity in a safe, enriching environment that promotes and sustains positive outcomes.
How Program is Monitored  
Delmarva is a quality assurance organization contracted by the State of Florida’s Agency for Persons with Disabilities to provide quality monitoring every 2-3 years based on state-determined standards. Easter Seals excels in its monitoring visits and provides best practices services and programs.
For Manatee County funding: Individuals increase their abilities and self-sufficiency in an effort to build positive self-esteem. Measured quarterly as indicated on Individual Support Plan goals.
Examples of Program Success
The greatest measure of success for our Adult Day Training program is positive feedback from stakeholders, including participants, family members, support coordinators, and community members who contact us to inquire about seeking services for their adult child. 
Number of new participants per year is another example of program success. If individuals are seeking our services, then we know we are providing a quality program in a safe, secure, and enriching environment.
Description The VIP Academy is a specialized high school program that assists students in developing confidence, maximizing their attainable levels of independence, introducing and refining pre-vocational and employment skills, and preparing them for transition to life after school. Students participating in the VIP Academy develop social skills and friendships that enrich their lives.
Budget $222,336
Category Education, General/Other Special Education
Program linked to organizational strategy? Yes
Population Served Adolescents Only (13-19 years) Adults People/Families with of People with Disabilities
Short Term Success Increasing pre-vocational skills and preparing students for employment, as well as increasing independence through functional skills training.
Long Term Success The students graduate to a life of independence and self-sufficiency, including maintaining a job and housing
How Program is Monitored Florida Sunshine State Standards Access Points and goal attainment as delineated on each student’s IEP
Examples of Program Success
From the parents of a teen with autism to the Manatee County School Board:
"Our son transitioned into the [VIP Academy] at the beginning of May. It was his 5th high school transition in 3 years. He has autism and we have struggled to find and safe and appropriate environment that will help him transition into adulthood and allow him to be as independent as possible. [The director] described their unique program and told us that many parents are surprised by the gains in their children's independent functioning skills.
For the first time in over 3 years, 'Brent' has got himself our of bed and ready to be on time to the VIP Academy every morning all the way through the end of the school year. That has been a huge relief for us to see him take responsibility for himself and to arrive on time. Also for the first time in Brent's life, he has started to open up to converse with us about the details of his school day. [He] tells us where he went, with whom he went, and what he did..."
Description Project Rainbow provides free in-home respite care to families of children who are chronically ill, medically fragile, and/or who have developmental disabilities such as autism, spina bifida, Down syndrome, and cerebral palsy. The program also provides case management, center-based respite care, as well as organized special outings, such as sleepovers and community field trips. Project Rainbow plays a vital role in reducing stress and anxiety in families, reducing the risk of abuse, neglect and the breakdown of the family.
Budget $155,202
Category Human Services, General/Other Respite Care
Program linked to organizational strategy? Yes
Population Served Children and Youth (0 - 19 years) People/Families with of People with Disabilities People/Families with of People with Physical Disabilities
Short Term Success Families feel a sense of reduced stress and a break from constant care giving when engaging in respite services and are also referred to other community partners who assist in additional needs
Long Term Success  
All families in need of respite services are able to receive the service at the capacity requested.
Expanding to provide respite services to individuals with disabilities over the age of 17.
Owning and operating an overnight respite home.


How Program is Monitored Outcomes for Manatee County Children’s Services funding (quarterly) and Sarasota County United Way (bi-annually): Families report that having access to and participating in respite services reduces their feelings of isolation and stress.
Examples of Program Success
From a Project Rainbow family of a mother & two boys:
"Dear Susannah (the program director),
I want to take a moment to say thank you so much for loving your job like you do. You understand and take time out for us (Project Rainbow families). A week ago, I was curled in a corner in tears, full of fear, didn't know where to turn and who to trust with this serious life situation and the only person in this whole world I know would understand me was you, Susannah. You are an amazing person. I realize in such a real way that I don't know what tomorrow will bring but the one thing I know, because of you...there is a safe place for me and my sons. Thank you for being a friend, because of you - my fear is gone and I can smile again."
Another family: "We consider ourselves very lucky to have found you. The level of care and understanding you have given "Eric" and us is greatly appreciated."
Description Our Children’s Therapy Program "makes the first five count" by providing  expert developmental therapies including early intervention services, speech/language, occupational, and physical therapy to children in Sarasota and Manatee counties. Our specialists and therapists educate parents on the overall development of their child and provide therapeutic strategies for families to implement in their child’s natural environment. Our therapists also travel to local schools to provide therapy services to children during the school day. We serve clients with diagnoses of, but not limited to, developmental, neurologic, orthopedic, and sensory delays.
Budget $410,795
Category Health Care, General/Other Early Intervention & Prevention
Program linked to organizational strategy? Yes
Population Served Children and Youth (0 - 19 years) People/Families with People of Developmental Disabilities People/Families with of People with Disabilities
Short Term Success Children increase their developmental potential during each therapy session and parents/caregivers maintain therapeutic strategies in the home.
Long Term Success  

Recruiting and maintaining a pediatric physical therapist. Adding more school contracts for increased community partnerships and to serve more school-based children.

How Program is Monitored Outcomes for Manatee County Children’s Services funding (quarterly): Clients achieve a minimum of 75% success on targeted goals as indicated in their Plans of Care designed by their therapists. Additionally, 80% of families increase their understanding of recommended home therapeutic activities.
Examples of Program Success

This past year one of our Infant-Toddler Developmental Specialists worked intensively with a family. Both the children, Rodolfo and Denise, have a diagnosis of Autism. Their mother, a single mother, was working nights at a fast food restaurant and staying up all day with her 2 year old daughter Denise who stayed at home with her. Denise had significant behavior issues and was non-verbal at the beginning of treatment. Mom was not aware she could place Denise in a full time Pre-Kindergarten program. Thus mom was getting no sleep and they had very little money, no furniture.


Martha’s primary reason for going to work with this family was providing therapy to Denise through the Early Steps Program. Martha made significant progress with Denise but helped them in so many fantasic ways. She helped the mother get state aid so she could quit her night job, start taking computer classes, and be able to spend quality time with her children. Martha also helped the parent find more appropriate school placements for both of the children. We continue to see Denise and Rodolfo here at our clinic weekly for Speech and Occupational Therapy. Denise is now verbal and speaks in 2-3 word phrases. Her behavior has improved immensely; her mother can take her to the store or a park now. Rodolfo is learning to recognize letters and we are hopeful he will begin to also read words someday.
The Lily School for Child Development, which opened August 2012, is designed to serve children, ages 6 weeks to 5 years old, in a child care setting that is both developmentally appropriate and educationally relevant for children with different abilities.  The school operates in an inclusive and nurturing environment, offering families comprehensive disability services if the child is in need of such supports.  These supports include therapies such as speech/language, occupational, early intervention, respite services, social skills groups, and a curriculum design suite for each individual child.  Children identified as having social-emotional delays, developmental delay, and/or a developmental disability (including autism, Down syndrome, cerebral palsy, et al) are welcomed and supported.  Our program is committed to Making the First Five Count, a  national Easter Seals campaign that focuses on the importance of giving every child equal opportunity to learn and to grow and to reach their fullest potential in those critical first five years.
Budget $355,682
Category Education, General/Other Early Childhood Education
Program linked to organizational strategy? Yes
Population Served Infants to Preschool (under age 5) People/Families with People of Developmental Disabilities People/Families with of People with Disabilities
Short Term Success
90% of participating families will indicate that they are satisfied or very satisfied with the services provided by The Lily School.
Each child will show a minimum 10% improvement on one subscale of a daevelopmental screening at each 3 month interval.
90% of children will achieve specific measurable improvement as indicated in their classroom goals, including skill growth in cognition, fine/gross motor skills, and communication.
100% of families/caregivers will demonstrate understanding of activities that encourage and support developmental growth for their child as evidenced by parent/caregiver interviews and feedback.
Long Term Success
100% of children without disabilities will be kindergartern-ready.
100% of children with disabilities will have the most viable IEP (individual education plan) developed for the achievement of their fullest potential.
How Program is Monitored
Client satisfaction surveys will be used with parents/caregivers.   

Preschool Language Scale-4

Oral and Written Language Scales

Beery Visual Motor Integration Test

Batelle Developmental Inventory

Goldman-Fristoe Test of Articulation-2

Clinical Evaluation of Language Fundamentals-4

Comprehensive Assessment of Language

Bruininks-Oseretsky Test of Motor Proficiency-2

Examples of Program Success
The Lily School for Child Development is a new program being opened by Easter Seals in August 2012.  Please watch this site for exciting updates as the success of the program is demonstrated and children's early learning experiences and future opportunities are positively impacted.
Program Comments by Organization Manatee and Sarasota counties have waiting lists for families in need of preschool for their children.  Parents of children with disabilities such as autism, cerebral palsy, Down Syndrome, and other developmental delays can wait even longer than those of children developing “on track.”  Easter Seals has faced this challenge by opening The Lily School for Child Development.  The Lily School serves children of all abilities, helping ensure that each one achieves his or her fullest potential.  We seek donors who will stand with us as we “Make the First Five Count” for the children of our community.
Each of our programs adheres to our core values as we face the challenges of the meeting the increase in demand for our services.  Those values are ones that are reflected in the quality of our programs and services:  integrity, compassion, advocacy, respect, excellence, dignity, and unity. 
Easter Seals seeks ways in which to maximize the use of the contributions with which we are entrusted.  The hallmark of Easter Seals is its willingness to partner and collaborate with other nonprofits, corporations and civic groups in order to provide the most comprehensive, cost-effective programs possible. 
CEO/Executive Director
Executive Director Mr. Tom Waters
CEO Term Start Oct 2014
Email twaters@easterseal.org

Easter Seals Southwest Florida is pleased to announce that longtime local philanthropy leader, Tom Waters, has accepted the position of President and CEO effective October 13, 2014.

“The Easter Seals Board of Directors conducted an extensive nationwide search, finding the perfect candidate right here in Sarasota,” says Board Chair Rose-Anne Frano. Waters brings significant experience in nonprofit management, fundraising, and community partnerships to his new role at Easter Seals. 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.

Full Time Staff 50
Part Time Staff 17
Volunteers 120
Contractors 2
Staff Retention Rate % 75
Professional Development Yes
Management Reports to Board Yes
Organization Plans
Fundraising Plan Yes
Communication Plan Under Development
Strategic Plan Yes
Strategic Plan Years 4
Strategic Plan Adopted Feb 2013
Management Succession Plan Yes
Policies and Procedures Yes
Continuity of Operations Plan Yes
Former CEOs
Mr. William Lloyd 2007 - Mar 2010
Mr. Wm Laddison Waldo CPASept 2007 - Oct 2014
Senior Staff
Mrs. Erin Greenhalgh Director of Human Resources
Mr. Don Herndon Director of Adult Services & VIP Academy
Mrs. Nicole Murby Director of Children Services
Mrs. Jannon Pierce Director of Marketing & Development
Mrs. Victoria Tiutyama CPAController
Formal Evaluations
CEO Formal Evaluation Yes
Senior Management Formal Evaluation Yes
NonManagement Formal Evaluation Yes
Easter Seals collaborates with more than 100 not-for-profit organizations, schools, local foundations, local businesses, civic groups, and local/state contract providers. A full list of these essential collaborations is available upon request.  In particular, we are currently collaborating with No Margin No Mission, IVIR Inc, The Patterson Foundation, and Community Foundation of Sarasota County in bringing to Easter Seals a new earned income stream.  This is an exciting opportunity that can bring new revenue to Easter Seals while at the same time bringing to market a toy that will aid children with autism.
AFP (Association of Fundraising Professionals)2013
Florida Public Relations Association
Manatee Chamber of Commerce
Southwest Florida Planned Giving Council2010
United Way Member Agency
Venice Area Chamber of Commerce
Risk Management Provisions
Accident and Injury Coverage
Automobile Insurance and Umbrella or Excess Insurance
Commercial General Liability and D and O and Umbrella or Excess and Automobile and Professional
Day Care Center/Nursery School
Directors and Officers Policy
Workers Compensation and Employers' Liability
Government Licenses
Is your organization licensed by the Government? No
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Leadership Comments by Organization

Easter Seals’ management team consists of President/CEO Tom Waters, Marketing & Development Director Jannon Pierce, Adult Services & VIP Academy Director Don Herndon, Children Services Director Nicole Murby, Director of Human Resources Erin Greenhalgh, and controller Victoria Tiutyama.  Together, the team has more than 80 years of nonprofit management experience.  This experience is brought to bear on the issues and challenges facing many nonprofits including securing contributions, public support, and community support, as well as recruitment and retention of excellent staff members. 

To ensure that Easter Seals’ staff is steadfast in its adherence to best practices, the management team has implemented staff recognition for the demonstration of the organization’s core values. 
2013 brought a tremendous opportunity to Easter Seals.  We were one of four nonprofits chosen to receive 14 weeks of business planning consultation around development of an earned income revenue stream.  This opportunity will result in the availability of a tremendous aid for parents of children with autism and will also bring a new earned income revenue stream to Easter Seals. 
Board Chair
Board Chair Ms. Rose-Anne Frano Esq
Company Affiliation Williams Parker Harrision Dietz & Getzen
Board Term Sept 2013 to Aug 2014
Email RFrano@WilliamsParker.com
Board Members
Board Members
Mr. John Berkey Wells Fargo Advisors, LL
Mr. Stephen Bolander Community Volunteer
Ms. Rose-Anne Frano ChairWilliams Parker Harrison Dietz & Getzen
Ms. Shirley Garneski BB&T Wealth Management
Mr. Paul R. Gesko Miller Gesko
Mrs. Laurie Hagberg Community Volunteer
Mr. David Herbert Vice ChairSun Hydraulics Corp.
Ms. Kristin Jensen Tidewell Hospice
Mr. F. John LaCivita Willis A. Smith Construction, Inc.
Ms. Lisa M. Mead SecretaryNorthern Trust
Mr. Scott L. Rockwell TreasurerMorgan Stanley
Mr. Frank Zilleckis Stonewood Grill & Tavern
Student serving on the board through Community Youth Development? No
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 12
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 7
Female 5
Unspecified 0
Board Term Lengths 3
Board Term Limits 3
Board Orientation Yes
Board Meeting Attendance % 74
Number of Full Board Meetings Annually 10
Board Self-Evaluation Yes
Written Board Selection Criteria No
Written Conflict of Interest Policy Yes
Percentage of Board Making Monetary Contributions 92
Percentage of Board Making In-Kind Contributions 33
Constituency Includes Client Representation Yes
Standing Committees
Communications / Promotion / Publicity / Public Relations
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Human Resources / Personnel
Program / Program Planning
Governance Comments by Organization

Easter Seals has a dedicated, hardworking Board of Directors that oversees the governance of the organization.  Each is dedicated to Easter Seals’ mission and, we are proud to report, 100% of them participate in our Annual Campaign. 

Our Governance Committee is always on the lookout for potential new board members and strives to ensure that all board members fully participate in discussions, decisions and support of Easter Seals.  Easter Seals seeks a diverse board representing a cross-section of the communities it serves.  We strive to be a Board of choice in our community.
Financial Info
Fiscal Year 2014
Projected Revenue $2,779,757.00
Projected Expenses $2,778,138.00
Endowment Value $4,200,000.00
Spending Policy Percentage
Spending Policy % 5
Historical Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201320122011
Foundation and
Corporation Contributions
Government Contributions$1,209,001$1,050,900$1,145,920
Individual Contributions$408,585$407,892$301,858
Investment Income, Net of Losses$5,078$5,164$4,895
Membership Dues$0$0$0
Special Events$35,883$56,008$29,495
Revenue In-Kind$108,823$0$54,485
Expense Allocation
Fiscal Year201320122011
Program Expense$2,743,673$3,047,026$2,734,787
Administration Expense$129,508$144,313$117,201
Fundraising Expense$223,703$239,240$249,507
Payments to Affiliates$0$32,083$0
Total Revenue/Total Expenses0.960.810.91
Program Expense/Total Expenses89%89%88%
Fundraising Expense/Contributed Revenue9%11%10%
Assets and Liabilities
Fiscal Year201320122011
Total Assets$2,118,330$2,248,611$2,898,722
Current Assets$644,266$714,805$1,138,925
Long-Term Liabilities$0$0$0
Current Liabilities$210,537$242,353$250,320
Total Net Assets$1,907,793$2,006,258$2,648,402
Top Funding Sources
Fiscal Year201320122011
Top Funding Source & Dollar AmountGovernment Grants - Unspecified $1,209,001Government Grants $1,050,900Government grants $1,145,920
Second Highest Funding Source & Dollar AmountRelated Organizations $927,327Related organizations $644,796Foundations, corporations $1,052,459
Third Highest Funding Source & Dollar AmountContributions, gifts, grants $408,585Program service revenue $469,622Contributions, gifts, grants $301,858
CEO Compensation
Co-CEO Compensation
Tax Credits No
Short Term Solvency
Fiscal Year201320122011
Current Ratio: Current Assets/Current Liabilities3.062.954.55
Long Term Solvency
Fiscal Year201320122011
Long-Term Liabilities/Total Assets0%0%0%
Capital Campaign
Currently in a Capital Campaign? No
Financials Comments
Financial Comments by Organization

Easter Seals is an excellent steward of donor dollars and is a Gold Level member of GuideStar.  Its Board of Directors formed a separate foundation for Easter Seals in the 1990s.  The Foundation has its own Board of Directors and meets quarterly to ensure that the funds are managed wisely.  All efforts are made to maintain the solvency of Easter Seals by keeping reliance on the Foundation to less than 5%. 

Donor support is always needed to supplement the cost of providing quality services for our clients throughout their lifespan.  We strive to provide exceptional opportunity for those differently able to live their lives to the fullest.
We are also actively pursuing new avenues of revenue including participating in No Margin No Mission, a business planning process for earned income.

Financial Comments by Foundation
Financial figures provided based on IRS Form 990s and audits. 990s and audits reconcile. Individual contributions include foundation/ corporate support, as in Form 990.
Nonprofit Easter Seals Southwest Florida Inc
Address 350 Braden Ave
Sarasota, FL 34243
Primary Phone 941 355-7637
CEO/Executive Director Mr. Tom Waters
Board Chair Ms. Rose-Anne Frano Esq
Board Chair Company Affiliation Williams Parker Harrision Dietz & Getzen
Year of Incorporation 1956
Former Names
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.