Easter Seals Southwest Florida Inc
350 Braden Ave
Sarasota FL 34243
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 Mr Scott Rockwell
Board Chair Affiliation Morgan Stanley
General Info
Organization DBA
Happiness House
Supported Organization Easter Seals Southwest Florida Inc
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.
Tax Exempt Status Public Supported Charity
Incorporation Year 1956
Awarded competitive grant from Community Foundation in the last 5 years? Yes
State Charitable Solicitations Permit Yes Jan 2019
State Registration Yes May 2018
Financial Summary
Note: Revenue includes the value of in-kind contributions/donations
IRS Letter of Determination
IRS Letter of DeterminationView
Other Documents
Agency BrochureView
Impact Statement

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.

Needs Statement
Investing in lives well-lived at Easter Seals include the following…
1. Help to fund early education preschool needs such as assistive technology, behavioral therapist, specialized curriculum addition and other significant needs to meet the needs with a focus on autism in our community. 
2. Funding the gap between the cost of Therapy services and reimbursement. Currently there is a $30 gap and with our therapists serving at partner sites such as Children First, Boys & Girls Club, Just for Girls, it increase the gap due to travel costs.  
3. Sponsorships: 
* A 1-year-old child at The Lily School for one year = $1,967/year or $163.92/month; Infant sponsorship is $2605/year or $217.08/month
* An infant at The Lily School for one year = $2,605/year or $217.08/month. 
* Children's Therapy = $2,515.68/year or $209.64/month. 
* Respite care for a medically fragile child = $2500/year
or $208/month.  
* VIP Academy for teens with disabilities = $4,460/year or $371.67/month.
4. Creating a safer, more comfortable environment… by renovating a bathroom lift system and emergency call lights in the amount of $12,600 or replacing AC units that are in need of replacement.  
5. E
mployment opportunities for Adults/Teens. We are seeking business & nonprofit partners who can provide opportunities for our students to job shadow under the oversight of our job coaches. 
Background Statement
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.

Areas Served
Areas Served
FL- Sarasota
FL- Manatee
Areas Served Comments Easter Seals Southwest Florida, Inc is a not-for-profit organization with license to operate in Manatee, Sarasota, Highlands, Hardee and DeSoto counties. Services are primarily focused in Manatee and Sarasota counties.
Service Categories
Primary Org Type Human Services
Secondary Org Type Education
Tertiary Org Type
Statement from the Board Chair/Board President

My experience with Easter Seals Southwest Florida began in 1997 as a member of the United Way’s agency relations/allocation committee. We were evaluating 2 programs (group homes and respite care – now called Project Rainbow) for funding.  Little did I know then 10 years later; my daughter would be born with Down’s syndrome and my family would need one of the very programs I was evaluating.  It is one thing to come on a tour, hear about the programs and meet people – which is all good.  It’s quite another to live it day in and day out.  Having a family member with special needs, whether they are a child or an adult, can literally change everything for a family from finances to general relationship stresses at home.  With the explosion of Autism in our communities the challenges are only getting greater and they are hitting across all socioeconomic sectors. Our community needs Easter Seals, and Easter Seals needs our community.

Easter Seals, as with most nonprofit organizations, faces many challenges. 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 senior team and infrastructure are in place to provide services to these special members of our community and to be a leader in partnering with other agencies. 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 separate Board of Directors to properly invest long term financial resources directed to us by its donors to further the accomplishment of our mission. Finally, Easter Seals has a well-defined strategy that emphasizes collaboration and future planning to guide it through the great challenges faced.

2018 begins my 10th year on the board of directors and my first year as its Chairman. 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. When I come home and I get my hugs and kisses from my 10-year-old daughter – after I chase her around and tickle her until she laughs and says “Daddy nooo”; I’m also reminded there is going to come a time when I will not be able to do this with her. I’m not the only father, mother, or caregiver who has these thoughts. However, with an organization such as Easter Seals in our community combined with the support and generosity this community shows for excellent causes I am confident my daughter will be in good hands in the future. With your support Easter Seals will continue working to make the abilities of its clients shine each day. The staff and volunteers of Easter Seals remain inspired to overcome the practical challenges faced as a nonprofit organization to ensure that such an important mission remains attainable in our local community.

- SScott Rockwell, Chair, Easter Seals Southwest Florida Board of Directors


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.

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, independent life skills, and overall improvement in quality of daily living. In addition our employment specialist works in partnership with the Division of Vocational Rehabilitation (DVR) and local business partners to overcome barriers to employment for people with disabilities. Preparations for interviews including resume writing and mock interviews along with on the job coaching are a standard part of our services. Our employment specialist has had great success in placing over 25 people in the last 6 months. Coaching continues well after their stabilization on the job.Additionally our staff works with each individual on transportation schedules. Our artists sell their art and crafts and receive 70% of the proceeds while the remaining supports the teacher and supplied used by our artists.
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. 
People served in this employment services program find fulfilling work and feel productive and a contributing part of our community. The benchmarks to success can be as many days as 150 days but even still the support doesn't cease. Employers and employees can contact us at anytime for assistance should it be necessary.
Program Success Monitoring
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.
DVR monitors the each placement and it is not deemed successful unless the employee, the employer and the employment specialist agree. Only then is each benchmark passed and can proceed to the next. As our employment specialist and staff coach the employee, documentation is placed in the DVR system.  
Program Success Examples
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.
One high school student, Judson graduated from our High School and was hired by Bayside Pet Resort. He has been very successful and enjoys his job. Bayside has been so satisfied with Judson that they have hired 2 others. We are thrilled to have such supportive employers in our community!
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
Program Success Monitoring Florida Sunshine State Standards Access Points and goal attainment as delineated on each student’s IEP
Program Success Examples
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.


Program Success Monitoring 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.
Program Success Examples
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.

Program Success Monitoring 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.
Program Success Examples

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.
Our programs includes The Lily School for Child Development, serves 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.  This program has been extended by establishing a private school, Easter Seals SWFL Academy for elementary grades. 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 focuses on the importance of giving every child equal opportunity to learn and to grow and to reach their fullest potential in those critical early years.
Budget $355,682
Category Education, General/Other Early Childhood Education
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
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 developmental 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 kindergarten-ready.
100% of children with disabilities will have the most viable IEP (individual education plan) developed for the achievement of their fullest potential.
Program Success Monitoring
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

Standardized Testing: Iowa Test Basic Skills 

Clinical Evaluation of Language Fundamentals-4

Comprehensive Assessment of Language

Bruininks-Oseretsky Test of Motor Proficiency-2

Program Success Examples
We invite you to visit to see examples of children who grow and overcome challenges through our inclusive programming. One includes a family that has been able to adopt 4 children from the progress that their 1st foster child received. Another includes twins who came to us at 18 months old with severe sensory issues causing them to be malnourished and in danger of being put on feeding tubes. Through our intensive therapy and educational programming, this was avoided and the 3-year old twins are thriving. 
Program Comments by Organization
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
CEO/Executive Director Mr. Tom Waters
CEO Term Start Oct 2014
CEO/Executive Director Email twaters@easterseals-swfl.org

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.

Former CEOs/Executive Directors
Mr. William Lloyd 2007 - Mar 2010
Mr. Wm Laddison Waldo CPASept 2007 - Oct 2014
Senior Staff
Don Herndon Director of Adult Services & VIP Academy
Nicole Murby Director of Children Services
Jannon Pierce Vice President
Linda Poteat-Brown Director of Human Resources
Staff & Volunteer Statistics
Full Time Staff 55
Part Time Staff 27
Staff Retention Rate % 75
Professional Development Yes
Contractors 3
Volunteers 120
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management 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
Greater Sarasota Chamber of Commerce
External Assessments and Accreditations
Awards & Recognition
Best Nonprofit Executive DirectorSRQ Magazine2016
Best Nonprofit FinalistSRQ Magazine0
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
Organization Licensed by the Government No
Fundraising Plan Yes
Communication Plan Yes
Strategic Plan Yes
Strategic Plan Years 3
Strategic Plan Adopted Sept 2015
Management Succession Plan No
Continuity of Operations Plan Yes
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Policies and Procedures Yes
Management Comments by Organization

Easter Seals’ management team consists of President/CEO Tom Waters, Vice President, Jannon Pierce, Employment Services & VIP Academy Director Don Herndon, Children & Adult Services Director Nicole Murby, and Director of Human Resources Linda Poteat-Brown.  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. 
Easter Seals is 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. 
Other Documents
Board Chair
Board Chair Mr Scott Rockwell
Company Affiliation Morgan Stanley
Board Term Sept 2017 to Aug 2018
Board Chair Email Scott.Rockwell@morganstanley.com
Board Members
Board Members
Mr. John Berkey TreasurerWells Fargo Advisors, LL
Mr. Gunner Davis Century 21 Beggins Enterprises
Mr. Doug Elmore Williams Parker Harrison Dietz & Getzen
Dr. Anthony Ferretti LECOM
Mr. Van Franklin Sun Hydraulics
Ms. Rose-Anne Frano Williams Parker Harrison Dietz & Getzen
Ms. Shirley Garneski BB&T Wealth Management
Ms. LaVerne Green SecretaryRetired
Mr. David Herbert Immediate Past ChairSun Hydraulics Corp.
Mr. Bob Huff Bayside Pet Resort
Ms. Kristin Jensen Tidewell Hospice
Mr. Paul Klick, III Paul Klick Real Estate
Ms. Lisa M. Mead Vice-ChairNorthern Trust
Mr. Will Morton CYD High School Student
Mr. Stan Muessle Global Outreach
Mr. David Otterness Willis A. Smith Construction, Inc.
Mr. Scott L. Rockwell ChairMorgan Stanley
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 16
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 12
Female 5
Unspecified 0
Board Term Lengths 3
Board Term Limits 3
Board Orientation Yes
Number of Full Board Meetings Annually 8
Board Meeting Attendance % 72
Board Self-Evaluation Yes
Written Board Selection Criteria Yes
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 33
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.
Current Year Projections
Tax Year Start Month Sept
Tax Year Start Day 01
Tax Year Begins 2017
Tax Year End Month Aug
Tax Year End Day 31
Tax Year Ends 2018
Projected Revenue $5,133,351.00
Projected Expenses $5,109,517.00
Total Projected Revenue includes "in-kind" contributions/ donations Yes
Organization has Endowment Yes
Endowment Value $3,719,317.00
Endowment Spending Policy Percentage
Endowment Spending Policy % 5
Capital Campaign
Currently In a Capital Campaign No
Campaign Purpose
Campaign Goal
Amount Raised To Date 0 as of 0
Financial Review
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 Year201720162015
Foundation and
Corporation Contributions
Government Contributions$215,389$170,858$156,039
Individual Contributions$694,373$735,860$910,863
Investment Income, Net of Losses$8,068$3,295$4,307
Membership Dues$0$0$0
Special Events$316,163$83,262$69,391
Revenue In-Kind$61,410$166,377$129,101
Expense Allocation
Fiscal Year201720162015
Program Expense$3,569,767$3,433,796$3,202,644
Administration Expense$136,062$130,209$133,505
Fundraising Expense$301,586$219,661$186,207
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.980.991.01
Program Expense/Total Expenses89%91%91%
Fundraising Expense/Contributed Revenue18%12%11%
Assets and Liabilities
Fiscal Year201720162015
Total Assets$2,061,432$2,068,794$2,055,827
Current Assets$640,794$564,837$540,202
Long-Term Liabilities$0$0$0
Current Liabilities$304,299$244,426$220,343
Total Net Assets$1,757,133$1,824,368$1,835,484
Top Funding Sources
Fiscal Year201720162015
Top Funding Source & Dollar AmountProgram Service Fees $2,213,433Program Service Revenue $1,859,796Program Service Revenue $1,793,302
Second Highest Funding Source & Dollar AmountContributions, gifts, grants $694,373Foundation & Corporate Support $905,135Contributions, gifts, grants $910,863
Third Highest Funding Source & Dollar AmountFoundation and Corporate Support $458,958Contributions, gifts, grants $735,860Foundation & Corporate Support $608,961
CEO/Executive Director Compensation $150,001 - $175,000
Tax Credits No
Short Term Solvency
Fiscal Year201720162015
Current Ratio: Current Assets/Current Liabilities2.112.312.45
Long Term Solvency
Fiscal Year201720162015
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization

Easter Seals is an excellent steward of donor dollars.  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
Phone 941 355-7637