SOUTHWESTERN COMMUNITY SERVICES INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

MARGARET FREEMAN

Phone

6033527512

Tax Period

2024-06-01 to 2025-05-31

SOUTHWESTERN COMMUNITY SERVICES INC, founded in 1965, is a mid-sized nonprofit in the Human Services sector that reported $18.6M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

SCS STRIVES TO EMPOWER LOW INCOME PEOPLE AND FAMILIES. WITH DIGNIGTY AND RESPECT, SCS WILL PROVIDE DIRECT ASSISTANCE, REDUCE STRESSORS, AND ADVOCATE FOR SUCH PERSONS AND FAMILIES AS THEY LIFT THEMSELVES TOWARD SELF-SUFFICIENCY.

Program Service Accomplishments

Program 1

Expenses: $15,934,197 Revenue: $3,457,697

ANTI-POVERTY AND SELF-HELP PROGRAMS FOR THE POOR AND ELDERLY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,097,683

Program Service Revenue $3,072,143

Investment Income $12,696

Other Revenue $372,858

TOTAL REVENUE $18,555,380

Expense Breakdown

Grants Paid $6,285,184

Salaries & Benefits $8,063,554

Fundraising Expenses $0

Program Expenses $15,934,197

Other Expenses $4,018,623

TOTAL EXPENSES $18,367,361

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,555,380	$20,952,839	-0.1%
Expenses	$18,367,361	$19,539,287	-0.1%
Net Income	$188,019	$1,413,552	-0.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

188

Volunteers

1453

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$306,961

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN WATTERSON	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
DOMINIC PERKINS	TREASURER/SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID EDKINS	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
ANNE BEATTIE	DIRECTOR	1.00	Director	$0	$0	$0
JAY KAHN	DIRECTOR	1.00	Director	$0	$0	$0
DEREK FERLAND	DIRECTOR	1.00	Director	$0	$0	$0
KERRY BELKNAP MORRIS	DIRECTOR	2.00	Director	$0	$0	$0
RON NASON	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER CAMERON	DIRECTOR	1.00	Director	$0	$0	$0
ANDY BOHANNON	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET FREEMAN	CHIEF FINANCIAL OFFICER	40.00	Officer	$112,239	$37,040	$149,279
BETH DANIELS	CHIEF EXECUTIVE OFFICER	40.00	Officer	$131,638	$26,044	$157,682

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$18,555,380	$18,367,361	$17,905,054	$188,019
2024	$20,952,839	$19,539,287	$18,140,971	$1,413,552
2023	$26,571,633	$26,763,064	$17,769,422	$-191,431
2022	$28,251,643	$27,372,940	$18,384,799	$878,703
2021	$21,133,900	$17,863,582	$16,568,638	$3,270,318
2020	$13,908,159	$13,883,663	$12,380,141	$24,496
2019	$15,573,013	$14,178,258	$12,306,902	$1,394,755