SOUTHWESTERN AHEC 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

2001

Legal Domicile

Principal Officer

FERNANDO MORALES

Phone

2033725503

Tax Period

2023-10-01 to 2024-09-30

SOUTHWESTERN AHEC INC, founded in 2001, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $1.3M left a modest 4% surplus.

Mission

THE MISSION OF THE ORGANIZATION IS TO OPEN DOORS TO BETTER HEALTH IN UNDERSERVED COMMUNTIES THROUGH EDUCATION, OUTREACH AND CAREERS.

Program Service Accomplishments

Program 1

Expenses: $305,597

PUBLIC HEALTH: A VARIETY OF PUBLIC HEALTH PROGRAMS ARE DESIGNED TO PROVIDE COMMUNITY EDUCATION AND OUTREACH SERVICES TO FAMILIES IN THE FAIRFIELD COUNTY AREA. THE IMMUNIZATION ACTION PLAN PROGRAM...

PUBLIC HEALTH: A VARIETY OF PUBLIC HEALTH PROGRAMS ARE DESIGNED TO PROVIDE COMMUNITY EDUCATION AND OUTREACH SERVICES TO FAMILIES IN THE FAIRFIELD COUNTY AREA. THE IMMUNIZATION ACTION PLAN PROGRAM WORKS WITH FAMILIES TO ENSURE THEIR CHILDREN WHO NEED TO BE IMMUNIZED ARE REFERRED TO PEDIATRICIANS. THEY ALSO ASSIST PEDIATRICIAN OFFICES AND OTHER CARE PROVIDERS TO COMPLY WITH STATE REGULATIONS AND MAINTAIN THE CONNECTICUT IMMUNIZATION INFORMATION SYSTEM (CT-WIZ) WITH UP-TO- DATE DATA.

Program 2

Expenses: $944,883 Revenue: $138,562

WORK FORCE DEVELOPMENT: A VARIETY OF EDUCATIONAL PROGRAMS ARE DESIGNED AND IMPLEMENTED TO MEET THE NEEDS FOR PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION OF HEALTH AND HUMAN SERVICE PROVIDERS...

WORK FORCE DEVELOPMENT: A VARIETY OF EDUCATIONAL PROGRAMS ARE DESIGNED AND IMPLEMENTED TO MEET THE NEEDS FOR PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION OF HEALTH AND HUMAN SERVICE PROVIDERS. COMMUNITY HEALTH WORKERS (CHWS) AS AN EMERGING WORKFORCE ARE TRAINED ON CORE COMPETENCIES IN OR ORDER TO BETTER SERVE UNDERSERVED COMMUNITIES. COMMUNITY-BASED EXPERIENTIAL TRAINING (CBET) SUPPORT TEAMS OF HEALTH PROFESSION STUDENTS AND CONNECT THEM WITH SPECIFIC POPULATION TO BETTER UNDERSTAND SOCIAL DETERMINANTS OF HEALTH (SDOH) AND HOW THIS AFFECTS THE HEALTH AND WELL-BEING OF UNDERSERVED COMMUNITIES. HEALTH CAREER AWARENESS IS DELIVERED TO STUDENTS IN FROM JUNIOR HIGH TO HIGH SCHOOLS TO ENCOURAGE AND DEVELOP AN INTEREST IN SEEKING A HEALTH CAREER AS AN OPPORTUNITY TO BRING BACK TO THEIR COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,251,686

Program Service Revenue $138,562

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,390,248

Expense Breakdown

Grants Paid $0

Salaries & Benefits $867,960

Fundraising Expenses $0

Program Expenses $1,250,480

Other Expenses $460,425

TOTAL EXPENSES $1,328,385

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,390,248	$1,647,791	-0.2%
Expenses	$1,328,385	$1,525,231	-0.1%
Net Income	$61,863	$122,560	-0.5%

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

Volunteers

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

$103,041

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FERNANDO MORALES	EXECUTIVE DI	40.00	Officer	$81,716	$21,325	$103,041
V MICHAEL SIMKO ESQ	PRESIDENT	1.00	Officer Director	$0	$0	$0
YERITZA VEGA MBA	DIRECTOR	1.00	Director	$0	$0	$0
AMY LEHANY MPH	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY I LAWSON MPH	DIRECTOR	1.00	Director	$0	$0	$0
SUMIT SHARMA MPH	DIRECTOR	1.00	Director	$0	$0	$0
KAREN SMITH MSW	TREASURER	1.00	Officer Director	$0	$0	$0

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	No data	No data	No data	No data
2024	$1,390,248	$1,328,385	$816,137	$61,863
2023	$1,647,791	$1,525,231	$601,402	$122,560
2022	$1,289,063	$1,251,641	$442,599	$37,422
2021	$1,246,028	$1,167,858	$380,984	$78,170
2020	$520,763	$501,329	$262,370	$19,434
2019	$613,460	$606,261	$312,845	$7,199
2018	$720,976	$682,249	$253,346	$38,727