SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION (EIN 161207512) - Form 990 Financial Analysis & Trantor Score

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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

1981

Legal Domicile

Principal Officer

Patricia Jackson

Phone

5854363090

Tax Period

2023-10-01 to 2024-09-30

SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION, founded in 1981, is a small nonprofit in the Human Services sector that reported $360K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $503K exceeded revenue, resulting in a 40% operating deficit.

Mission

To improve the quality of life for residents and families in SouthWest Rochester.

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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 $334,602

Program Service Revenue $4,521

Investment Income $60

Other Revenue $20,700

TOTAL REVENUE $359,883

Expense Breakdown

Grants Paid $40,087

Salaries & Benefits $294,616

Fundraising Expenses $0

Program Expenses $384,883

Other Expenses $168,118

TOTAL EXPENSES $502,821

Year-over-Year Comparison

	2023	2022	Change
Revenue	$359,883	$532,853	-0.3%
Expenses	$502,821	$600,822	-0.2%
Net Income	$-142,938	$-67,969	+1.1%

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

$53,654

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brendan Francis Started 2024	Member	1.00	Officer Director	$0	$0	$0
Randolph Geeter Started 2023	Member	1.00	Director	$0	$0	$0
Pastor Gail Berkes Started 2023	Member	1.00	Officer Director	$0	$0	$0
Woodrow Hammond	President	5.00	Officer Director	$0	$0	$0
Carol Kendrick	Interim Vice President	3.30	Director	$0	$0	$0
Paul Flagg Started 2023	Member	1.00	Director	$0	$0	$0
Sister Marsha Allen	Member	1.00	Director	$0	$0	$0
Patricia Jackson	Executive Director	40.00	Officer	$53,654	$0	$53,654

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
2024	$359,883	$502,821	$227,695	$-142,938
2023	$532,853	$600,822	$340,947	$-67,969
2022	$979,430	$832,222	$478,887	$147,208
2021	$307,391	$313,823	$392,519	$-6,432
2020	$281,399	$251,954	$400,455	$29,445
2019	$497,652	$312,491	$431,368	$185,161
2018	$401,125	$429,807	$169,295	$-28,682

SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION