SOUTHWEST AREA NEIGHBORHOOD ASSOCI… - Form 990 Financial Data

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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

SWAN is a neighborhood association that is dedicated to improving the quality of life for the residents and families in the SouthWest community.

Program Service Accomplishments

Program 1

Expenses: $57,266 Revenue: $4,521

Nutrition Program: SWAN provides seniors who reside in zip codes 14608, 11 and 19 with services and programs designed to keep them healthy and active. They receive a nutritious meal every day along with activities, exercise classes, line dancing, BINGO games and field trips. The program is funded through Monroe County's Office for the Aging.This program is supported with $56,209 in government grant contributions found on the form 990, Page 9, Part VIII line 1(h).

Program 2

Expenses: $77,284

Family Emergency Program. Under this program SWAN provides emergency assistance for residents residing in zip codes 14608, 11 and 19 with rental, utility and food assistance. They also can get bus...

Family Emergency Program. Under this program SWAN provides emergency assistance for residents residing in zip codes 14608, 11 and 19 with rental, utility and food assistance. They also can get bus passes and referrals for other services. SWAN provides case management to them as well.This program is supported with $59,251 in contributions from United Way found on the form 990, Page 9, Part VIII line 1(a).

Program 3

Expenses: $90,763

NYS Preservation Program. Under this program we provide assistance to low-income homeowners with minor repairs to their homes in zip codes 14608, 11 and 19. We assist with the Jefferson Avenue and...

NYS Preservation Program. Under this program we provide assistance to low-income homeowners with minor repairs to their homes in zip codes 14608, 11 and 19. We assist with the Jefferson Avenue and Genesee Street Business Associations in the planning of their activities and clean-ups. We work with community churches and block clubs on community events. We partner with the City of Rochester and the Neighborhood Service Center on Public Safety initiatives such as National Night Out.This program is supported with $141,082 in government grant and ESL grant contributions found on the form 990, Page 9, Part VIII line 1(h).

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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