SOUTHWESTERN MEDICAL DISTRICT (EIN 204101612) - 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

2006

Legal Domicile

Principal Officer

MICHAEL SERBER

Phone

2146487851

Tax Period

2023-01-01 to 2023-12-31

SOUTHWESTERN MEDICAL DISTRICT, founded in 2006, is a community nonprofit in the Health Care sector that reported $3.6M in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $774K, a strong 22% operating margin.

Mission

TO PROMOTE THE MISSION OF ITS CORPORATE MEMBERS, WHO PROVIDE HEALTHCARE SERVICES TO THE PUBLIC, THROUGH IMPROVEMENT OF PROPERTY AND SERVICES OF THE CORPORATE MEMBERS, AND BEAUTIFICATION OF SPECIFIED PUBLIC AREAS OF DALLAS, TEXAS 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 $3,535,746

Program Service Revenue $0

Investment Income $46,066

Other Revenue $0

TOTAL REVENUE $3,581,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,560,636

Other Expenses $2,807,328

TOTAL EXPENSES $2,807,328

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,581,812	$2,275,279	+0.6%
Expenses	$2,807,328	$2,921,984	0.0%
Net Income	$774,484	$-646,705	-2.2%

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

N/A

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

$5,088,257

Total Directors

$10,197,287

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL PODOLSKY MD	PRESIDENT	1.00	Officer Director	$0	$44,226	$3,109,544
DAVID BIEGLER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
RICHARD HUMPHREY	ASSISTANT TREASURER	1.00	Officer Director	$0	$55,198	$769,078
CHRISTOPHER DUROVICH	DIRECTOR	1.00	Director	$0	$72,765	$4,164,794
FREDERICK CERISE MD	DIRECTOR	1.00	Director	$0	$66,132	$1,116,229
JOHN WARNER MD	DIRECTOR	1.00	Director	$0	$0	$0
MARGE PETTY JD	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS MONTGOMERY	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY CRAWFORD	DIRECTOR	1.00	Director	$0	$44,226	$1,037,642
MICHAEL SERBER	TREASURER	1.00	Officer	$0	$50,503	$529,491
RUBEN ESQUIVEL	SECRETARY	0.80	Officer	$0	$33,425	$246,743
STEPHANIE SMITH	ASSISTANT SECRETARY	1.00	Officer	$0	$72,709	$433,401

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	No data	No data	No data	No data
2023	$3,581,812	$2,807,328	$2,002,180	$774,484
2022	$2,275,279	$2,921,984	$1,513,828	$-646,705
2021	$1,642,712	$1,817,437	$1,793,421	$-174,725
2020	$1,703,480	$1,922,850	$2,084,444	$-219,370
2019	$2,128,182	$2,510,877	$2,307,711	$-382,695
2018	$1,362,687	$2,665,831	$2,786,462	$-1,303,144

SOUTHWESTERN MEDICAL DISTRICT