SOUTHWEST ORGANIZATIONS UNIFYING RESOURCES FOR OUR COMMUNITY AND EMPLOYEE (EIN 204403571) - 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

ALISON FREAS

Phone

6164525295

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST ORGANIZATIONS UNIFYING RESOURCES FOR OUR COMMUNITY AND EMPLOYEE, founded in 2006, is a community nonprofit in the Employment sector that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $321K, a strong 20% operating margin.

Mission

SUPPORT FAMILIES AND EMPLOYEES BY NETWORKING WITHIN THE COMMUNITY TO SHARE INFORMATION AND BEST PRACTICES AND TO POOL AND LEVERAGE COMMUNITY RESOURCES IN AN EFFORT TO SUSTAIN AND ASSIST INDIVIDUALS TO IMPROVE ECONOMIC SELF-SUFFICIENCY AND FAMILY WELLNESS.

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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 $998,491

Program Service Revenue $270,399

Investment Income $13,866

Other Revenue $299,153

TOTAL REVENUE $1,581,909

Expense Breakdown

Grants Paid $0

Salaries & Benefits $961,011

Fundraising Expenses $0

Program Expenses $1,088,151

Other Expenses $299,921

TOTAL EXPENSES $1,260,932

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,581,909	$1,450,262	+0.1%
Expenses	$1,260,932	$1,096,191	+0.2%
Net Income	$320,977	$354,071	-0.1%

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

N/A

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

$120,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA ENGLAND	DIRECTOR	1.00	Director	$0	$0	$0
BECKY PLOEG	PRESIDENT	1.00	Director	$0	$0	$0
STEPHANIE SCHOENHERR	SECRETARY	1.00	Director	$0	$0	$0
ALISON FREAS	EXECUTIVE DIRECTOR	40.00	Officer	$120,000	$0	$120,000
GINA TRIICK	TREASURER	2.00	Officer	$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
2024	$1,581,909	$1,260,932	$2,389,213	$320,977
2023	$1,450,262	$1,096,191	$1,810,351	$354,071
2022	$1,075,545	$1,115,701	$1,433,438	$-40,156
2021	$1,024,899	$983,696	$685,940	$41,203
2020	$1,587,713	$1,264,006	$1,098,722	$323,707
2019	$1,200,784	$1,200,991	$872,941	$-207
2018	$714,617	$739,879	$753,501	$-25,262

SOUTHWEST ORGANIZATIONS UNIFYING RESOURCES FOR OUR COMMUNITY AND EMPLOYEE