SOUTHWEST INSTITUTE FOR EDUCATION & CONSERVATION (EIN 208365069) - 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

2007

Legal Domicile

Principal Officer

STACEY ALFANDRE

Phone

9702598607

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST INSTITUTE FOR EDUCATION & CONSERVATION, founded in 2007, is a micro nonprofit in the Community Improvement sector that reported $19K in total revenue in fiscal year 2024. Net assets of $2.4M represent 1489 months of operating reserves.

Mission

TO PROVIDE A QUALITY, AFFORDABLE, AND STABLE MULTI-TENNANT NONPROFIT FACILITY TO SERVE THE EDUCATIONAL AND JOB SKILL NEEDS OF ADULTS AND FAMILIES IN A SUPPORTIVE ENVIRONMENT WITH CHILDCARE ON SITE

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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 $0

Program Service Revenue $0

Investment Income $326

Other Revenue $18,924

TOTAL REVENUE $19,250

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $19,186

TOTAL EXPENSES $19,186

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,250	$-14,807	-2.3%
Expenses	$19,186	$29,742	-0.4%
Net Income	$64	$-44,549	-1.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANELLE DOUGHTY	DIRECTOR	1.00	Director	$0	$0	$0
KRISTA ROGERS 6420	SECRETARY	2.00	Officer Director	$0	$0	$0
SUSAN HAKANSON	TREASURER	2.00	Officer Director	$0	$0	$0
AMY SOVOCOOL	DIRECTOR	1.00	Director	$0	$0	$0
DEAN BROOKIE	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW GOMEZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
KEVIN HEINER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
STACEY ALFANDRE 4324	SECRETARY	2.00	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
2024	No data	No data	No data	No data
2024	$19,250	$19,186	$6,149,472	$64
2023	$-53,197	$80,017	$6,144,743	$-133,214
2022	$21,688	$68,023	$6,381,562	$-46,335
2021	$11,868	$68,499	$6,530,870	$-56,631
2020	$9,174	$86,625	$6,679,605	$-77,451
2019	$-23,769	$68,014	$6,831,776	$-91,783
2018	$11,414	$72,440	$6,999,489	$-61,026

SOUTHWEST INSTITUTE FOR EDUCATION & CONSERVATION