University of the Southwest Foundation (EIN 237424724) - 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

1974

Legal Domicile

Phone

5753926561

Tax Period

2023-06-01 to 2024-05-31

University of the Southwest Foundation, founded in 1974, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 83% operating margin.

Mission

To support the mission and operations of University of the Southwest.

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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 $1,445,425

Program Service Revenue $0

Investment Income $1,003,404

Other Revenue $617,694

TOTAL REVENUE $3,066,523

Expense Breakdown

Grants Paid $523,361

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $523,361

Other Expenses $0

TOTAL EXPENSES $523,361

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,066,523	$1,911,382	+0.6%
Expenses	$523,361	$367,325	+0.4%
Net Income	$2,543,162	$1,544,057	+0.6%

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

$418,708

Total Directors

$260,528

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	CEO	1.0	Officer Director	$0	$12,628	$260,528
N/A	Vice-Chair	1.0	Officer Director	$0	$0	$0
N/A	Chair	1.0	Officer Director	$0	$0	$0
N/A	Secretary	1.0	Officer Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board member	1.0	Director	$0	$0	$0
N/A	Treasurer	1.0	Officer	$0	$14,478	$158,180

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
2025	No data	No data	No data	No data
2024	$3,066,523	$523,361	$20,411,212	$2,543,162
2023	$1,911,382	$367,325	$15,871,164	$1,544,057
2022	$2,194,168	$355,189	$13,945,988	$1,838,979
2021	$1,233,387	$309,971	$12,941,673	$923,416
2020	$766,381	$275,452	$9,029,785	$490,929
2019	$564,147	$265,842	$7,839,577	$298,305

University of the Southwest Foundation