University of the Southwest Foundation

EIN: 237424724 501(c)(3)

Hobbs, NM

Total Revenue
$3,066,523
Total Expenses
$523,361
Total Assets
$20,411,212
Net Assets
$20,411,212
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
NM
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, a Christ-centered educational community dedicated to developing men and women for a lifetime of servant leadership by emphasizing faith, responsibility and initiative.

Program Service Accomplishments

Program 1
Expenses: $523,361

Support the mission and operation of University of the Southwest by providing funds for scholarships and operations.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
9
Independent Members
8
Employees
N/A
Volunteers
8

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
$418,708
Total Directors
9
$260,528
Key Employees
0
$0
Highest Compensated
0
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
Explore More Nonprofits
→Top 100 Nonprofits in New Mexico →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare University of the Southwest Foundation with other nonprofits in New Mexico and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.