SOUTHWINDS INC

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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

1983

Legal Domicile

Principal Officer

LAURA DEDI

Phone

4124461080

Tax Period

2020-07-01 to 2021-06-30

SOUTHWINDS INC, founded in 1983, is a community nonprofit that reported $6.7M in total revenue in fiscal year 2020. Expenses of $5.8M left a modest 13% surplus.

Mission

SOUTHWINDS' MISSION IS TO PROVIDE RESIDENCES FOR DEVELOPMENTALLY CHALLENGED PERSONS IN THE COMMUNITY, WHILE ENHANCING THEIR QUALITY OF LIFE AND OFFERING OPPORTUNITIES FOR SPECIALIZED PROGRAMS, SOCIAL INVOLVEMENT, AND INDEPENDENCE.

Program Service Accomplishments

Program 1

Expenses: $4,663,290 Revenue: $5,953,550

COMMUNITY LIVING ARRANGEMENTS FOR DEVELOPMENTALLY CHALLENGED PERSONS. SOUTHWINDS PROVIDED SERVICES TO 39 INDIVIDUALS DURING THE FISCAL YEAR.

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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 (2020)

Revenue Breakdown

Contributions & Grants $678,067

Program Service Revenue $5,813,221

Investment Income $12,171

Other Revenue $169,661

TOTAL REVENUE $6,673,120

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,027,177

Fundraising Expenses $14,379

Program Expenses $4,663,290

Other Expenses $1,749,671

TOTAL EXPENSES $5,776,848

Year-over-Year Comparison

	2020	2019	Change
Revenue	$6,673,120	$6,251,999	+0.1%
Expenses	$5,776,848	$5,587,203	+0.0%
Net Income	$896,272	$664,796	+0.3%

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

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

$281,187

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW DESILVA	BOARD MEMBER	1.00	Director	$0	$0	$0
DINA MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
COLIN A MORGAN ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF MOCK	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHANIE WRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA DEDI	CHAIR	1.00	Officer Director	$0	$0	$0
ERIN FLYNN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM HICKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTEN TAGGERT	BOARD MEMBER	1.00	Director	$0	$0	$0
LOREACE BODNAR	BOARD MEMBER	1.00	Director	$0	$0	$0
STACEY KUBALA	EXECUTIVE DIRECTOR	40.00	Officer	$143,530	$21,016	$164,546
JOY WEBER	FINANCE DIRECTOR	40.00	Officer	$106,746	$9,895	$116,641

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
2021	$6,673,120	$5,776,848	$6,216,227	$896,272
2021	$1,694,278	$1,657,782	No data	$36,496
2020	$6,251,999	$5,587,203	$5,828,295	$664,796
2019	$6,090,713	$5,215,487	$4,649,139	$875,226
2018	$5,923,416	$5,017,806	$3,568,181	$905,610