SOUTHWINDS INC (EIN 251460522) - 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

1983

Legal Domicile

Principal Officer

LAURA DEDI

Phone

7248365429

Tax Period

2021-07-01 to 2021-12-31

SOUTHWINDS INC, founded in 1983, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2021. Revenue fell 75% from the prior year — a significant decline worth monitoring.

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.

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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 (2021)

Revenue Breakdown

Contributions & Grants $62,735

Program Service Revenue $1,380,192

Investment Income $1,664

Other Revenue $249,687

TOTAL REVENUE $1,694,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $773,532

Fundraising Expenses $5,263

Program Expenses $1,046,122

Other Expenses $884,250

TOTAL EXPENSES $1,657,782

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,694,278	$6,673,120	-0.7%
Expenses	$1,657,782	$5,776,848	-0.7%
Net Income	$36,496	$896,272	-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

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

$208,665

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	$102,927	$25,005	$127,932
JOY WEBER	FINANCE DIRECTOR	40.00	Officer	$64,989	$15,744	$80,733

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

SOUTHWINDS INC