SOUTHWEST TRAINING SERVICES INC (EIN 251847484) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

LISA L NEIL

Phone

7242291350

Tax Period

2022-07-01 to 2023-06-30

SOUTHWEST TRAINING SERVICES INC, founded in 2000, is a community nonprofit in the Employment sector that reported $2.4M in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year.

Mission

TO PROVIDE COMPREHENSIVE TRAINING SERVICES

🔒

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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $2,388,266

Program Service Revenue $0

Investment Income $0

Other Revenue $8,680

TOTAL REVENUE $2,396,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,281,500

Fundraising Expenses $0

Program Expenses $2,164,817

Other Expenses $1,108,330

TOTAL EXPENSES $2,389,830

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,396,946	$2,569,243	-0.1%
Expenses	$2,389,830	$2,568,320	-0.1%
Net Income	$7,116	$923	+6.7%

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

Governance

Voting Members

Independent Members

Employees

134

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

$228,005

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIANNE ALBERT	CHAIRMAN	0.50	Director	$0	$0	$0
MATTHEW URAM	VICE-CHAIRMAN	0.50	Director	$0	$0	$0
LEANNA SPADA	SECRETARY	0.50	Director	$0	$0	$0
JUSTIN GATTEN	TREASURER	0.50	Director	$0	$0	$0
RACHEL MAUER	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN TKACH	BOARD MEMBER	0.50	Director	$0	$0	$0
APRIL L JONES	BOARD MEMBER	0.50	Director	$0	$0	$0
LISA L NEIL	PRESIDENT	40.00	Officer	$86,527	$31,040	$117,567
CYNTHIA A DERRICO	VICE-PRESIDENT	40.00	Officer	$78,750	$31,688	$110,438

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	No data	No data	No data	No data
2023	$2,396,946	$2,389,830	$202,631	$7,116
2022	$2,569,243	$2,568,320	$243,432	$923
2021	$2,812,670	$2,820,947	$235,726	$-8,277
2020	$2,716,121	$2,717,776	$205,829	$-1,655
2019	$2,544,293	$2,568,456	$177,655	$-24,163
2018	$1,986,577	$1,995,518	$180,569	$-8,941

SOUTHWEST TRAINING SERVICES INC