Southwest Jewish Congress

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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

2009

Legal Domicile

Principal Officer

SUSAN MYERS

Phone

2143610018

Tax Period

2024-06-01 to 2025-05-31

Southwest Jewish Congress, founded in 2009, is a small nonprofit in the International Affairs sector that reported $132K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $127K left a modest 4% surplus.

Mission

SOUTHWEST JEWISH CONGRESS (SWJC) IS A MEMBERSHIP ORGANIZATION OPEN TO ALL THAT WELCOMES DIVERSITY AND BUILDS BRIDGES THROUGHOUT OUR COMMUNITY. WE PROVIDE QUALITY EDUCATIONAL PROGRAMS AND EVENTS: SUPPORTING US CONSTITUTIONAL AND HUMAN RIGHTS; REGARDING JEWISH CULTURE AND HISTORY; PROMOTING ISRAEL AND ITS ROLE IN THE WORLD; AND HONORING THOSE WHO HAVE SIGNIFICANTLY CONTRIBUTED TO THE ADVANCEMENT OF OUR SOCIETY, CULTURE AND LIVES.

Program Service Accomplishments

Program 1

Expenses: $65,210 Revenue: $633

Joined with other organizations, universities, and synagogues to provide programs, lectures and film screenings which were free and open to the public.

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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 (2024)

Revenue Breakdown

Contributions & Grants $132,277

Program Service Revenue $0

Investment Income $9,547

Other Revenue $-10,111

TOTAL REVENUE $131,713

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,180

Fundraising Expenses $48,694

Program Expenses $65,210

Other Expenses $71,766

TOTAL EXPENSES $126,946

Year-over-Year Comparison

	2024	2023	Change
Revenue	$131,713	$168,889	-0.2%
Expenses	$126,946	$84,216	+0.5%
Net Income	$4,767	$84,673	-0.9%

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

$45,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN MYERS	EXECUTIVE DIRECTOR	40.0	Officer	$45,000	$0	$45,000
Susie Avnery	President	1.0	Officer Director	$0	$0	$0
MICHAEL COHEN	Board Member	1.0	Director	$0	$0	$0
kevin bolton	VP COMMUNITY RELATIONS	1.0	Officer Director	$0	$0	$0
LINDA GARNER	Board Member	1.0	Director	$0	$0	$0
MONTY MONCIBAIS	Board Member	1.0	Director	$0	$0	$0
Nelda Golden	Vice President Programming	1.0	Officer Director	$0	$0	$0
JEFFREY WEISS	Board Member	1.0	Director	$0	$0	$0
Brenda Jackson	Board Member	1.0	Director	$0	$0	$0
Marla Janco	BOARD MEMBER	1.0	Director	$0	$0	$0
Harry Ploss	Founding Chair & TreasurER	1.0	Officer Director	$0	$0	$0
Cindy Ray	Vice President Fundraising	1.0	Officer Director	$0	$0	$0
Michelle Shriro	Board Member	1.0	Director	$0	$0	$0
Rose Stromberg	BOARD MEMBER	1.0	Director	$0	$0	$0
HELEN KALMANS ROTH	BOARD MEMBER	1.0	Director	$0	$0	$0
LYNN TOWERY	SECRETARY	1.0	Officer Director	$0	$0	$0
ANITA WEINSTEIN	BOARD MEMBER	1.0	Director	$0	$0	$0
Jonathan Spigel	Immediate Past Chair	1.0	Officer Director	$0	$0	$0
pearl garza fracchia	VP COMMUNITY RELATIONS	1.0	Officer Director	$0	$0	$0

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	$131,713	$126,946	$206,329	$4,767
2024	$168,889	$84,216	$201,562	$84,673
2023	$120,356	$71,191	$116,889	$49,165