Southwest Educational Partners for Training (EIN 271421966) - 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

2013

Legal Domicile

Principal Officer

Robert Baade

Phone

5056813572

Tax Period

2022-07-01 to 2023-06-30

Southwest Educational Partners for Training, founded in 2013, is a small nonprofit in the Employment sector that reported $293K in total revenue in fiscal year 2022.

Mission

To improve opportunities for low-income youth and adults by providing leadership, career, educational, economic and lifestyle skills building and assistance to promote environmental and economic sustainability through community development programs targeting low-income youth and adults, and to provide opportunities for youth and adults to engage in community service programs and activities.

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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 (2022)

Revenue Breakdown

Contributions & Grants $292,612

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $292,612

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,722

Fundraising Expenses $0

Program Expenses $302,350

Other Expenses $237,478

TOTAL EXPENSES $310,200

Year-over-Year Comparison

	2022	2021	Change
Revenue	$292,612	N/A	N/A
Expenses	$310,200	N/A	N/A
Net Income	$-17,588	N/A	N/A

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Baade	President	5.00	Officer Director	$0	$0	$0
Dan Frampton	Secretary	0.00	Director	$0	$0	$0
Nathan Lyons	Director	0.00	Director	$0	$0	$0
Nathan Lyons	Director	0.00	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
2024	No data	No data	No data	No data
2023	$292,612	$310,200	$124,096	$-17,588
2021	$402,845	$262,994	$199,581	$139,851

Southwest Educational Partners for Training