SOUTHWEST LMC (EIN 274188825) - 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

2011

Legal Domicile

Principal Officer

SHERRY THOMAS

Phone

3043999000

Tax Period

2025-01-01 to 2025-12-31

SOUTHWEST LMC, founded in 2011, is a mid-sized nonprofit in the Recreation & Sports sector that reported $52.7M in total revenue in fiscal year 2025. Revenue surged 109% from the prior year, signaling strong growth momentum.

Mission

TO IMPROVE LABOR-MANAGEMENT RELATIONSHIPS, JOB SECURITY, COMPETITIVENESS, PRODUCTIVITY, ORGANIZATIONAL EFFECTIVENESS AND ECONOMIC DEVELOPMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $52,211,123

Investment Income $0

Other Revenue $459,112

TOTAL REVENUE $52,670,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $241,733

TOTAL EXPENSES $54,095,791

Year-over-Year Comparison

	2025	2024	Change
Revenue	$52,670,235	$25,157,925	+1.1%
Expenses	$54,095,791	$23,577,463	+1.3%
Net Income	$-1,425,556	$1,580,462	-1.9%

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

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
JEFF MCGUFFEY	DIRECTOR	5.00	Director	$0	$0	$0
JOSH QUINN	DIRECTOR	5.00	Director	$0	$0	$0
BRIAN DEW	DIRECTOR	5.00	Director	$0	$0	$0
PAT HOOK	DIRECTOR	5.00	Director	$0	$0	$0
DAVID GROSS	DIRECTOR	5.00	Director	$0	$0	$0
WILLIAM HAMILTON	DIRECTOR	5.00	Director	$0	$0	$0
JEREMY RYAN	DIRECTOR	5.00	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
2025	$52,670,235	$54,095,791	$725,724	$-1,425,556
2024	$25,157,925	$23,577,463	$2,145,269	$1,580,462
2023	$10,895,763	$10,618,938	$565,313	$276,825
2022	$12,090,619	$12,166,668	$288,057	$-76,049
2021	$8,913,283	$8,733,414	$364,106	$179,869
2020	$8,133,541	$8,109,274	$184,122	$24,267
2019	$7,808,985	$7,762,788	$157,201	$46,197
2018	$6,568,782	$6,541,263	$111,004	$27,519

SOUTHWEST LMC