SERVICE ORGANIZATION OF CONCHO VALLEY (EIN 300597868) - 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

2010

Legal Domicile

Principal Officer

STACI WETZ

Phone

8067911591

Tax Period

2019-10-01 to 2020-09-30

SERVICE ORGANIZATION OF CONCHO VALLEY, founded in 2010, is a community nonprofit that reported $6.7M in total revenue in fiscal year 2019. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.6M, a strong 39% operating margin.

Mission

TO ASSIST IN THE FINANCING OF HEALTH CARE TO THE PUBLIC, PRIMARILY IN UNDERSERVED RURAL AREAS BY CONTRACTING WITH DIFFERENT MEDICAL PROVIDERS TO PROVIDE THEIR SERVICES TO THESE UNDERSERVED COMMUNITIES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $6,740,374

Program Service Revenue $0

Investment Income $235

Other Revenue $0

TOTAL REVENUE $6,740,609

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,117,134

Other Expenses $4,117,134

TOTAL EXPENSES $4,117,134

Year-over-Year Comparison

	2019	2018	Change
Revenue	$6,740,609	$5,148,943	+0.3%
Expenses	$4,117,134	$6,208,003	-0.3%
Net Income	$2,623,475	$-1,059,060	-3.5%

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
STACI WETZ	PRESIDENT/CHAIRMAN	1.00	Director	$0	$0	$0
SHANE PLYMELL	VICE PRESIDENT/VICE CHAIRM	1.00	Director	$0	$0	$0
TIM JONES	SECRETARY/TREASURER	1.00	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
2020	$6,740,609	$4,117,134	$4,071,732	$2,623,475
2019	$5,148,943	$6,208,003	$1,448,257	$-1,059,060
2018	$8,173,934	$7,841,841	$2,507,317	$332,093

SERVICE ORGANIZATION OF CONCHO VALLEY