SOUTHWEST AUTISM RESEARCH AND RESOURCE CENTER (EIN 311496646) - 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

1996

Legal Domicile

Principal Officer

DANIEL OPENDEN

Phone

6023408717

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST AUTISM RESEARCH AND RESOURCE CENTER, founded in 1996, is a mid-sized nonprofit in the Medical Research sector that reported $25.0M in total revenue in fiscal year 2024. The organization ran a surplus of $5.0M, a strong 20% operating margin.

Mission

TO ADVANCE RESEARCH AND PROVIDE A LIFETIME OF SUPPORT FOR INDIVIDUALS WITH AUTISM & THEIR FAMILIES.

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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 $9,753,427

Program Service Revenue $14,796,260

Investment Income $807,823

Other Revenue $-328,695

TOTAL REVENUE $25,028,815

Expense Breakdown

Grants Paid $77,418

Salaries & Benefits $15,814,876

Fundraising Expenses $1,617,207

Program Expenses $14,933,294

Other Expenses $4,165,060

TOTAL EXPENSES $20,057,354

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,028,815	$23,394,092	+0.1%
Expenses	$20,057,354	$18,045,018	+0.1%
Net Income	$4,971,461	$5,349,074	-0.1%

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

310

Volunteers

970

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

$1,261,101

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE WILKINSON PHD	CHAIR	1.00	Officer Director	$0	$0	$0
CHADWICK CAMPBELL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
STEPHANIE KING	SECRETARY	1.00	Officer Director	$0	$0	$0
JASON LATTIN	TREASURER	1.00	Officer Director	$0	$0	$0
JULIE ALPERT	MEMBER	1.00	Director	$0	$0	$0
TOM BAKER	MEMBER	1.00	Director	$0	$0	$0
LESLIE BARAKAT	MEMBER	1.00	Director	$0	$0	$0
GREGORY BERNOSKY	MEMBER	1.00	Director	$0	$0	$0
PEARL CHANG ESAU	MEMBER	1.00	Director	$0	$0	$0
RYAN EWING	MEMBER	1.00	Director	$0	$0	$0
ANTHONY HERRO	MEMBER	1.00	Director	$0	$0	$0
MARK ISAACS	MEMBER	1.00	Director	$0	$0	$0
SCOTT WALLACE	MEMBER	1.00	Director	$0	$0	$0
CHARLIE MARKLE	MEMBER	1.00	Director	$0	$0	$0
AMIR NIZAM	MEMBER	1.00	Director	$0	$0	$0
PAIGE ROTHERMEL	MEMBER	1.00	Director	$0	$0	$0
PEARL WOODRING	MEMBER	1.00	Director	$0	$0	$0
NEIL BALTER	EMERITUS MEMBER	1.00	Director	$0	$0	$0
GARY JABURG	EMERITUS MEMBER	1.00	Director	$0	$0	$0
DENISE RESNIK	EMERITUS MEMBER	1.00	Director	$0	$0	$0
HOWARD SOBELMAN	EMERITUS MEMBER	1.00	Director	$0	$0	$0
DANIEL OPENDEN	PRESIDENT & CEO	40.00	Officer	$325,152	$58,031	$383,183
CHRISTOPHER SMITH	CHIEF SCIENCE OFFICER	40.00	Officer	$190,266	$18,073	$208,339
JENNIFER BURWELL	VP OF OPERATIONS	40.00	Officer	$140,676	$18,243	$158,919
MAUREEN JORDEN	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$145,309	$12,650	$157,959
RACHEL ANDERSON	CHIEF CLINICAL OFFICER	40.00	Officer	$153,708	$13,443	$167,151
BRIAN SHAW	VP OF FINANCE	40.00	Officer	$163,433	$22,117	$185,550
ALEXIS BOGILO	DIRECTOR OF CLIENT EXPERIENCE	40.00	Highest	$103,291	$10,571	$113,862
SUMMER BOYD	LICENSED PSYCHOLOGIST	40.00	Highest	$121,704	$9,490	$131,194
NICOLE JAMES	DIRECTOR OF RESEARCH	40.00	Highest	$122,356	$11,945	$134,301

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	$25,028,815	$20,057,354	$37,963,019	$4,971,461
2023	$23,394,092	$18,045,018	$30,925,198	$5,349,074
2022	$23,780,618	$18,206,961	$23,151,563	$5,573,657
2021	$16,667,407	$16,204,806	$18,925,029	$462,601
2020	$15,978,290	$14,451,192	$18,236,424	$1,527,098
2019	$12,753,711	$13,109,517	$15,595,722	$-355,806
2018	$13,159,571	$11,702,969	$14,789,149	$1,456,602

SOUTHWEST AUTISM RESEARCH AND RESOURCE CENTER