SOUTHWESTERN JUNIOR FOUNDATION (EIN 330701183) - 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

1997

Legal Domicile

Principal Officer

SHELLY RAMING

Phone

8582327725

Tax Period

2024-01-01 to 2024-12-31

SOUTHWESTERN JUNIOR FOUNDATION, founded in 1997, is a micro nonprofit in the Recreation & Sports sector that reported $22K in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $25K exceeded revenue, resulting in a 14% operating deficit.

Mission

The goal of the Southwestern Junior Foundation is to extend sailing and angler experiences to the youth of San Diego County who are in need of financial assistance.

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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 $4,650

Program Service Revenue $0

Investment Income $31

Other Revenue $17,239

TOTAL REVENUE $21,920

Expense Breakdown

Grants Paid $15,598

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,560

Other Expenses $9,374

TOTAL EXPENSES $24,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,920	$41,122	-0.5%
Expenses	$24,972	$34,834	-0.3%
Net Income	$-3,052	$6,288	-1.5%

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

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
Jason Saiz	Executive Director	001.00	Officer Director	$0	$0	$0
Shelly Raming	Treasurer	000.50	Officer Director	$0	$0	$0
Brian Fritzges	Director	000.25	Director	$0	$0	$0
Miguel Martinez	Director	000.25	Director	$0	$0	$0
JQ Goodrich	Secretary	000.50	Officer Director	$0	$0	$0
Rob Curry	Director	000.25	Director	$0	$0	$0
Natalie Mingra	Director	000.25	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	$21,920	$24,972	$68,994	$-3,052
2023	$41,122	$34,834	$72,046	$6,288

SOUTHWESTERN JUNIOR FOUNDATION