South West Special Recreation Association (EIN 363117810) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

Nicolette Lahman

Phone

7083899423

Tax Period

2024-05-01 to 2025-04-30

South West Special Recreation Association, founded in 1981, is a small nonprofit in the Human Services sector that reported $757K in total revenue in fiscal year 2024. Expenses of $707K left a modest 7% surplus.

Mission

To facilitate handicapped recreation

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $546,809

Program Service Revenue $185,938

Investment Income $24,143

Other Revenue $0

TOTAL REVENUE $756,890

Expense Breakdown

Grants Paid $5,123

Salaries & Benefits $586,055

Fundraising Expenses $0

Program Expenses $464,030

Other Expenses $115,466

TOTAL EXPENSES $706,644

Year-over-Year Comparison

	2024	2023	Change
Revenue	$756,890	$702,606	+0.1%
Expenses	$706,644	$679,010	+0.0%
Net Income	$50,246	$23,596	+1.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$103,136

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nicolette Lahman	Executive Dir.	40.00	Officer	$103,136	$0	$103,136
Matt Fairbanks	President	2.00	Officer Director	$0	$0	$0
Bob O'Shaughnessy	Vice President	2.00	Officer Director	$0	$0	$0
Ted Ruthenberg	Treasurer	2.00	Officer Director	$0	$0	$0
Ed Jung	Director	1.00	Director	$0	$0	$0
Jeannette Huber	Director	1.00	Director	$0	$0	$0
TJ Whitcomb	Director	1.00	Director	$0	$0	$0
Jennifer Fullerton	Director	1.00	Director	$0	$0	$0
Michelle Higgins	Director	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
2025	$756,890	$706,644	$800,524	$50,246
2024	$702,606	$679,010	$780,182	$23,596
2023	$643,107	$633,004	$827,269	$10,103
2022	$553,132	$488,374	$726,652	$64,758
2021	$519,906	$490,256	$592,937	$29,650
2020	$583,991	$598,168	$521,237	$-14,177
2019	$560,335	$617,415	$625,195	$-57,080

South West Special Recreation Association