SOUTHWEST OPEN SCHOOL

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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

2016

Legal Domicile

Principal Officer

GLENDA ALEXANDER

Phone

9705651150

Tax Period

2024-07-01 to 2025-06-30

SOUTHWEST OPEN SCHOOL, founded in 2016, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $2.4M left a modest 5% surplus.

Mission

TO CREATE A COMMUNITY OF LEARNERS WHO UTILITIZE EXPEDITIONARY, EXPERIENTIAL EDUCATION IN DEVELOPING AND NURTURING HIGH ADADEMICS, CHARACTER, AND HEALTH STANDARDS WHILE HONORING DIVERSITY AND FOSTERING SELF DIRECTED LIFELONG LEARNING.

Program Service Accomplishments

Program 1

Expenses: $2,412,576 Revenue: $2,533,641

A CHARTER SCHOOL THAT HAS A MISSION TO CREATE A COMMUNITY OF LEARNERS WHO UTILIZE EXPEDITIONARY, EXPERIENTIAL EDUCATION IN DEVELOPING AND NURTURING HIGH ADADEMICS, CHARACTER, AND HEALTH STANDARDS...

A CHARTER SCHOOL THAT HAS A MISSION TO CREATE A COMMUNITY OF LEARNERS WHO UTILIZE EXPEDITIONARY, EXPERIENTIAL EDUCATION IN DEVELOPING AND NURTURING HIGH ADADEMICS, CHARACTER, AND HEALTH STANDARDS WHILE HONORING DIVERSITY AND FOSTERING SELF DIRECTED LIFELONG LEARNING.

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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 $902,231

Program Service Revenue $1,580,318

Investment Income $51,092

Other Revenue $0

TOTAL REVENUE $2,533,641

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,734,546

Fundraising Expenses $0

Program Expenses $2,412,576

Other Expenses $678,030

TOTAL EXPENSES $2,412,576

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,533,641	$2,241,577	+0.1%
Expenses	$2,412,576	$2,182,448	+0.1%
Net Income	$121,065	$59,129	+1.0%

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

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
ERIC CHEEVER	PRESIDENT	005.00	Officer Director	$0	$0	$0
TIA ORNELLAS COHEN	VICE PRESIDENT	002.00	Officer Director	$0	$0	$0
MELISSA HACKETT	TREASURER	002.00	Officer Director	$0	$0	$0
AMANDA VODICKA	SECRETARY	002.00	Officer Director	$0	$0	$0
JOSH STANDARD	DIRECTOR	002.00	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	$2,533,641	$2,412,576	$3,240,701	$121,065
2024	$2,241,577	$2,182,448	$3,842,842	$59,129
2021	$1,839,307	$1,071,228	$2,872,947	$768,079
2020	$1,666,998	$1,101,640	$2,542,364	$565,358
2019	$1,695,289	$1,272,074	$2,822,841	$423,215