SOUTHWEST IOWA FAMILIES INC (EIN 371451441) - 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

2003

Legal Domicile

Principal Officer

SANDRA GEER

Phone

7125423501

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST IOWA FAMILIES INC, founded in 2003, is a community nonprofit in the Mental Health sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Net assets of $3.1M represent 31 months of operating reserves.

Mission

TO ENHANCE THE LIVES OF CHILDREN AND THEIR FAMILIES IN SOUTHWEST IOWA BY OFFERING FAMILY COUNSELING AND SUPPORT PROGRAMS FOR 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 $70,161

Program Service Revenue $1,141,305

Investment Income $139

Other Revenue $1,531

TOTAL REVENUE $1,213,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $907,204

Fundraising Expenses $0

Program Expenses $1,038,024

Other Expenses $326,374

TOTAL EXPENSES $1,233,578

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,213,136	$1,383,595	-0.1%
Expenses	$1,233,578	$958,111	+0.3%
Net Income	$-20,442	$425,484	-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

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

$85,503

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDRA GEER	ADMINISTRATIVE DIRECTOR	40.00	Key Emp	$47,624	$0	$47,624
BERNEETA WAGONER	CLINICAL DIRECTOR	8.00	Key Emp	$37,879	$0	$37,879
ANDREW HOPPMANN	MEMBER	1.00	Director	$0	$0	$0
ANTHONY EWIGMAN	MEMBER	1.00	Director	$0	$0	$0
NOAH BIELBY	MEMBER	1.00	Director	$0	$0	$0
ALISHA JOBE	MEMBER	1.00	Director	$0	$0	$0
TRISHA JOHNSON	MEMBER	1.00	Director	$0	$0	$0
KENDRA HUGHES	MEMBER	1.00	Director	$0	$0	$0
JEANINE BRADLEY	MEMBER	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
2024	$1,213,136	$1,233,578	$3,553,180	$-20,442
2023	$1,383,595	$958,111	$3,956,700	$425,484
2022	$1,566,668	$721,854	$2,951,795	$844,814
2021	$2,278,067	$682,311	$1,925,032	$1,595,756
2020	$832,953	$671,027	$340,670	$161,926
2019	$653,014	$646,320	$212,948	$6,694
2018	$670,352	$664,812	$212,939	$5,540

SOUTHWEST IOWA FAMILIES INC