SOUTHWESTERN MEDICAL CLINIC FOUNDATION (EIN 383332816) - 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

DR CHRISTOPHER HARVEY

Phone

2699275110

Tax Period

2024-01-01 to 2024-12-31

SOUTHWESTERN MEDICAL CLINIC FOUNDATION, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $167K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

SUPPORT CHARITY AND MEDICAL MISSIONS

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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 $167,169

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $167,169

Expense Breakdown

Grants Paid $119,306

Salaries & Benefits $45,681

Fundraising Expenses $0

Program Expenses $176,754

Other Expenses $11,767

TOTAL EXPENSES $176,754

Year-over-Year Comparison

	2024	2023	Change
Revenue	$167,169	$221,484	-0.2%
Expenses	$176,754	$316,869	-0.4%
Net Income	$-9,585	$-95,385	-0.9%

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

$45,681

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR CHRISTOPHER HARVEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFF TEMPLETON	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
WARREN WHITE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
SHANNON BROWN	DIRECTOR	1.00	Director	$0	$0	$0
OLIVIA COCHRAN	DIRECTOR	1.00	Director	$0	$0	$0
JEREME LONG	DIRECTOR	1.00	Director	$0	$0	$0
DR DANIEL METZGER	DIRECTOR	1.00	Director	$0	$0	$0
GARRETT MUHLSTADT	DIRECTOR	1.00	Director	$0	$0	$0
MEGHAN MURPHEY STEEN	DIRECTOR	1.00	Director	$0	$0	$0
DEAN NAPP	DEVELOPMENT OFFICER	20.00	Officer	$45,681	$0	$45,681

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	No data	No data	No data	No data
2024	$167,169	$176,754	$125,442	$-9,585
2023	$221,484	$316,869	$135,027	$-95,385
2022	$261,870	$311,470	$230,412	$-49,600
2021	$318,049	$360,217	$280,012	$-42,168

SOUTHWESTERN MEDICAL CLINIC FOUNDATION