SOUTHWEST OPPORTUNITIES CENTER INC (EIN 391627835) - 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

1988

Legal Domicile

Principal Officer

STEVE BARRY

Phone

6087236659

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST OPPORTUNITIES CENTER INC, founded in 1988, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024.

Mission

OUR MISSION IS TO PROVIDE OPPORTUNITIES FOR INDIVIDUALS TO GROW IN EVERYDAY LIFE. OUR OBJECTIVE IS TO SUPPORT, EDUCATE, AND EMPOWER EACH INDIVIDUAL TO REACH THEIR FULL POTENTIAL AND A HIGH LEVEL OF INDEPENDENCE.

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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 $1,258,532

Program Service Revenue $464,657

Investment Income $9,160

Other Revenue $26,120

TOTAL REVENUE $1,758,469

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,331,927

Fundraising Expenses $36,266

Program Expenses $1,589,841

Other Expenses $496,487

TOTAL EXPENSES $1,828,414

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,758,469	$1,663,439	+0.1%
Expenses	$1,828,414	$1,857,041	0.0%
Net Income	$-69,945	$-193,602	-0.6%

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

$65,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE BARRY	PRESIDENT	2.50	Officer Director	$0	$0	$0
JO ROLING	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDY CUSTER	SECRETARY	2.50	Officer Director	$0	$0	$0
ELLEN ADRIAN	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA LEIBFRIED	DIRECTOR	1.00	Director	$0	$0	$0
KATIE OSTERHAUS	DIRECTOR	1.00	Director	$0	$0	$0
KAREN ERNST	DIRECTOR	1.00	Director	$0	$0	$0
JULIE HEWITT	DIRECTOR	1.00	Director	$0	$0	$0
LINDA SCHACHT	DIRECTOR	1.00	Director	$0	$0	$0
CHERI LEACHMAN	EXECUTIVE DIRECTOR	40.00	Officer	$65,000	$0	$65,000

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	$1,758,469	$1,828,414	$950,434	$-69,945
2023	$1,663,439	$1,857,041	$968,619	$-193,602
2022	$1,533,405	$1,750,233	$1,161,666	$-216,828
2021	$1,571,684	$1,644,983	$1,388,266	$-73,299
2020	$1,803,225	$1,513,335	$1,446,853	$289,890
2019	$1,566,807	$1,652,102	$1,197,436	$-85,295
2018	$1,575,400	$1,642,801	$1,287,377	$-67,401

SOUTHWEST OPPORTUNITIES CENTER INC