SOUTHWEST OPTIONS FOR WOMEN (EIN 411687653) - 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

1991

Legal Domicile

Principal Officer

ROCHELLE HORINEK

Phone

9529384496

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST OPTIONS FOR WOMEN, founded in 1991, is a small nonprofit in the Human Services sector that reported $477K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $104K, a strong 22% operating margin.

Mission

SOUTHWEST OPTIONS FOR WOMEN IS A SUPPORTIVE NON-JUDGEMENTAL ENVIRONMENT FOR FACING AN UNEXPECTED PREGNANCY OR SEXUAL HEALTH CONCERN.

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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 (2023)

Revenue Breakdown

Contributions & Grants $475,988

Program Service Revenue $0

Investment Income $1,223

Other Revenue $0

TOTAL REVENUE $477,211

Expense Breakdown

Grants Paid $0

Salaries & Benefits $186,811

Fundraising Expenses $18,663

Program Expenses $298,685

Other Expenses $186,542

TOTAL EXPENSES $373,353

Year-over-Year Comparison

	2023	2022	Change
Revenue	$477,211	$433,365	+0.1%
Expenses	$373,353	$312,621	+0.2%
Net Income	$103,858	$120,744	-0.1%

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

$86,587

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY BENNECKE	Executive Dir.	40.00	Officer	$86,587	$0	$86,587
DEVON ROEHRICH	Director	1.00	Director	$0	$0	$0
ROCHELLE HORINEK	Director	1.00	Director	$0	$0	$0
PETER GIANFORTE	Director	1.00	Director	$0	$0	$0
DECON RUBI	Director	1.00	Director	$0	$0	$0
R PAUL TUREK	Chairman	2.00	Officer	$0	$0	$0
CHRIS VOLK	Secretary	1.00	Officer	$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	No data	No data	No data	No data
2023	$477,211	$373,353	$600,694	$103,858
2022	$433,365	$312,621	$494,123	$120,744
2021	$408,722	$198,077	$370,715	$210,645
2020	$185,935	$215,454	$183,770	$-29,519

SOUTHWEST OPTIONS FOR WOMEN