SOUTHWEST HIGH SCHOOL FOUNDATION (EIN 411732130) - 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

1994

Legal Domicile

Principal Officer

Paul Roach

Phone

6125080145

Tax Period

2021-01-01 to 2021-12-31

SOUTHWEST HIGH SCHOOL FOUNDATION, founded in 1994, is a small nonprofit that reported $138K in total revenue in fiscal year 2021. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $23K, a strong 17% operating margin.

Mission

The Southwest Foundation is dedicated to working with Southwest High School and Alumni to create an exceptional experience for all Southwest students to thrive. We raise money to support acacemics, athletics, and artistic opportunities and provide scholarships to graduating seniors.

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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 (2021)

Revenue Breakdown

Contributions & Grants $135,096

Program Service Revenue $0

Investment Income $2,975

Other Revenue $0

TOTAL REVENUE $138,071

Expense Breakdown

Grants Paid $99,188

Salaries & Benefits $0

Fundraising Expenses $10,839

Program Expenses $99,188

Other Expenses $15,550

TOTAL EXPENSES $114,738

Year-over-Year Comparison

	2021	2020	Change
Revenue	$138,071	$127,199	+0.1%
Expenses	$114,738	$98,693	+0.2%
Net Income	$23,333	$28,506	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Adam Barrett	Board Member	4	Officer	$0	$0	$0
Paul Roach	Treasurer	4	Officer	$0	$0	$0
Gwen Spurgat	Officer	2	Officer	$0	$0	$0
Dave Premack	Officer	2	Officer	$0	$0	$0
Una Edwardson	Officer	2	Officer	$0	$0	$0
Allison Krueger	Officer	2	Officer	$0	$0	$0
Dan Froehlich	Officer	2	Officer	$0	$0	$0
Bradley Idelkope	Officer	2	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
2021	$138,071	$114,738	$517,554	$23,333

SOUTHWEST HIGH SCHOOL FOUNDATION