Economic Security Corporation of Southwest Area (EIN 430834199) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Phone

4177810352

Tax Period

2024-10-01 to 2025-09-30

Economic Security Corporation of Southwest Area, founded in 1966, is a mid-sized nonprofit that reported $19.7M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

The Organization provides a range of services and activities impacting the causes of poverty to help people function at their own financial, physical, mental and social levels and aid in their attempt to attain new levels.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $18,882,987

Program Service Revenue $0

Investment Income $116,531

Other Revenue $665,691

TOTAL REVENUE $19,665,209

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,986,989

Fundraising Expenses $0

Program Expenses $18,767,838

Other Expenses $8,026,398

TOTAL EXPENSES $20,013,387

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,665,209	$21,911,761	-0.1%
Expenses	$20,013,387	$21,946,211	-0.1%
Net Income	$-348,178	$-34,450	+9.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

443

Volunteers

1556

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

$141,203

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ryan Peterson	CEO	40.00	Officer	$134,479	$6,724	$141,203
Karli Lyle	Director	1.00	Director	$0	$0	$0
Denise Gallon	Director	1.00	Director	$0	$0	$0
Nikki Tappana	President	1.00	Officer Director	$0	$0	$0
Tony Fuller	Director	1.00	Director	$0	$0	$0
Mitzi Smith	Director	0.00	Director	$0	$0	$0
Denise Nirka	Director	0.00	Director	$0	$0	$0
Angela Reece	Director	1.00	Director	$0	$0	$0
Doris Fast	Secretary	1.00	Officer Director	$0	$0	$0
Kevin Johnson	Vice President	1.00	Officer Director	$0	$0	$0
David Johnson	Director	1.00	Director	$0	$0	$0
Paula Carsel	Treasurer	1.00	Officer Director	$0	$0	$0
Lisa Perry	Director	1.00	Director	$0	$0	$0
Mark Bridges	Director	1.00	Director	$0	$0	$0
Kurtis Droppa	Director	1.00	Director	$0	$0	$0
Carla Palmer	Director	1.00	Director	$0	$0	$0
Bryan Hall	Director	1.00	Director	$0	$0	$0
Chad Johnsn	Director	1.00	Director	$0	$0	$0
Gary Shepard	Director	1.00	Director	$0	$0	$0
Candy Siler	Director	1.00	Director	$0	$0	$0
Robert Bond	Director	1.00	Director	$0	$0	$0
Betty Whited	Director	1.00	Director	$0	$0	$0
Molly Smith	Director	0.00	Director	$0	$0	$0
Rick Lett	Director	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
2025	$19,665,209	$20,013,387	$7,871,188	$-348,178
2024	No data	No data	No data	No data
2023	$22,083,157	$21,958,059	$8,363,244	$125,098
2022	$18,556,997	$19,290,344	$10,642,309	$-733,347
2021	$17,039,818	$17,725,018	$7,776,510	$-685,200
2020	$18,400,333	$17,184,463	$8,684,501	$1,215,870
2019	$19,094,203	$16,401,632	$8,256,100	$2,692,571
2018	$15,344,795	$15,053,829	$4,216,231	$290,966

Economic Security Corporation of Southwest Area