SOUTHWEST CENTER FOR INDEPENDENT LIVING (EIN 431383616) - 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

1985

Legal Domicile

Principal Officer

SHANNON M PORTER

Phone

4178661188

Tax Period

2024-07-01 to 2025-06-30

SOUTHWEST CENTER FOR INDEPENDENT LIVING, founded in 1985, is a community nonprofit that reported $7.8M in total revenue in fiscal year 2024.

Mission

THE MISSION OF SOUTHWEST CENTER FOR INDEPENDENT LIVING DBA EMPOWER: ABILITIES, IS TO REDUCE BARRIERS AND EMPOWER INDEPENDNET LIVING FOR ALL PEOPLE WITH DISABILITIES. THIS WORK IS CARRIED OUT THROUGH THE PROVISION OF A FULL RANGE OF INDEPENDENT LIVING SERVICES, ASSISTIVE TECHNOLOGY, DURABLE MEDICAL EQUIPMENT, HOME MODIFICATIONS, AND ATTENDANT CARE SERVICES, ALL AIMED AT MAXIMIZING INDEPENDENCE. WE WORK TO REDUCE BARRIERS IN THE COMMUNITY THROUGH ADVOCACY AND TECHNICAL ASSISTANCE TO BOTH PRIVATE AND PUBLIC ENTITIES AND ADVOCATE FOR THE RIGHTS AND NEEDS OF PEOPLE WITH DISABILITIES AT THE LOCAL, STATE, AND NATIONAL LEVEL.

🔒

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 $590,828

Program Service Revenue $6,736,904

Investment Income $116,327

Other Revenue $348,430

TOTAL REVENUE $7,792,489

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,375,839

Fundraising Expenses $118,798

Program Expenses $6,840,398

Other Expenses $5,518,279

TOTAL EXPENSES $7,894,118

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,792,489	$8,085,734	0.0%
Expenses	$7,894,118	$7,614,185	+0.0%
Net Income	$-101,629	$471,549	-1.2%

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

Volunteers

101

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

$101,031

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON M PORTER	CEO	40.00	Officer	$97,896	$3,135	$101,031
KAREN BENSON	DIRECTOR	0.24	Director	$0	$0	$0
KRISTI DIELEMAN	DIRECTOR	0.24	Director	$0	$0	$0
JUNE KINCHLOE	DIRECTOR	0.24	Director	$0	$0	$0
CAROLYN MCGHEE	DIRECTOR	0.24	Director	$0	$0	$0
JEFF LA MONTIA	VICE PRESIDE	0.48	Officer Director	$0	$0	$0
DR KATHY NORDYKE	DIRECTOR	0.24	Director	$0	$0	$0
ERIC PETERSON	TREASURER	0.48	Officer Director	$0	$0	$0
JILL ROETTO	SECRETARY	0.48	Officer Director	$0	$0	$0
JOE SWEENEY-LEGORE	PRESIDENT	0.48	Officer Director	$0	$0	$0
MORGAN SWEENEY-LEGORE	DIRECTOR	0.24	Director	$0	$0	$0
DR KRISTEN THOMPSON	DIRECTOR	0.24	Director	$0	$0	$0
DARRELL WILSON	DIRECTOR	0.24	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	$7,792,489	$7,894,118	$4,939,929	$-101,629
2024	No data	No data	No data	No data
2023	$9,363,768	$7,448,077	$4,420,533	$1,915,691
2022	$6,342,122	$7,202,635	$3,974,429	$-860,513
2021	$7,856,686	$7,744,517	$5,025,394	$112,169
2020	$7,836,593	$8,122,496	$5,254,726	$-285,903
2019	$7,809,983	$7,761,405	$5,329,135	$48,578
2018	$8,105,627	$8,017,329	$5,395,812	$88,298

SOUTHWEST CENTER FOR INDEPENDENT LIVING