Southwest Healthcare Services (EIN 450458242) - 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

2000

Legal Domicile

Principal Officer

Dennis Goebel

Phone

7015235555

Tax Period

2024-01-01 to 2024-12-31

Southwest Healthcare Services, founded in 2000, is a mid-sized nonprofit in the Health Care sector that reported $17.9M in total revenue in fiscal year 2024.

Mission

Southwest Healthcare Services is organized to provide quality health care services.

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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 $714,702

Program Service Revenue $17,009,068

Investment Income $110,393

Other Revenue $23,359

TOTAL REVENUE $17,857,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,196,870

Fundraising Expenses $14,557

Program Expenses $15,564,036

Other Expenses $11,318,974

TOTAL EXPENSES $18,515,844

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,857,522	$17,303,234	+0.0%
Expenses	$18,515,844	$17,020,297	+0.1%
Net Income	$-658,322	$282,937	-3.3%

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

160

Volunteers

150

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

$412,009

Total Directors

$185,062

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrew Weiss	President (Jan-Jun)	1.00	Officer Director	$0	$0	$0
Jordan Anderson - VP	(Jan-Jun)/President (Jul-Dec)	1.00	Officer Director	$0	$0	$0
Wendy Stuber - Trustee	(Jan-Jun)/ VP (Jul-Dec)	1.00	Officer Director	$0	$0	$0
Laurie Braaten	Secretary	1.00	Officer Director	$0	$0	$0
Chanell Walby	Trustee	1.00	Director	$0	$0	$0
Christine Peterson NP full	year)/Trustee (Jan-Jun)	40.00	Director	$185,062	$0	$185,062
Connie Gaebe	Trustee	1.00	Director	$0	$0	$0
Breanne Beylund	Trustee	1.00	Director	$0	$0	$0
Anne Gruber	Trustee	1.00	Director	$0	$0	$0
Jim Erk	Trustee (Jul-Dec)	1.00	Director	$0	$0	$0
Matt Burke	Trustee (Jul-Dec)	1.00	Director	$0	$0	$0
Dennis Goebel	CEO	40.00	Officer	$252,170	$14,348	$266,518
Amanda Loughman	CFO	40.00	Officer	$129,931	$15,560	$145,491
Tim Adams	Physician	40.00	Highest	$424,106	$0	$424,106
Roy Cordy	Physician	40.00	Highest	$396,586	$0	$396,586
Patricia Gilbert	Physicians Assistant	40.00	Highest	$140,264	$2,513	$142,777
Kurt Datz	Physician	10.00	Highest	$130,001	$0	$130,001
Jennifer Jahner	Rehab Superviser	40.00	Highest	$119,974	$0	$119,974

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	$17,857,522	$18,515,844	$32,102,276	$-658,322
2023	$17,303,234	$17,020,297	$32,662,455	$282,937
2022	$14,891,472	$16,091,746	$33,427,348	$-1,200,274
2021	$17,128,979	$15,419,251	$36,154,492	$1,709,728
2020	$15,222,771	$15,614,977	$39,058,820	$-392,206
2019	$14,211,576	$15,489,132	$36,714,299	$-1,277,556
2018	$13,808,268	$14,917,485	$38,582,188	$-1,109,217

Southwest Healthcare Services