SOUTHWEST LEADERSHIP ACADEMY (EIN 452393838) - 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

2011

Legal Domicile

Principal Officer

CJ BOWER

Phone

6022652000

Tax Period

2024-07-01 to 2025-06-30

SOUTHWEST LEADERSHIP ACADEMY, founded in 2011, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $3.1M left a modest 3% surplus.

Mission

THE MISSION OF SOUTHWEST LEADERSHIP ACADEMY IS TO PROVIDE AN ENVIRONMENT WHERE ALL STUDENTS ARE EMPOWERED AND INSPIRED TO EXCEED EXPECTATIONS FOR ACADEMIC ACHIEVEMENT AND READINESS FOR COLLEGE AND CAREER.

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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 $682,654

Program Service Revenue $2,498,781

Investment Income $0

Other Revenue $19,921

TOTAL REVENUE $3,201,356

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,864,041

Fundraising Expenses $0

Program Expenses $2,600,116

Other Expenses $1,225,455

TOTAL EXPENSES $3,089,496

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,201,356	$3,419,769	-0.1%
Expenses	$3,089,496	$3,586,720	-0.1%
Net Income	$111,860	$-166,951	-1.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DREW AINSWORTH	SECRETARY/TR	2.00	Officer Director	$0	$0	$0
EMILY BEARD	DIRECTOR	2.00	Director	$0	$0	$0
CJ BOWER	CFO	2.00	Officer Director	$0	$0	$0
MICHAEL GANTT	BOARD PRESID	2.00	Officer Director	$0	$0	$0
BRIAN HEATH	DIRECTOR	2.00	Director	$0	$0	$0
DR MOLLY SCHLODERBACK	DIRECTOR	2.00	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	$3,201,356	$3,089,496	$1,364,951	$111,860
2024	$3,419,769	$3,586,720	$1,265,958	$-166,951
2023	$3,133,543	$3,241,637	$1,427,051	$-108,094
2022	$3,313,198	$3,241,311	$1,572,976	$71,887
2021	$3,093,146	$3,057,361	$1,535,763	$35,785
2020	$3,479,024	$3,188,528	$1,480,430	$290,496
2019	$3,050,531	$2,970,409	$1,250,934	$80,122
2018	$2,960,548	$3,114,853	$1,366,356	$-154,305

SOUTHWEST LEADERSHIP ACADEMY