Southwest Intermediary Finance Team Inc (EIN 455151663) - 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

2012

Legal Domicile

Phone

5807743750

Tax Period

2023-01-01 to 2023-12-31

Southwest Intermediary Finance Team Inc, founded in 2012, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.6M in total revenue in fiscal year 2023. Revenue surged 193% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.9M, a strong 93% operating margin.

Mission

To help develop a diverse economy that bolsters business start-up and retention while increasing employment opportunities in rural Oklahoma.

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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 (2023)

Revenue Breakdown

Contributions & Grants $9,266,377

Program Service Revenue $284,862

Investment Income $0

Other Revenue $0

TOTAL REVENUE $9,551,239

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $616,164

Other Expenses $651,152

TOTAL EXPENSES $651,152

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,551,239	$3,255,146	+1.9%
Expenses	$651,152	$323,564	+1.0%
Net Income	$8,900,087	$2,931,582	+2.0%

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
Marvin Hankins	Member	0.20	Director	$0	$0	$0
Beverly Ball	Vice Chair	0.20	Director	$0	$0	$0
Randy Beutler	Chairman	0.20	Director	$0	$0	$0
Andrew Carruth	Member	0.20	Director	$0	$0	$0
Tom Fagan	Member	0.20	Director	$0	$0	$0
Dennis Krueger	Member	0.20	Director	$0	$0	$0
Diana Lovell	Member	0.20	Director	$0	$0	$0
Doug Misak	President	10.00	Officer	$0	$0	$0
Lisa Thiessen	Secretary	15.00	Officer	$0	$0	$0
Leia Moore	Treasurer	15.00	Officer	$0	$0	$0
Max Pyron	Vice President	15.00	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
2024	No data	No data	No data	No data
2023	$9,551,239	$651,152	$18,934,604	$8,900,087
2022	$3,255,146	$323,564	$8,334,774	$2,931,582
2021	$1,948,988	$267,921	$5,607,463	$1,681,067
2020	$310,668	$106,629	$3,212,353	$204,039
2019	$567,293	$101,800	$2,786,169	$465,493
2018	$348,786	$151,355	$1,832,217	$197,431

Southwest Intermediary Finance Team Inc