METRO SOUTHWEST WORKFORCE BOARD INC (EIN 465204651) - 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

2014

Legal Domicile

Principal Officer

GREG BUNN

Phone

5088617667

Tax Period

2023-07-01 to 2024-06-30

METRO SOUTHWEST WORKFORCE BOARD INC, founded in 2014, is a community nonprofit in the Employment sector that reported $7.2M in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION OPERATES WORKFORCE INNOVATION AND OPPORTUNITY ACT (WIOA) AMERICAN JOB CENTER/ONE STOP CAREER CENTERS AND CONNECTS WORKERS WITH JOB OPENINGS BY DEVELOPING THEIR SKILLS AND REFERRING THEM TO EMPLOYMENT OPPORTUNITIES. THE ORGANIZATION FUNCTIONS AS THE WIOA FISCAL AGENT BY ADMINISTERING THE FIDUCIARY AND COMPLIANT SUPPORT OF THE WORKFORCE AREA. THE ORGANIZATION PREPARES THE WORKFORCE OF THE FUTURE BY PROVIDING WIOA YOUTH SERVICES TO YOUNG ADULTS.

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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 $7,172,396

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $7,172,396

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,636,397

Fundraising Expenses $0

Program Expenses $6,981,271

Other Expenses $3,697,937

TOTAL EXPENSES $7,334,334

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,172,396	$6,789,160	+0.1%
Expenses	$7,334,334	$6,917,324	+0.1%
Net Income	$-161,938	$-128,164	+0.3%

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

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

$403,474

Total Directors

$403,474

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG BUNN	PRESIDENT/EXECUTIVE DIRECT	30.00	Officer Director	$139,883	$8,620	$148,503
CAROL CAPPOBIANCO WOLF	TREASURER/CFO	37.50	Officer Director	$118,647	$8,620	$127,267
HENRY BRYSON	SECRETARY/PROGRAM DIRECTOR	37.50	Officer Director	$118,792	$8,912	$127,704
LISA KUBIAK	CHAIR/BOARD OF DIRECTORS	0.25	Director	$0	$0	$0
PATRICK DAVIS	DIRECTOR	0.25	Director	$0	$0	$0
MARK FEGLEY	DIRECTOR	0.25	Director	$0	$0	$0
JOHN BOGDAN	DIRECTOR	0.25	Director	$0	$0	$0
CHARLES GAGNON	DIRECTOR	0.25	Director	$0	$0	$0
SHANNON LAINGEN	DIRECTOR	0.25	Director	$0	$0	$0
THOMAS O'ROARKE	DIRECTOR	0.25	Director	$0	$0	$0
JASON PALITSCH	DIRECTOR	0.25	Director	$0	$0	$0
DAN REDIGER	DIRECTOR	0.25	Director	$0	$0	$0
MARYLOU REGAN	DIRECTOR	0.25	Director	$0	$0	$0
CHRIS VERICKER	DIRECTOR	0.25	Director	$0	$0	$0
ROBERT BOWER	DIRECTOR	0.25	Director	$0	$0	$0
WALTER GARDNER	DIRECTOR	0.25	Director	$0	$0	$0
NICK PAVONE	DIRECTOR	0.25	Director	$0	$0	$0
REV J ANTHONY LLOYD	DIRECTOR	0.25	Director	$0	$0	$0
ERNEST HOULE	DIRECTOR	0.25	Director	$0	$0	$0
KEVIN O'CONNOR	DIRECTOR	0.25	Director	$0	$0	$0
DAVID PODELL	DIRECTOR	0.25	Director	$0	$0	$0
ROSEMARY ALEXANDER	DIRECTOR	0.25	Director	$0	$0	$0
JENNIFER JACKSON	DIRECTOR	0.25	Director	$0	$0	$0
ROBERT GANONG	DIRECTOR	0.25	Director	$0	$0	$0
HOLLY AMOTH	DIRECTOR	0.25	Director	$0	$0	$0
SUSAN MEDEIROS	DIRECTOR	0.25	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	No data	No data	No data	No data
2024	$7,172,396	$7,334,334	$1,914,120	$-161,938
2023	$6,789,160	$6,917,324	$1,532,903	$-128,164
2022	$3,391,343	$3,391,343	$1,268,470	No data
2021	$2,731,545	$2,731,545	$1,193,755	No data
2020	$3,174,351	$3,174,351	$1,226,698	No data
2019	$3,868,976	$3,868,976	$1,286,159	No data
2018	$3,802,893	$3,802,893	$2,084,504	No data

METRO SOUTHWEST WORKFORCE BOARD INC