SOUTHWEST AREA TRAINING SERVICE (EIN 470563788) - 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

1973

Legal Domicile

Principal Officer

PAM SCHILZ

Phone

3083451530

Tax Period

2024-07-01 to 2025-06-30

SOUTHWEST AREA TRAINING SERVICE, founded in 1973, is a community nonprofit in the Human Services sector that reported $2.6M in total revenue in fiscal year 2024.

Mission

JOB TRAINING AND ASSISTANCE TO MENTALLY HANDICAPPED INDIVIDUALS

🔒

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 $2,265,897

Program Service Revenue $156,853

Investment Income $38,639

Other Revenue $92,638

TOTAL REVENUE $2,554,027

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,240,723

Fundraising Expenses $0

Program Expenses $2,547,587

Other Expenses $447,175

TOTAL EXPENSES $2,687,898

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,554,027	$2,417,298	+0.1%
Expenses	$2,687,898	$2,554,293	+0.1%
Net Income	$-133,871	$-136,995	0.0%

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

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
MANDY BROUSSARD	EXCUTIVE DIRECTOR	40.00	Highest	$55,527	$0	$55,527
BRUCE CROSBY	MEMBER	2.00	Director	$0	$0	$0
IRMA PARKS	VICE CHAIR	1.00	Director	$0	$0	$0
ED SUGHROUE	VICE CHAIR	1.00	Director	$0	$0	$0
PAM SCHILZ	CO CHAIR	2.00	Officer	$0	$0	$0
MARY ANN WOOD	CO CHAIR	2.00	Officer	$0	$0	$0
RUTH BRADLEY	SECRETARY	2.00	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
2025	$2,554,027	$2,687,898	$1,699,871	$-133,871
2024	No data	No data	No data	No data
2023	$2,584,668	$2,278,906	$1,952,704	$305,762
2022	$2,165,927	$2,281,861	$1,649,937	$-115,934
2021	$2,363,620	$2,290,571	$1,794,738	$73,049
2020	$2,393,005	$2,302,683	$1,735,617	$90,322
2019	$2,407,370	$2,646,679	$1,689,273	$-239,309
2018	$2,635,155	$2,650,166	$1,932,769	$-15,011

SOUTHWEST AREA TRAINING SERVICE