SOUTHWEST HISTORICAL FOUNDATION (EIN 470853407) - 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

2005

Legal Domicile

Principal Officer

BILL DOLMAN

Phone

5802263857

Tax Period

2025-01-01 to 2025-12-31

SOUTHWEST HISTORICAL FOUNDATION, founded in 2005, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.1M in total revenue in fiscal year 2025. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $833K, a strong 73% operating margin.

Mission

TO PRESERVE AND PROTECT MUSEUM ARTIFACTS OF THE SOUTH CENTRAL AREA OF 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 (2025)

Revenue Breakdown

Contributions & Grants $71,000

Program Service Revenue $0

Investment Income $1,075,105

Other Revenue $0

TOTAL REVENUE $1,146,105

Expense Breakdown

Grants Paid $300,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $300,000

Other Expenses $13,548

TOTAL EXPENSES $313,548

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,146,105	$1,353,188	-0.2%
Expenses	$313,548	$311,558	+0.0%
Net Income	$832,557	$1,041,630	-0.2%

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
SAM DAUBE	DIRECTOR	N/A	Director	$0	$0	$0
BILL DOLMAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
DANIEL GIBBS	DIRECTOR	N/A	Director	$0	$0	$0
KEVIN HOWARD	DIRECTOR	N/A	Director	$0	$0	$0
KESHIA LEMONS	DIRECTOR	N/A	Director	$0	$0	$0
MARK REISEN	VICE CHAIRMA	N/A	Officer Director	$0	$0	$0
WILSON SEAWRIGHT	SECRETARY	N/A	Officer 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	$1,146,105	$313,548	$12,333,018	$832,557
2024	$1,353,188	$311,558	$11,182,828	$1,041,630
2023	$445,707	$310,503	$10,062,872	$135,204
2022	$793,701	$311,009	$9,068,001	$482,692
2021	$1,333,994	$319,528	$10,989,175	$1,014,466
2020	$663,840	$360,090	$9,685,428	$303,750
2019	$579,156	$308,885	$8,677,418	$270,271
2018	$613,733	$332,157	$7,435,600	$281,576

SOUTHWEST HISTORICAL FOUNDATION