SOUTHWEST FAMILY MINISTRIES INC (EIN 471318039) - 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

SHANE SCHLATTER

Phone

5026148544

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST FAMILY MINISTRIES INC, founded in 2014, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum.

Mission

CHARITABLE AND EDUCATIONAL SERVICES

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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 $975,938

Program Service Revenue $56,323

Investment Income $0

Other Revenue $64,054

TOTAL REVENUE $1,096,315

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,039

Fundraising Expenses $22,027

Program Expenses $1,015,142

Other Expenses $982,467

TOTAL EXPENSES $1,083,668

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,096,315	$705,799	+0.6%
Expenses	$1,083,668	$426,593	+1.5%
Net Income	$12,647	$279,206	-1.0%

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

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

$65,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAYRL KOPPEL	CHAIRMAN	10.00	Officer	$0	$0	$0
JULIE HALBERT	TREASURER	5.00	Officer	$0	$0	$0
KIM HILPP	SECRETARY	5.00	Officer	$0	$0	$0
EDDIE SQUIRES	DIRECTOR	2.00	Director	$0	$0	$0
AARON TROUTMAN	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE BRYANT	DIRECTOR	2.00	Director	$0	$0	$0
LISA MOORE	DIRECTOR	2.00	Director	$0	$0	$0
SHANE SCHLATTER	EXECUTIVE DI	60.00	Officer	$65,000	$0	$65,000

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	$1,096,315	$1,083,668	$727,342	$12,647
2022	$705,750	$426,593	$702,585	$279,157
2021	$294,960	$178,491	$422,741	$116,469
2021	$290,316	$173,847	$422,741	$116,469
2020	$265,027	$199,572	$306,272	$65,455

SOUTHWEST FAMILY MINISTRIES INC