FIRST SOUTHWEST COMMUNITY FUND (EIN 473061703) - 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

2015

Legal Domicile

Phone

9703751100

Tax Period

2024-01-01 to 2024-12-31

FIRST SOUTHWEST COMMUNITY FUND, founded in 2015, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2024. Revenue fell 53% from the prior year — a significant decline worth monitoring.

Mission

First Southwest Community Fund supports the dedicated entrepreneurial spirit of rural Colorado, by investing in the people, culture and ideas that fuel innovation and financial knowledge in our community, with an emphasis on areas of greatest need.

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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 (2024)

Revenue Breakdown

Contributions & Grants $935,843

Program Service Revenue $0

Investment Income $601,470

Other Revenue $0

TOTAL REVENUE $1,537,313

Expense Breakdown

Grants Paid $0

Salaries & Benefits $541,745

Fundraising Expenses $0

Program Expenses $1,257,225

Other Expenses $1,106,361

TOTAL EXPENSES $1,648,106

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,537,313	$3,246,368	-0.5%
Expenses	$1,648,106	$1,547,013	+0.1%
Net Income	$-110,793	$1,699,355	-1.1%

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

$146,436

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSAURA MCDONOUGH	Executive Dir.	40.00	Officer	$146,101	$335	$146,436
KENT CURTIS	President	2.00	Officer Director	$0	$0	$0
CHRISTIE SPEARS	Secretary	1.00	Officer Director	$0	$0	$0
JOSEPH DESROSIERS	Director	1.00	Director	$0	$0	$0
ERIN KECK	Director	1.00	Director	$0	$0	$0
SONIA PEREZ	Director	1.00	Director	$0	$0	$0
BEATRIZ GARCIA WADDELL	Director	1.00	Director	$0	$0	$0
MARCO G LUCERO	Director	1.00	Director	$0	$0	$0
JASON MEDINA	Treasurer	2.00	Officer Director	$0	$0	$0
KRISTY ESQUIBEL	Director	1.00	Director	$0	$0	$0
SHERRY WANER	Director	1.00	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
2024	$1,537,313	$1,648,106	$22,751,175	$-110,793
2023	$3,246,368	$1,547,013	$22,064,797	$1,699,355
2022	$867,703	$858,038	$19,365,408	$9,665
2021	$787,152	$862,320	$14,121,321	$-75,168
2020	$4,299,305	$3,850,774	$9,108,640	$448,531
2019	$204,850	$184,896	$4,396,815	$19,954
2018	$388,558	$161,585	$2,840,005	$226,973

FIRST SOUTHWEST COMMUNITY FUND