THE SOUTHWEST COMMUNITY FOUNDATION INC (EIN 473286080) - 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

1964

Legal Domicile

Principal Officer

MARK WALSH

Phone

2023204414

Tax Period

2024-01-01 to 2024-12-31

THE SOUTHWEST COMMUNITY FOUNDATION INC, founded in 1964, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $2K in total revenue in fiscal year 2024. Expenses of $3K exceeded revenue, resulting in a 38% operating deficit.

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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 $0

Program Service Revenue $0

Investment Income $2,239

Other Revenue $0

TOTAL REVENUE $2,239

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $3,098

TOTAL EXPENSES $3,098

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,239	N/A	N/A
Expenses	$3,098	$37,725	-0.9%
Net Income	$-859	$-37,725	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK WALSH	PRESIDENT	1.00	Officer Director	$0	$0	$0
DONNA PURCHASE	TREASURER	1.00	Officer Director	$0	$0	$0
WILLIAM ZEISEL	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGINE WALLACE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARJORIE LIGHTMAN	BOARD MEMBER	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	$2,239	$3,098	$52,521	$-859
2023	No data	$37,725	$52,438	No data
2022	$1,024	$22,378	$89,397	$-21,354
2021	$101,416	$127,009	$111,219	$-25,593
2020	$498	$46,711	$141,359	$-46,213
2019	$50,364	$66,930	$186,209	$-16,566
2018	$250,000	$58	$265,481	$249,942

THE SOUTHWEST COMMUNITY FOUNDATION INC