SOUTHWEST PARTNERSHIP INC

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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

ANTHONY SCOTT

Phone

6672102105

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST PARTNERSHIP INC, founded in 2014, is a community nonprofit in the Community Improvement sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

SWP WAS ESTABLISHED TO FACILITATE THE IMPLEMENTATION OF THE COMMUNITIES VISION PLAN.

Program Service Accomplishments

Program 1

Expenses: $2,302,347 Revenue: $81,580

ALL OF THE FISCAL YEAR INCOME AND EXPENSES WERE DIRECTLY RELATED TO THE OVERSIGHT OF THE IMPLEMENTATION OF THE SOUTHWEST VISION PLAN. SWP DOES NOT PROVIDE DIRECT SERVICES, RATHER THE TAX SALE PROGRAM...

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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 $2,415,141

Program Service Revenue $64,032

Investment Income $0

Other Revenue $56,116

TOTAL REVENUE $2,535,289

Expense Breakdown

Grants Paid $0

Salaries & Benefits $515,664

Fundraising Expenses $0

Program Expenses $2,302,347

Other Expenses $2,221,599

TOTAL EXPENSES $2,737,263

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,535,289	$2,027,772	+0.3%
Expenses	$2,737,263	$2,919,860	-0.1%
Net Income	$-201,974	$-892,088	-0.8%

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

$163,831

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SERENA WATTERS	DIRECTOR	2.00	Director	$0	$0	$0
KELLEIGH EASTMAN	DIRECTOR	2.00	Director	$0	$0	$0
EDITH GILLIARD-CANTY	DIRECTOR	2.00	Director	$0	$0	$0
HOWARD HUGHES	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA ALTMAN	DIRECTOR	2.00	Director	$0	$0	$0
SONIA EADDY	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
WILLIAM JOYNER	DIRECTOR	2.00	Director	$0	$0	$0
LAURA DYKES	PRESIDENT	2.00	Officer Director	$0	$0	$0
ABIGAIL BREISETH	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT KASHNOW	SECRETARY	2.00	Officer Director	$0	$0	$0
KRIS HOELLEN	DIRECTOR	2.00	Director	$0	$0	$0
JANE SHAAB	DIRECTOR	2.00	Director	$0	$0	$0
GREGG HERLONG	DIRECTOR	2.00	Director	$0	$0	$0
CHARISSE LUE	TREASURER	2.00	Officer Director	$0	$0	$0
VERNELL LEWIS	DIRECTOR	2.00	Director	$0	$0	$0
GIGI LAZARD	DIRECTOR	2.00	Director	$0	$0	$0
MELANIE SCHEIRER	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE KING	DIRECTOR	2.00	Director	$0	$0	$0
MOLLY FINCH	DIRECTOR	2.00	Director	$0	$0	$0
TIM DOUGLAS	DIRECTOR	2.00	Director	$0	$0	$0
KURT SOMMER	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH WEBER	EXECUTIVE DIRECTOR(1/1/24-2/11/24)	50.00	Officer	$30,962	$2,500	$33,462
KIM LANE	TRANSITIONAL DIRECTOR(11/2/24-12/31/24)	35.00	Officer	$9,100	$0	$9,100
DONNY R JAMES	EXECUTIVE DIRECTOR(2/12/24-11/1/24)	50.00	Officer	$115,769	$5,500	$121,269

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	$2,535,289	$2,737,263	$4,093,279	$-201,974
2023	$2,027,772	$2,919,860	$4,536,921	$-892,088
2022	$2,839,921	$2,062,390	$5,245,603	$777,531
2021	$2,679,861	$2,121,510	$4,417,558	$558,351
2020	$2,516,436	$2,370,837	$3,049,584	$145,599
2019	$1,922,169	$2,034,909	$285,524	$-112,740
2019	$2,096,764	$1,244,463	$2,766,453	$852,301
2018	$1,443,411	$711,924	$1,283,904	$731,487