SOUTHWEST DEVELOPMENTAL SERVICES INC (EIN 480818197) - 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

1974

Legal Domicile

Phone

6202757521

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST DEVELOPMENTAL SERVICES INC, founded in 1974, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $2.6M exceeded revenue, resulting in a 27% operating deficit.

Mission

TO PROVIDE RESIDENTIAL AND SUPPORT SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN AN EFFORT THAT THEY MIGHT BECOME MORE SELF-SUPPORTING

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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 $1,805,319

Program Service Revenue $184,475

Investment Income $70,329

Other Revenue $-24,340

TOTAL REVENUE $2,035,783

Expense Breakdown

Grants Paid $0

Salaries & Benefits $917,843

Fundraising Expenses $0

Program Expenses $1,496,680

Other Expenses $1,673,097

TOTAL EXPENSES $2,590,940

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,035,783	$1,859,204	+0.1%
Expenses	$2,590,940	$1,656,728	+0.6%
Net Income	$-555,157	$202,476	-3.7%

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

$341,264

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK G HINDE	CEO	40.00	Officer	$185,091	$26,393	$211,484
CRAIG WIKOFF	CFO	40.00	Officer	$101,577	$28,203	$129,780
NANCY WEEKS	Chairman	2.00	Officer Director	$0	$0	$0
MIKE LEWIS	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
LIZ OLDHAM	Director	2.00	Director	$0	$0	$0
BARB ESFELD	Director	1.00	Director	$0	$0	$0
MITCHELL FOSTER	Director	1.00	Director	$0	$0	$0
SCOTT HARRIS	Director	1.00	Director	$0	$0	$0
DOT LEIKER	Director	1.00	Director	$0	$0	$0
JANE LEITHEISER	Secretary	1.00	Officer Director	$0	$0	$0
DONNA PELTON	Director	1.00	Director	$0	$0	$0
ELLEN KERSHNER	Director	1.00	Director	$0	$0	$0
ZACHARY SHULTZ	Director	1.00	Director	$0	$0	$0
PATRICIA SHARP	Director	1.00	Director	$0	$0	$0
TRACI SHELLENBERGER	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	No data	No data	No data	No data
2023	$2,035,783	$2,590,940	$858,797	$-555,157
2022	$1,859,204	$1,656,728	$1,402,507	$202,476
2021	$1,718,031	$1,666,852	$1,149,870	$51,179
2020	$1,921,555	$1,684,009	$839,396	$237,546
2019	$1,792,708	$1,773,845	$612,911	$18,863
2018	$1,773,323	$1,691,660	$609,308	$81,663

SOUTHWEST DEVELOPMENTAL SERVICES INC