SOUTHWEST MEDICAL CENTER FOUNDATION (EIN 480908781) - 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

1980

Legal Domicile

Principal Officer

DR RAY ALLEN

Phone

6206247786

Tax Period

2024-07-01 to 2025-06-30

SOUTHWEST MEDICAL CENTER FOUNDATION, founded in 1980, is a small nonprofit in the Health Care sector that reported $971K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $874K, a strong 90% operating margin.

Mission

SUPPORT FOR SOUTHWEST MEDICAL CENTER

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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 $100

Program Service Revenue $0

Investment Income $851,824

Other Revenue $118,719

TOTAL REVENUE $970,643

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $96,246

TOTAL EXPENSES $96,246

Year-over-Year Comparison

	2024	2023	Change
Revenue	$970,643	$1,251,758	-0.2%
Expenses	$96,246	$777,963	-0.9%
Net Income	$874,397	$473,795	+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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR RAY ALLEN	PRESIDENT	0.25	Officer Director	$0	$0	$0
DENNIS SANDER	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
CHARLA LIGHT-SALLASKA	SECRETARY	0.50	Officer Director	$0	$0	$0
IVANHOE LOVE JR	TREASURER	0.50	Officer Director	$0	$0	$0
MIKE LYLES	TRUSTEE	0.25	Director	$0	$0	$0
TONY MCKEE	TRUSTEE	0.25	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
2025	$970,643	$96,246	$8,546,628	$874,397
2024	No data	No data	No data	No data
2023	$280,306	$375,635	$7,031,628	$-95,329
2022	$244,993	$401,964	$6,838,956	$-156,971
2021	$586,838	$358,911	$7,756,394	$227,927
2020	$370,837	$345,476	$6,800,838	$25,361
2019	$544,643	$575,552	$7,022,059	$-30,909

SOUTHWEST MEDICAL CENTER FOUNDATION