Southwest Johnson Co Economic Development (EIN 481131265) - 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

2009

Legal Domicile

Principal Officer

Greg Martinette

Tax Period

2022-01-01 to 2022-12-31

Southwest Johnson Co Economic Development, founded in 2009, is a small nonprofit that reported $335K in total revenue in fiscal year 2022. Revenue decreased 16% compared to the prior year.

Mission

Stimulate economic growth by demonstrating to new and existing companies the unique business advantage of Southwest Johnson County location

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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 (2022)

Revenue Breakdown

Contributions & Grants $334,489

Program Service Revenue $0

Investment Income $147

Other Revenue $0

TOTAL REVENUE $334,636

Expense Breakdown

Grants Paid $0

Salaries & Benefits $206,931

Fundraising Expenses $0

Program Expenses $350,056

Other Expenses $143,125

TOTAL EXPENSES $350,056

Year-over-Year Comparison

	2022	2021	Change
Revenue	$334,636	$400,366	-0.2%
Expenses	$350,056	$371,152	-0.1%
Net Income	$-15,420	$29,214	-1.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Derek Cox	Director	0.00	Director	$0	$0	$0
Jason Leib	Director	0.00	Director	$0	$0	$0
Carol Lehman	Director	0.00	Director	$0	$0	$0
Cory Claxton	Director	0.00	Director	$0	$0	$0
Shirley Allenbrand	Director	0.00	Director	$0	$0	$0
Justin Duff	Director	0.00	Director	$0	$0	$0
Julie Dean	Director	0.00	Director	$0	$0	$0
Arlen Kleinsorge	Director	0.00	Director	$0	$0	$0
Rachel Laffitte	Director	0.00	Director	$0	$0	$0
Steve Shute	Director	0.00	Director	$0	$0	$0
Travis Schram	Director	0.00	Director	$0	$0	$0
Brian Johanning	Director	0.00	Director	$0	$0	$0
Tom Mertz	Director	0.00	Director	$0	$0	$0
Aaron Otto	Director	0.00	Director	$0	$0	$0
Jim Lehman	Director	0.00	Director	$0	$0	$0
Chris Stara	Director	0.00	Director	$0	$0	$0
Josh Smith	Director	0.00	Director	$0	$0	$0
Roger Summers	Director	0.00	Director	$0	$0	$0
Todd Winters	Director	0.00	Director	$0	$0	$0
John Rider	Director Chairman	0.00	Officer Director	$0	$0	$0
Joe Caldwell	Immediate Past Chairman	0.00	Officer Director	$0	$0	$0
Greg Martinette	Executive Director	40.00	Officer	$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
2022	$334,636	$350,056	$21,305	$-15,420
2020	$337,138	$327,600	$15,096	$9,538
2019	$302,439	$303,499	$10,057	$-1,060
2018	$269,763	$287,389	$11,341	$-17,626

Southwest Johnson Co Economic Development