PHILANTHROPY SOUTHWEST (EIN 510163529) - 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

1975

Legal Domicile

Principal Officer

ANTHONY J FUNDARO

Phone

2147401787

Tax Period

2024-01-01 to 2024-12-31

PHILANTHROPY SOUTHWEST, founded in 1975, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.3M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $2.2M left a modest 6% surplus.

Mission

FOSTER PHILANTHROPY AND RELATIONSHIPS THAT IMPACT THE SOUTHWEST'S PEOPLE AND COMMUNITIES.

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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 $1,554,047

Program Service Revenue $724,407

Investment Income $47,256

Other Revenue $0

TOTAL REVENUE $2,325,710

Expense Breakdown

Grants Paid $12,150

Salaries & Benefits $901,397

Fundraising Expenses $350,070

Program Expenses $1,572,006

Other Expenses $1,272,930

TOTAL EXPENSES $2,186,477

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,325,710	$2,678,418	-0.1%
Expenses	$2,186,477	$2,325,090	-0.1%
Net Income	$139,233	$353,328	-0.6%

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

$260,960

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FELICIA CHASE GOODMAN	CHAIR/BOARD MEMBER	2.00	Officer Director	$0	$0	$0
KATIE ROBBINS	TREASURER/BOARD MEMBER	2.00	Officer Director	$0	$0	$0
MICHAEL MARTINEZ	SECRETARY/BOARD MEMBER	2.00	Officer Director	$0	$0	$0
TERESA ROSE	INCOMING CHAIR/BOARD MEMBER	1.00	Officer Director	$0	$0	$0
KATIE ALFORD	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLEY BARNES	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT BURNS	BOARD MEMBER	1.00	Director	$0	$0	$0
AUSTIN DICKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
STACEY EASTERLING	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER GOETT	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER HOCKER	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN JOSEPH	BOARD MEMBER	1.00	Director	$0	$0	$0
RONALD LEWIS	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACEY STEWART	BOARD MEMBER	1.00	Director	$0	$0	$0
SHELLEY SWEATT	BOARD MEMBER	1.00	Director	$0	$0	$0
ABEL WURMNEST	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY FUNDARO	PRESIDENT/CEO	40.00	Officer	$203,426	$57,534	$260,960
MALLORY DRIGGERS	EXECUTIVE VICE PRESIDENT	40.00	Highest	$140,087	$12,161	$152,248

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	$2,325,710	$2,186,477	$2,671,388	$139,233
2023	$2,678,418	$2,325,090	$2,398,110	$353,328
2022	$2,050,559	$1,807,714	$2,268,165	$242,845
2021	$1,479,190	$1,652,991	$1,640,752	$-173,801
2020	$1,376,122	$1,164,146	$1,542,008	$211,976
2019	$1,351,686	$1,496,536	$1,232,820	$-144,850
2018	$1,251,922	$1,168,615	$1,302,099	$83,307

PHILANTHROPY SOUTHWEST