DALLAS, TX
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
FOSTER MEANINGFUL PHILANTHROPY AND TRUSTED RELATIONSHIPS THAT IMPACT THE SOUTHWEST REGION'S PEOPLE, COMMUNITIES, AND MOST PRESSING ISSUES.PHILANTHROPY SOUTHWEST (PSW) MEMBERSHIP IS ABOUT VALUABLE CONNECTIONS AND LEADING-EDGE LEARNING THAT RESULT IN STRONGER PHILANTHROPY, BOTH WITHIN YOUR FOUNDATION AND ACROSS OUR REGION. THE CHALLENGES THAT PEOPLE AND COMMUNITIES IN OUR REGION FACE ARE MANY AND UNIQUE, AND AT PSW WE BELIEVE THAT PHILANTHROPY, WHEN DONE WELL, CAN BE A HUGE PART OF THE SOLUTION. THAT'S WHY WE BRING TOGETHER MANY OF THE MOST TALENTED, PASSIONATE, AND DIVERSE PHILANTHROPIC LEADERS IN THE REGION, TO LEARN FROM EACH OTHER AND HELP EACH OTHER GROW. OUR MEMBERS TELL US THAT WHAT THEY VALUE MOST ABOUT PSW IS RELATIONSHIPS, PROFESSIONAL LEARNING, FOCUS ON THE SOUTHWEST, ADVOCACY, INNOVATION, AND DIVERSITY.
IN-PERSON ANNUAL CONFERENCE: 562 INDIVIDUALS ATTENDED THE 76TH ANNUAL CONFERENCE IN SANTA FE, NM, INCLUDING MEMBERS, NON-MEMBERS, SPOUSE/GUEST REGISTRANTS, AND SPEAKERS. THE CONFERENCE INCLUDED FOUR...
IN-PERSON ANNUAL CONFERENCE: 562 INDIVIDUALS ATTENDED THE 76TH ANNUAL CONFERENCE IN SANTA FE, NM, INCLUDING MEMBERS, NON-MEMBERS, SPOUSE/GUEST REGISTRANTS, AND SPEAKERS. THE CONFERENCE INCLUDED FOUR PLENARY SESSIONS AND 40 BREAKOUT SESSIONS, NETWORKING EVENTS, SITE VISITS, PRE-CONFERENCE SESSIONS, THE CELEBRATION OF PHILANTHROPY DINNER, AND CEO/ED BREAKFAST. NEW TO THE CONFERENCE THIS YEAR WERE MASTER CLASS SESSIONS BOTH PRE-CONFERENCE AND DURING THE CONFERENCE. CEU CREDITS WERE OFFERED FOR SOME SESSIONS. OTHER THAN MEMBER DUES, THIS IS THE PRIMARY PROGRAM EVENT FOR PSW.
ONGOING MEMBER SERVICES:PSW IS COMMITTED TO CONNECTED, IMPACTFUL PHILANTHROPY BY PROVIDING RESPONSIVE AND TIMELY SERVICES, RESOURCES AND EDUCATIONAL PROGRAMMING TO ITS MEMBERS. TO THAT END PSW...
ONGOING MEMBER SERVICES:PSW IS COMMITTED TO CONNECTED, IMPACTFUL PHILANTHROPY BY PROVIDING RESPONSIVE AND TIMELY SERVICES, RESOURCES AND EDUCATIONAL PROGRAMMING TO ITS MEMBERS. TO THAT END PSW PROVIDED: LEADERSHIP DEVELOPMENT OPPORTUNITIES, PROFESSIONAL DEVELOPMENT, ONLINE EDUCATIONAL EXCHANGE COMMITTED TO MEMBER PROFESSIONAL DEVELOPMENT DYNAMIC AND TAILORED LEARNING EXPERIENCES, CONNECTION OPPORTUNITIES, ONE SOUTHWESTERN VOICE TO PROMOTE & DEFEND PHILANTHROPY EFFECTIVELY, SECTOR RESOURCES AND DISCOUNTS, NEWSLETTERS, LEGISLATIVE UPDATES, RESEARCH STUDIES - DEMOGRAPHIC, RURAL, URBAN.
EDUCATIONAL SEMINARS: PSW OFFERS A NUMBER OF EDUCATIONAL AND PROFESSIONAL LEARNING OPPORTUNITIES ON A VARIETY OF TOPICS DESIGNED TO ASSIST ITS MEMBERS WITH ALL ASPECTS OF OPERATING CHARITABLE...
EDUCATIONAL SEMINARS: PSW OFFERS A NUMBER OF EDUCATIONAL AND PROFESSIONAL LEARNING OPPORTUNITIES ON A VARIETY OF TOPICS DESIGNED TO ASSIST ITS MEMBERS WITH ALL ASPECTS OF OPERATING CHARITABLE ORGANIZATIONS EFFICIENTLY, EFFECTIVELY, AND WITHIN THE LEGAL FRAMEWORK OF THE INTERNAL REVENUE CODE AS WELL AS THE STATUTES OF THEIR RESPECTIVE STATES. OFFERINGS INCLUDED THE FOLLOWING: UNIVERSITY OF TEXAS LAW SCHOOL NONPROFIT ORGANIZATIONS INSTITUTE: OVER 250 PEOPLE ATTENDED THIS PROGRAM LED BY NATIONAL EXPERTS FROM PRIVATE FOUNDATIONS, NONPROFIT ORGANIZATIONS, LAW, FINANCE AND GOVERNMENTAL ENTITIES. TOPICS INCLUDED DISCUSSIONS ON TAX, LEGISLATIVE, AND GOVERNANCE ISSUES AFFECTING PRIVATE FOUNDATIONS AND NONPROFIT ORGANIZATIONS. OTHER SESSION TOPICS INCLUDED DATA PROTECTION, CRISIS MANAGEMENT, RISK MANAGEMENT, GRANTMAKING, INVESTMENTS, COMPLIANCE AND REPORTING.PSW ON THE ROAD EVENTS: HELD IN 3 LOCATIONS, WITH MORE THAN 75 ATTENDEES - LAS VEGAS, NV, PHOENIX, AZ, AND TULSA, OK.THE WAYFARER LEADERSHIP PROGRAM: OFFERED AGAIN THIS YEAR; AN INTENSIVE YEAR-LONG LEADERSHIP TRAINING INVOLVING ONE-ON-ONE COACHING, SELF-DEVELOPMENT, AND THREE- OR FOUR-DAY REFLECTION RETREATS HELD AT DIFFERENT LOCATIONS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
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