Southwest Folklife Alliance Inc (EIN 510195434) - 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

1976

Legal Domicile

Principal Officer

Lynn Hourani

Phone

5206214046

Tax Period

2025-01-01 to 2025-06-30

Southwest Folklife Alliance Inc, founded in 1976, is a small nonprofit in the Arts, Culture & Humanities sector that reported $923K in total revenue in fiscal year 2025. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $1.0M exceeded revenue, resulting in a 12% operating deficit.

Mission

We build more equitable and vibrant communities by celebrating the everyday expression of culture, heritage and diversity in the greater Southwest and US Mexico Border Corridor.(Continued on Schedule O)

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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 (2025)

Revenue Breakdown

Contributions & Grants $916,545

Program Service Revenue $0

Investment Income $2,422

Other Revenue $3,821

TOTAL REVENUE $922,788

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,500

Program Expenses $982,480

Other Expenses $1,022,666

TOTAL EXPENSES $1,029,166

Year-over-Year Comparison

	2025	2024	Change
Revenue	$922,788	$1,999,884	-0.5%
Expenses	$1,029,166	$2,046,656	-0.5%
Net Income	$-106,378	$-46,772	+1.3%

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

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
Maribel Alvarez	TreasurerInterim Executive Directo	8.00	Officer Director	$0	$0	$0
Lynn Hourani	President	8.00	Officer Director	$0	$0	$0
Teresa Bravo	Secretary	8.00	Officer Director	$0	$0	$0
Berlin Loa	Vice President	8.00	Officer Director	$0	$0	$0
Robert Breunig	Treasurer	8.00	Officer Director	$0	$0	$0
Alica Nunez	Director	8.00	Director	$0	$0	$0
Jocelyn Retamoza-Gonzvar	Managing DirectorDirector	40.00	Officer Director	$0	$0	$0
Estevan Azcona	Director	8.00	Director	$0	$0	$0
Eula Liane Hernandez	Director	8.00	Director	$0	$0	$0
Judd Ruggill	Director	8.00	Director	$0	$0	$0
Leia Maahs	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
2025	$922,788	$1,029,166	$1,708,870	$-106,378
2024	$1,999,884	$2,046,656	$1,965,923	$-46,772
2023	$2,316,147	$2,540,667	$2,399,483	$-224,520
2022	$1,931,698	$1,775,391	$3,428,052	$156,307
2021	$2,548,159	$1,145,401	$2,781,473	$1,402,758
2020	$907,294	$689,776	$1,433,341	$217,518
2019	$1,770,714	$848,448	$1,185,747	$922,266
2018	$702,149	$737,458	$213,611	$-35,309

Southwest Folklife Alliance Inc