SOUTHWELL INC (EIN 581772605) - 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

1983

Legal Domicile

Principal Officer

CHRISTOPHER DORMAN

Phone

2293533804

Tax Period

2023-10-01 to 2024-09-30

SOUTHWELL INC, founded in 1983, is a small nonprofit in the Health Care sector that reported $586K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year.

Mission

SOUTHWELL, INC. (SOUTHWELL) OPERATES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF TIFT REGIONAL HEALTH SYSTEM, INC. (A TAX-EXEMPT REGIONAL REFERRAL HOSPITAL) AND SOUTHWELL AMBULATORY, INC., (A TAX-EXEMPT PROVIDER OF SPECIALTY PHYSICIAN AND MEDICAL SERVICES). SOUTHWELL IS THE PARENT ORGANIZATION OF THE MULTI-ENTITY HEALTHCARE SYSTEM AND IS RESPONSIBLE FOR STRATEGIC PLANNING, RESOURCE ALLOCATION AND FINANCIAL PLANNING FOR THE SYSTEM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $586,099

Other Revenue $0

TOTAL REVENUE $586,099

Expense Breakdown

Grants Paid $586,099

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $586,099

Other Expenses $60

TOTAL EXPENSES $586,159

Year-over-Year Comparison

	2023	2022	Change
Revenue	$586,099	$617,850	-0.1%
Expenses	$586,159	$617,910	-0.1%
Net Income	$-60	$-60	N/A

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

$1,294,774

Total Directors

$763,663

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER DORMAN	PRESIDENT &	1.00	Officer	$0	$29,627	$885,883
JESSICA BEIER MD	TRUSTEE	1.00	Director	$0	$28,500	$763,663
TROY BROOKS	CFO	1.00	Officer	$0	$23,984	$408,891
JAMES ALLEN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
WILLIAM BOWEN	TRUSTEE	1.00	Director	$0	$0	$0
WASDON GRAYDON	SECRETARY	1.00	Officer Director	$0	$0	$0
GEORGE M D HUNT IV	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LARRY MIMS	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM RICHARDSON	TRUSTEE (FOR	1.00	Director	$0	$0	$0
FORTSON TURNER	TRUSTEE	1.00	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
2024	$586,099	$586,159	$110,029	$-60
2023	$617,850	$617,910	$111,979	$-60
2022	$537,425	$537,485	$82,255	$-60
2021	$497,995	$498,055	$128,494	$-60
2020	$380,576	$445,935	$170,629	$-65,359
2019	$568,244	$568,304	$209,657	$-60
2019	$558,863	$568,304	$209,657	$-9,441

SOUTHWELL INC