COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST INC (EIN 680589116) - 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

2004

Legal Domicile

Principal Officer

SCOTT KIEDAISCH

Phone

2146659467

Tax Period

2023-09-01 to 2024-08-31

COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST INC, founded in 2004, is a community nonprofit in the Mutual Benefit sector that reported $8.4M in total revenue in fiscal year 2023.

Mission

PROVIDING MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS

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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 $8,330,010

Investment Income $78,161

Other Revenue $1,026

TOTAL REVENUE $8,409,197

Expense Breakdown

Grants Paid $0

Salaries & Benefits $115,222

Fundraising Expenses $0

Other Expenses $1,931,157

TOTAL EXPENSES $9,193,503

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,409,197	$8,011,432	+0.0%
Expenses	$9,193,503	$8,253,632	+0.1%
Net Income	$-784,306	$-242,200	+2.2%

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

N/A

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

$911,488

Total Directors

$804,488

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT WATLING	PRESIDENT	5.00	Officer Director	$0	$22,176	$309,258
J PERNELL JONES	VICE PRESIDENT	5.00	Officer Director	$0	$33,894	$242,876
MARY FLECK	TREASURER	5.00	Officer Director	$0	$0	$129,464
MELANIE OELFKE	SECRETARY	5.00	Officer Director	$0	$30,009	$122,890
SCOTT KIEDAISCH	EXECUTIVE DIRECTOR	45.00	Officer	$107,000	$0	$107,000

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	$8,409,197	$9,193,503	$4,307,361	$-784,306
2023	$8,011,432	$8,253,632	$4,880,784	$-242,200
2022	$7,017,820	$8,092,204	$5,030,353	$-1,074,384
2021	$8,308,692	$8,668,694	$6,119,793	$-360,002
2020	$8,287,288	$7,860,964	$6,451,264	$426,324
2019	$9,559,486	$8,981,690	$6,001,998	$577,796
2018	$16,613,527	$20,115,556	$5,437,154	$-3,502,029

COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST INC