SOUTHWEST MORTGAGEE ADVISORY (EIN 731715244) - 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

BRIAN ROBERTSON

Phone

9724582900

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST MORTGAGEE ADVISORY, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $291K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 21% operating margin.

Mission

TO PROVIDE A FORUM FOR REAL ESTATE PROFESSIONALS TO MEET AND ADDRESS CURRENT ISSUES WITHIN THE PROFESSION.

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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 $33,500

Program Service Revenue $257,230

Investment Income $0

Other Revenue $0

TOTAL REVENUE $290,730

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $214,458

Other Expenses $230,446

TOTAL EXPENSES $230,446

Year-over-Year Comparison

	2024	2023	Change
Revenue	$290,730	$214,325	+0.4%
Expenses	$230,446	$234,489	0.0%
Net Income	$60,284	$-20,164	-4.0%

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
MICHAEL BACKMAN	MEMBER AT LA	N/A	Director	$0	$0	$0
LESLIE DUCHENE	MEMBER AT LA	N/A	Director	$0	$0	$0
TIM NUNA	MEMBER AT LA	N/A	Director	$0	$0	$0
CHAD RICKS	MEMBER AT LA	N/A	Director	$0	$0	$0
BRYANT SCOGIN	MEMBER AT LA	N/A	Director	$0	$0	$0
KRISTIN WELCH	MEMBER AT LA	N/A	Director	$0	$0	$0
JENNIFER DORAN MASSEY	PRESIDENT	N/A	Officer	$0	$0	$0
BRIAN ROBERTSON	TREASURER	N/A	Officer	$0	$0	$0
FORTUNAT SEMADENI	VICE PRESIDE	N/A	Officer	$0	$0	$0
PATRICK WEIMAN	SECRETARY	N/A	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
2024	$290,730	$230,446	$102,650	$60,284
2023	$214,325	$234,489	$42,366	$-20,164

SOUTHWEST MORTGAGEE ADVISORY