South West Transit Association (EIN 742150101) - 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

1980

Legal Domicile

Principal Officer

KENDRA MCGEADY

Phone

6153906863

Tax Period

2023-10-01 to 2024-09-30

South West Transit Association, founded in 1980, is a small nonprofit that reported $846K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $187K, a strong 22% operating margin.

Mission

PROVIDE A COMMUNITY OF EDUCATION, COMMUNICATION, AND ADVOCACY IN WHICH MEMBERS CAN STRENGTHEN THEIR ABILITY TO PROVIDE PUBLIC TRANSPORTATION SERVICES AND PRODUCTS.

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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 $156,075

Program Service Revenue $677,544

Investment Income $5,154

Other Revenue $7,124

TOTAL REVENUE $845,897

Expense Breakdown

Grants Paid $0

Salaries & Benefits $215,497

Fundraising Expenses $0

Other Expenses $443,084

TOTAL EXPENSES $658,581

Year-over-Year Comparison

	2023	2022	Change
Revenue	$845,897	$718,237	+0.2%
Expenses	$658,581	$774,231	-0.1%
Net Income	$187,316	$-55,994	-4.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
KENDRA MCGEADY	Chair	Officer Director	$0	$0	$0
JESSICA MEFFORD-MILLER	Director	Director	$0	$0	$0
Craig Cloud	Director	Director	$0	$0	$0
Mike Mitchell	Director	Director	$0	$0	$0
Shannon Borst	Director	Director	$0	$0	$0
Emily Guill	Director	Director	$0	$0	$0
DAWN BLOCK	Director	Director	$0	$0	$0
RE TUCK DUNCAN	Director	Director	$0	$0	$0
DINERO WASHINGTON	Past Chair	Officer Director	$0	$0	$0
CHRIS MANDRELL	Vice President	Director	$0	$0	$0
HEATHER DALMOLIN	SECRETARY/TREAS	Director	$0	$0	$0
DEBORAH BACH	Director	Director	$0	$0	$0
MARIA TYNE	Director	Director	$0	$0	$0
ADAM WADDELL	Director	Director	$0	$0	$0
RYAN LANDERS	Director	Director	$0	$0	$0
LIZ CARTER	Director	Director	$0	$0	$0
VICENTE HUERTA	Director	Director	$0	$0	$0
SHAH N REMTULLA	Director	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	$845,897	$658,581	$353,566	$187,316
2023	$718,237	$774,231	$189,783	$-55,994
2022	$687,389	$748,478	$220,154	$-61,089
2021	$321,475	$374,449	$282,006	$-52,974
2020	$499,180	$508,166	$334,555	$-8,986
2019	$596,354	$557,729	$345,584	$38,625
2018	$523,556	$508,032	$304,888	$15,524

South West Transit Association