SOUTHWEST KEY PROGRAMS INC (EIN 742481167) - 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

1987

Legal Domicile

Principal Officer

ANSELMO VILLARREAL

Phone

5124622181

Tax Period

2023-09-01 to 2024-08-31

SOUTHWEST KEY PROGRAMS INC, founded in 1987, is a major nonprofit in the Human Services sector that reported $921.5M in total revenue in fiscal year 2023.

Mission

THE MISSION IS OPENING DOORS TO OPPORTUNITY, SO INDIVIDUALS CAN ACHIEVE THEIR DREAMS.

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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 $919,910,389

Program Service Revenue $0

Investment Income $-1,178,739

Other Revenue $2,779,097

TOTAL REVENUE $921,510,747

Expense Breakdown

Grants Paid $1,333,037

Salaries & Benefits $705,230,412

Fundraising Expenses $33,142

Program Expenses $832,706,791

Other Expenses $221,674,773

TOTAL EXPENSES $928,238,222

Year-over-Year Comparison

	2023	2022	Change
Revenue	$921,510,747	$897,499,983	+0.0%
Expenses	$928,238,222	$900,925,634	+0.0%
Net Income	$-6,727,475	$-3,425,651	+1.0%

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

11701

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

$5,663,054

Total Directors

$1,162,366

Key Employees

$4,209,754

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANSELMO VILLARREAL	PRESIDENT AND CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$1,125,874	$36,492	$1,162,366
ROSA SANTIS	BOARD MEMBER	1.00	Director	$0	$0	$0
EDGAR OCASIO	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID MARSHALL JR	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA GARCIA	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE KYPUROS	INTERIM BOARD CHAIR	1.00	Officer Director	$0	$0	$0
CELINA ECHAZARRETA	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
JUAN RUIZ	TREASURER	1.00	Officer Director	$0	$0	$0
CATALINA GARCIA	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSE ARROYO DAVILA	CHIEF HUMAN RESOURCES & ADMIN OFFICER(THRU3/24/24)	40.00	Officer	$719,427	$42,181	$761,608
JOELLA BROOKS	CHIEF OPERATIONS PROGRAM OFFICER	40.00	Officer	$640,102	$42,978	$683,080
CHIRAG SHAH	CHIEF INFORMATION OFFICER	40.00	Officer	$494,371	$26,491	$520,862
FRED MUNIZ	INTERIM CHIEF FINANCIAL OFFICER	40.00	Officer	$451,312	$36,621	$487,933
GERALDO RIVERA	CHIEF PROGRAM OFFICER (THRU 9/1/23)	40.00	Officer	$491,828	$32,373	$524,201
JOSE VELAZQUEZ	CHIEF STRATEGY AND TRANSFORMATION OFFICER	40.00	Officer	$306,222	$12,078	$318,300
CHRISTINA CANTU	CHIEF OF STAFF	40.00	Officer	$386,909	$39,962	$426,871
ANAIS BIERA MIRACLE	CHIEF COMMUNICATIONS OFFICER	40.00	Officer	$311,577	$40,907	$352,484
ENRIQUE VARELA	CHIEF LEGAL AND COMPLIANCE OFFICER (THRU 4/1/22)	40.00	Officer	$411,722	$13,627	$425,349
ELEANOR BENMENASHE	VP OF LEGAL	40.00	Key Emp	$329,894	$40,907	$370,801
VERONICA DELGADO SAVAGE	VICE PRESIDENT - YJ SERVICES	40.00	Key Emp	$319,180	$35,986	$355,166
MARISOL CERVERA	VP OF IMMIGRANT CHILD SERVICES	40.00	Key Emp	$357,759	$34,588	$392,347
CARLOS GARCIA	VICE PRESIDENT - HR (THRU 5/22/24)	40.00	Key Emp	$314,199	$47,079	$361,278
JOSE OCHOA GARZON	VP OF FINANCE & ACCOUNTING (THRU 11/29/23)	40.00	Key Emp	$287,802	$29,003	$316,805
RACHEL ROSALES	VP OF RESEARCH & GRANTS	40.00	Key Emp	$317,451	$32,655	$350,106
DAVID GARCIA	VP OF GOVERNMENT AFFAIRS	40.00	Key Emp	$234,078	$24,716	$258,794
FRANK FELIX	VP OF IMMIGRANT CHILD SERVICES (THRU 1/6/24)	40.00	Key Emp	$246,758	$11,396	$258,154
DAVID BERNDT	VP OF COMPLIANCE (THRU 5/22/24)	40.00	Key Emp	$312,034	$33,223	$345,257
KRISNA KODUVAYUR	VP OF DIGITAL DEVELOPMENT	40.00	Key Emp	$275,862	$21,598	$297,460
VIVIAN PANTING	VP OF INTERNATIONAL AFFAIRS	40.00	Key Emp	$314,319	$16,657	$330,976
BIMAL MEHTA	VP OF ENTERPRISE PORTFOLIO MGMNT	40.00	Key Emp	$290,634	$10,467	$301,101
MELISSA VILLARREAL	VP OF EE AND COMMUNITY ENGAGEMENT	40.00	Key Emp	$241,010	$30,499	$271,509
JOEL BROPHY	VP OF INTERNAL AUDIT & RISK MANAGEMENT	40.00	Highest	$309,086	$20,161	$329,247
DEBRA MIX	SR DIRECTOR OF PAYROLL	40.00	Highest	$241,574	$22,833	$264,407
ALAN HODSON	VP OF INFORMATION TECHNOLOGY	40.00	Highest	$260,587	$36,925	$297,512
DANIEL SOTO CASTRO	SR FINANCIAL DIRECTOR (THRU 4/13/24)	40.00	Highest	$245,305	$37,639	$282,944
JOSE CABRERA SANDOVAL	VP OOF CORPORATE RELATIONS	40.00	Highest	$223,355	$16,596	$239,951
ROBERTO FLORES	CHIEF FINANCIAL OFFICER	10.00		$455,988	$318	$456,306

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	$921,510,747	$928,238,222	$256,276,208	$-6,727,475
2023	$898,292,040	$893,540,775	$258,034,329	$4,751,265
2023	$897,499,983	$900,925,634	$255,641,728	$-3,425,651
2022	$767,705,237	$773,558,470	$205,924,874	$-5,853,233
2022	$761,635,874	$774,224,382	$209,079,921	$-12,588,508
2021	$588,318,167	$545,209,215	$203,106,056	$43,108,952
2021	$591,690,772	$553,581,820	$203,106,056	$38,108,952
2020	$414,933,218	$417,848,339	$131,592,259	$-2,915,121
2019	$468,005,710	$478,620,770	$140,471,517	$-10,615,060
2018	$408,931,970	$382,666,539	$165,450,859	$26,265,431

SOUTHWEST KEY PROGRAMS INC