SOUTHWEST IMPROVEMENT COUNCIL INC

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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

1988

Legal Domicile

Principal Officer

DONNA ZIMMERMAN

Phone

3039342181

Tax Period

2025-01-01 to 2025-12-31

SOUTHWEST IMPROVEMENT COUNCIL INC, founded in 1988, is a small nonprofit in the Human Services sector that reported $384K in total revenue in fiscal year 2025. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $628K exceeded revenue, resulting in a 64% operating deficit.

Mission

HEALTH AND HUMAN SERVICES, HOUSING COUNSELING, YOUTH EDUCATION AND RECREATION, ELDER SERVICES AND MINORITY OUTREACH PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $446,641 Revenue: $172,891

OLDER ADULTS, AGE 60+ PROGRAMMING: DAILY (M-F) ACTIVITIES INCLUDE GAMES, EXERCISE AND EDUCATIONAL OPPORTUNITIES DESIGNED TO INCREASE OVERALL HEALTH AND WELL BEING, AS WELL AS TO DEVELOP NEW SKILLS IN AREAS THAT INCREASE OLDER ADULTS ABILITY TO LIVE ACTIVE LIVES AND AGE IN PLACE. ACTIVITIES AND EDUCATIONAL TOPICS INCLUDE TECHNOLOGY, PLANT CARE, WOODWORKING, ARTS, SEWING AND CRAFTS, WHILE EXERCISE INSTRUCTION CENTERS ON LOW-IMPACT YOGA AND TARGETED MOVEMENT. ALL PROGRAMMING IS FOCUSED ON ENHANCING SOCIAL, EMOTIONAL, AND PHYSCIAL WELL-BEING. A NUTRITIOUS HOT LUNCH IS ALSO PROVIDED M-F WHICH CREATES ADDITIONAL OPPORTUNITIES FOR SOCIALIZATION. THIS PROGRAM AREA INCLUDES A MONTHLY GATHERING OF AREA NATIVE AMERICAN ELDERS, AS WELL AS ASIAN AMERICAN OLDER ADULTS WHERE A NUTRITIOUS HOT MEAL IS SERVED, ALONG WITH THE OPPORTUNITY TO SHARE IN TRADITIONAL CULTURAL ACTIVITIES AND SOCIALIZATION. NUMBERS SERVED IN 2025 = 8,000.

Program 2

Expenses: $91,139 Revenue: $42,901

IN COLLABORATION WITH GOVERNMENT AGENCIES, SWIC PROVIDES HOUSING COUNSELING TO ASSIST INDIVIDUALS WITH CREATING FINANCIAL PLANS, ASSESSING LOAN PROGRAMS AND ALSO ASSIST WITH HOME RETENTION LOAN...

IN COLLABORATION WITH GOVERNMENT AGENCIES, SWIC PROVIDES HOUSING COUNSELING TO ASSIST INDIVIDUALS WITH CREATING FINANCIAL PLANS, ASSESSING LOAN PROGRAMS AND ALSO ASSIST WITH HOME RETENTION LOAN MODIFICATION FOR CLIENTS AT RISK OF FORECLOSURE. IN ADDITION, HOME BUYER EDUCATION CLASSES ARE OFFERED MONTHLY TO ASSIST POTENTIAL BUYERS IN UNDERSTANDING MORTGAGES, HOMEOWNERSHIP AND OPTIONS FOR DOWN-PAYMENT ASSISTANCE. NUMBERS SERVED IN 2025 = 400.

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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 (2025)

Revenue Breakdown

Contributions & Grants $313,358

Program Service Revenue $69,420

Investment Income $1,573

Other Revenue $0

TOTAL REVENUE $384,351

Expense Breakdown

Grants Paid $0

Salaries & Benefits $364,615

Fundraising Expenses $17,643

Program Expenses $537,780

Other Expenses $263,881

TOTAL EXPENSES $628,496

Year-over-Year Comparison

	2025	2024	Change
Revenue	$384,351	$513,867	-0.3%
Expenses	$628,496	$648,486	0.0%
Net Income	$-244,145	$-134,619	+0.8%

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

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

$94,528

Total Directors

$1,097

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA ZIMMERMAN	EXECUTIVE DIRECTOR	50.00	Officer	$80,027	$14,501	$94,528
TONY OUM	PRESIDENT	2.00	Officer Director	$0	$0	$0
BENJAMIN CHEANG	DIRECTOR	1.00	Director	$0	$0	$0
MARY LOU VIGIL	DIRECTOR	1.00	Director	$0	$0	$0
KIRBY CULBERTSON	DIRECTOR	1.00	Director	$1,097	$0	$1,097
RODOLFORUDY GARZA	DIRECTOR	1.00	Director	$0	$0	$0
BRIANNA TANCHER	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN ARCHULETA	DIRECTOR	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
2025	$384,351	$628,496	$1,976,677	$-244,145
2024	No data	No data	No data	No data
2023	$2,572,646	$718,731	$2,667,747	$1,853,915
2022	$568,603	$538,069	$348,736	$30,534
2021	$572,850	$583,720	$318,102	$-10,870
2020	$516,303	$560,605	$328,978	$-44,302
2019	$406,017	$491,927	$373,314	$-85,910
2018	$388,794	$382,611	$459,091	$6,183