SOUTHWESTERN FOUNDATION (EIN 742736740) - 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

1993

Legal Domicile

Principal Officer

Lenora Chapman

Phone

5128631956

Tax Period

2023-01-01 to 2023-12-31

SOUTHWESTERN FOUNDATION, founded in 1993, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $23K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring.

Mission

The Southwestern Foundation is administered solely for the benefit and support of Southwestern University.

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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 $22,791

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $22,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,791	$36,940	-0.4%
Expenses	N/A	$37,827	-1.0%
Net Income	N/A	$-887	N/A

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

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

$1,438,821

Total Directors

$1,438,821

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Laura Skandera Trombley	Trustee & President	0.1	Officer Director	$0	$155,488	$899,811
Lenora Chapman	Trustee and Secretary	0.1	Officer Director	$0	$32,192	$321,481
Kent Huntsman	Trustee & Assistant Secretary	0.1	Officer Director	$0	$31,158	$217,529
R Griffin Lord	Trustee & Treasurer	0.10	Officer Director	$0	$0	$0
Christopher E Cragg	Trustee and Vice President	0.1	Officer 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	No data	No data	No data	No data
2023	$22,791	No data	$82,340	No data
2022	$36,940	$37,827	$82,340	$-887
2021	$12,787	$12,787	$83,227	No data
2020	$5,900,329	$7,717,254	$83,227	$-1,816,925
2019	No data	No data	$1,900,152	No data
2018	$289	$289	$1,900,152	No data

SOUTHWESTERN FOUNDATION