Southwest Winners Foundation Inc (EIN 742875825) - 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

1998

Legal Domicile

Principal Officer

James K Neal

Phone

2108298017

Tax Period

2023-09-01 to 2024-08-31

Southwest Winners Foundation Inc, founded in 1998, is a mid-sized nonprofit in the Education sector that reported $14.7M in total revenue in fiscal year 2023.

Mission

PreK-12 charter schools in San Antonio and Seguin, focused on college and career readiness.

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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 $14,030,425

Program Service Revenue $467,246

Investment Income $188,825

Other Revenue $0

TOTAL REVENUE $14,686,496

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,080,039

Fundraising Expenses $24,904

Program Expenses $14,442,112

Other Expenses $4,344,542

TOTAL EXPENSES $15,424,581

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,686,496	$14,257,417	+0.0%
Expenses	$15,424,581	$14,719,464	+0.0%
Net Income	$-738,085	$-462,047	+0.6%

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

229

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

$469,893

Total Directors

$364,719

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dewey Lawhon	Chairman	1.00	Officer Director	$0	$0	$0
Edward Gutierrez	Vice Chairman	1.00	Officer Director	$0	$0	$0
James Neal	President	20.00	Officer Director	$69,154	$3,000	$72,154
Christinn Jean	VP, Superintendent	40.00	Officer Director	$131,201	$150	$131,351
Bear Goolsby	Treasurer	1.00	Officer Director	$0	$0	$0
Dr Gary Short	Secretary, Exec. Director	20.00	Officer Director	$64,841	$3,000	$67,841
Jeff Dotson	Board member	1.00	Director	$0	$0	$0
Christine Hefel	Board member	1.00	Director	$0	$0	$0
Brent Jameson	Board member	1.00	Director	$0	$0	$0
Sherri Jermier	Board member	1.00	Director	$0	$0	$0
Christopher McCammon	Deputy Superintendent	40.00	Officer Director	$90,373	$3,000	$93,373
Judyjane Witte	CFO	40.00	Officer	$105,024	$150	$105,174

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	$14,686,496	$15,424,581	$16,686,717	$-738,085
2023	$14,257,417	$14,719,464	$17,889,209	$-462,047
2022	$13,029,285	$12,708,543	$16,713,826	$320,742
2021	$13,875,020	$13,783,170	$15,492,431	$91,850
2020	$15,039,256	$13,929,397	$15,683,227	$1,109,859
2019	$13,838,428	$12,713,505	$15,465,857	$1,124,923
2018	$12,524,577	$11,859,315	$14,851,745	$665,262

Southwest Winners Foundation Inc