Southwest Movers Association Inc (EIN 750573410) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1929

Legal Domicile

Principal Officer

John Esparza

Phone

5124782541

Tax Period

2023-01-01 to 2023-12-31

Southwest Movers Association Inc, founded in 1929, is a small nonprofit that reported $250K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $298K exceeded revenue, resulting in a 19% operating deficit.

Mission

Enhance and promote the moving industry.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $234,662

Investment Income $3,295

Other Revenue $12,012

TOTAL REVENUE $249,969

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $297,974

TOTAL EXPENSES $297,974

Year-over-Year Comparison

	2023	2022	Change
Revenue	$249,969	$265,934	-0.1%
Expenses	$297,974	$314,743	-0.1%
Net Income	$-48,005	$-48,809	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ben Breedlove	Chairman	2.00	Officer Director	$0	$0	$0
Ted Huseman	Vice Chairman	2.00	Officer Director	$0	$0	$0
Derrick Potter	Secretary - Treasurer	2.00	Officer Director	$0	$0	$0
Tucker Briscoe	Director at Large	2.00	Officer Director	$0	$0	$0
Lucinda Sanchez	Director at Large	2.00	Officer Director	$0	$0	$0
Brandon Melia	Director	2.00	Director	$0	$0	$0
Chris Moucka	Tariff	2.00	Officer Director	$0	$0	$0
Francey Beall	Immediate Past Chairman	2.00	Officer Director	$0	$0	$0
Lance Potter	Director	2.00	Director	$0	$0	$0
Sean Streckfus	Director	2.00	Director	$0	$0	$0
Patrick Dodson	Director	2.00	Director	$0	$0	$0
John Esparza	Executive Director	2.00	Officer	$0	$0	$0
Doug Smith	Director	2.00	Director	$0	$0	$0
Phillip Garrett	Director	2.00	Director	$0	$0	$0
Elle Nesher	Director	2.00	Director	$0	$0	$0
Jeremy Pool	Director	2.00	Director	$0	$0	$0
Joe Kerner	Director	2.00	Director	$0	$0	$0
Travis Moore	Director	2.00	Director	$0	$0	$0
Tomas Prestamo	Director	2.00	Director	$0	$0	$0
D'Ana Salazar	Director	2.00	Director	$0	$0	$0
Eric Barker	Director	2.00	Director	$0	$0	$0
Jake Wakely	Director	2.00	Director	$0	$0	$0
Rob Albert	Director	2.00	Director	$0	$0	$0
Tricia Smith-Bermudez	Director	2.00	Director	$0	$0	$0
Joyce Foster	Director	2.00	Director	$0	$0	$0
Lindsay Horner	Director	2.00	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
2024	No data	No data	No data	No data
2023	$249,969	$297,974	$571,357	$-48,005
2022	$265,934	$314,743	$599,409	$-48,809
2021	$274,407	$273,275	$706,253	$1,132
2020	$241,240	$251,338	$656,920	$-10,098
2019	$297,503	$303,767	$652,633	$-6,264
2018	$328,465	$282,779	$690,629	$45,686

Southwest Movers Association Inc