SOUTHWEST VIPASSANA ASSOCIATION INC (EIN 752176826) - 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

CESAR FRANCIA

Phone

9729628858

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST VIPASSANA ASSOCIATION INC, founded in 1987, is a small nonprofit in the Human Services sector that reported $682K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $923K exceeded revenue, resulting in a 35% operating deficit.

Mission

CONDUCTING COURSES IN THE ART OF MEDITATION

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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 $665,916

Program Service Revenue $0

Investment Income $16,251

Other Revenue $0

TOTAL REVENUE $682,167

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $793,129

Other Expenses $922,647

TOTAL EXPENSES $922,647

Year-over-Year Comparison

	2023	2022	Change
Revenue	$682,167	$549,879	+0.2%
Expenses	$922,647	$673,777	+0.4%
Net Income	$-240,480	$-123,898	+0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TINA CRISMAN	MEMBER	1.00	Director	$0	$0	$0
DAWN BRANAM	MEMBER	1.00	Director	$0	$0	$0
NILENDU JANI	MEMBER	20.00	Officer Director	$0	$0	$0
BHARATHRAM SUNDARARAMAN	PRESIDENT	20.00	Officer Director	$0	$0	$0
MOHEE PARIKH	TREASURER	20.00	Officer Director	$0	$0	$0
SHIVAJI NAVALE	VICE PRESIDENT	20.00	Officer Director	$0	$0	$0
RAHUL VAID	TRUSTEE/BOARD	1.00	Director	$0	$0	$0
SURENDRA NAIK	TRUSTEE/BOARD	1.00	Director	$0	$0	$0
HAI LA	TRUSTEE/BOARD	1.00	Director	$0	$0	$0
HIEN LAM	TRUSTEE/BOARD	1.00	Director	$0	$0	$0
BINH LAM	TRUSTEE/BOARD	1.00	Director	$0	$0	$0
ACHITA MUTHITACHAROEN	VICE SECRETARY	1.00	Officer Director	$0	$0	$0
CESAR FRANCIA	SECRETARY	5.00	Officer	$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	$682,167	$922,647	$5,145,250	$-240,480
2022	$549,879	$673,777	$4,378,958	$-123,898
2021	$1,375,384	$422,376	$4,499,259	$953,008
2020	$240,729	$390,391	$3,544,916	$-149,662

SOUTHWEST VIPASSANA ASSOCIATION INC