DISABILITY SERVICES OF THE SOUTHWE… - Form 990 Financial Data

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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

LAURIE LYSSY

Phone

2107980123

Tax Period

2024-01-01 to 2024-12-31

DISABILITY SERVICES OF THE SOUTHWEST INC, founded in 1993, is a mid-sized nonprofit in the Human Services sector that reported $30.0M in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring.

Mission

DSSW IS DEDICATED TO HELPING PEOPLE WITH DISABILITIES REACH THEIR HIGHEST LEVEL OF INDEPENDENCE BY PROVIDING QUALITY AND COST EFFECTIVE SUPPORT SERVICES. WE ARE THE BRIDGE THAT ENABLES INDIVIDUALS TO STAY IN THEIR HOME AND WITH THEIR FAMILY AND FRIENDS. OUR CARE TEAM IS AS DIVERSE AS THOSE WE SERVE. WE ARE UNITED BY COMPASSION AND ARE DRIVEN BY OUR RESPONSIBILITY TO THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $30,095,056 Revenue: $26,982,635

CLASS - COMMUNITY LIVING ASSISTANCE AND SUPPORT SERVICES: THIS PROGRAM ASSISTS THE DISABLED IN ACHIEVING COMMUNITY INTEGRATION. WORKING IN COORDINATION WITH A DIRECT SERVICE AGENCY THE PROGRAM SEEKS...

Program 2

Revenue: $813,692

PHC/OTHER PROGRAMS - PRIMARY HOME CARE: STATE MEDICAID PLANPROGRAM WHICH OFFERS PERSONAL CARE AND HOME ASSISTANCE.

Program 3

Revenue: $1,500,895

DBMD - DEAF-BLIND WITH MULTIPLE DISABILITIES: MEDICAID WAIVER PROGRAM WHICH COORDINATES SERVICES WITH THE APPROPRIATE DIRECT SERVICE AGENCY TO OFFER PERSONALIZED ASSISTANCE, THERAPIES, ADAPTIVE AIDS...

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $29,411,973

Investment Income $615,052

Other Revenue $373

TOTAL REVENUE $30,027,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,529,557

Fundraising Expenses $0

Program Expenses $30,095,056

Other Expenses $4,194,549

TOTAL EXPENSES $30,724,106

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,027,398	$45,995,808	-0.3%
Expenses	$30,724,106	$45,609,507	-0.3%
Net Income	$-696,708	$386,301	-2.8%

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

1446

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

$1,365,185

Total Directors

$1,073,423

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DK EVERITT	BOARD MEMBER	1.00	Director	$18,000	$0	$18,000
GREGORY MUENSTER	BOARD MEMBER	1.00	Director	$18,000	$0	$18,000
JAMES ALLEN	BOARD MEMBER	1.00	Director	$12,000	$0	$12,000
LAURIE PACKARD	BOARD MEMBER	1.00	Director	$15,000	$0	$15,000
MARY WALDEN	BOARD MEMBER	1.00	Director	$18,000	$0	$18,000
PAUL PERRY	BOARD MEMBER	1.00	Director	$18,000	$0	$18,000
RANDALL FIELDS	BOARD MEMBER	1.00	Director	$15,000	$0	$15,000
JOHN BONFARDECI	BOARD MEMBER	1.00	Director	$15,000	$0	$15,000
LAWRENCE N BAKER	CEO	1.00	Officer Director	$15,000	$0	$509,854
FRANK FELICELLA	TREASURER	1.00	Officer Director	$15,000	$0	$298,038
HELEN BAKER	VICE PRESIDENT	1.00	Officer Director	$3,000	$0	$136,531
LAURIE LYSSY	CFO	1.00	Officer	$0	$0	$420,762

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	$30,027,398	$30,724,106	$27,684,057	$-696,708
2023	$45,995,808	$45,609,507	$27,614,271	$386,301
2022	$45,624,647	$45,277,852	$35,082,450	$346,795
2021	$27,578,028	$28,159,843	$12,999,029	$-581,815
2020	$28,837,660	$28,161,649	$17,842,028	$676,011
2019	$29,596,061	$29,768,780	$17,932,294	$-172,719
2018	$31,123,359	$30,970,659	$19,178,076	$152,700

DISABILITY SERVICES OF THE SOUTHWEST INC