SOUTHWEST AID ALLIANCE

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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

1989

Legal Domicile

Principal Officer

GEORGE STEERE

Phone

8179219622

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST AID ALLIANCE, founded in 1989, is a small nonprofit in the Human Services sector that reported $208K in total revenue in fiscal year 2024. Net assets of $455K represent 26 months of operating reserves.

Mission

THE ORGANIZATIONS MISSION IS TO PROVIDE FOOD, CLOTHING AND OTHER RELIEF TO THE NEEDY LIVING IN FORT WORTH, TEXAS.

Program Service Accomplishments

Program 1

Expenses: $174,668

THE ORGANIZATIONS MISSION IS TO PROVIDE FOOD, CLOTHING AND OTHER RELIEF TO THE NEEDY LIVING IN FORT WORTH, TEXAS.

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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 $200,927

Program Service Revenue $0

Investment Income $7,293

Other Revenue $0

TOTAL REVENUE $208,220

Expense Breakdown

Grants Paid $83,929

Salaries & Benefits $43,060

Fundraising Expenses $0

Program Expenses $174,668

Other Expenses $78,916

TOTAL EXPENSES $205,905

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,220	$203,541	+0.0%
Expenses	$205,905	$175,317	+0.2%
Net Income	$2,315	$28,224	-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

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
CAROLYN LAW	BOARD MEMBER	0.00	Director	$0	$0	$0
EDWARDEAN HARRIS	BOARD MEMBER	0.00	Director	$0	$0	$0
JUDI LUFFMAN	BOARD MEMBER	0.00	Director	$0	$0	$0
CHRIS SULLIVAN	BOARD MEMBER	0.00	Director	$0	$0	$0
DAWN HOLT	BOARD MEMBER	0.00	Director	$0	$0	$0
BRUCE HARVILLE	BOARD MEMBER	0.00	Director	$0	$0	$0
ZELTA OGRADY	BOARD MEMBER	0.00	Director	$0	$0	$0
GEORGE STEERE	PRES	0.00	Officer Director	$0	$0	$0
VENETIA COOPER MCCOMBS	SEC	0.00	Officer Director	$0	$0	$0
JAMES WERNER	VP	0.00	Officer Director	$0	$0	$0
LINDA MANDL	TREAS	0.00	Officer Director	$0	$0	$0
BETH MEEKER	EXEC DIR	32.00	Key Emp	$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	$208,220	$205,905	$458,157	$2,315
2023	$203,541	$175,317	$454,143	$28,224
2022	$245,935	$237,819	$421,437	$8,116
2021	$263,965	$264,336	$419,110	$-371
2020	$251,176	$149,444	$420,022	$101,732
2019	$157,660	$163,234	$317,385	$-5,574
2018	$352,226	$205,852	$322,041	$146,374