Physician Associates of Southwest Dallas (EIN 752966610) - 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

2001

Legal Domicile

Phone

2149474581

Tax Period

2023-10-01 to 2024-09-30

Physician Associates of Southwest Dallas, founded in 2001, is a mid-sized nonprofit in the Health Care sector that reported $11.4M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year.

Mission

TO IMPROVE AND SAVE LIVES THROUGH COMPASSIONATE QUALITY HEALTH CARE. PHYSICIAN ASSOCIATES OF SOUTHWEST DALLAS (PASD) IS A WHOLLY CONTROLLED AFFILIATE OF METHODIST HOSPITALS OF DALLAS (MHD) WHOSE PURPOSE IS TO TEACH AND AID IN THE EDUCATION OF GRADUATE MEDICAL EDUCATION STUDENTS (RESIDENTS) OF MHD.

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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 $0

Program Service Revenue $11,140,459

Investment Income $0

Other Revenue $269,021

TOTAL REVENUE $11,409,480

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,702,011

Fundraising Expenses $0

Program Expenses $9,616,335

Other Expenses $4,799,222

TOTAL EXPENSES $11,501,233

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,409,480	$12,587,557	-0.1%
Expenses	$11,501,233	$12,556,165	-0.1%
Net Income	$-91,753	$31,392	-3.9%

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

N/A

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

$2,159,653

Total Directors

$3,685,315

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRETT JOHNSON MD	VICE PRESIDENT	40.0	Officer Director	$382,830	$45,703	$428,533
MARTIN L KOONSMAN MD	CHAIR & PRESIDENT	0.1	Officer Director	$0	$141,680	$1,121,327
DALE STOVALL MD	DIRECTOR	40.0	Director	$580,793	$24,603	$605,396
LEIGH HUNTER MD	DIRECTOR	40.0	Director	$437,835	$32,211	$470,046
MICHAEL S TRUITT MD	DIRECTOR (THROUGH NOVEMBER 2023)	40.0	Director	$384,798	$27,037	$411,835
MICHELLE OLSON MD	DIRECTOR (BEGINNING NOVEMBER 2023)	40.0	Director	$609,179	$38,999	$648,178
GREG DAVIDSON	SECRETARY/VP OF COMPLIANCE	0.1	Officer	$0	$48,670	$247,936
ROBERT M MILONE	TREASURER	0.1	Officer	$0	$42,566	$361,857
David Banh	ASSOCIATE PROGRAM DIRECTOR FOR OB/GYN	40.0	Highest	$413,323	$46,647	$459,970
Elizabeth Brewer	DIRECTOR INTERNAL MEDICINE CLINIC GCAC	40.0	Highest	$284,670	$35,572	$320,242
PAUL TARNASKY	PROGRAM DIRECTOR	40.0	Highest	$615,511	$11,821	$627,332
RAJASREE NAIR MD	TEACHING FACULTY FPC	40.0	Highest	$301,363	$13,301	$314,664
REBECCA MCKOWN	ASSOCIATE PROGRAM DIRECTOR FOR OB/GYN	40.0	Highest	$355,141	$37,663	$392,804
PAMELA STOYANOFF	FORMER OFFICER	0.0		$0	$229,404	$2,344,488

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	$11,409,480	$11,501,233	$3,286,676	$-91,753
2023	$12,587,557	$12,556,165	$2,650,325	$31,392
2022	$11,012,357	$11,225,449	$2,206,551	$-213,092
2021	$11,709,219	$11,718,240	$2,716,484	$-9,021
2020	$17,465,211	$17,534,307	$2,870,656	$-69,096
2019	$17,563,108	$17,772,196	$2,507,063	$-209,088
2018	$16,151,122	$16,375,023	$2,573,845	$-223,901

Physician Associates of Southwest Dallas