SOUTHWEST ASSOCIATION OF RAIL SHIP… - 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

1997

Legal Domicile

Principal Officer

Lory Whitley

Phone

4258288240

Tax Period

2025-01-01 to 2025-12-31

SOUTHWEST ASSOCIATION OF RAIL SHIPPERS, founded in 1997, is a community nonprofit in the Community Improvement sector that reported $1.6M in total revenue in fiscal year 2025. The organization ran a surplus of $371K, a strong 24% operating margin.

Mission

A PROFESSIONAL, EDUCATIONAL ASSOCIATION DEDICATED TO EDUCATE AND INFORM RAILROAD TRANSPORTATION SHIPPERS AND RECEIVERS. RAIL COMPANIES, RAILCAR BUILDERS, RAIL VENDORS AND 3RD PARTY COMPANIES MEET TO DISCUSS THESE CHANGES AND HOW ALL CAN IMPROVE SERVICE COMMUNICATIONS AND OTHER ISSUES RELATED TO RAIL SHIPPING. AT OUR MEETINGS WE ALSO PROVIDE RAIL EDUCATIONAL SEMINARS FOR THOSE NEW TO THE INDUSTRY.

Program Service Accomplishments

Program 1

Expenses: $388,136 Revenue: $788,297

THE SWAR ANNUAL CONFERENCE WAS HELD IN DALLAS TX, MARCH 18-19TH 2025. THE TITLE OF THE CONFERENCE WAS "TRACKS OF TRANSITION". WE HELD A RAIL 201 TRAINING CLASS, A TRADESHOW. WE ALSO HAD A GOLD...

THE SWAR ANNUAL CONFERENCE WAS HELD IN DALLAS TX, MARCH 18-19TH 2025. THE TITLE OF THE CONFERENCE WAS "TRACKS OF TRANSITION". WE HELD A RAIL 201 TRAINING CLASS, A TRADESHOW. WE ALSO HAD A GOLD OUTING, CLAY SHOOT AND A MIXOLOGY CLASS WITH ALL PROCEEDS GOING TO OUR SCHOLARSHIP FUND. WE HAD 60 COMPANIES PARTICIPATING IN OUR TRADESHOW.

Program 2

Expenses: $388,136 Revenue: $788,296

SWARS SEMI ANNUAL CONFERENCE WAS HELD IN PHOENIX, AZ, OCTOBER 1ST-2ND, 2025. THE TITLE OF THE CONFERENCE WAS "TARIFFS, TRADE AND TRANSPORTATION". WE HELD RAIL 301 TRAINING CLASS. WE ALSO HAD SPECIAL EVENT ACTIVITIES, INCLUDING GOLF, A CLAY SHOOT AND MIXOLOGY CLASS. THERE WERE 623 ATTENDEES AT OUR CONFERENCE.

Program 3

Expenses: $200,000

OUR 2025 SCHOLARSHIP PROGRAM OPENED IN FEBRUARY 2025 AND CLOSED APRIL 2025. WE AWARDED 35 STUDENTS SCHOLARSHIPS RANGING FROM $1500-$12500. TOTAL SCHOLARSHIP DOLLARS GIVEN OUT CAME TO $200,000.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,576,593

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,576,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,500

Program Expenses $976,272

Other Expenses $1,205,267

TOTAL EXPENSES $1,205,267

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,576,593	$1,492,985	+0.1%
Expenses	$1,205,267	$1,111,303	+0.1%
Net Income	$371,326	$381,682	0.0%

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
STEPHANE KYLER	DIRECTOR	1.0	Director	$0	$0	$0
ROGER PEDERSON	DIRECTOR	1.0	Director	$0	$0	$0
DERRY FALLIGANT	DIRECTOR	1.0	Director	$0	$0	$0
FRED RADVANSLEY	DIRECTOR	1.0	Director	$0	$0	$0
LISA LABRECQUE	DIRECTOR	1.0	Director	$0	$0	$0
JESSICA STANFIELD	DIRECTOR	1.0	Director	$0	$0	$0
MARTY RUSSELL	DIRECTOR	1.0	Director	$0	$0	$0
BEN RONK	DIRECTOR	1.0	Director	$0	$0	$0
RYAN JORDAN	DIRECTOR	1.0	Director	$0	$0	$0
FOLU ADEPTIAN	DIRECTOR	1.0	Director	$0	$0	$0
SCOT BATES	DIRECTOR	1.0	Director	$0	$0	$0
LISA JOLLY	DIRECTOR	1.0	Director	$0	$0	$0
SAMANTHA NORRIS	DIRECTOR	1.0	Director	$0	$0	$0
JOHN ORR	DIRECTOR	1.0	Director	$0	$0	$0
TODD TRANAUSKY	DIRECTOR	1.0	Director	$0	$0	$0
GAIL MOLEK	PAST PRESIDENT	4.0	Officer	$0	$0	$0
LORY WHITLEY	PRESIDENT	4.0	Officer	$0	$0	$0
BRUCE MANN	VICE PRESIDENT	4.0	Officer	$0	$0	$0
ROBIN ARNOLD	TREASURER	4.0	Officer	$0	$0	$0
LOGAN ORTIZ	SECRETARY	4.0	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
2025	$1,576,593	$1,205,267	$2,504,367	$371,326
2024	$1,492,985	$1,111,303	$1,548,052	$381,682
2023	$1,111,522	$949,494	$1,166,370	$162,028
2022	$1,034,267	$868,636	$1,004,342	$165,631
2021	$680,540	$580,399	$838,711	$100,141
2020	$556,328	$455,852	$738,570	$100,476

SOUTHWEST ASSOCIATION OF RAIL SHIPPERS