Southwestern Health Resources

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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

2015

Legal Domicile

Principal Officer

Barclay Berdan

Phone

2143897272

Tax Period

2024-09-01 to 2025-08-31

Southwestern Health Resources, founded in 2015, is a micro nonprofit in the Health Care sector that reported $14K in total revenue in fiscal year 2024. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $360K exceeded revenue, resulting in a 2417% operating deficit.

Mission

TO FURTHER THE MISSIONS OF UTSW AND THR ON A LOCAL, REGIONAL AND NATIONAL LEVEL THROUGH THE CREATION OF A CLINICALLY INTEGRATED NETWORK OF PHYSICIANS, HOSPITALS AND OTHER CARE PROVIDERS TO DELIVER HEALTHCARE ACROSS THE CONTINUUM AND BY PROVIDING SUPPORT TO UTSW AND THR AND OTHER TAX-EXEMPT HOSPITALS ASSOCIATED WITH ITS MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $357,495 Revenue: $0

Oversight and adoption of the Academic Affiliation Agreement budget and development plan for the supported academic affiliation components. Support of the Master Patient Index needed to follow the...

Oversight and adoption of the Academic Affiliation Agreement budget and development plan for the supported academic affiliation components. Support of the Master Patient Index needed to follow the patient's path of care.

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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 $0

Investment Income $8,993

Other Revenue $5,305

TOTAL REVENUE $14,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $357,495

Other Expenses $359,895

TOTAL EXPENSES $359,895

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,298	$3,563,248	-1.0%
Expenses	$359,895	$62,804	+4.7%
Net Income	$-345,597	$3,500,444	-1.1%

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

N/A

Volunteers

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

$3,957,901

Total Directors

$8,340,575

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel Podolsky MD	Co-Chairman/President	0.12	Officer Director	$0	$46,718	$3,215,250
Shawn Douglas Parsley DO	Trustee	0.12	Director	$0	$286,338	$1,791,897
Jonathan Efron MD	Trustee	0.12	Director	$0	$53,466	$1,373,465
Holly Crawford	Trustee	0.12	Director	$0	$46,718	$1,045,248
Christopher Madden MD	Trustee	0.12	Director	$0	$38,195	$914,715
Michael Serber	Former Officer	0.0		$0	$53,466	$811,385
Randall Smith	Asst Secretary	0.12	Officer	$0	$43,195	$651,473
Harvey Birch	Former Officer	0.12		$0	$47,862	$583,382
Brian Felty	Treasurer	0.12	Officer	$0	$5,546	$91,178
Barclay Berdan	Co-Chairman/President	0.12	Officer Director	$0	$0	$0
Rick McWhorter	Trustee	0.12	Director	$0	$0	$0
Winjie Tang Miao	Trustee	0.12	Director	$0	$0	$0
Stacy Cantu	Assistant Secretary	0.12	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	$14,298	$359,895	$635,905	$-345,597
2024	$3,563,248	$62,804	$502,037	$3,500,444
2023	$85,385	$181,047	$3,372,046	$-95,662
2022	$6,819	$119,006	$3,349,465	$-112,187
2021	$1,884	$143,442	$3,405,451	$-141,558
2020	$52,012	$646,574	$9,086,619	$-594,562
2019	$9,090,247	$7,656,156	$6,304,846	$1,434,091
2018	$8,971,340	$12,159,743	$5,421,110	$-3,188,403