Southwestern Health Resources (EIN 811555446) - 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

2015

Legal Domicile

Principal Officer

Barclay Berdan

Phone

2143897272

Tax Period

2023-09-01 to 2024-08-31

Southwestern Health Resources, founded in 2015, is a community nonprofit in the Health Care sector that reported $3.6M in total revenue in fiscal year 2023. Revenue surged 4073% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.5M, a strong 98% operating margin.

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.

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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 $3,502,474

Program Service Revenue $0

Investment Income $60,774

Other Revenue $0

TOTAL REVENUE $3,563,248

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,804

Other Expenses $62,804

TOTAL EXPENSES $62,804

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,563,248	$85,385	+40.7%
Expenses	$62,804	$181,047	-0.7%
Net Income	$3,500,444	$-95,662	-37.6%

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

$3,895,254

Total Directors

$7,853,148

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	$44,226	$3,109,544
Shawn Douglas Parsley DO	Trustee	0.12	Director	$0	$358,771	$1,515,814
W P Andrew Lee MD	Trustee Term 12/2023	0.12	Director	$0	$44,226	$1,227,921
Holly Crawford	Trustee	0.12	Director	$0	$44,226	$1,037,642
James Beiermann	Former Officer	0.0		$0	$30,178	$900,654
Christopher Madden MD	Trustee	0.12	Director	$0	$36,297	$862,227
Michael Serber	Former Officer	0.0		$0	$50,503	$529,491
David Springhetti	Former Officer	0.0		$0	$11,035	$446,022
Randall Smith	Asst Secretary	0.12	Officer	$0	$43,542	$423,520
Harvey Birch	Treasurer	0.12	Officer	$0	$55,124	$362,190
Jonathan Efron MD	Trustee	0.12	Director	$0	$0	$100,000
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
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

Southwestern Health Resources