Southwest Center for Independence Inc (EIN 841144621) - 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

1990

Legal Domicile

Phone

9702591672

Tax Period

2024-07-01 to 2025-06-30

Southwest Center for Independence Inc, founded in 1990, is a community nonprofit in the Housing & Shelter sector that reported $1.2M in total revenue in fiscal year 2024.

Mission

SWCI envisions a world where envisions a world where people with disabilities and those who are aging are respected included members of their communities, making their own choices, directing the supports and services they need to live well in the community, and giving back to the community through their strengths.

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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 $1,141,845

Program Service Revenue $74,383

Investment Income $0

Other Revenue $8,830

TOTAL REVENUE $1,225,058

Expense Breakdown

Grants Paid $0

Salaries & Benefits $758,795

Fundraising Expenses $0

Program Expenses $1,027,325

Other Expenses $494,577

TOTAL EXPENSES $1,253,372

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,225,058	$1,184,180	+0.0%
Expenses	$1,253,372	$1,176,978	+0.1%
Net Income	$-28,314	$7,202	-4.9%

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

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

$70,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kelsey Bell	Executive Dir.	40.00	Officer	$69,724	$376	$70,100
Robyn Kellogg	President	1.00	Officer Director	$0	$0	$0
Susan Donahoo	Vice President	0.75	Officer Director	$0	$0	$0
Taylor Lenox-Irwin	Treasurer	1.50	Officer Director	$0	$0	$0
Rhonda Padilla	Director	0.50	Director	$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	$1,225,058	$1,253,372	$451,338	$-28,314
2024	$1,184,180	$1,176,978	$391,313	$7,202
2023	$1,122,444	$1,057,284	$228,753	$65,160
2022	$1,078,249	$1,104,029	$218,050	$-25,780
2021	$1,154,306	$1,098,700	$212,932	$55,606
2020	$1,076,064	$1,084,346	$176,244	$-8,282
2019	$1,033,434	$1,064,397	$232,704	$-30,963

Southwest Center for Independence Inc