Southwest Members Care Incorporated (EIN 841961254) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

Clint Malone

Phone

7317721322

Tax Period

2024-07-01 to 2025-06-30

Southwest Members Care Incorporated, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $228K in total revenue in fiscal year 2024.

Mission

The accumulation of funds through a utility round-up program to be disbursed for charitable purposes within the Southwest Tennessee area.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $227,942

Program Service Revenue $0

Investment Income $400

Other Revenue $0

TOTAL REVENUE $228,342

Expense Breakdown

Grants Paid $222,370

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $222,370

Other Expenses $0

TOTAL EXPENSES $222,370

Year-over-Year Comparison

	2024	2023	Change
Revenue	$228,342	$231,021	0.0%
Expenses	$222,370	$237,791	-0.1%
Net Income	$5,972	$-6,770	-1.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$976,414

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rosemary Bridges	Chair	1.00	Officer Director	$0	$0	$0
William Boyd	Director	1.00	Director	$0	$0	$0
Jim McCalla	Director	1.00	Director	$0	$0	$0
Beth Regen	Vice Chair	1.00	Officer Director	$0	$0	$0
Chasity Burns	Director	1.00	Director	$0	$0	$0
Sarah Smith	Director	1.00	Director	$0	$0	$0
Dorrie Powell	Director	1.00	Director	$0	$0	$0
Laurie McClerkin	Director	1.00	Director	$0	$0	$0
Raymond Jackson	Secretary	1.00	Officer Director	$0	$0	$0
J Kevin Murphy	President	1.00	Officer	$0	$188,757	$538,862
B Scott Sims	VP Finance, Mbr Srvc	2.00	Officer	$0	$32,686	$222,455
Clint Malone	VP Engineering	1.00	Officer	$0	$39,225	$215,097

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	$228,342	$222,370	$47,161	$5,972
2024	$231,021	$237,791	$41,189	$-6,770
2023	$243,865	$292,303	$47,959	$-48,438
2022	$258,132	$246,416	$96,397	$11,716
2022	$258,132	$246,416	$96,397	$11,716
2021	$241,848	$202,073	$84,681	$39,775

Southwest Members Care Incorporated