University of the Southwest (EIN 850164940) - 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

1962

Legal Domicile

Phone

5753926561

Tax Period

2023-06-01 to 2024-05-31

University of the Southwest, founded in 1962, is a mid-sized nonprofit in the Education sector that reported $17.5M in total revenue in fiscal year 2023.

Mission

Christ-centered higher educational community

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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 $1,263,484

Program Service Revenue $16,045,593

Investment Income $39,350

Other Revenue $142,250

TOTAL REVENUE $17,490,677

Expense Breakdown

Grants Paid $4,302,775

Salaries & Benefits $6,634,598

Fundraising Expenses $139,050

Program Expenses $12,779,167

Other Expenses $6,749,682

TOTAL EXPENSES $17,687,055

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,490,677	$17,030,000	+0.0%
Expenses	$17,687,055	$16,554,579	+0.1%
Net Income	$-196,378	$475,421	-1.4%

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

161

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

$418,708

Total Directors

$12,650

Key Employees

$207,185

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Secretary	1.0	Officer Director	$0	$0	$0
N/A	Interim Treasurer	1.0	Officer Director	$0	$0	$0
N/A	Chair	1.0	Officer Director	$0	$0	$0
N/A	Treasurer (part year)	1.0	Officer Director	$0	$0	$0
N/A	Vice-Chair	1.0	Officer Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member / Adjunct Faculty Member	8.0	Director	$12,650	$0	$12,650
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member (part year)	1.0	Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	President	40.0	Officer	$247,900	$12,628	$260,528
N/A	EVP/CFO	40.0	Officer	$143,702	$14,478	$158,180
N/A	Chief Academic Officer	40.0	Key Emp	$195,990	$11,195	$207,185
N/A	Faculty	40.0	Highest	$121,073	$11,690	$132,763
N/A	Assoc. Dean/Faculty	40.0	Highest	$139,862	$16,428	$156,290
N/A	Faculty	40.0	Highest	$102,438	$773	$103,211
N/A	Vice President	40.0	Highest	$107,171	$11,538	$118,709

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	No data	No data	No data	No data
2024	$17,490,677	$17,687,055	$16,764,341	$-196,378
2023	$17,030,000	$16,554,579	$17,478,150	$475,421
2022	$18,560,703	$18,741,410	$18,198,087	$-180,707
2021	$17,670,200	$18,399,838	$17,944,232	$-729,638
2020	$15,346,902	$16,714,984	$19,056,918	$-1,368,082
2019	$15,330,911	$16,449,892	$18,244,516	$-1,118,981

University of the Southwest