SOUTHWESTERN COLLEGE (EIN 850271348) - 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

1977

Legal Domicile

Principal Officer

THOMAS CHESNEY

Tax Period

2023-09-01 to 2024-08-31

SOUTHWESTERN COLLEGE, founded in 1977, is a community nonprofit in the Education sector that reported $5.6M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $5.3M left a modest 6% surplus.

Mission

SOUTHWESTERN COLLEGES MISSION IS TO TRANSFORM CONSCIOUSNESS THROUGH EDUCATION. SINCE 1976, IT HAS BEEN DEDICATED TO FOSTERING CONSCIOUSNESS AND TRANSFORMATION. ITS PROGRAMS PROVIDE A HOLISTIC LEARNING PERSPECTIVE IN THE FIELDS OF BEHAVIORAL HEALTH, LEADERSHIP, AND EDUCATION.

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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 $78,083

Program Service Revenue $5,441,044

Investment Income $96,780

Other Revenue $-9,879

TOTAL REVENUE $5,606,028

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,023,147

Fundraising Expenses $22,383

Program Expenses $4,683,989

Other Expenses $1,273,206

TOTAL EXPENSES $5,296,353

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,606,028	$4,576,107	+0.2%
Expenses	$5,296,353	$4,408,179	+0.2%
Net Income	$309,675	$167,928	+0.8%

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

123

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

$523,275

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN FILEMYR	PRESIDENT THROUGH 7282024	40.00	Officer	$200,884	$25,045	$225,929
KATHERINE NINOS	EXECUTIVE VICE PRESIDENT	40.00	Officer	$155,840	$15,001	$170,841
VIRGINIA PADILLA-VIGIL	VICE PRESIDENT OF ACADEMIC AF	40.00	Highest	$110,493	$12,475	$122,968
DONNA HARRINGTON	CHIEF TECHNOLOGY OFFICER	40.00	Highest	$118,750	$4,049	$122,799
ALLISON FRANK	CHIEF FINANCIAL OFFICER	40.00	Officer	$98,449	$14,556	$113,005
THOMAS CHESNEY	PRESIDENT STARTED 7292024	40.00	Officer	$13,500	$0	$13,500
DOLORES CORTEZ	MEMBER	1.00	Director	$0	$0	$0
STAVO CRAFT	MEMBER	1.00	Director	$0	$0	$0
ZANE JONES	MEMBER	1.00	Director	$0	$0	$0
JENNIFER ALBRIGHT-KNASH	MEMBER	1.00	Director	$0	$0	$0
DENISE MONTOYA	MEMBER	1.00	Director	$0	$0	$0
CARLOS GONZALEZ	MEMBER	1.00	Director	$0	$0	$0
MATTSUE CAHUE-LOPEZ	MEMBER	1.00	Director	$0	$0	$0
SCOTT THOMAS	MEMBER	1.00	Director	$0	$0	$0
KERSTI TYSON	MEMBER	1.00	Director	$0	$0	$0
MICAELA WOOD	MEMBER	1.00	Director	$0	$0	$0
KATIE BRAMMER	MEMBER	1.00	Director	$0	$0	$0
NENA MARTINEZ ANAYA	MEMBER	1.00	Director	$0	$0	$0
ELIJAH CHONG	MEMBER	1.00	Director	$0	$0	$0
MIGUEL ACOSTA	MEMBER	1.00	Director	$0	$0	$0
KATHRYN HARRIS TIJERINA	MEMBER	1.00	Director	$0	$0	$0
ROBERT WATERMAN	MEMBER	1.00	Director	$0	$0	$0
JANELLE BOHANNON	MEMBER	1.00	Director	$0	$0	$0
ELIZABETH CAROVILLANO	MEMBER	1.00	Director	$0	$0	$0
STEPHEN WALL	MEMBER	1.00	Director	$0	$0	$0
JESS CLARK	MEMBER	1.00	Director	$0	$0	$0
TINA LUDUTSKY-TAYLOR	MEMBER	1.00	Director	$0	$0	$0
PAUL MACKS	CHAIR	2.00	Officer Director	$0	$0	$0
ROBERT BIDAL	VICE CHAIR	2.00	Officer 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
2024	$5,606,028	$5,296,353	$6,772,326	$309,675
2023	$4,576,107	$4,408,179	$6,066,449	$167,928
2022	$3,195,999	$3,811,503	$5,839,372	$-615,504
2021	$4,260,284	$3,616,796	$6,482,044	$643,488
2020	$3,417,659	$3,351,052	$5,945,939	$66,607
2019	$3,228,225	$3,252,933	$5,654,682	$-24,708
2018	$3,356,725	$3,340,413	$5,814,048	$16,312

SOUTHWESTERN COLLEGE