Southwest Health Foundation

EIN: 850289728 501(c)(3) Health Care

Albuquerque, NM

Total Revenue
$406,137
Total Expenses
$406,137
Total Assets
$161,627,947
Net Assets
$161,622,361
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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
1981
Legal Domicile
NM
Phone
5059236101
Tax Period
2023-01-01 to 2023-12-31

Southwest Health Foundation, founded in 1981, is a small nonprofit in the Health Care sector that reported $406K in total revenue in fiscal year 2023. Net assets of $161.6M represent 4775 months of operating reserves.

Mission

SUPPORT OF PRESBYTERIAN HEALTHCARE SERVICES, A RELATED NON-PROFIT HEALTHCARE SYSTEM SERVING COMMUNITIES THROUGHOUT NEW MEXICO.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $406,137
Other Revenue $0
TOTAL REVENUE $406,137

Expense Breakdown

Grants Paid $185,119
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $185,119
Other Expenses $221,018
TOTAL EXPENSES $406,137

Year-over-Year Comparison

2023 2022 Change
Revenue $406,137 N/A N/A
Expenses $406,137 $160,338 +1.5%
Net Income $0 $-160,338 -1.0%
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

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Governance

Voting Members
13
Independent Members
11
Employees
N/A
Volunteers
11

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
4
$8,470,545
Total Directors
13
$5,060,508
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A PRESIDENT & CEO / DIRECTOR 1.0
Officer Director
$0 $398,878 $4,519,558
N/A DIRECTOR 1.0
Director
$0 $0 $6,000
N/A DIRECTOR 1.0
Director
$0 $57,035 $460,950
N/A DIRECTOR 1.0
Director
$0 $0 $10,000
N/A DIRECTOR 1.0
Director
$0 $0 $7,000
N/A DIRECTOR 1.0
Director
$0 $0 $6,000
N/A DIRECTOR 1.0
Director
$0 $0 $6,000
N/A DIRECTOR 1.0
Director
$0 $0 $9,000
N/A DIRECTOR 1.0
Director
$0 $0 $6,000
N/A DIRECTOR 1.0
Director
$0 $0 $6,000
N/A DIRECTOR 1.0
Director
$0 $0 $10,000
N/A DIRECTOR 1.0
Director
$0 $0 $7,000
N/A DIRECTOR 1.0
Director
$0 $0 $7,000
N/A CFO / TREASURER 1.0
Officer
$0 $129,234 $1,618,330
N/A PRESIDENT (EFFECTIVE 12/8/2023) 1.0
Officer
$0 $75,986 $928,405
N/A GENERAL COUNSEL / SECRETARY 1.0
Officer
$0 $103,133 $1,404,252
N/A FORMER CFO / TREASURER 0.0
$0 $10,458 $166,811
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 No data No data No data No data
2023 $406,137 $406,137 $161,627,947 No data
2022 No data $160,338 $161,442,828 No data
2021 $4,372,960 $4,372,960 $162,038,290 No data
2020 $2,589,705 $2,589,705 $157,715,016 No data
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