Society of the Muse of the Southwest (EIN 850309964) - 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

1985

Legal Domicile

Principal Officer

Susan Mahalic

Phone

5757580081

Tax Period

2025-01-01 to 2025-12-31

Society of the Muse of the Southwest, founded in 1985, is a small nonprofit that reported $145K in total revenue in fiscal year 2025. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $165K exceeded revenue, resulting in a 13% operating deficit.

Mission

Writers organization Readings, lectures & workshops for writers led by writers, facilitated by approximately 10 volunteers

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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 (2025)

Revenue Breakdown

Contributions & Grants $103,493

Program Service Revenue $26,047

Investment Income $4,382

Other Revenue $11,407

TOTAL REVENUE $145,329

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,068

Fundraising Expenses $12,214

Program Expenses $68,990

Other Expenses $100,007

TOTAL EXPENSES $164,880

Year-over-Year Comparison

	2025	2024	Change
Revenue	$145,329	$271,669	-0.5%
Expenses	$164,880	$212,708	-0.2%
Net Income	$-19,551	$58,961	-1.3%

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

Total Directors

Key Employees

$56,798

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Mihalic	President	2.00	Officer Director	$0	$0	$0
Lisa Garza	Vice President	1.00	Officer Director	$0	$0	$0
Baksim Goddard	Treasurer	2.00	Officer Director	$0	$0	$0
Courtenay Miles	Director	1.00	Director	$0	$0	$0
Chipper Thompson	Director	1.00	Director	$0	$0	$0
Kayla Platoff	Director	1.00	Director	$0	$0	$0
Jan Smith	Executive Director	40.00	Key Emp	$56,798	$0	$56,798
Alan Macrae	Director	1.00	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	$145,329	$164,880	$657,987	$-19,551
2024	$271,669	$212,708	$668,471	$58,961
2023	$184,567	$185,249	$604,537	$-682
2022	$172,730	$173,154	$595,471	$-424
2021	$153,675	$152,798	$614,970	$877
2020	$135,583	$142,172	$598,343	$-6,589
2019	$244,902	$158,162	$585,751	$86,740
2018	$348,918	$155,700	$673,907	$193,218

Society of the Muse of the Southwest