SOUTHWEST ORGANIZING PROJECT (EIN 850368743) - 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

1982

Legal Domicile

Principal Officer

GEORGE LUJAN

Phone

5052478832

Tax Period

2024-07-01 to 2025-06-30

SOUTHWEST ORGANIZING PROJECT, founded in 1982, is a community nonprofit in the Civil Rights & Advocacy sector that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 20% compared to the prior year. Expenses of $1.9M exceeded revenue, resulting in a 41% operating deficit.

Mission

THE MISSION OF SWOP IS TO EMPOWER THE DISENFRANCHISED IN THE SOUTHWEST TO REALIZE RACIAL AND GENDER EQUALITY, AND SOCIAL AND ECONOMIC JUSTICE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,046,856

Program Service Revenue $164,209

Investment Income $109,483

Other Revenue $0

TOTAL REVENUE $1,320,548

Expense Breakdown

Grants Paid $90,000

Salaries & Benefits $1,245,320

Fundraising Expenses $104,269

Program Expenses $1,391,427

Other Expenses $526,352

TOTAL EXPENSES $1,861,672

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,320,548	$1,648,193	-0.2%
Expenses	$1,861,672	$1,807,207	+0.0%
Net Income	$-541,124	$-159,014	+2.4%

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

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

$98,736

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BHEIRA UGALDE	PRESIDENT	2.00	Officer Director	$0	$0	$0
ISABELLA MOYA	TREASURER	2.00	Officer Director	$0	$0	$0
MONEKA STEVENS	SECRETARY	2.00	Officer Director	$0	$0	$0
GEORGE LUJAN	EXECUTIVE DI	40.00	Officer	$71,709	$27,027	$98,736

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	$1,320,548	$1,861,672	$4,485,056	$-541,124
2024	$1,648,193	$1,807,207	$4,499,907	$-159,014
2023	$2,175,912	$1,428,932	$4,437,924	$746,980
2022	$1,848,031	$1,518,956	$3,346,487	$329,075
2021	$1,859,196	$1,534,224	$2,299,560	$324,972
2020	$1,307,030	$1,078,329	$1,842,512	$228,701
2019	$1,396,966	$696,622	$1,513,238	$700,344

SOUTHWEST ORGANIZING PROJECT