SW FOUNDATION FOR OSTEOPATHIC (EIN 850402214) - 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

1992

Legal Domicile

Principal Officer

WILLIAM T BAKER DO

Phone

5756443858

Tax Period

2024-01-01 to 2024-12-31

SW FOUNDATION FOR OSTEOPATHIC, founded in 1992, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2024. Revenue fell 66% from the prior year — a significant decline worth monitoring. Net assets of $4.0M represent 32 months of operating reserves.

Mission

TO PROVIDE FINANCIAL SUPPORT TO THOSE STUDENTS WHO ATTEND THE BURRELL COLLEGE OF OSTEOPATHIC MEDICINE AND FOR MEDICAL AND ACADEMIC RELATED RESEARCH. THE GOAL IS TO WORK TOGETHER AS A STATE AND A REGION TO INCREASE AND DIVERSIFY OUR PHYSICIAN WORKFORCE, AND CARE FOR THE COMMUNITIES WE CALL HOME.

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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 $997,455

Program Service Revenue $388,125

Investment Income $116,477

Other Revenue $0

TOTAL REVENUE $1,502,057

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,258,297

Other Expenses $1,465,633

TOTAL EXPENSES $1,465,633

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,502,057	$4,454,376	-0.7%
Expenses	$1,465,633	$1,435,096	+0.0%
Net Income	$36,424	$3,019,280	-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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM T BAKER DO	PRESIDENT	N/A	Officer Director	$0	$0	$0
TANNY BERG	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ORLANDO PADILLA	SECRETARY	N/A	Officer Director	$0	$0	$0
BRAD BEASLEY	TREASURER	N/A	Officer Director	$0	$0	$0
RALPH MCCLISH	BOARD MEMBER	N/A	Director	$0	$0	$0
ERIC WALTON	BOARD MEMBER	N/A	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	$1,502,057	$1,465,633	$6,544,388	$36,424
2023	$4,454,376	$1,435,096	$6,357,888	$3,019,280
2022	$455,255	$1,704,867	$4,511,003	$-1,249,612
2021	$2,033,710	$978,605	$2,164,110	$1,055,105
2020	$82,938	$678,164	$1,109,146	$-595,226
2019	$1,893,517	$415,311	$1,704,231	$1,478,206
2018	$312,791	$233,501	$226,025	$79,290

SW FOUNDATION FOR OSTEOPATHIC