Southwest Sufi Community (EIN 850437734) - 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

1997

Legal Domicile

Principal Officer

Susanna Thomas

Phone

5755381798

Tax Period

2025-01-01 to 2025-12-31

Southwest Sufi Community, founded in 1997, is a micro nonprofit in the Religion sector that reported $78K in total revenue in fiscal year 2025. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 34% operating margin.

Mission

SSC is an inclusively oriented spiritual retreat center. We conduct group and individual retreats, spiritually oriented camps and educational programs. The primary themes focus on the Sufi ideals and universal truths in all spiritual traditions.

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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 $27,607

Program Service Revenue $39,877

Investment Income $3,354

Other Revenue $6,678

TOTAL REVENUE $77,516

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,899

Other Expenses $51,285

TOTAL EXPENSES $51,285

Year-over-Year Comparison

	2025	2024	Change
Revenue	$77,516	$46,520	+0.7%
Expenses	$51,285	$50,149	+0.0%
Net Income	$26,231	$-3,629	-8.2%

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

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
Patricia Reily	Secretary	4.00	Officer Director	$0	$0	$0
Susanna Thomas	President	8.00	Officer Director	$0	$0	$0
Shabda Kahn	Trustee	1.00	Director	$0	$0	$0
Terry Daley	Trustee	1.00	Director	$0	$0	$0
David Rhodes	Trustee	2.00	Director	$0	$0	$0
Amos England	Trustee	4.00	Director	$0	$0	$0
Tim OConnor	Trustee	1.00	Director	$0	$0	$0
Dennis Wilson	Treasurer	4.00	Officer	$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	$77,516	$51,285	$1,150,319	$26,231
2024	$46,520	$50,149	$1,117,045	$-3,629
2023	$58,666	$50,327	$1,120,574	$8,339
2022	$33,672	$32,233	$1,108,507	$1,439
2021	$23,290	$17,162	$1,107,068	$6,128
2020	$25,252	$44,267	$1,100,940	$-19,015
2019	$154,213	$56,604	$1,119,955	$97,609
2018	$638,718	$288,888	$1,022,346	$349,830

Southwest Sufi Community