SOUTHWEST HUMAN DEVELOPMENT INCORPORATED (EIN 860407179) - 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

1981

Legal Domicile

Principal Officer

GINGER WARD

Phone

6022665976

Tax Period

2024-07-01 to 2025-06-30

SOUTHWEST HUMAN DEVELOPMENT INCORPORATED, founded in 1981, is a mid-sized nonprofit that reported $72.2M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

STRENGTHENING THE FOUNDATION ARIZONA'S CHILDREN NEED FOR A GREAT START IN LIFE.

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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 $68,783,936

Program Service Revenue $1,692,488

Investment Income $1,674,289

Other Revenue $28,273

TOTAL REVENUE $72,178,986

Expense Breakdown

Grants Paid $164,567

Salaries & Benefits $51,580,152

Fundraising Expenses $967,837

Program Expenses $65,570,246

Other Expenses $25,705,846

TOTAL EXPENSES $77,450,565

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,178,986	$84,883,259	-0.1%
Expenses	$77,450,565	$86,082,450	-0.1%
Net Income	$-5,271,579	$-1,199,191	+3.4%

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

968

Volunteers

4425

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

$459,407

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE NOWACZYK	CHAIR	2.00	Officer Director	$0	$0	$0
TOM HOOF	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JULIE SHAW	TREASURER	1.00	Officer Director	$0	$0	$0
ISAIAH WILSON II	SECRETARY	1.00	Officer Director	$0	$0	$0
THERESA ESPARZA	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW FRETZ	DIRECTOR	1.00	Director	$0	$0	$0
BEN GOETTER	DIRECTOR	1.00	Director	$0	$0	$0
TINA GOUNDER	DIRECTOR	1.00	Director	$0	$0	$0
JANEL HOLAS	DIRECTOR	1.00	Director	$0	$0	$0
PETER KOLESAR	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MARSH	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM MCCLUNG	DIRECTOR	1.00	Director	$0	$0	$0
BRIDGET OLESIEWICZ	DIRECTOR	2.00	Director	$0	$0	$0
DAVID ROTH-GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN SANDLER	DIRECTOR	1.00	Director	$0	$0	$0
ANDY SHAW	DIRECTOR	1.00	Director	$0	$0	$0
CELESTE TABARES	DIRECTOR	1.00	Director	$0	$0	$0
HEMA TATINENI	DIRECTOR	1.00	Director	$0	$0	$0
IRENE TAW	DIRECTOR	1.00	Director	$0	$0	$0
EDUARDO URQUIDES	DIRECTOR	1.00	Director	$0	$0	$0
CATHLEEN WALKER	DIRECTOR (LEFT 6/24)	1.00	Director	$0	$0	$0
NAYO WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
TREVOR YAMADA	DIRECTOR	1.00	Director	$0	$0	$0
GINGER WARD	CEO	50.00	Officer	$241,294	$18,857	$260,151
JEANETTE RAMOS	CFO	50.00	Officer	$174,440	$24,816	$199,256
ALISON STEIER	CO-DIRECTOR MENTAL HEALTH SERVICES	40.00	Highest	$167,676	$18,823	$186,499
MICHELLE LUNA-KEPNER	VICE PRESIDENT OF HUMAN RESOURCES	50.00	Highest	$175,899	$7,592	$183,491
OTTO REEMELIN	CIO	50.00	Highest	$158,819	$23,406	$182,225
DOUGLAS ALBRECHT	CO-DIRECTOR MENTAL HEALTH SERVICES	35.00	Highest	$157,780	$23,081	$180,861
JACOB ADAMS	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$169,470	$7,253	$176,723

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	$72,178,986	$77,450,565	$61,473,788	$-5,271,579
2024	$84,883,259	$86,082,450	$68,814,188	$-1,199,191
2023	$71,416,741	$65,453,421	$61,617,559	$5,963,320
2022	$65,223,466	$63,484,623	$53,445,155	$1,738,843
2021	$86,389,325	$64,015,613	$56,108,335	$22,373,712
2020	$67,763,606	$65,351,746	$32,986,620	$2,411,860
2019	$65,107,166	$63,964,700	$28,399,294	$1,142,466
2018	$64,080,796	$63,977,421	$18,787,799	$103,375

SOUTHWEST HUMAN DEVELOPMENT INCORPORATED