SOUTHWEST INSTITUTE FOR FAMILIES AN (EIN 861041733) - 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

2001

Legal Domicile

Principal Officer

GEORGE GARCIA

Phone

4802228800

Tax Period

2025-01-01 to 2025-12-31

SOUTHWEST INSTITUTE FOR FAMILIES AN, founded in 2001, is a small nonprofit in the Medical Research sector that reported $108K in total revenue in fiscal year 2025. Revenue surged 60% from the prior year, signaling strong growth momentum. Expenses of $100K left a modest 8% surplus.

Mission

TO IMPROVE THE QUALITY OF HEALTH, EDUCATION, AND SOCIAL SERVICES FOR FAMILIES AND CHILDREN WITH SPECIAL NEEDS AND AT-RISK YOUTH

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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 $0

Program Service Revenue $108,464

Investment Income $3

Other Revenue $0

TOTAL REVENUE $108,467

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,101

Fundraising Expenses $0

Program Expenses $99,674

Other Expenses $12,573

TOTAL EXPENSES $99,674

Year-over-Year Comparison

	2025	2024	Change
Revenue	$108,467	$67,671	+0.6%
Expenses	$99,674	$79,577	+0.3%
Net Income	$8,793	$-11,906	-1.7%

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

N/A

Independent Members

N/A

Employees

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
GEORGE GARCIA	DIRECTOR	40.00	Officer Director Highest	$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	$108,467	$99,674	$134,383	$8,793
2024	$67,671	$79,577	$125,717	$-11,906
2023	$219,226	$131,870	$137,623	$87,356
2022	$194,796	$199,281	$51,075	$-4,485
2021	$184,329	$221,776	$57,249	$-37,447
2020	$162,220	$154,708	$94,696	$7,512
2019	$145,258	$176,810	$87,644	$-31,552
2018	$142,393	$137,777	$118,736	$4,616

SOUTHWEST INSTITUTE FOR FAMILIES AN