SOUTHWEST WASHINGTON CONTRACTORS ASSOCIATION (EIN 916057749) - 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

1947

Legal Domicile

Principal Officer

SHERRIE JONES

Phone

3606947922

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST WASHINGTON CONTRACTORS ASSOCIATION, founded in 1947, is a small nonprofit that reported $364K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $453K exceeded revenue, resulting in a 24% operating deficit.

Mission

PLAN CENTER FOR LOCAL AREA CONTRACTORS

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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 (2023)

Revenue Breakdown

Contributions & Grants $275,103

Program Service Revenue $43

Investment Income $12

Other Revenue $88,790

TOTAL REVENUE $363,948

Expense Breakdown

Grants Paid $0

Salaries & Benefits $273,560

Fundraising Expenses $0

Other Expenses $179,189

TOTAL EXPENSES $452,749

Year-over-Year Comparison

	2023	2022	Change
Revenue	$363,948	$467,171	-0.2%
Expenses	$452,749	$404,265	+0.1%
Net Income	$-88,801	$62,906	-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

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

$85,149

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JARED CURRIE	DIRECTOR	0.00	Director	$0	$0	$0
ROBERT JEPSEN	DIRECTOR	0.00	Director	$0	$0	$0
AMY DAVIS	DIRECTOR	0.00	Director	$0	$0	$0
ANDREW GUNTHER	DIRECTOR	0.00	Director	$0	$0	$0
JERRY SAUER	DIRECTOR	0.00	Director	$0	$0	$0
TRACEY MALONE	DIRECTOR	0.00	Director	$0	$0	$0
STEVE NIEMI	DIRECTOR	0.00	Director	$0	$0	$0
BRYCE SINNER	DIRECTOR	0.00	Director	$0	$0	$0
CHRISSY LYONS	DIRECTOR	0.00	Director	$0	$0	$0
KELLY WALSH	DIRECTOR	0.00	Director	$0	$0	$0
JIM WEST	DIRECTOR	0.00	Director	$0	$0	$0
MICHAEL WUBBEN	DIRECTOR	0.00	Director	$0	$0	$0
DENNIS SCHMID	DIRECTOR	0.00	Director	$0	$0	$0
SHANE TAPANI	DIRECTOR	0.00	Director	$0	$0	$0
BRIGHAM LAMBLEY	PRESIDENT	0.00	Officer	$0	$0	$0
MICHAEL WAGY	VICE PRESIDENT	0.00	Officer	$0	$0	$0
KEITH STEWART	SECRETARY	0.00	Officer	$0	$0	$0
DREW BARRETT	TREASURER	0.00	Officer	$0	$0	$0
CINDY HOLLOWAY	PAST PRESIDENT	0.00	Officer	$0	$0	$0
SHERRIE JONES	EXECUTIVE DIRECTOR	40.00	Officer	$82,149	$3,000	$85,149

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	No data	No data	No data	No data
2023	$363,948	$452,749	$286,622	$-88,801
2022	$467,171	$404,265	$375,719	$62,906
2021	$455,091	$276,438	$346,522	$178,653
2020	$365,111	$404,111	$134,057	$-39,000
2019	$402,262	$433,970	$236,735	$-31,708
2018	$406,233	$362,283	$207,754	$43,950

SOUTHWEST WASHINGTON CONTRACTORS ASSOCIATION