SOUTHWEST CARES FOUNDATION (EIN 920676591) - 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

2022

Legal Domicile

Phone

2146417267

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST CARES FOUNDATION, founded in 2022, is a micro nonprofit in the Health Care sector that reported $19K in total revenue in fiscal year 2024. The organization ran a surplus of $13K, a strong 67% operating margin.

Mission

Improve healthcare access for marginalized population.

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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 $19,092

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $19,092

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,000

Fundraising Expenses $2,227

Program Expenses $4,000

Other Expenses $227

TOTAL EXPENSES $6,227

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,092	N/A	N/A
Expenses	$6,227	N/A	N/A
Net Income	$12,865	N/A	N/A

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

N/A

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

$6,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA WALKER	CEO	2.00	Director	$6,000	$0	$6,000
Dr CHRISETTE DHARMA	EXECUTIVE DIREC	2.00	Director	$0	$0	$0
SHIRLEY BARBOUR	DIRECTOR	1.00	Director	$0	$0	$0
DEQUISE ROSE	DIRECTOR	1.00	Director	$0	$0	$0
DR MARI TIETZE	DIRECTOR	1.00	Director	$0	$0	$0
DR JILL WAGGONER	DIRECTOR	1.00	Director	$0	$0	$0
DR COURTNEY WALKER	DIRECTOR	1.00	Director	$0	$0	$0
DR LINDA WASSENICH	DIRECTOR	1.00	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	$19,092	$6,227	$14,758	$12,865

SOUTHWEST CARES FOUNDATION