Southwest Health (EIN 920682043) - 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

9283367000

Tax Period

2023-10-01 to 2024-09-30

Southwest Health, founded in 2022, is a small nonprofit in the Health Care sector that reported $177K in total revenue in fiscal year 2023. The organization ran a surplus of $155K, a strong 88% operating margin.

Mission

THE ORGANIZATION EXISTS TO SUPPORT THE HEALTH CARE PROGRAMS AND ACTIVITIES OF ONVIDA HEALTH YUMA MEDICAL CENTER.

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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 $0

Program Service Revenue $176,671

Investment Income $0

Other Revenue $0

TOTAL REVENUE $176,671

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,500

Other Expenses $21,500

TOTAL EXPENSES $21,500

Year-over-Year Comparison

	2023	2022	Change
Revenue	$176,671	N/A	N/A
Expenses	$21,500	N/A	N/A
Net Income	$155,171	$0	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

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

$3,311,904

Total Directors

$2,036,917

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Sternitzke	Board Chair	1.0	Officer Director	$0	$0	$0
Louie Gradias	Board Vice Chair	1.0	Officer Director	$0	$0	$0
Robert Trenschel DO	Director, President	1.0	Officer Director	$0	$358,680	$1,864,378
Andres Salcido	Director	1.0	Director	$0	$0	$0
Ashvin Shah MD	Director, Physician Pulmonology	1.0	Director	$0	$0	$101,839
Claudia Dima MD	Director, Physician Cardiology	1.0	Director	$0	$0	$70,700
Fred Earle	Director	1.0	Director	$0	$0	$0
Lora Dana	Director	1.0	Director	$0	$0	$0
Steve Legros	Director	1.0	Director	$0	$0	$0
Woody Martin	Director	1.0	Director	$0	$0	$0
James Adamson	Secretary	1.0	Officer	$0	$130,799	$679,048
Vernon Moore III	Treasurer	1.0	Officer	$0	$144,799	$768,478

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	$176,671	$21,500	$585,170	$155,171

Southwest Health