SOUTHWEST INSTITUTE FOR TRANSFORMA… - Form 990 Financial Data

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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

2023

Legal Domicile

Principal Officer

ANGELO GONZALES

Phone

5754058195

Tax Period

2024-07-01 to 2025-06-30

SOUTHWEST INSTITUTE FOR TRANSFORMATIONAL COMMUNITY SCHOOLS, founded in 2023, is a small nonprofit in the Education sector that reported $279K in total revenue in fiscal year 2024. The organization ran a surplus of $58K, a strong 21% operating margin.

Mission

THE SOUTHWEST INSTITUTE FOR TRANSFORMATIONAL (SWIFT) COMMUNITY SCHOOLS WORKS TO BUILD AND IMPROVE SYSTEMS OF SUPPORT THAT ENABLE COMMUNITY SCHOOLS TO REALIZE THEIR FULL POTENTIAL AS A SCHOOL TRANSFORMATION STRATEGY.

Program Service Accomplishments

Program 1

Expenses: $205,501 Revenue: $193,540

THROUGH OUR CENTER OF EXCELLENCE FOR COMMUNITY SCHOOLS, WE PROVIDE DIRECT TECHNICAL ASSISTANCE AND CAPACITY BUILDING SUPPORT TO PRACTITIONERS AND THEIR COMMUNITY PARTNERS IN NEW, EMERGING, AND MATURE...

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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 $85,495

Program Service Revenue $193,540

Investment Income $0

Other Revenue $35

TOTAL REVENUE $279,070

Expense Breakdown

Grants Paid $0

Salaries & Benefits $109,196

Fundraising Expenses $0

Program Expenses $205,501

Other Expenses $111,539

TOTAL EXPENSES $220,735

Year-over-Year Comparison

	2024	2023	Change
Revenue	$279,070	N/A	N/A
Expenses	$220,735	N/A	N/A
Net Income	$58,335	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

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

$45,833

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELO GONZALES	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHELLE KATZ	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
YOLANDA MONTOYA CORDOVA	TREASURER	1.00	Officer Director	$0	$0	$0
PATRICIA JIMENEZ-LATHAM	SECRETARY	1.00	Officer Director	$0	$0	$0
DANETTE TOWNSEND	DIRECTOR	1.00	Director	$0	$0	$0
CHANNELL SEGURA	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
NAOMI CHAVEZ LOPEZ	EXECUTIVE DI	40.00	Officer	$45,833	$0	$45,833

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	$279,070	$220,735	$117,005	$58,335

SOUTHWEST INSTITUTE FOR TRANSFORMATIONAL COMMUNITY SCHOOLS