SOUTHWEST NEIGHBORHOODS INC

EIN: 930717013 501(c)(3) Community Improvement

Portland, OR

Total Revenue
$142,760
Total Expenses
$236,606
Total Assets
$67,717
Net Assets
$65,822
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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
1979
Legal Domicile
OR
Tax Period
2020-07-01 to 2021-06-30

SOUTHWEST NEIGHBORHOODS INC, founded in 1979, is a small nonprofit in the Community Improvement sector that reported $143K in total revenue in fiscal year 2020. Revenue fell 72% from the prior year — a significant decline worth monitoring. Expenses of $237K exceeded revenue, resulting in a 66% operating deficit.

Mission

SWNI empowers citizen action to improve and maintain the livability of Southwest neighborhoods

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $142,153
Program Service Revenue $600
Investment Income $7
Other Revenue $0
TOTAL REVENUE $142,760

Expense Breakdown

Grants Paid $20,033
Salaries & Benefits $155,676
Fundraising Expenses $0
Program Expenses $236,606
Other Expenses $60,897
TOTAL EXPENSES $236,606

Year-over-Year Comparison

2020 2019 Change
Revenue $142,760 $516,713 -0.7%
Expenses $236,606 $514,797 -0.5%
Net Income $-93,846 $1,916 -50.0%
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

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Governance

Voting Members
25
Independent Members
25
Employees
8
Volunteers
550

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
5
$0
Total Directors
21
$0
Key Employees
1
$36,579
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sylvia Bogert Executive Director (July 2020-January 2021) 40
Key Emp
$36,579 $0 $36,579
Laura Campos Equity & Iinclusion Committee Chair 4
Director
$0 $0 $0
Mike Linman Parks Committee Chair 4
Director
$0 $0 $0
Gary Runde Land Use Committee Chair 4
Director
$0 $0 $0
Patty McMahon Schools Comittee Chair 4
Director
$0 $0 $0
Janet Hawkins Public Safety Chair 4
Director
$0 $0 $0
Katherine Christensen Transportation Committee Chair 4
Director
$0 $0 $0
Bruce Koester Ashcreek NA Board Rep 3.00
Director
$0 $0 $0
Richard Freimark Bridlemile NA Board Rep 3.00
Director
$0 $0 $0
Elise DeLisser Collins View NA Board Rep 3
Director
$0 $0 $0
Marianne Fitgerald Crestwood NA Board Rep 3
Director
$0 $0 $0
Martha Campbell Far Southwest NA NA Board Rep 3
Director
$0 $0 $0
Marita Ingalsbe Hayhurst NA Board Rep 3
Director
$0 $0 $0
Tatiana Lifshitz Hillsdale NA Board Rep 3
Director
$0 $0 $0
Ed Fischer Homestead NA Board Rep 3
Director
$0 $0 $0
Clair Carder Maplewood NA Board Rep 3
Director
$0 $0 $0
Mike Charles Marshall Park NA Board Rep 3
Director
$0 $0 $0
Frank Rudloff Multnomah NA Board Rep 3
Director
$0 $0 $0
Michael Kaplan South Portland NA Board Rep 3
Director
$0 $0 $0
Vacant SWHRL NA Board Rep 3
Director
$0 $0 $0
Javier Moncada West Portland Park NA Board Rep 3
Director
$0 $0 $0
Don Baack Hillsdale Business Association Rep 4
Director
$0 $0 $0
Leslie Hammond Board President 40
Officer
$0 $0 $0
Steve Mullinax 1st Vice President 20
Officer
$0 $0 $0
Sam Pearson 2nd Vice President 20
Officer
$0 $0 $0
Sam Pearson Treasurer 10
Officer
$0 $0 $0
Janet Hawkins Secretary 30
Officer
$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
2021 $142,760 $236,606 $67,717 $-93,846
2019 $521,786 $520,944 $183,573 $842
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