ICI SOUTHWEST

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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

JERRY DALE STRICKLAND II

Phone

2026596776

Tax Period

2024-01-01 to 2024-12-31

ICI SOUTHWEST, founded in 2023, is a small nonprofit in the Mutual Benefit sector that reported $153K in total revenue in fiscal year 2024. The organization ran a surplus of $80K, a strong 52% operating margin.

Mission

ICI SW COSIGNED SEVERAL LETTERS TO REGULATORY AGENCIES, CONSISTENT WITH ITS MISSION OF REPRESENTING THE ASSET MANAGEMENT INDUSTRY FOR THE ULTIMATE BENEFIT OF LONG-TERM INDIVIDUAL INVESTORS, DURING THE YEAR. THESE ARE LISTED ON THE WEBSITE (HTTPS://WWW.ICISOUTHWEST.ORG/), WHICH IS ALSO MAINTAINED AS A SERVICE TO MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $72,414

ICI SW COSIGNED SEVERAL LETTERS TO REGULATORY AGENCIES, CONSISTENT WITH ITS MISSION OF REPRESENTING THE ASSET MANAGEMENT INDUSTRY FOR THE ULTIMATE BENEFIT OF LONG-TERM INDIVIDUAL INVESTORS, DURING...

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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 $153,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $153,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,414

Other Expenses $72,968

TOTAL EXPENSES $72,968

Year-over-Year Comparison

	2024	2023	Change
Revenue	$153,000	N/A	N/A
Expenses	$72,968	N/A	N/A
Net Income	$80,032	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

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
SCOTT ORR	BOARD MEMBER	Director	$0	$0	$0
GEORGE MAGERA	BOARD MEMBER	Director	$0	$0	$0
DANIEL JON BECKMAN	BOARD MEMBER	Director	$0	$0	$0
JEFFREY DALE STRICKLAND II	PRESIDENT	Officer	$0	$0	$0
HALIE DANIELS	SECRETARY	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
2024	$153,000	$72,968	$80,032	$80,032