SOUTHWESTERN ACADEMY (EIN 952151023) - 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

1961

Legal Domicile

Principal Officer

ROBIN JARCHOW

Phone

6267995010

Tax Period

2023-09-01 to 2024-08-31

SOUTHWESTERN ACADEMY, founded in 1961, is a community nonprofit in the Unknown sector that reported $3.6M in total revenue in fiscal year 2023. Expenses of $4.1M exceeded revenue, resulting in a 12% operating deficit.

Mission

SOUTHWESTERN ACADEMY IS A COEDUCATIONAL COLLEGE PREPARATORY BOARDING/DAY SCHOOL, FOR GRADES 6 - 12, WITH TWO CAMPUSES - ONE IN SAN MARINO, CALIFORNIA, AND THE OTHER IN RIMROCK, ARIZONA.

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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 $4,006

Program Service Revenue $3,163,232

Investment Income $252,124

Other Revenue $199,166

TOTAL REVENUE $3,618,528

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,266,039

Fundraising Expenses $0

Program Expenses $4,061,362

Other Expenses $1,795,323

TOTAL EXPENSES $4,061,362

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,618,528	$3,657,192	0.0%
Expenses	$4,061,362	$4,025,008	+0.0%
Net Income	$-442,834	$-367,816	+0.2%

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

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

$105,360

Total Directors

$105,360

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN JARCHOW	CEO/HEAD OF SCH	45.00	Officer Director	$105,360	$0	$105,360
THOMAS MAIMONE	VICE CHAIR	6.00	Officer Director	$0	$0	$0
FATOS RADONIQI	Treasurer	6.00	Officer Director	$0	$0	$0
JON CROWLEY	CHAIR	45.00	Officer Director	$0	$0	$0
ALAN PIERPOINT	Trustee	6.00	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	$3,618,528	$4,061,362	$23,021,440	$-442,834
2023	$3,657,192	$4,025,008	$22,362,620	$-367,816
2022	$3,354,538	$3,667,288	$22,116,238	$-312,750
2021	$3,127,258	$3,729,411	$24,648,530	$-602,153
2020	$4,414,154	$4,956,868	$24,823,103	$-542,714
2019	$9,214,863	$5,716,540	$24,239,369	$3,498,323
2018	$6,123,971	$5,670,864	$21,841,833	$453,107

SOUTHWESTERN ACADEMY