SOUTHWEST MINORITY ECONOMIC DEVELOPMENT ASSOCIATION

EIN: 953312805 501(c)(3)

SANTA ANA, CA

Total Revenue
$237,895
Total Expenses
$254,776
Total Assets
N/A
Net Assets
N/A
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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
1978
Legal Domicile
CA
Principal Officer
CONNIE JONES
Phone
7145474073
Tax Period
2019-01-01 to 2019-12-31

SOUTHWEST MINORITY ECONOMIC DEVELOPMENT ASSOCIATION, founded in 1978, is a small nonprofit that reported $238K in total revenue in fiscal year 2019. Revenue fell 47% from the prior year — a significant decline worth monitoring.

Mission

WE PROVIDE FOOD, CLOTHING, SHELTER, GUIDANCE, HEALTH AND REFERRAL SERVICES TO ECONOMICALLY DISADVANTAGED INDIVIDUALS AND FAMILIES, AND ASSIST AND ENCOURAGE THOSE WHOM WE SERVE TO ACHIEVE SELF-SUFFICIENCY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $237,613
Program Service Revenue $0
Investment Income $282
Other Revenue $0
TOTAL REVENUE $237,895

Expense Breakdown

Grants Paid $0
Salaries & Benefits $146,698
Fundraising Expenses $0
Program Expenses $180,017
Other Expenses $108,078
TOTAL EXPENSES $254,776

Year-over-Year Comparison

2019 2018 Change
Revenue $237,895 $448,372 -0.5%
Expenses $254,776 $515,476 -0.5%
Net Income $-16,881 $-67,104 -0.7%
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
N/A
Independent Members
N/A
Employees
4
Volunteers
1000

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CONNIE JONES FMR EXECUTIVE DIRECTOR N/A
$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
2019 $237,895 $254,776 No data $-16,881
2018 $448,372 $515,476 $705,020 $-67,104
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