SOUTHWESTERN COLLEGE FOUNDATION

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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

1983

Legal Domicile

Principal Officer

SOFIA SALGADO ROBITAILLE

Phone

6194826301

Tax Period

2023-07-01 to 2024-06-30

SOUTHWESTERN COLLEGE FOUNDATION, founded in 1983, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

SOUTHWESTERN COLLEGE FOUNDATION IS DEDICATED TO RAISING FRIENDS AND FUNDS THAT SUPPORT ALL ASPECTS OF EDUCATIONAL ADVANCEMENT AT SOUTHWESTERN COLLEGE.

Program Service Accomplishments

Program 1

Expenses: $2,441,400

THE SOUTHWESTERN COLLEGE FOUNDATION DEVELOPS AND DELIVERS RESOURCES FOR STUDENT NEEDS THROUGH TRUSTED STEWARDSHIP OF CHARITABLE GIVING AND MEANINGFUL COMMUNITY PARTNERSHIPS.

Program 2

Expenses: $969,458

PROVIDE SCHOLARSHIPS TO STUDENTS AT SOUTHWESTERN COLLEGE

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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 $3,073,788

Program Service Revenue $0

Investment Income $131,906

Other Revenue $5,000

TOTAL REVENUE $3,210,694

Expense Breakdown

Grants Paid $2,999,239

Salaries & Benefits $0

Fundraising Expenses $4,605

Program Expenses $3,410,858

Other Expenses $472,303

TOTAL EXPENSES $3,471,542

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,210,694	$2,614,309	+0.2%
Expenses	$3,471,542	$2,412,982	+0.4%
Net Income	$-260,848	$201,327	-2.3%

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

235

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

$211,951

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICARDO MACEDO	DIRECTOR	2.00	Director	$0	$0	$0
LISA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH P MARTINEZ II	CHAIR	2.00	Officer Director	$0	$0	$0
KEVIN MARSHALL	DIRECTOR	2.00	Director	$0	$0	$0
GUSTAVO PEREZ	PAST CHAIR	1.00	Officer Director	$0	$0	$0
PATTI FINNEGAN	DIRECTOR	1.00	Director	$0	$0	$0
KARMIN NOAR	DIRECTOR	2.00	Director	$0	$0	$0
MELYN ACASIO	DIRECTOR	2.00	Director	$0	$0	$0
CARLOS GOMEZ	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN GUERRA	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL GUILLEN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RUBEN R GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN S GREEN	DIRECTOR	2.00	Director	$0	$0	$0
JC HURTADO-PRATER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY BETTGER	DIRECTOR	1.00	Director	$0	$0	$0
CARRA RHAMY	DIRECTOR	1.00	Director	$0	$0	$0
HALE RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
KATHY TYNER	SECRETARY	1.00	Officer Director	$0	$0	$0
RICH YUMUL	DIRECTOR	1.00	Director	$0	$0	$0
MORA DE MURGUIA	DIRECTOR	1.00	Director	$0	$0	$0
RICARDO RUFFO	DIRECTOR	1.00	Director	$0	$0	$0
SALLY PRESTON	TREASURER	1.00	Officer Director	$0	$0	$0
MAURICIO TORRE	DIRECTOR	1.00	Director	$0	$0	$0
JADE MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
KATHY TURNER	DIRECTOR	1.00	Director	$0	$0	$0
SOFIA SALGADO ROBITAILLE	EXECUTIVE DIRECTOR	25.00	Officer	$0	$22,113	$211,951

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	No data	No data	No data	No data
2024	$3,210,694	$3,471,542	$5,015,038	$-260,848
2023	$2,614,309	$2,412,982	$5,052,594	$201,327
2022	$4,198,025	$3,239,178	$4,657,257	$958,847
2021	$2,979,241	$1,355,110	$4,061,746	$1,624,131
2020	$1,385,853	$1,088,383	$1,955,948	$297,470
2019	$784,114	$573,404	$1,635,232	$210,710
2018	$603,664	$491,601	$1,343,978	$112,063