Southwestern Academy
San Marino, California
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Good
How This Organization Compares
Compared to 22 peers in Unclassified with $1M-$10M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $3,657,192↑9% | $4,025,008↑10% | $22,362,620↑1% | |
| 2022 | $3,354,538↑7% | $3,667,288↓2% | $22,116,238↓10% | — |
| 2021 | $3,127,258↓29% | $3,729,411↓25% | $24,648,530↓1% | — |
| 2020 | $4,414,154↓52% | $4,956,868↓13% | $24,823,103↑2% | — |
| 2019 | $9,214,863↑50% | $5,716,540↑1% | $24,239,369↑11% | — |
| 2018 | $6,123,971↓4% | $5,670,864↑4% | $21,841,833 | — |
| 2017 | $6,351,387↓1% | $5,476,157↑7% | $21,914,110↑28% | — |
| 2016 | $6,406,123↑5% | $5,094,267↓2% | $17,136,068↑8% | — |
| 2015 | $6,094,573↑6% | $5,192,278↑7% | $15,824,212↑6% | — |
| 2014 | $5,761,206↓4% | $4,853,383↓3% | $14,921,907↑6% | — |
| 2013 | $6,003,547↑11% | $4,987,735↑7% | $14,014,084↑8% | — |
| 2012 | $5,432,109↑18% | $4,675,375↑10% | $12,998,272↑6% | — |
| 2011 | $4,618,321 | $4,237,227 | $12,241,837 | — |
Frequently Asked Questions
What does Southwestern Academy do?▼
Southwestern Academy is a unclassified nonprofit organization based in California. It is classified under NTEE code Z99Z and is registered as a 501(c) tax-exempt organization with the IRS.
Is Southwestern Academy financially healthy?▼
Based on our 9-metric Financial Health Score model, Southwestern Academy has a score of 73/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Southwestern Academy generate?▼
Southwestern Academy reports $3.6M in annual revenue and holds $23.0M in total assets, based on IRS filings.
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