ZUnclassifiedEIN: 952151023· Ruling Year: 1963

Southwestern Academy

San Marino, California

B+Health Score
73B+

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)

This Org4.61×
Peer Median15.40×
💰
$3.7M
Total Revenue
📊
$4.0M
Total Expenses
🏦
$18.5M
Net Assets
📋
$3.8M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+9.0%
Year-over-year change (2022 → 2023)
Net Margin
-10.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
4.61
Net assets divided by total expenses
Liabilities-to-Assets
17.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$3,657,1929%$4,025,00810%$22,362,6201%
2022$3,354,5387%$3,667,2882%$22,116,23810%
2021$3,127,25829%$3,729,41125%$24,648,5301%
2020$4,414,15452%$4,956,86813%$24,823,1032%
2019$9,214,86350%$5,716,5401%$24,239,36911%
2018$6,123,9714%$5,670,8644%$21,841,833
2017$6,351,3871%$5,476,1577%$21,914,11028%
2016$6,406,1235%$5,094,2672%$17,136,0688%
2015$6,094,5736%$5,192,2787%$15,824,2126%
2014$5,761,2064%$4,853,3833%$14,921,9076%
2013$6,003,54711%$4,987,7357%$14,014,0848%
2012$5,432,10918%$4,675,37510%$12,998,2726%
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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