Southwestern Medical District
Southwestern Medical District shows improving financial health with recent revenue growth and no reported officer compensation.
EIN: 204101612 · Dallas, TX · NTEE: E11 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.6M |
| Total Expenses | $2.8M |
| Program Spending | 80% |
| Net Assets | $1.9M |
| Transparency Score | 85/100 |
Is Southwestern Medical District Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Southwestern Medical District directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Southwestern Medical District
Southwestern Medical District (EIN: 204101612) is a nonprofit organization based in Dallas, TX, classified under NTEE code E11. The organization reported total revenue of $2.6M and total assets of $1.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Southwestern Medical District's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Southwestern Medical District is a mid-size nonprofit that has been operating for 20 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 13.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.6M |
| Total Expenses | $2.8M |
| Surplus / Deficit | +$774K |
| Total Assets | $2.0M |
| Total Liabilities | $86K |
| Net Assets | $1.9M |
| Operating Margin | 21.6% |
| Debt-to-Asset Ratio | 4.3% |
| Months of Reserves | 8.6 months |
Financial Health Grade: A
In 2023, Southwestern Medical District reported a surplus of $774K with revenue exceeding expenses, holds 8.6 months of operating reserves (strong position), has a debt-to-asset ratio of 4.3% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Southwestern Medical District's revenue has grown at a compound annual growth rate (CAGR) of 13.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +57.4% | -3.9% | +32.3% |
| 2022 | +38.5% | +60.8% | -15.6% |
| 2021 | -3.6% | -5.5% | -14.0% |
| 2020 | -20.0% | -23.4% | -9.7% |
| 2019 | +56.2% | -5.8% | -17.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2006 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Southwestern Medical District with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Southwestern Medical District allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $774K, with revenue exceeding expenses.
- Debt-to-asset ratio: 4.3%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no officers received compensation from the organization. This is a significant positive, suggesting a high degree of volunteer leadership or compensation covered by other entities, which minimizes overhead for the organization.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Southwestern Medical District's IRS 990 filings:
- Inconsistent revenue and expense patterns in earlier years, with expenses frequently exceeding revenue (e.g., 202212, 202112, 202012, 201912, 201812, 201712, 201612).
Strengths
The following positive indicators were identified for Southwestern Medical District:
- Consistent reporting of 0% officer compensation across all filings, indicating efficient use of funds for leadership.
- Recent positive financial trend with revenue exceeding expenses in 202312 ($3,581,812 revenue vs. $2,807,328 expenses).
- Growing asset base, reaching $2,002,180 in 202312, indicating strengthening financial health.
- Low liabilities relative to assets, suggesting sound financial management (e.g., $86,095 liabilities vs. $2,002,180 assets in 202312).
- Extensive filing history (13 filings) demonstrates consistent transparency and compliance.
Frequently Asked Questions about Southwestern Medical District
Is Southwestern Medical District a legitimate charity?
Southwestern Medical District (EIN: 204101612) is a registered tax-exempt nonprofit based in Texas. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $2.6M. 1 red flag identified. 5 strengths noted. Financial health grade: A.
How does Southwestern Medical District spend its money?
Southwestern Medical District directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Southwestern Medical District tax-deductible?
Southwestern Medical District is registered as a tax-exempt nonprofit (EIN: 204101612). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Southwestern Medical District's spending goes to programs?
Southwestern Medical District directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Southwestern Medical District compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Southwestern Medical District is above average for NTEE category E11 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Southwestern Medical District located?
Southwestern Medical District is headquartered in Dallas, Texas and files with the IRS under EIN 204101612. It is classified under NTEE code E11.
How many years of IRS 990 filings does Southwestern Medical District have?
Southwestern Medical District has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.6M in total revenue.
What are the specific program activities funded by Southwestern Medical District?
The provided data does not detail specific program activities, but the NTEE code E11 suggests a focus on medical research or health-related support within the medical district.
How does Southwestern Medical District manage to have 0% officer compensation?
This could be due to officers being volunteers, or their compensation being covered by an affiliated entity, or not meeting the reporting threshold for compensation on the 990 form.
What caused the significant revenue spike in 201512 to $5,285,795?
The provided data does not specify the reason for this spike, but it could be attributed to a large one-time grant, a major fundraising event, or a significant donation.
What is the organization's long-term strategy for asset growth and utilization?
While assets have fluctuated, reaching $2,002,180 in 202312, the data does not provide insight into the specific strategy for asset growth or how these assets are utilized to further the mission.
Filing History
IRS 990 filing history for Southwestern Medical District showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Southwestern Medical District's revenue has grown by 372.2%, moving from $759K to $3.6M. Total assets increased by 201.8% over the same period, from $663K to $2.0M. Total functional expenses rose by 237.7%, from $831K to $2.8M. In its most recent filing year (2023), Southwestern Medical District reported a surplus of $774K, with revenue exceeding expenses. The organization holds $86K in liabilities against $2.0M in assets (debt-to-asset ratio: 4.3%), resulting in net assets of $1.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $3.6M | $2.8M | $2.0M | $86K | — | — |
| 2022 | $2.3M | $2.9M | $1.5M | $372K | — | View 990 |
| 2021 | $1.6M | $1.8M | $1.8M | $5K | — | View 990 |
| 2020 | $1.7M | $1.9M | $2.1M | $121K | — | View 990 |
| 2019 | $2.1M | $2.5M | $2.3M | $125K | — | View 990 |
| 2018 | $1.4M | $2.7M | $2.8M | $221K | — | View 990 |
| 2017 | $1.3M | $1.7M | $4.1M | $233K | — | View 990 |
| 2016 | $1.2M | $1.4M | $4.4M | $66K | — | View 990 |
| 2015 | $5.3M | $1.5M | $4.5M | $49K | — | View 990 |
| 2014 | $1.3M | $1.3M | $797K | $43K | — | View 990 |
| 2013 | $1.2M | $1.1M | $750K | $5K | — | View 990 |
| 2012 | $1.3M | $1.3M | $703K | $70K | — | View 990 |
| 2011 | $759K | $831K | $663K | $53K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $3.6M, expenses of $2.8M, and assets of $2.0M (revenue +57.4% year-over-year).
- 2022: Revenue of $2.3M, expenses of $2.9M, and assets of $1.5M (revenue +38.5% year-over-year).
- 2021: Revenue of $1.6M, expenses of $1.8M, and assets of $1.8M (revenue -3.6% year-over-year).
- 2020: Revenue of $1.7M, expenses of $1.9M, and assets of $2.1M (revenue -20.0% year-over-year).
- 2019: Revenue of $2.1M, expenses of $2.5M, and assets of $2.3M (revenue +56.2% year-over-year).
- 2018: Revenue of $1.4M, expenses of $2.7M, and assets of $2.8M (revenue +3.7% year-over-year).
- 2017: Revenue of $1.3M, expenses of $1.7M, and assets of $4.1M (revenue +5.8% year-over-year).
- 2016: Revenue of $1.2M, expenses of $1.4M, and assets of $4.4M (revenue -76.5% year-over-year).
- 2015: Revenue of $5.3M, expenses of $1.5M, and assets of $4.5M (revenue +312.1% year-over-year).
- 2014: Revenue of $1.3M, expenses of $1.3M, and assets of $797K (revenue +8.6% year-over-year).
- 2013: Revenue of $1.2M, expenses of $1.1M, and assets of $750K (revenue -12.0% year-over-year).
- 2012: Revenue of $1.3M, expenses of $1.3M, and assets of $703K (revenue +76.9% year-over-year).
- 2011: Revenue of $759K, expenses of $831K, and assets of $663K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Southwestern Medical District:
Data Sources and Methodology
This transparency report for Southwestern Medical District is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.