THE SWEDISH-AMERICAN FUND INC (EIN 020606854) - Form 990 Financial Analysis & Trantor Score

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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

2002

Legal Domicile

Principal Officer

ANNA THRONE-HOLST

Phone

2128385530

Tax Period

2022-01-01 to 2022-12-31

THE SWEDISH-AMERICAN FUND INC, founded in 2002, is a micro nonprofit in the Education sector that reported $16 in total revenue in fiscal year 2022. Revenue fell 97% from the prior year — a significant decline worth monitoring. Expenses of $11K exceeded revenue, resulting in a 69744% operating deficit.

Mission

THE SWEDISH AMERICA FUND, INC. (THE FUND) WAS ESTABLISHED TO PROVIDE OPPORTUNITIES FOR SWEDES TO EXPERIENCE THE UNITED STATES SOCIETY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $16

Other Revenue $0

TOTAL REVENUE $16

Expense Breakdown

Grants Paid $7,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,700

Other Expenses $3,475

TOTAL EXPENSES $11,175

Year-over-Year Comparison

	2022	2021	Change
Revenue	$16	$469	-1.0%
Expenses	$11,175	$26,577	-0.6%
Net Income	$-11,159	$-26,108	-0.6%

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

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

$252,750

Total Directors

$252,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA THRONE-HOLST	PRESIDENT	3.00	Officer Director	$0	$11,500	$252,750
DAVID J KAPLAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
RICHARD LANGAN	SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICIA OTTER	DIRECTOR	1.00	Officer Director	$0	$0	$0
JOHN NEVADO	DIRECTOR	1.00	Officer Director	$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
2022	$16	$11,175	$156,459	$-11,159
2021	$469	$26,577	$177,514	$-26,108
2020	$31,871	$90,421	$193,726	$-58,550
2019	$76,829	$177,040	$255,973	$-100,211
2018	$137,205	$144,390	$387,320	$-7,185

THE SWEDISH-AMERICAN FUND INC