Sweet Repeat Charitable Foundation (EIN 020802303) - 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

2007

Legal Domicile

Phone

7034470139

Tax Period

2023-07-01 to 2024-06-30

Sweet Repeat Charitable Foundation, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $547K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $87K, a strong 16% operating margin.

Mission

The purpose of Sweet Repeat Charitable Foundation Inc is to raise funds through operation of a Thrift Store. The net proceeds of operation are then donated to Local Care Centers, EMS Squads and Students for Scholarships.

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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 $3,180

Program Service Revenue $0

Investment Income $8,215

Other Revenue $535,539

TOTAL REVENUE $546,934

Expense Breakdown

Grants Paid $265,000

Salaries & Benefits $85,250

Fundraising Expenses $0

Program Expenses $449,090

Other Expenses $109,374

TOTAL EXPENSES $459,624

Year-over-Year Comparison

	2023	2022	Change
Revenue	$546,934	$427,608	+0.3%
Expenses	$459,624	$388,907	+0.2%
Net Income	$87,310	$38,701	+1.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lois Deluca	Director	12.00	Director	$0	$0	$0
Barb Popowich	Trustee	15.00	Director	$0	$0	$0
Nina Lynch	Director	12.00	Director	$0	$0	$0
Lyn Barbour	Director	15.00	Director	$0	$0	$0
Minerva Sarver	Trustee	3.00	Director	$0	$0	$0
Daniela Buchholz	Director	12.00	Director	$0	$0	$0
Karen Swanson	Director	20.00	Director	$0	$0	$0
Sue Powers	President	20.00	Officer	$0	$0	$0
Cathy Mann	Treasurer	25.00	Officer	$0	$0	$0
Kim Kozlowski	Vice President	25.00	Officer	$0	$0	$0
Lori Slovik	Secretary	20.00	Officer	$0	$0	$0
Lou Wollenhaupt	Vice President	25.00	Officer	$0	$0	$0
Kate Eastaway	Vice President	25.00	Officer	$0	$0	$0
Cathy Pihl	Treasurer	8.00		$0	$0	$0
Carol Funderburk	Secretary	5.00		$0	$0	$0
Wilberta Wildermuth	Chairman	8.00		$0	$0	$0
Linda Liinangi	Director	3.00		$0	$0	$0
Linda Cullen	Vice President	4.00		$0	$0	$0
Rosellen Dunn	Director	15.00		$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
2025	No data	No data	No data	No data
2024	$546,934	$459,624	$371,122	$87,310
2023	$427,608	$388,907	$284,251	$38,701
2022	$361,632	$252,541	$245,546	$109,091
2021	$240,210	$244,356	$142,071	$-4,146
2020	$229,252	$249,582	$146,182	$-20,330
2019	$268,355	$209,224	$161,770	$59,131
2018	$219,363	$180,518	$103,053	$38,845

Sweet Repeat Charitable Foundation