SWEDENBORG FOUNDATION INC (EIN 131362850) - 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

1849

Legal Domicile

Principal Officer

ROBERT CARR

Phone

6104303222

Tax Period

2024-01-01 to 2024-12-31

SWEDENBORG FOUNDATION INC, founded in 1849, is a community nonprofit in the Religion sector that reported $3.2M in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $488K, a strong 15% operating margin.

Mission

TO TRANSLATE, PUBLISH AND DISTRIBUTE THE WORKS OF EMANUEL SWEDENBORG AND THE OTHER RELIGIOUS AND EDUCATIONAL BOOKS TO THE GENERAL PUBLIC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,353,114

Program Service Revenue $0

Investment Income $879,978

Other Revenue $-10,654

TOTAL REVENUE $3,222,438

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,883,770

Fundraising Expenses $371,241

Program Expenses $1,884,935

Other Expenses $850,276

TOTAL EXPENSES $2,734,046

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,222,438	$2,152,805	+0.5%
Expenses	$2,734,046	$2,896,013	-0.1%
Net Income	$488,392	$-743,208	-1.7%

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

N/A

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
KAYE JUNGE LERMITTE	DIRECTOR	5.00	Director	$0	$0	$0
DR WENDY CLOSTERMAN	DIRECTOR	5.00	Director	$0	$0	$0
CORY COBERFORWARD	DIRECTOR	5.00	Director	$0	$0	$0
MICAH SADIGH	DIRECTOR	5.00	Director	$0	$0	$0
KIM SHINE	DIRECTOR	5.00	Director	$0	$0	$0
DYLAN HENDRICKS	DIRECTOR	5.00	Director	$0	$0	$0
STEPHANIE ROSE	DIRECTOR	5.00	Director	$0	$0	$0
DEVIN ZUBER	DIRECTOR	5.00	Director	$0	$0	$0
ELI ECHOLS	DIRECTOR	5.00	Director	$0	$0	$0
JENNIFER LINDSAY	DIRECTOR	5.00	Director	$0	$0	$0
JONATHAN CARR	DIRECTOR	5.00	Director	$0	$0	$0
GLEN MAC FRAZIER	DIRECTOR	5.00	Director	$0	$0	$0
TONY RAFFA	DIRECTOR	5.00	Director	$0	$0	$0
PETE TOOT	DIRECTOR	5.00	Director	$0	$0	$0
SONIA WERNER	DIRECTOR	5.00	Director	$0	$0	$0
ROBERT CARR	PRESIDENT	20.00	Officer	$0	$0	$0
REV CHRISTOPHER BARBER	VICE PRESIDENT	20.00	Officer	$0	$0	$0
W BERGEN JUNGE	TREASURER	20.00	Officer	$0	$0	$0
REV KEVIN BAXTER	SECRETARY	20.00	Officer	$0	$0	$0
TIMOTHY BILGER	VP OF DEVELOPMENT	40.00	Highest	$143,208	$8,592	$151,800
CURTIS CHILD	VP OF PROGRAMING	40.00	Highest	$137,904	$32,139	$170,043
CHRISTOPHER DUNN	VP OF MARKETING AND CHIEF	40.00	Highest	$130,400	$8,556	$138,956
CHELSEA ODHNER	VP OF PUBLISHING	40.00	Highest	$106,080	$40,229	$146,309
JOHN C GODLOVE II	CEO	40.00	Highest	$187,200	$12,625	$199,825
STEWART A FARMER	TECHNICAL DIRECTOR	40.00	Highest	$100,040	$31,034	$131,074

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
2024	$3,222,438	$2,734,046	$19,314,925	$488,392
2023	$2,152,805	$2,896,013	$17,748,195	$-743,208
2022	$2,072,245	$2,860,370	$16,602,874	$-788,125
2021	$1,952,977	$2,585,816	$21,667,132	$-632,839
2020	$1,558,128	$2,513,544	$20,668,460	$-955,416
2019	$2,036,545	$2,195,535	$19,976,863	$-158,990
2018	$1,783,251	$1,970,887	$17,564,218	$-187,636

SWEDENBORG FOUNDATION INC