SWIFT CHARITIES INC (EIN 203242524) - 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

6239077421

Tax Period

2023-01-01 to 2023-12-31

SWIFT CHARITIES INC, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $872K in total revenue in fiscal year 2023. The organization ran a surplus of $206K, a strong 24% operating margin.

Mission

TO PROVIDE ASSISTANCE TO EMPLOYEES OF SWIFT TRANSPORTATION IN DIRE NEED, TO PROVIDE SCHOLARSHIPS FOR THE CHILDREN AND TO IMPROVE THEIR COMMUNITIES THROUGH CHARITABLE GIVING.

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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 $781,131

Program Service Revenue $0

Investment Income $85,199

Other Revenue $5,394

TOTAL REVENUE $871,724

Expense Breakdown

Grants Paid $632,542

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $632,542

Other Expenses $32,716

TOTAL EXPENSES $665,258

Year-over-Year Comparison

	2023	2022	Change
Revenue	$871,724	$895,234	0.0%
Expenses	$665,258	$752,733	-0.1%
Net Income	$206,466	$142,501	+0.4%

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

150

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
JERRY MOYES	President	0.50	Director	$0	$0	$0
JAMES STONE	Secretary	10.00	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
2024	No data	No data	No data	No data
2023	$871,724	$665,258	$1,057,216	$206,466
2022	$895,234	$752,733	$895,941	$142,501
2021	$797,307	$1,159,327	$785,418	$-362,020
2020	$959,383	$856,233	$1,100,645	$103,150
2019	$1,426,374	$1,238,928	$994,879	$187,446
2018	$1,409,220	$1,423,738	$807,433	$-14,518

SWIFT CHARITIES INC