LOUIS AND FRANCES SWINKEN SUPPORTING FDN C/O JEWISH COMMUNITY FNDN OF GKC (EIN 204002473) - 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

2005

Legal Domicile

Principal Officer

JOSHUA STEIN

Phone

9133278245

Tax Period

2023-01-01 to 2023-12-31

LOUIS AND FRANCES SWINKEN SUPPORTING FDN C/O JEWISH COMMUNITY FNDN OF GKC, founded in 2005, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $3K in total revenue in fiscal year 2023. Revenue fell 108% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE SUPPORT FOR OTHER CHARITABLE ORGANIZATIONS, SPECIFICALLY THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY.

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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 $0

Program Service Revenue $0

Investment Income $-2,902

Other Revenue $0

TOTAL REVENUE $-2,902

Expense Breakdown

Grants Paid $43,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,000

Other Expenses $12,710

TOTAL EXPENSES $55,710

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-2,902	$36,861	-1.1%
Expenses	$55,710	$57,339	0.0%
Net Income	$-58,612	$-20,478	+1.9%

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

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

$129,672

Total Directors

$129,672

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLAN REICHMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALICE JACKS ACHTENBERG	TRUSTEE	1.00	Director	$0	$0	$0
ELLEN KORT	TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA STEIN	SECRETARY/TREASURER	1.00	Officer Director	$0	$13,829	$129,672
LAUREN MATTLEMAN HOOPES	EXECUTIVE DIRECTOR	1.00	Highest	$0	$36,272	$271,905
KEVIN TAYLOR	CFO	1.00	Highest	$0	$20,580	$153,577

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	$-2,902	$55,710	$979,481	$-58,612
2022	$36,861	$57,339	$926,493	$-20,478
2021	$-11,631	$60,546	$1,086,836	$-72,177
2020	$-58,381	$69,277	$1,055,246	$-127,658
2019	$63,700	$36,093	$1,001,425	$27,607
2018	$-13,740	$56,415	$912,301	$-70,155

LOUIS AND FRANCES SWINKEN SUPPORTING FDN C/O JEWISH COMMUNITY FNDN OF GKC