SCHWEIGER RANCH FOUNDATION (EIN 208717874) - 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

2006

Legal Domicile

Principal Officer

KEITH SIMON

Phone

7202792581

Tax Period

2024-01-01 to 2024-12-31

SCHWEIGER RANCH FOUNDATION, founded in 2006, is a small nonprofit in the Arts, Culture & Humanities sector that reported $142K in total revenue in fiscal year 2024. Expenses of $184K exceeded revenue, resulting in a 30% operating deficit.

Mission

PROVIDE PROGRAMS AND SPECIAL EVENTS TO FOSTER AN UNDERSTANDING OF CULTURAL AND NATURAL HERITAGE.

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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 $135,556

Program Service Revenue $5,601

Investment Income $458

Other Revenue $0

TOTAL REVENUE $141,615

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $177,463

Other Expenses $183,644

TOTAL EXPENSES $183,644

Year-over-Year Comparison

	2024	2023	Change
Revenue	$141,615	$140,135	+0.0%
Expenses	$183,644	$193,320	-0.1%
Net Income	$-42,029	$-53,185	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH SIMON	PRESIDENT	1.00	Officer Director	$0	$0	$0
KAT VLAHOS	TREASURER	1.00	Officer Director	$0	$0	$0
AUSTIN GOOD	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT ASSELBERGS	DIRECTOR	1.00	Director	$0	$0	$0
NAYANTARA GHOSH ERSEK	DIRECTOR	1.00	Director	$0	$0	$0
DARRYL JONES	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE LAIRD	DIRECTOR	1.00	Director	$0	$0	$0
JASMINE SAXON	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS B ZOULLAS	DIRECTOR	1.00	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	$141,615	$183,644	$1,416,279	$-42,029
2023	$140,135	$193,320	$1,458,308	$-53,185
2022	$139,166	$222,156	$1,511,493	$-82,990
2021	$156,660	$228,987	$1,594,483	$-72,327
2020	$116,372	$160,347	$1,666,810	$-43,975
2019	$124,364	$180,690	$1,710,785	$-56,326
2018	$101,976	$192,452	$1,767,111	$-90,476

SCHWEIGER RANCH FOUNDATION