SWARTHMORE CENTENNIAL FOUNDATION (EIN 232706052) - 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

1992

Principal Officer

KATIE MCKINSTRY

Phone

6105445300

Tax Period

2023-01-01 to 2023-12-31

SWARTHMORE CENTENNIAL FOUNDATION, founded in 1992, is a micro nonprofit that reported $92K in total revenue in fiscal year 2023. Revenue fell 66% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $25K, a strong 27% operating margin.

Mission

TO PROVIDE FOR THE BETTERMENT OF SWARTHMORE, THE IMPROVEMENT OF THE COMMUNITY, ITS CHILDREN, AND ITS CITIZENS NOW AND IN THE FUTURE.

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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 $20,001

Program Service Revenue $0

Investment Income $70,528

Other Revenue $1,699

TOTAL REVENUE $92,228

Expense Breakdown

Grants Paid $13,988

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,852

Other Expenses $53,305

TOTAL EXPENSES $67,293

Year-over-Year Comparison

	2023	2022	Change
Revenue	$92,228	$274,580	-0.7%
Expenses	$67,293	$424,139	-0.8%
Net Income	$24,935	$-149,559	-1.2%

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

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
SYON BHANOT	TRUSTEE	N/A	Director	$0	$0	$0
ERIN BRONCHETTI	TRUSTEE	N/A	Director	$0	$0	$0
RICHARD CRESSON	TREASURER	5.00	Officer Director	$0	$0	$0
JAYATRI DAS	WEBSITE MANA	2.00	Director	$0	$0	$0
MAURICE G ELDRIDGE	TRUSTEE	N/A	Director	$0	$0	$0
ERUM HARTUNG	TRUSTEE	N/A	Director	$0	$0	$0
BOB DAWES JR	SECRETARY	2.00	Officer Director	$0	$0	$0
MONICA KRUZE	VICE CHAIRWO	2.00	Officer Director	$0	$0	$0
KATIE MCKINSTRY	CHAIRWOMAN	5.00	Officer Director	$0	$0	$0
SHARON MESTER	TRUSTEE	N/A	Director	$0	$0	$0
ELIZABETH W MURRAY	TRUSTEE	N/A	Director	$0	$0	$0
MOLLY SCOTT	TRUSTEE	N/A	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	$92,228	$67,293	$1,563,975	$24,935
2022	$274,580	$424,139	$1,445,489	$-149,559
2021	$221,687	$220,243	$1,808,932	$1,444
2020	$183,069	$86,024	$1,706,680	$97,045
2019	$180,800	$83,645	$1,616,550	$97,155
2018	$168,070	$35,477	$1,386,433	$132,593

SWARTHMORE CENTENNIAL FOUNDATION