Swedish Women's Educational Association OC Chapter (EIN 330040676) - 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

2001

Legal Domicile

Principal Officer

Helena Turkel

Phone

6153909859

Tax Period

2022-01-01 to 2022-12-31

Swedish Women's Educational Association OC Chapter, founded in 2001, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $58K in total revenue in fiscal year 2022. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $76K exceeded revenue, resulting in a 32% operating deficit.

Mission

Promote Swedish Culture and Tradition

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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 (2022)

Revenue Breakdown

Contributions & Grants $15,746

Program Service Revenue $34,996

Investment Income $6,983

Other Revenue $0

TOTAL REVENUE $57,725

Expense Breakdown

Grants Paid $25,960

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,049

Other Expenses $50,448

TOTAL EXPENSES $76,408

Year-over-Year Comparison

	2022	2021	Change
Revenue	$57,725	$37,632	+0.5%
Expenses	$76,408	$23,931	+2.2%
Net Income	$-18,683	$13,701	-2.4%

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

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
Ulrika Molin	President	002.00	Officer Director	$0	$0	$0
Annika Randrup	Vice President	002.00	Officer Director	$0	$0	$0
Maria Soto	Secretary	002.00	Officer Director	$0	$0	$0
Catherina Gerken	Event Manager	002.00	Officer Director	$0	$0	$0
Helena Turkel	Treasurer	002.00	Officer Director	$0	$0	$0
Eva Jeros	Board	002.00	Officer Director	$0	$0	$0
Malin Hugee	Board	002.00	Officer Director	$0	$0	$0
Helena Linton Eriksson	Board	002.00	Officer Director	$0	$0	$0
Lena Meyer	Board	002.00	Officer 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
2022	$57,725	$76,408	$173,571	$-18,683

Swedish Women's Educational Association OC Chapter