THE WILLIAM SWANSTON CHARITABLE FUND (EIN 341273093) - 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

1978

Legal Domicile

Principal Officer

CASEY KRELL

Phone

3307435555

Tax Period

2023-01-01 to 2023-12-31

THE WILLIAM SWANSTON CHARITABLE FUND, founded in 1978, is a micro nonprofit in the Human Services sector that reported $43K in total revenue in fiscal year 2023. Revenue fell 88% from the prior year — a significant decline worth monitoring. Expenses of $473K exceeded revenue, resulting in a 1001% operating deficit.

Mission

THE ORGANIZATION PROVIDES SUPPORT AND ASSISTANCE TO ABUSED, NEGLECTED AND DEPENDENT CHILDREN OF MAHONING COUNTY. THIS PROGRAM SERVICED APPROXIMATELY 100 PEOPLE FOR THE YEAR.

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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 $42,909

Other Revenue $0

TOTAL REVENUE $42,909

Expense Breakdown

Grants Paid $378,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $438,095

Other Expenses $93,776

TOTAL EXPENSES $472,576

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,909	$361,863	-0.9%
Expenses	$472,576	$435,578	+0.1%
Net Income	$-429,667	$-73,715	+4.8%

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
LOREE RICHARDSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MATTHEW RIES	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN YT CHIU	SECRETARY	1.00	Officer Director	$0	$0	$0
ERNEST BROWN	CHAIR	1.00	Officer Director	$0	$0	$0
ERICA HORNER	TRUSTEE	1.00	Director	$0	$0	$0
CRISSI JENKINS	TRUSTEE	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	No data	No data	No data	No data
2023	$42,909	$472,576	$8,541,574	$-429,667
2022	$361,863	$435,578	$7,748,448	$-73,715
2021	$1,295,423	$398,941	$9,916,492	$896,482
2020	$743,797	$344,174	$8,894,616	$399,623
2019	$419,892	$245,408	$8,039,913	$174,484
2018	$470,182	$475,930	$6,726,475	$-5,748

THE WILLIAM SWANSTON CHARITABLE FUND