SwedishAmerican Realty Corporation (EIN 363248013) - 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

1982

Legal Domicile

Principal Officer

Travis Andersen

Phone

7796964009

Tax Period

2024-07-01 to 2025-06-30

SwedishAmerican Realty Corporation, founded in 1982, is a community nonprofit that reported $6.2M in total revenue in fiscal year 2024. The organization ran a surplus of $1.5M, a strong 25% operating margin.

Mission

Title Holding Company

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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 $0

Program Service Revenue $6,064,014

Investment Income $-17,146

Other Revenue $145,694

TOTAL REVENUE $6,192,562

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,663,770

TOTAL EXPENSES $4,663,770

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,192,562	$6,478,183	0.0%
Expenses	$4,663,770	$5,329,289	-0.1%
Net Income	$1,528,792	$1,148,894	+0.3%

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

$2,451,892

Total Directors

$1,677,898

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Travis Andersen	President & CEO	0.10	Officer Director	$0	$197,423	$1,677,898
Michael Broski	Director	2.00	Director	$0	$0	$0
Jeffrey Hultman	Director	2.00	Director	$0	$0	$0
Patricia DeWane	Treasurer/Secretary	0.10	Officer	$0	$74,016	$773,994

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
2025	$6,192,562	$4,663,770	$27,359,281	$1,528,792
2024	$6,478,183	$5,329,289	$29,780,409	$1,148,894
2023	$7,811,767	$6,840,737	$19,203,002	$971,030
2022	$7,078,241	$7,044,700	$18,233,525	$33,541
2021	$7,044,065	$7,234,673	$18,485,524	$-190,608
2020	$7,464,128	$8,987,595	$18,916,767	$-1,523,467
2019	$8,179,934	$9,303,394	$20,420,776	$-1,123,460
2018	$7,334,064	$8,978,960	$21,491,139	$-1,644,896

SwedishAmerican Realty Corporation