SWEDISH AMERICAN HISTORICAL SOCIETY (EIN 366118413) - 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

1948

Legal Domicile

Principal Officer

CARL ANDERS JOHNSON

Phone

7735835722

Tax Period

2025-01-01 to 2025-12-31

SWEDISH AMERICAN HISTORICAL SOCIETY, founded in 1948, is a micro nonprofit that reported $50K in total revenue in fiscal year 2025. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10K, a strong 19% operating margin.

Mission

ESTABLISHED TO RECORD AND INTERPRET THE SWEDISH EXPERIENCE IN AMERICA THROUGH RESEARCH, PUBLICATIONS, PROGRAMS AND ARCHIVES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $34,696

Program Service Revenue $0

Investment Income $15,942

Other Revenue $-172

TOTAL REVENUE $50,466

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $13,161

Fundraising Expenses $0

Program Expenses $24,950

Other Expenses $26,786

TOTAL EXPENSES $40,947

Year-over-Year Comparison

	2025	2024	Change
Revenue	$50,466	$40,156	+0.3%
Expenses	$40,947	$39,217	+0.0%
Net Income	$9,519	$939	+9.1%

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

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
JENNIFER ATTEBERY	DIRECTOR	1.00	Director	$0	$0	$0
CHAD ERIC BERGMAN	DIRECTOR	1.00	Director	$0	$0	$0
KLAS BERGMAN	DIRECTOR	1.00	Director	$0	$0	$0
ULF JONAS BJORK	DIRECTOR	1.00	Director	$0	$0	$0
STINA COWAN	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE DANIELSON	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP FRIEDLUND	DIRECTOR	1.00	Director	$0	$0	$0
SANIYA LEE GHANOUI	DIRECTOR	1.00	Director	$0	$0	$0
JAMES E HOLST	DIRECTOR	1.00	Director	$0	$0	$0
RONALD J JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE KARSTADT	DIRECTOR	1.00	Director	$0	$0	$0
SVEA LARSON	DIRECTOR	1.00	Director	$0	$0	$0
KURT W PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
AMY SWANSON KING	DIRECTOR	1.00	Director	$0	$0	$0
INGA THIESSEN	DIRECTOR	1.00	Director	$0	$0	$0
ANNE JENNER	ACTING PRESIDENT & CHAIR	2.00	Officer	$0	$0	$0
CARL ANDERS ANDY JOHNSON	TREASURER	2.00	Officer	$0	$0	$0
LUCAS HENRY	SECRETARY	2.00	Officer	$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
2025	$50,466	$40,947	$510,966	$9,519

SWEDISH AMERICAN HISTORICAL SOCIETY