Fargo Union Mission (EIN 450228056) - 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

1928

Legal Domicile

Principal Officer

Rob Swiers

Phone

7012354453

Tax Period

2024-07-01 to 2025-06-30

Fargo Union Mission, founded in 1928, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2024. Expenses of $5.7M left a modest 12% surplus.

Mission

Provide lodging, meals, clothing, and assistance to men, women and children in the community.

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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 $5,781,576

Program Service Revenue $402,446

Investment Income $57,155

Other Revenue $271,879

TOTAL REVENUE $6,513,056

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,647,838

Fundraising Expenses $580,284

Program Expenses $4,538,863

Other Expenses $1,906,725

TOTAL EXPENSES $5,726,814

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,513,056	$6,373,400	+0.0%
Expenses	$5,726,814	$5,141,415	+0.1%
Net Income	$786,242	$1,231,985	-0.4%

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

140

Volunteers

301

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

$144,112

Total Directors

$144,112

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rob Swiers	Executive Director/Secreta	40.00	Officer Director	$114,668	$29,444	$144,112
Jason Loney	President	0.10	Officer Director	$0	$0	$0
Robert Remark	Vice President	0.10	Officer Director	$0	$0	$0
Aimee Schwartzwalter	Treasurer	0.10	Officer Director	$0	$0	$0
Michelle Albrecht	Board Member	0.10	Director	$0	$0	$0
Jonas Bundy	Director	0.10	Director	$0	$0	$0
Andy Doeden	Director	0.10	Director	$0	$0	$0
Kelly Parrett	Director	0.10	Director	$0	$0	$0
Jeff Olsen	Director	0.10	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
2025	$6,513,056	$5,726,814	$11,793,753	$786,242
2024	No data	No data	No data	No data
2023	$5,998,924	$4,651,524	$10,893,606	$1,347,400
2022	$4,696,673	$3,835,922	$7,121,068	$860,751
2021	$4,299,626	$3,072,591	$6,248,468	$1,227,035
2020	$2,375,767	$2,545,144	$5,507,098	$-169,377
2018	$3,108,557	$2,090,034	$5,876,887	$1,018,523

Fargo Union Mission