WHITE SWAN FOUNDATION INC (EIN 462483183) - 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

2013

Legal Domicile

Principal Officer

MIA MCKAY

Phone

8028818108

Tax Period

2024-01-01 to 2024-12-31

WHITE SWAN FOUNDATION INC, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $216K in total revenue in fiscal year 2024. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $321K exceeded revenue, resulting in a 48% operating deficit.

Mission

GRANTMAKING AND TECHNICAL ASSISTANCE TO UPLIFT COMMUNITIES AND EMPOWER INDIVIDUALS.

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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 $219,407

Program Service Revenue $0

Investment Income $-2,951

Other Revenue $0

TOTAL REVENUE $216,456

Expense Breakdown

Grants Paid $188,517

Salaries & Benefits $82,485

Fundraising Expenses $13,490

Program Expenses $279,378

Other Expenses $49,913

TOTAL EXPENSES $320,915

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,456	$381,273	-0.4%
Expenses	$320,915	$374,870	-0.1%
Net Income	$-104,459	$6,403	-17.3%

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

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

$47,375

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIA MCKAY	PRESIDENT	2.00	Officer Director	$0	$0	$0
JB SUGAR	TREASURER	1.00	Officer Director	$0	$0	$0
LOUIS JONES	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTINA SCHWERIN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW SUBIN	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA SUBIN	EXECUTIVE DIRECTOR	20.00	Officer	$16,513	$30,862	$47,375

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	$216,456	$320,915	$168,531	$-104,459
2023	$381,273	$374,870	$264,786	$6,403
2022	$348,863	$279,924	$253,388	$68,939
2021	$225,954	$187,680	$203,018	$38,274
2020	$215,322	$186,679	$158,534	$28,643

WHITE SWAN FOUNDATION INC