COLONIAL FLAG FOUNDATION (EIN 470926217) - 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

2023

Legal Domicile

Principal Officer

PAUL SWENSON

Tax Period

2024-01-01 to 2024-12-31

COLONIAL FLAG FOUNDATION, founded in 2023, is a small nonprofit in the Social Science sector that reported $509K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $104K, a strong 20% operating margin.

Mission

PROMOTING EDUCATION ABOUT FLAGS PROVIDING CHARITABLE ACTIVITIES RELATED TO THE VALUE SYMBOLIZED BY STATE AND NATIONAL FLAGS

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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 $496,920

Investment Income $0

Other Revenue $12,459

TOTAL REVENUE $509,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $89,543

Fundraising Expenses $0

Program Expenses $396,052

Other Expenses $315,554

TOTAL EXPENSES $405,097

Year-over-Year Comparison

	2024	2023	Change
Revenue	$509,379	$420,921	+0.2%
Expenses	$405,097	$493,833	-0.2%
Net Income	$104,282	$-72,912	-2.4%

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

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

$79,856

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELORA R BIRCHENOUGH	SECRETARY	035.00	Key Emp	$34,696	$0	$34,696
STACY ROGERS	EXECUTIVE DIRECTOR	040.00	Key Emp	$19,877	$0	$19,877
MARY ELLEN SWENSON	OUT REACH DIRECTOR	015.00	Key Emp	$12,858	$0	$12,858
BRIDGET HUGHES	SEC/CUSTOMER SVC	040.00	Key Emp	$12,425	$0	$12,425
PAUL SWENSON	PRESIDENT	001.00	Officer Director	$0	$0	$0
ELIZABETH SWENSON	SECRETARY	001.00	Director	$0	$0	$0
VALERIE KELLY	TREASURER	001.00	Director	$0	$0	$0
JOSEPH KERRY	LEGAL ADVISOR	001.00	Director	$0	$0	$0
RON FOX	GOVT OUTREACH	001.00	Director	$0	$0	$0
BRENT ASHWORTH	HISTORIC ADVISOR	001.00	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	$509,379	$405,097	$29,962	$104,282
2023	$420,921	$493,833	$53,379	$-72,912
2022	$498,475	$550,309	$35,165	$-51,834
2021	$512,586	$593,550	$56,516	$-80,964
2020	$290,966	$341,982	$23,862	$-51,016
2019	$328,273	$375,022	$9,172	$-46,749
2018	$352,261	$355,468	$37,224	$-3,207

COLONIAL FLAG FOUNDATION