SWTC REAL ESTATE FOUNDATION INC (EIN 474348094) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

DENNIS R COOLEY

Phone

6088223262

Tax Period

2024-07-01 to 2025-06-30

SWTC REAL ESTATE FOUNDATION INC, founded in 2015, is a small nonprofit in the Education sector that reported $965K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $352K, a strong 36% operating margin.

Mission

ACCEPT, ACQUIRE, LEASE, HOLD, DEVELOP, OPERATE, MANAGE, SELL, TRANSFER, AND DEAL IN REAL ESTATE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $273,430

Program Service Revenue $678,393

Investment Income $13,571

Other Revenue $0

TOTAL REVENUE $965,394

Expense Breakdown

Grants Paid $222,861

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $612,984

Other Expenses $390,405

TOTAL EXPENSES $613,266

Year-over-Year Comparison

	2024	2023	Change
Revenue	$965,394	$716,926	+0.3%
Expenses	$613,266	$754,587	-0.2%
Net Income	$352,128	$-37,661	-10.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$187,259

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAD BIDDICK	PRESIDENT	0.50	Officer Director	$0	$0	$0
MINDY JOHNSON	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
DANIEL GLASS	TREASURER/SECRETARY	0.50	Officer Director	$0	$0	$0
JUSTIN SMITH	VOLUNTEER DIRECTOR	0.50	Director	$0	$0	$0
RYAN RANDS	VOLUNTEER DIRECTOR	0.50	Director	$0	$0	$0
SHEILA RUCHTI	VOLUNTEER DIRECTOR	0.50	Director	$0	$0	$0
DENNIS COOLEY	EXECUTIVE DIRECTOR	5.00	Officer	$0	$48,408	$187,259
CALEB WHITE	VP ADMINISTRATIVE SERVICES	2.00	Highest	$0	$101,148	$268,488

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	$965,394	$613,266	$3,698,983	$352,128
2024	$716,926	$754,587	$3,415,635	$-37,661
2023	$554,102	$417,492	$3,582,082	$136,610
2022	$543,340	$454,670	$3,502,531	$88,670
2021	$600,097	$344,774	$3,516,993	$255,323
2020	$574,658	$326,258	$3,359,519	$248,400
2019	$518,792	$305,786	$3,112,946	$213,006
2018	$490,066	$256,536	$2,436,367	$233,530

SWTC REAL ESTATE FOUNDATION INC