Swanson Fundraising Inc (EIN 475518780) - 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

Arnold Swanson

Tax Period

2023-01-01 to 2023-12-31

Swanson Fundraising Inc, founded in 2015, is a micro nonprofit that reported $60K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

All proceeds raised go for kids with cancer or catastrophic illness or injury who reside in Wisconsin

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $59,946

Program Service Revenue $0

Investment Income $48

Other Revenue $0

TOTAL REVENUE $59,994

Expense Breakdown

Grants Paid $35,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,671

Other Expenses $24,921

TOTAL EXPENSES $60,671

Year-over-Year Comparison

	2023	2022	Change
Revenue	$59,994	$53,798	+0.1%
Expenses	$60,671	$39,651	+0.5%
Net Income	$-677	$14,147	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Arnold Swanson	President	5.00	Officer	$0	$0	$0
Valerie Parker	Secretary	5.00	Officer	$0	$0	$0
Julie Waldvogel	Vice President	5.00	Officer	$0	$0	$0
Denise Behm	Secretary Treasurer	5.00	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
2024	No data	No data	No data	No data
2023	$59,994	$60,671	$33,002	$-677
2022	$53,798	$39,651	$33,679	$14,147

Swanson Fundraising Inc