SWIRNOW CHARITABLE FOUNDATION INC (EIN 521680035) - 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

1990

Legal Domicile

Principal Officer

MARC B TERRILL

Phone

4107274828

Tax Period

2023-01-01 to 2023-12-31

SWIRNOW CHARITABLE FOUNDATION INC, founded in 1990, is a small nonprofit that reported $161K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $102K, a strong 63% operating margin.

Mission

TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE ASSOCIATED.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $161,324

Other Revenue $0

TOTAL REVENUE $161,324

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $59,738

TOTAL EXPENSES $59,738

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,324	$250,023	-0.4%
Expenses	$59,738	$66,418	-0.1%
Net Income	$101,586	$183,605	-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

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

$1,147,641

Total Directors

$1,147,641

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARC B TERRILL	PRESIDENT & PUBLIC DIRECTOR	0.15	Officer Director	$0	$44,135	$887,930
MICHAEL I FRIEDMAN	SECRETARY & PUBLIC DIRECTOR	0.15	Officer Director	$0	$11,879	$259,711
DAVID E SWIRNOW	VICE PRESIDENT & DONOR DIRECTOR	0.15	Officer Director	$0	$0	$0
RAE SWIRNOW	DONOR DIRECTOR	0.15	Director	$0	$0	$0
AMY SWIRNOW SCHAPIRO	TREASURER & DONOR DIRECTOR	0.15	Officer Director	$0	$0	$0
STANLEY FINE	PUBLIC DIRECTOR	0.15	Director	$0	$0	$0
BENJAMIN D KUNTZ	PUBLIC DIRECTOR	0.15	Director	$0	$0	$0
ALVIN M LAPIDUS	PUBLIC DIRECTOR	0.15	Director	$0	$0	$0
JUDITH SWIRNOW DACK	PUBLIC DIRECTOR	0.15	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	No data	No data	No data	No data
2023	$161,324	$59,738	$5,758,871	$101,586
2022	$250,023	$66,418	$5,079,739	$183,605
2021	$532,022	$65,562	$5,652,461	$466,460
2020	$120,883	$108,752	$4,874,623	$12,131

SWIRNOW CHARITABLE FOUNDATION INC