SWATARA HOME ASSOCIATION 265 (EIN 542064503) - 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

2003

Legal Domicile

Principal Officer

TONYA E MAPES

Tax Period

2025-01-01 to 2025-12-31

SWATARA HOME ASSOCIATION 265, founded in 2003, is a small nonprofit that reported $211K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

PROVIDES SOCIAL ACTIVITIES FOR MEMBERS AND ALLVETERANS. CONDUCTS, AND CONTRIBUTES TO EVENTSFOR THE COMMUNITY AT LARGE

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,891

Program Service Revenue $0

Investment Income $0

Other Revenue $207,623

TOTAL REVENUE $210,514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $94,200

Fundraising Expenses $0

Other Expenses $111,145

TOTAL EXPENSES $205,345

Year-over-Year Comparison

	2025	2024	Change
Revenue	$210,514	$190,603	+0.1%
Expenses	$205,345	$186,518	+0.1%
Net Income	$5,169	$4,085	+0.3%

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

239

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY A GARBO	PRESIDENT	N/A	Officer	$0	$0	$0
KURT NEIDIG	VICE PRESIDENT	N/A	Officer	$0	$0	$0
ROBERT E RICHMOND	SECRETARY	N/A	Officer	$0	$0	$0
JAMES A FORRY	BOARD MEMBER	N/A	Officer	$0	$0	$0
ROGER CALHOON	BOARD MEMBER	N/A	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
2025	$210,514	$205,345	$80,795	$5,169
2024	No data	No data	No data	No data
2023	$202,955	$195,230	$71,541	$7,725
2022	$251,929	$256,790	$63,956	$-4,861
2021	$203,827	$183,438	$60,237	$20,389
2020	$145,247	$143,685	$39,848	$1,562

SWATARA HOME ASSOCIATION 265