THE SCHWEITZER FAMILY FOUNDATION (EIN 742999802) - 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

2001

Legal Domicile

Principal Officer

LYLE S JACKSON

Phone

2146942512

Tax Period

2023-01-01 to 2023-12-31

THE SCHWEITZER FAMILY FOUNDATION, founded in 2001, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2023. The organization ran a surplus of $1.4M, a strong 88% operating margin.

Mission

BROAD SUPPORT OF THE PHILANTHROPIC COMMUNITY INCLUDING CANCER, MENTAL HEALTH, EDUCATION, ADDICTION, PUBLIC SAFETY, AND THE ARTS.

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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 $1,636,745

Other Revenue $0

TOTAL REVENUE $1,636,745

Expense Breakdown

Grants Paid $102,791

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $102,791

Other Expenses $98,800

TOTAL EXPENSES $201,591

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,636,745	$-84,644	-20.3%
Expenses	$201,591	$727,294	-0.7%
Net Income	$1,435,154	$-811,938	-2.8%

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

$1,086,681

Total Directors

$1,086,681

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW RANDAZZO	VICE PRESIDENT	1.00	Officer Director	$0	$24,870	$297,816
JULIE DIAZ	VICE PRESIDENT	1.00	Officer Director	$0	$13,433	$381,100
LYLE S JACKSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
LANE RAY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TORREY LITTLETON	TREASURER	1.00	Officer Director	$0	$25,165	$256,683
ANGELA WOODSON	SECRETARY	1.00	Officer Director	$0	$14,053	$151,082

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	$1,636,745	$201,591	$9,880,239	$1,435,154
2022	$-84,644	$727,294	$9,965,567	$-811,938
2021	$30,561	$4,646	$376,794	$25,915
2020	$64,491	$26,172	$328,523	$38,319
2019	$40,966	$17,034	$477,839	$23,932

THE SCHWEITZER FAMILY FOUNDATION