SWELL EVENTS (EIN 743212654) - 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

2017

Legal Domicile

Principal Officer

SARAH DAYLEY

Tax Period

2023-01-01 to 2023-12-31

SWELL EVENTS, founded in 2017, is a small nonprofit in the Recreation & Sports sector that reported $524K in total revenue in fiscal year 2023. Expenses of $465K left a modest 11% surplus.

Mission

OFFERING LOW INCOME CHILDREN K-12 SUBSIDIZED TUITION, SPECIAL EDUCATION GRANTS AND FREE OUTREACH DANCE EDUCATION. PROVIDING THE CHILDREN IN THE COMMUNITY OPPORTUNIES TO PERFORM AT AN ELEVATED LEVEL AND HIGHER LEARNING OPPORTUNIES.

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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 $49,924

Program Service Revenue $473,683

Investment Income $0

Other Revenue $0

TOTAL REVENUE $523,607

Expense Breakdown

Grants Paid $0

Salaries & Benefits $234,174

Fundraising Expenses $0

Program Expenses $464,572

Other Expenses $230,398

TOTAL EXPENSES $464,572

Year-over-Year Comparison

	2023	2022	Change
Revenue	$523,607	N/A	N/A
Expenses	$464,572	N/A	N/A
Net Income	$59,035	N/A	N/A

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

Volunteers

N/A

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
JESSICA JENSEN	VICE PRESIDENT	8.00	Officer	$0	$0	$0
ALEXIS JENSEN	OFFICER	1.00	Officer	$0	$0	$0
MACKENZIE DAYLEY	BOARD MEMBER	20.00	Officer	$0	$0	$0
SARAH DAYLEY	PRESIDENT EXECTIVE DIRECTOR	40.00	Officer Key Emp	$0	$0	$0
MARK DAYLEY	BOARD MEMBER	4.00	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
2023	$523,607	$464,572	$210,410	$59,035
2021	$356,415	$390,810	$134,026	$-34,395
2020	$241,195	$360,484	$172,529	$-119,289
2019	$383,598	$326,444	$185,438	$57,154
2018	$356,248	$315,499	$62,051	$40,749

SWELL EVENTS