SWEETWATER IMPROVEMENT INC (EIN 751736626) - 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

1979

Legal Domicile

Principal Officer

KAREN HUNT

Phone

3252355488

Tax Period

2023-09-01 to 2024-08-31

SWEETWATER IMPROVEMENT INC, founded in 1979, is a micro nonprofit in the Community Improvement sector that reported $91K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $87K left a modest 5% surplus.

Mission

TO PROVIDE ORGANIZATIONAL CONTROL FOR CHARITABLE EVENTS FOR SWEETWATER MUNICIPAL AUDITORIUM AND OTHER EVENTS

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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 $77,064

Program Service Revenue $0

Investment Income $0

Other Revenue $14,326

TOTAL REVENUE $91,390

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,731

Other Expenses $87,075

TOTAL EXPENSES $87,075

Year-over-Year Comparison

	2023	2022	Change
Revenue	$91,390	$73,406	+0.2%
Expenses	$87,075	$60,677	+0.4%
Net Income	$4,315	$12,729	-0.7%

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

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
KIM REAVES	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
KAREN HUNT	EXEC DIR	5.00	Officer Director	$0	$0	$0
SAMANTHA MORROW	PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD FERGUSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JEREMY DODD	TREASURER	1.00	Officer Director	$0	$0	$0
JASON SHIPP	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
KEN BECKER	VICE PRESIDENT	1.00	Officer 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
2025	No data	No data	No data	No data
2024	$91,390	$87,075	$249,951	$4,315
2023	$73,406	$60,677	$245,636	$12,729
2022	$121,501	$113,303	$232,906	$8,198
2021	$44,686	$46,013	$224,708	$-1,327
2020	$81,942	$114,951	$226,036	$-33,009
2019	$79,475	$115,713	$259,044	$-36,238
2018	$81,438	$168,910	$295,282	$-87,472

SWEETWATER IMPROVEMENT INC