Swift Eagle Charitable Foundation

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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

2004

Legal Domicile

Phone

9708457655

Tax Period

2024-01-01 to 2024-12-31

Swift Eagle Charitable Foundation, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $309K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Net assets of $1.1M represent 41 months of operating reserves.

Mission

Swiftly helping those in need in Eagle County through financial assistance.

Program Service Accomplishments

Program 1

Expenses: $285,935

Grants to local individuals suffering financial hardship from illness and accident.

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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 (2024)

Revenue Breakdown

Contributions & Grants $288,141

Program Service Revenue $0

Investment Income $21,116

Other Revenue $0

TOTAL REVENUE $309,257

Expense Breakdown

Grants Paid $275,375

Salaries & Benefits $32,000

Fundraising Expenses $10,880

Program Expenses $285,935

Other Expenses $8,330

TOTAL EXPENSES $315,705

Year-over-Year Comparison

	2024	2023	Change
Revenue	$309,257	$274,262	+0.1%
Expenses	$315,705	$361,271	-0.1%
Net Income	$-6,448	$-87,009	-0.9%

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

$32,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary Pat Haakenson	Executive Dir.	20.00	Officer	$32,000	$0	$32,000
David A Haakenson	President	10.00	Officer Director	$0	$0	$0
Cathy Dockery	Secretary	1.00	Officer Director	$0	$0	$0
Valerie Wegert	Treasurer	4.00	Officer Director	$0	$0	$0
John Boles	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
2024	$309,257	$315,705	$1,062,102	$-6,448
2023	$274,262	$361,271	$937,204	$-87,009
2022	$278,496	$338,805	$900,544	$-60,309
2021	$327,899	$240,723	$1,141,770	$87,176
2020	$726,767	$518,473	$931,047	$208,294
2019	$226,609	$210,079	$666,915	$16,530
2018	$211,757	$170,782	$558,175	$40,975