SWAN VALLEY CONNECTIONS (EIN 810512368) - 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

1996

Legal Domicile

Principal Officer

LUCAS P LAMAR

Phone

4067543137

Tax Period

2024-01-01 to 2024-12-31

SWAN VALLEY CONNECTIONS, founded in 1996, is a community nonprofit in the Environment sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $277K, a strong 19% operating margin.

Mission

ECOSYSTEM MANAGEMENT AND EDUCATION.

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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 $1,206,143

Program Service Revenue $147,874

Investment Income $26,266

Other Revenue $45,781

TOTAL REVENUE $1,426,064

Expense Breakdown

Grants Paid $187,620

Salaries & Benefits $670,280

Fundraising Expenses $86,428

Program Expenses $805,196

Other Expenses $291,610

TOTAL EXPENSES $1,149,510

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,426,064	$1,092,603	+0.3%
Expenses	$1,149,510	$1,092,323	+0.1%
Net Income	$276,554	$280	+986.7%

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

Volunteers

336

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

$170,178

Total Directors

$170,178

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA RAMSEY	EXECUTIVE DIRECTOR	40.00	Officer Director	$19,494	$1,908	$21,402
AARON WHITTEN	DIRECTOR	1.00	Director	$0	$0	$0
RICH THOMASON	DIRECTOR	1.00	Director	$0	$0	$0
DAN STONE	DIRECTOR	3.25	Director	$0	$0	$0
DONN LASSILA	TREASURER	2.50	Officer Director	$0	$0	$0
JESSY STEVENSON	VICE CHAIR/SECRETARY	2.75	Officer Director	$0	$0	$0
TINA ZENZOLA	DIRECTOR	3.50	Director	$0	$0	$0
MARY SHAW	CHAIR/PRESIDENT	8.00	Officer Director	$0	$0	$0
RACHEL FEIGLEY	DIRECTOR	1.00	Director	$0	$0	$0
LUCAS P LAMAR	CO-EXECUTIVE DIRECTOR	40.00	Officer Director	$68,500	$8,463	$76,963
SARAH P LAMAR	CO-EXECUTIVE DIRECTOR	40.00	Officer Director	$63,500	$8,313	$71,813

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	$1,426,064	$1,149,510	$1,553,539	$276,554
2023	$1,092,603	$1,092,323	$1,165,646	$280
2022	$1,572,764	$1,528,234	$1,182,507	$44,530
2021	$1,074,334	$911,111	$1,175,459	$163,223
2020	$752,134	$655,337	$974,839	$96,797
2019	$839,313	$819,381	$837,726	$19,932
2018	$1,177,130	$915,554	$859,840	$261,576

SWAN VALLEY CONNECTIONS