SWEDISH CLUB FOUNDATION (EIN 811174647) - 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

2016

Legal Domicile

Principal Officer

Marta Schee

Phone

2062831090

Tax Period

2023-01-01 to 2023-12-31

SWEDISH CLUB FOUNDATION, founded in 2016, is a small nonprofit in the Arts, Culture & Humanities sector that reported $972K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $209K, a strong 21% operating margin.

Mission

Operation for the support and benefit of the Swedish Cultural Center.

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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 $2,722

Program Service Revenue $0

Investment Income $969,178

Other Revenue $0

TOTAL REVENUE $971,900

Expense Breakdown

Grants Paid $711,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $711,750

Other Expenses $51,624

TOTAL EXPENSES $763,374

Year-over-Year Comparison

	2023	2022	Change
Revenue	$971,900	$1,328,299	-0.3%
Expenses	$763,374	$45,955	+15.6%
Net Income	$208,526	$1,282,344	-0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marta Schee	President	1	Officer Director	$0	$0	$0
Kirsten Roth	Treasurer	1	Officer Director	$0	$0	$0
Richard Billingham	Secretary	1	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	No data	No data	No data	No data
2023	$971,900	$763,374	$5,757,105	$208,526
2022	$1,328,299	$45,955	$5,439,159	$1,282,344
2021	$1,500,108	$641,343	$5,030,942	$858,765
2020	$441,910	$1,574,319	$2,838,762	$-1,132,409
2020	$441,910	$1,574,319	$3,652,742	$-1,132,409
2019	$86,032	$214,292	$3,835,717	$-128,260
2018	$3,025,877	$19,217	$3,932,180	$3,006,660

SWEDISH CLUB FOUNDATION