SWEENEY CLASSIC (EIN 811349902) - 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

JAMES SWEENEY

Phone

8478812540

Tax Period

2024-06-01 to 2025-05-31

SWEENEY CLASSIC, founded in 2016, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $241K, a strong 19% operating margin.

Mission

GRANTS TO OTHER CHARITABLE ORGANIZATIONS

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $1,279,264

TOTAL REVENUE $1,279,264

Expense Breakdown

Grants Paid $1,025,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,025,000

Other Expenses $13,694

TOTAL EXPENSES $1,038,694

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,279,264	$1,046,457	+0.2%
Expenses	$1,038,694	$1,046,974	0.0%
Net Income	$240,570	$-517	-466.3%

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
DAVID FAGAN	OFFICER	1.00	Director	$0	$0	$0
JAMES SWEENEY	OFFICER	1.00	Director	$0	$0	$0
MICHAEL KRESGE	OFFICER	1.00	Director	$0	$0	$0
MARSHALL DOUGLAS	OFFICER	1.00	Director	$0	$0	$0
JEFF HORNE	OFFICER	1.00	Director	$0	$0	$0
MARC POULOS	EXECUTIVE DIRECTOR	1.00	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	$1,279,264	$1,038,694	$258,291	$240,570
2024	$1,046,457	$1,046,974	$17,721	$-517
2024	$1,046,457	$1,046,974	$17,721	$-517
2023	$881,917	$882,607	$18,238	$-690
2022	$843,496	$912,023	$18,928	$-68,527
2021	$622,075	$537,429	$87,455	$84,646
2020	$806,522	$908,743	$2,809	$-102,221
2019	$572,581	$475,872	$105,030	$96,709

SWEENEY CLASSIC