Sound Wellness Alliance Network (EIN 820942210) - 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

2017

Legal Domicile

Principal Officer

Allison Steed

Tax Period

2023-01-01 to 2023-12-31

Sound Wellness Alliance Network, founded in 2017, is a small nonprofit that reported $136K in total revenue in fiscal year 2023. Revenue surged 2565% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 31% operating margin.

Mission

To affect real and sustainable change in the health and wellness of residents of Valdez, Alaska, SWAN partners with the community to raise awareness, educate and deliver programming that is centered around individual community well-being.

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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 $136,167

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $136,167

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $15,160

Program Expenses $62,965

Other Expenses $63,513

TOTAL EXPENSES $93,513

Year-over-Year Comparison

	2023	2022	Change
Revenue	$136,167	$5,109	+25.7%
Expenses	$93,513	$60,362	+0.5%
Net Income	$42,654	$-55,253	-1.8%

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

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	Role	Reportable Comp	Other Comp	Total
Olivia Foster	Secretary	Officer	$0	$0	$0
Deborah Plant	Treasurer	Officer	$0	$0	$0
Angela Alfaro	Chair	Officer	$0	$0	$0
Giana Guisti	Vice Chiar Person	Officer	$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	No data	No data	No data	No data
2023	$136,167	$93,513	$157,229	$42,654
2022	$5,109	$60,362	$114,575	$-55,253
2021	$166,697	$94,238	$169,828	$72,459
2021	$207,097	$94,238	$210,228	$112,859

Sound Wellness Alliance Network