Social Work Action Group (EIN 822556816) - 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

Monica Sapien

Phone

8337924674

Tax Period

2023-01-01 to 2023-12-31

Social Work Action Group, founded in 2017, is a community nonprofit in the Human Services sector that reported $3.8M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $3.6M left a modest 7% surplus.

Mission

SOCIAL WORK ACTION GROUPS (SWAG) MISSION IS TO ADVOCATE, EDUCATE AND INSPIRE MARGINALIZED INDIVIDUALS AND FAMILIES IN THE INLAND EMPIRE TO ACHIEVE SUSTAINABLE INDEPENDENCE THROUGH COMMUNITY SUPPORT.

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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 $3,816,921

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,816,921

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,448,823

Fundraising Expenses $0

Program Expenses $3,313,228

Other Expenses $1,111,060

TOTAL EXPENSES $3,559,883

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,816,921	$4,731,089	-0.2%
Expenses	$3,559,883	$4,343,297	-0.2%
Net Income	$257,038	$387,792	-0.3%

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

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

$124,857

Total Directors

Key Employees

$238,695

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Perkins	Chairperson	5.00	Officer Director	$0	$0	$0
Mark McCafferty	Board Member	5.00	Director	$0	$0	$0
Shonda Herold	Board Member	5.00	Director	$0	$0	$0
Monica Sapien	Executive Director	40.00	Key Emp	$136,867	$0	$136,867
Aaron Petroff	Secretary/Treasurer	40.00	Officer	$124,857	$0	$124,857
David EEstrada Reyes	Supervisor	40.00	Key Emp	$101,828	$0	$101,828

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	$3,816,921	$3,559,883	$2,707,139	$257,038
2019	$634,595	$573,346	$101,857	$61,249

Social Work Action Group