PERFECT FIT FOUNDATION OF SWK (EIN 834530012) - 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

2019

Legal Domicile

Phone

5134903643

Tax Period

2025-01-01 to 2025-12-31

PERFECT FIT FOUNDATION OF SWK, founded in 2019, is a small nonprofit in the Diseases & Disorders sector that reported $616K in total revenue in fiscal year 2025. Revenue decreased 20% compared to the prior year. The organization ran a surplus of $167K, a strong 27% operating margin.

Mission

TO INCREASE ACCEPTANCE AND AWARENESS OF INDIVIDUALS WITH SPECIAL NEEDS AND DISABILITIES. THROUGH EDUCATION AND SUPPORT WE BELIEVE EVERY INDIVIDUAL, REGARDLESS OF THEIR DISABILITY OR SPECIAL NEEDS, DESERVE THE SAME OPPORTUNITIES, SERVICES AND ACCEPTANCE AS OTHERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $44,358

Program Service Revenue $553,938

Investment Income $17,611

Other Revenue $0

TOTAL REVENUE $615,907

Expense Breakdown

Grants Paid $0

Salaries & Benefits $370,054

Fundraising Expenses $0

Program Expenses $448,497

Other Expenses $78,443

TOTAL EXPENSES $448,497

Year-over-Year Comparison

	2025	2024	Change
Revenue	$615,907	$767,437	-0.2%
Expenses	$448,497	$717,450	-0.4%
Net Income	$167,410	$49,987	+2.3%

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

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
DR RC TROTTER	DIRECTOR	0.00	Director	$0	$0	$0
RANDY RIEKENBERG	DIRECTOR	0.00	Director	$0	$0	$0
PAIGE BANGERTER	DIRECTOR	0.00	Director	$0	$0	$0
DANNY J THOMAS	N/A	0.00	Director	$0	$0	$0
TRISTA FERGERSON	PRESIDENT	40.00	Officer	$0	$0	$0
HOLLY LEGG	VICE PRESIDENT	5.00	Officer	$0	$0	$0
ELAINE GALL	SECRETARY	5.00	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
2025	$615,907	$448,497	$681,404	$167,410
2024	$767,437	$717,450	$513,994	$49,987
2023	$804,249	$555,099	$468,308	$249,150
2022	$485,216	$442,422	$217,855	$42,794

PERFECT FIT FOUNDATION OF SWK