Sweetwater Action Fund (EIN 843726802) - 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

Principal Officer

Christine A Shreve

Phone

2402951612

Tax Period

2023-01-01 to 2023-12-31

Sweetwater Action Fund, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $484K in total revenue in fiscal year 2023. Revenue surged 180% from the prior year, signaling strong growth momentum. The organization ran a surplus of $458K, a strong 95% operating margin.

Mission

Promotion of social welfare to other 501(c) (3) and (c) (4) 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $484,125

Other Revenue $0

TOTAL REVENUE $484,125

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $25,769

TOTAL EXPENSES $25,769

Year-over-Year Comparison

	2023	2022	Change
Revenue	$484,125	$172,632	+1.8%
Expenses	$25,769	$16,742	+0.5%
Net Income	$458,356	$155,890	+1.9%

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
Maluhia Froom	Director	0.25	Director	$0	$0	$0
Mary C Acker	Secretary/Treasurer	1.00	Officer	$0	$0	$0
David J Korotkin	Assistant Secretary	0.25	Officer	$0	$0	$0
Roberta Bainum	President and Director	0.25	Officer Director	$0	$0	$0
Eric Froom	Director	0.25	Director	$0	$0	$0
Rachel Everett	Director	0.25	Director	$0	$0	$0
Ryan Froom	Director	0.25	Director	$0	$0	$0
Alexander Froom	Director	0.25	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
2024	No data	No data	No data	No data
2023	$484,125	$25,769	$35,863,166	$458,356
2022	$172,632	$16,742	$35,185,661	$155,890
2021	$184,651	$19,734	$47,290,646	$164,917
2020	$31,519,412	$25,381	$33,282,532	$31,494,031

Sweetwater Action Fund