Knight-Swift Charitable Foundation (EIN 844034572) - 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

6026066436

Tax Period

2023-01-01 to 2023-12-31

Knight-Swift Charitable Foundation, founded in 2019, is a small nonprofit in the Human Services sector that reported $767K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year.

Mission

The Foundation builds charitable capital for those in need, making philanthropic grants and providing volunteer services that contribute to the socioeconomic health and vitality of the communities in which Knight-Swift and its employees live, serve and work.

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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 $266,143

Program Service Revenue $0

Investment Income $0

Other Revenue $501,154

TOTAL REVENUE $767,297

Expense Breakdown

Grants Paid $634,922

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $640,124

Other Expenses $127,896

TOTAL EXPENSES $762,818

Year-over-Year Comparison

	2023	2022	Change
Revenue	$767,297	$907,708	-0.2%
Expenses	$762,818	$816,679	-0.1%
Net Income	$4,479	$91,029	-1.0%

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

101

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
KENNETH MCBEE	Director	1.00	Director	$0	$0	$0
RACHEL MONTI	Director	1.00	Director	$0	$0	$0
MIKE LIU	Director	1.00	Director	$0	$0	$0
JIM FITZSIMMONS	Director	1.00	Director	$0	$0	$0
DAVE WILLIAMS	Director	2.00	Director	$0	$0	$0
LINDA DOMINY	Director	1.00	Director	$0	$0	$0
BRAD STEWART	Treasurer	1.00	Officer	$0	$0	$0
WHITNEY BUCK	President & CEO	40.00	Officer	$0	$0	$0
ASHLEY BAES	Secretary	4.00	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
2024	No data	No data	No data	No data
2023	$767,297	$762,818	$531,462	$4,479
2022	$907,708	$816,679	$412,094	$91,029
2021	$280,129	$783,484	$40,165	$-503,355
2020	$670,671	$127,151	$697,237	$543,520

Knight-Swift Charitable Foundation