Kyle Swanson Legacy Fund

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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

2022

Legal Domicile

Principal Officer

Paul Swanson

Phone

5133750818

Tax Period

2023-01-01 to 2023-12-31

Kyle Swanson Legacy Fund, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $219K in total revenue in fiscal year 2023. Revenue surged 191% from the prior year, signaling strong growth momentum. The organization ran a surplus of $186K, a strong 85% operating margin.

Mission

To nuture children through participation in sports, to comfort and aid those facing the challenges of cancer and to advocate the health and safety of animals.

Program Service Accomplishments

Program 1

Expenses: $26,704

Donation of $2,500 to PAWS for Progressive Animal Welfare Society Adoption Center. Donation of $2,500 to The Dragonfly Foundation for Pediatric Cancer Support. Donation of $5,000 to Reds Community...

Donation of $2,500 to PAWS for Progressive Animal Welfare Society Adoption Center. Donation of $2,500 to The Dragonfly Foundation for Pediatric Cancer Support. Donation of $5,000 to Reds Community Fund for Reviving Baseball Inner Cities (RBI) (250 Jerseys). Donation of $2,500 to Peppermint Pig for Animal Rescue.

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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 $222,128

Program Service Revenue $0

Investment Income $558

Other Revenue $-3,438

TOTAL REVENUE $219,248

Expense Breakdown

Grants Paid $12,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,704

Other Expenses $20,520

TOTAL EXPENSES $33,020

Year-over-Year Comparison

	2023	2022	Change
Revenue	$219,248	$75,418	+1.9%
Expenses	$33,020	$11,358	+1.9%
Net Income	$186,228	$64,060	+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
Paul Swanson	President	10.00	Officer Director	$0	$0	$0
Rose Swanson	Treasurer	5.00	Officer Director	$0	$0	$0
Nancy Rosiello-Riggs	Secretary	1.00	Officer Director	$0	$0	$0
Ted Beach	Director	1.00	Director	$0	$0	$0
David Budig	Director	1.00	Director	$0	$0	$0
John Clark	Director	1.00	Director	$0	$0	$0
Nick Heflin	Director	1.00	Director	$0	$0	$0
Tom Sullivan	Director	1.00	Director	$0	$0	$0
Stephenson Swan	Director	1.00	Director	$0	$0	$0
Jason Swanson	Director	1.00	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
2023	$219,248	$33,020	$250,288	$186,228