LEWIS-PACIFIC SWISS SOCIETY INC (EIN 916057972) - 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

1952

Legal Domicile

Principal Officer

Patti Kaech-Gwerder

Phone

3609345476

Tax Period

2024-01-01 to 2024-12-31

LEWIS-PACIFIC SWISS SOCIETY INC, founded in 1952, is a micro nonprofit that reported $72K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $38K, a strong 53% operating margin.

Mission

The Lewis-Pacific Swiss Society is a nonprofit organization with the purpose of providing education and entertainment for its members, based on the Swiss customs and ways; and to develop leadership in its membership and contribute to the progress and welfare of the community.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,808

Program Service Revenue $2,600

Investment Income $16,465

Other Revenue $50,659

TOTAL REVENUE $71,532

Expense Breakdown

Grants Paid $4,050

Salaries & Benefits $0

Fundraising Expenses $2,069

Program Expenses $27,017

Other Expenses $29,483

TOTAL EXPENSES $33,533

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,532	$65,108	+0.1%
Expenses	$33,533	$30,731	+0.1%
Net Income	$37,999	$34,377	+0.1%

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

N/A

Employees

N/A

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
Stasia Habersetzer	Trustee	0.00	Director	$0	$0	$0
Adrian Cook	Trustee	2.00	Director	$0	$0	$0
Paul Wilkeson	Trustee	0.00	Director	$0	$0	$0
Gina Kolhage	Trustee	0.00	Director	$0	$0	$0
Joe Muller	Trustee	0.00	Director	$0	$0	$0
Albert Ulrich	Trustee	0.00	Director	$0	$0	$0
James Muller	Trustee	0.00	Director	$0	$0	$0
T J Kaech	Trustee	0.00	Director	$0	$0	$0
Tyler Kaech	Trustee	0.00	Director	$0	$0	$0
Kim Porter	Secretary	2.00	Officer	$0	$0	$0
Patrick Richardson	President	0.00	Officer	$0	$0	$0
Rob Gwerder	Vice President	2.00	Officer	$0	$0	$0
Patti Kaech-Gwerder	Treasurer	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	No data	No data	No data	No data
2024	$71,532	$33,533	$725,886	$37,999
2023	$65,108	$30,731	$688,691	$34,377
2022	$33,914	$30,214	$654,314	$3,700
2021	$336,310	$19,944	$650,614	$316,366
2020	$46,292	$17,998	$334,317	$28,294

LEWIS-PACIFIC SWISS SOCIETY INC