STEWARDS OF THE SWAN VALLEY

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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

GRACE SILOTI

Phone

9366971945

Tax Period

2024-01-01 to 2024-12-31

STEWARDS OF THE SWAN VALLEY, founded in 2022, is a small nonprofit in the Environment sector that reported $110K in total revenue in fiscal year 2024. Revenue fell 51% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $96K, a strong 87% operating margin.

Mission

OUR MISSION IS TO REFLECT LOCAL COMMUNITY VALUES WHILE FACILITATING EFFORTS THAT SUSTAIN, ENHANCE, CONSERVE, AND PROTECT THE NATURAL AND CULTURAL RESOURCES AND RURAL LIFESTYLE OF THE SWAN VALLEY FOR PRESENT AND FUTURE GENERATIONS.

Program Service Accomplishments

Program 1

Expenses: $14,413

WE COLLECT INFORMATION ABOUT PLANNED DEVELOPMENTS, ACTIVITIES OR POLICIES OF LOCAL OR STATE/FEDERAL ENTITIES, ASSESS THE IMPACTS OF THESE ON THE CULTURE, LIFESTYLE AND ENVIRONMENT OF THE COMMUNITY...

WE COLLECT INFORMATION ABOUT PLANNED DEVELOPMENTS, ACTIVITIES OR POLICIES OF LOCAL OR STATE/FEDERAL ENTITIES, ASSESS THE IMPACTS OF THESE ON THE CULTURE, LIFESTYLE AND ENVIRONMENT OF THE COMMUNITY. WE COMMUNICATE THIS IMPACT TO THE COMMUNITY AND OTHER STAKEHOLDERS, AND RECOMMEND ACTION TO FURTHER THE AIMS OF OUR STAKEHOLDERS.

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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 $110,351

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $110,351

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,413

Other Expenses $14,413

TOTAL EXPENSES $14,413

Year-over-Year Comparison

	2024	2023	Change
Revenue	$110,351	$224,297	-0.5%
Expenses	$14,413	$8,271	+0.7%
Net Income	$95,938	$216,026	-0.6%

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
GRACE SILOTI	PRESIDENT	2.50	Officer	$0	$0	$0
FRED CLARK	VICE PRESIDE	2.50	Officer	$0	$0	$0
GWEN FEESE	SECRETARY	2.50	Officer	$0	$0	$0
JOHN HALLMAN	TREASURER	2.50	Officer	$0	$0	$0
WILLIAM LOMBARDI	DIRECTOR	2.50	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	$110,351	$14,413	$312,273	$95,938
2023	$224,297	$8,271	$216,335	$216,026