SWEET HOME ALUMNI FOUNDATION (EIN 931076831) - 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

1992

Legal Domicile

Phone

5414010985

Tax Period

2024-01-01 to 2024-12-31

SWEET HOME ALUMNI FOUNDATION, founded in 1992, is a small nonprofit in the Unknown sector that reported $273K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $176K, a strong 64% operating margin.

Mission

PROVIDE SCHOLARSHIP AWARDS TO GRADUATING HIGH SCHOOL SENIORS FOR STUDY AT AN EDUCATIONAL INSTITUTION OF HIGHER LEARNING AS DEFINED IN IRS SECTION 170(B)(1)(A)(II)

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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 $116,401

Program Service Revenue $0

Investment Income $123,795

Other Revenue $33,238

TOTAL REVENUE $273,434

Expense Breakdown

Grants Paid $72,616

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,616

Other Expenses $25,205

TOTAL EXPENSES $97,821

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,434	$204,652	+0.3%
Expenses	$97,821	$107,332	-0.1%
Net Income	$175,613	$97,320	+0.8%

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

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
BRENDA WINSLOW	Director	1.00	Director	$0	$0	$0
JANN HORNER	Director	1.00	Director	$0	$0	$0
PEGGY EMMERT	Director	1.00	Director	$0	$0	$0
LAURIE STARHA	Director	1.00	Director	$0	$0	$0
LAURI CARLSON	Director	1.00	Director	$0	$0	$0
WES STRUBHAR	Director	1.00	Director	$0	$0	$0
MARY SUE REYNOLDS	Secretary	1.00	Director	$0	$0	$0
TRACEY WEIDNER	Director	1.00	Director	$0	$0	$0
STEVE HANSCAM	Treasurer	2.00	Officer Director	$0	$0	$0
GREG EGO	Chairman	2.00	Officer Director	$0	$0	$0
IVAN WOLTHUIS	Director	1.00	Director	$0	$0	$0
ALEX GASKEY	Director	1.00	Director	$0	$0	$0
KYLER GASKEY	Vice Chair	1.00	Director	$0	$0	$0
HEATHER SWANSON	Director	1.00	Director	$0	$0	$0
SHARON CONNER	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
2024	$273,434	$97,821	$2,881,322	$175,613
2023	$204,652	$107,332	$2,517,484	$97,320
2022	$187,068	$99,359	$2,182,236	$87,709
2021	$432,705	$86,644	$2,468,016	$346,061
2020	$109,720	$61,811	$1,976,857	$47,909
2019	$298,542	$56,992	$1,887,810	$241,550

SWEET HOME ALUMNI FOUNDATION