BYRON S SWEARINGEN TRUST

EIN: 956031898 501(c)(3)

SAINT LOUIS, MO

Total Revenue
$306,358
Total Expenses
$356,354
Total Assets
$9,400,613
Net Assets
$9,400,613
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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
1966
Legal Domicile
CA
Phone
8003523705
Tax Period
2024-11-01 to 2025-10-31

BYRON S SWEARINGEN TRUST, founded in 1966, is a small nonprofit that reported $306K in total revenue in fiscal year 2024. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $356K exceeded revenue, resulting in a 16% operating deficit.

Mission

INVEST ASSETS, COLLECT INCOME THEREFROM AND DISTRIBUTE INCOME IN ACCORDANCE WITH THE TRUST INSTRUMENT TO POMONA COLLEGE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $306,358
Other Revenue $0
TOTAL REVENUE $306,358

Expense Breakdown

Grants Paid $256,298
Salaries & Benefits $73,296
Fundraising Expenses $0
Program Expenses $258,368
Other Expenses $26,760
TOTAL EXPENSES $356,354

Year-over-Year Comparison

2024 2023 Change
Revenue $306,358 $3,217,670 -0.9%
Expenses $356,354 $314,031 +0.1%
Net Income $-49,996 $2,903,639 -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

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Governance

Voting Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.0
$73,296 $0 $73,296
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 $306,358 $356,354 $9,400,613 $-49,996
2024 $3,217,670 $314,031 $9,451,012 $2,903,639
2023 $678,917 $286,803 $6,547,034 $392,114
2022 $203,605 $253,919 $6,156,830 $-50,314
2021 $260,520 $250,154 $6,209,078 $10,366
2020 $349,619 $259,859 $6,198,436 $89,760
2019 $309,053 $266,652 $6,107,917 $42,401
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