BYRON S SWEARINGEN TRUST

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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

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.

Program Service Accomplishments

Program 1

Expenses: $258,368

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%)

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

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
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