The SUHI Foundation (EIN 205167859) - 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

2006

Legal Domicile

Principal Officer

Linda Morasch

Phone

9254608900

Tax Period

2023-01-01 to 2023-12-31

The SUHI Foundation, founded in 2006, is a small nonprofit in the Education sector that reported $272K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $122K, a strong 45% operating margin.

Mission

TO FUND SCHOLARSHIPS FOR STUDENTS AND SUPPORT PROGRAMS AT SWEETWATER HIGH SCHOOL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $195,413

Program Service Revenue $0

Investment Income $76,255

Other Revenue $0

TOTAL REVENUE $271,668

Expense Breakdown

Grants Paid $86,400

Salaries & Benefits $3,804

Fundraising Expenses $32,482

Program Expenses $86,400

Other Expenses $59,062

TOTAL EXPENSES $149,266

Year-over-Year Comparison

	2023	2022	Change
Revenue	$271,668	$198,802	+0.4%
Expenses	$149,266	$97,846	+0.5%
Net Income	$122,402	$100,956	+0.2%

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	Role	Reportable Comp	Other Comp	Total
Karen Freeman	Vice President	Director	$0	$0	$0
kile morgan jr	President	Director	$0	$0	$0
JANICE HAWKEN	DIRECTOR	Director	$0	$0	$0
alejandra sotelo-solis	director	Director	$0	$0	$0
martha juarez	executive director	Director	$0	$0	$0
linda f morasch	treasurer/secretary	Director	$0	$0	$0
Loree D Durham	Manager, Foundation	Director	$0	$0	$0
Lee Romero	Interim Principal	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	No data	No data	No data	No data
2023	$271,668	$149,266	$3,494,864	$122,402
2022	$198,802	$97,846	$3,032,975	$100,956
2021	$206,780	$204,959	$3,414,344	$1,821
2020	$98,740	$288,909	$3,148,544	$-190,169
2019	$383,484	$234,949	$3,015,798	$148,535
2018	$743,755	$234,699	$2,568,932	$509,056

The SUHI Foundation