LITTLE SISTERS FUND INC (EIN 205581665) - 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

1998

Legal Domicile

Principal Officer

TREVOR PATZER

Phone

2082932499

Tax Period

2024-01-01 to 2024-12-31

LITTLE SISTERS FUND INC, founded in 1998, is a community nonprofit in the International Affairs sector that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $948K left a modest 11% surplus.

Mission

TO PROVIDE HARDWORKING, INTELLIGENT, AND FINANCIALLY DISADVANTAGED SOUTH ASIAN GIRLS THE OPPORTUNITY TO OBTAIN AN EDUCATION IN THE FACE OF ADVERSE CONDITIONS SUCH AS EXTREME POVERTY, DEPRIVATION OR SOCIAL PREJUDICES.

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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 $830,646

Program Service Revenue $0

Investment Income $237,827

Other Revenue $0

TOTAL REVENUE $1,068,473

Expense Breakdown

Grants Paid $758,987

Salaries & Benefits $130,343

Fundraising Expenses $44,233

Program Expenses $832,013

Other Expenses $59,025

TOTAL EXPENSES $948,355

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,068,473	$1,161,103	-0.1%
Expenses	$948,355	$836,950	+0.1%
Net Income	$120,118	$324,153	-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

Volunteers

200

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

$83,292

Total Directors

$83,292

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY BEELAND	PRESIDENT	2.00	Officer Director	$0	$0	$0
ALISA HOOD	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JIM BELLES	TREASURER	3.00	Officer Director	$0	$0	$0
SAUDAMINI SIEGRIST	DIRECTOR	2.00	Director	$0	$0	$0
TREVOR PATZER	SECRETARY/EX	40.00	Officer Director	$80,000	$3,292	$83,292

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	$1,068,473	$948,355	$3,694,690	$120,118
2023	$1,161,103	$836,950	$3,375,372	$324,153
2022	$780,418	$735,568	$2,704,750	$44,850
2021	$809,332	$750,682	$3,100,059	$58,650
2020	$782,553	$645,523	$2,785,667	$137,030
2019	$924,356	$636,387	$2,423,552	$287,969
2018	$882,612	$636,543	$1,880,325	$246,069

LITTLE SISTERS FUND INC