THE SUSAN FUND INC C/O JEFFREY BOOTH (EIN 223174640) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

JEFFREY BOOTH

Phone

2038464645

Tax Period

2024-01-01 to 2024-12-31

THE SUSAN FUND INC C/O JEFFREY BOOTH, founded in 1982, is a small nonprofit in the Education sector that reported $109K in total revenue in fiscal year 2024. Revenue surged 106% from the prior year, signaling strong growth momentum. Expenses of $96K left a modest 13% surplus.

Mission

GRANT SCHOLARSHIPS TO FAIRFIELD COUNTY, CT STUDENTS WHO HAVE CANCER AND ARE ATTENDING COLLEGE

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $86,518

Program Service Revenue $0

Investment Income $22,894

Other Revenue $0

TOTAL REVENUE $109,412

Expense Breakdown

Grants Paid $87,100

Salaries & Benefits $0

Fundraising Expenses $412

Program Expenses $95,023

Other Expenses $8,416

TOTAL EXPENSES $95,516

Year-over-Year Comparison

	2024	2023	Change
Revenue	$109,412	$52,992	+1.1%
Expenses	$95,516	$94,884	+0.0%
Net Income	$13,896	$-41,892	-1.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
SUSAN BARON	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER STABINSKY	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN DIGIOVANNA	DIRECTOR	3.00	Director	$0	$0	$0
EDWARD GROSSMAN	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON HELD	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW GARNETT	DIRECTOR	1.00	Director	$0	$0	$0
DIANE GIANNITTI	DIRECTOR	2.00	Director	$0	$0	$0
JEFFREY BOOTH	CHAIRMAN	5.00	Director	$0	$0	$0
ANN LLOYD	CHAIR EMERITUS	2.00	Director	$0	$0	$0
WILLIAM LLOYD	TREASURER	2.00	Director	$0	$0	$0
LESLIE PALANGE	RECORDING SECRETARY	2.00	Director	$0	$0	$0
KELLY FREY POLLARD	CORRESPONDING SECRETARY	3.00	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	$109,412	$95,516	$455,112	$13,896
2023	$52,992	$94,884	$420,575	$-41,892
2022	$88,403	$97,659	$415,920	$-9,256
2021	$94,590	$78,072	$508,546	$16,518
2020	$90,983	$89,241	$445,085	$1,742

THE SUSAN FUND INC C/O JEFFREY BOOTH