KATHLEEN SUTTON INSPIRATIONAL FUND (EIN 261344262) - 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

2008

Legal Domicile

Principal Officer

BARBARA CARR

Phone

2063888660

Tax Period

2023-01-01 to 2023-12-31

KATHLEEN SUTTON INSPIRATIONAL FUND, founded in 2008, is a small nonprofit in the Health Care sector that reported $209K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Net assets of $463K represent 27 months of operating reserves.

Mission

ASSISTANCE WITH TRANSPORTATION COSTS FOR WOMEN WITH CANCER. FUNDS ARE REIMBURSED FOR MILEAGE, FERRY FEES, PARKING, BRIDGE TOLLS, AND OTHER TRANSIT EXPENSES, WHILE UNDERGOING TREATMENT FOR CANCER, AND LIVING IN CLALLAM, JEFFERSON, KITSAP, AND MASON COUNTIES.

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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 $101,314

Program Service Revenue $0

Investment Income $12,118

Other Revenue $95,817

TOTAL REVENUE $209,249

Expense Breakdown

Grants Paid $163,840

Salaries & Benefits $27,371

Fundraising Expenses $1,203

Program Expenses $165,645

Other Expenses $17,170

TOTAL EXPENSES $208,381

Year-over-Year Comparison

	2023	2022	Change
Revenue	$209,249	$223,754	-0.1%
Expenses	$208,381	$186,959	+0.1%
Net Income	$868	$36,795	-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

Employees

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
VIVI-ANN PARNELL	FOUNDER-NON VOTING	0.00	Director	$0	$0	$0
BARBARA CARR	PRESIDENT	5.00	Officer Director	$0	$0	$0
VALERIE ROTMARK	CLIENT ADVOCATE	6.00	Director	$0	$0	$0
CHERYL BLOOM	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
RYAN BLACK	TREASURER	5.00	Officer Director	$0	$0	$0
MARGARET LOVELESS	SECRETARY	1.00	Officer Director	$0	$0	$0
LORI DURHAM	DIRECTOR	1.00	Director	$0	$0	$0
CECILE MCCARTY	DIRECTOR	1.00	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
2023	$209,249	$208,381	$463,754	$868
2022	$223,754	$186,959	$462,997	$36,795
2019	$187,704	$98,405	$297,632	$89,299

KATHLEEN SUTTON INSPIRATIONAL FUND