THE WOLLIN SUTTERFIELD FOUNDATION

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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

2011

Legal Domicile

Principal Officer

WILLIAM JONES

Phone

8594214247

Tax Period

2024-01-01 to 2024-12-31

THE WOLLIN SUTTERFIELD FOUNDATION, founded in 2011, is a micro nonprofit in the Religion sector that reported $100K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. Expenses of $119K exceeded revenue, resulting in a 19% operating deficit.

Mission

ORGANIZATIONS MISSION THE ORGANIZATIONS SPECIFIC PURPOSE IS TO MAKE GRANTS TO THE HOLY TRINITY EPISCOPAL CHURCH OF GEORGETOWN, KENTUCKY. THE ORGANIZATION WAS ORGANIZED SOLELY FOR CHARITABLE PURPOSES AND, UPON DISSOLUTION, ITS ASSETS WILL BE DISTRIBUTED SOLEY FOR CHARITABLE PURPOSES, ALL WITHIN SECTION 501c3.

Program Service Accomplishments

Program 1

Expenses: $109,502

GIFTS TO HOLY TRINITY EPISCOPAL CHURCH

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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 $99,718

Other Revenue $0

TOTAL REVENUE $99,718

Expense Breakdown

Grants Paid $109,502

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $109,502

Other Expenses $9,510

TOTAL EXPENSES $119,012

Year-over-Year Comparison

	2024	2023	Change
Revenue	$99,718	$59,214	+0.7%
Expenses	$119,012	$103,049	+0.2%
Net Income	$-19,294	$-43,835	-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

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
WILLIAM JONES	DIRECTOR, PRESIDENT, SECY, TREASURER	001.00	Officer Director	$0	$0	$0
JAMES C CANTRILL III	DIRECTOR	001.00	Director	$0	$0	$0
SHARON HORNER	DIRECTOR	001.00	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	$99,718	$119,012	$400,978	$-19,294
2023	$59,214	$103,049	$420,272	$-43,835
2022	$48,147	$104,679	$464,107	$-56,532
2021	$60,576	$92,516	$520,639	$-31,940