KATE SVITEK MEMORIAL FOUNDATION (EIN 306021703) - 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

2002

Legal Domicile

Principal Officer

ELLEN SVITEK

Phone

2156430902

Tax Period

2024-01-01 to 2024-12-31

KATE SVITEK MEMORIAL FOUNDATION, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $367K in total revenue in fiscal year 2024. Revenue surged 99% from the prior year, signaling strong growth momentum. The organization ran a surplus of $149K, a strong 41% operating margin.

Mission

To promote and help fund a range of activities and education primarily related to outdoor and wilderness exploration, study and preservation.

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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 $94,546

Program Service Revenue $0

Investment Income $272,083

Other Revenue $0

TOTAL REVENUE $366,629

Expense Breakdown

Grants Paid $196,584

Salaries & Benefits $0

Fundraising Expenses $1,193

Program Expenses $200,161

Other Expenses $20,759

TOTAL EXPENSES $217,343

Year-over-Year Comparison

	2024	2023	Change
Revenue	$366,629	$184,563	+1.0%
Expenses	$217,343	$220,070	0.0%
Net Income	$149,286	$-35,507	-5.2%

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

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
FRANK SVITEK	TRUSTEE	2.00	Officer Director	$0	$0	$0
ELLEN SVITEK	TRUSTEE	15.00	Officer Director	$0	$0	$0
MICHAEL SVITEK	TRUSTEE	1.00	Officer 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	$366,629	$217,343	$2,396,711	$149,286
2023	$184,563	$220,070	$2,235,289	$-35,507
2022	$294,939	$208,666	$2,050,342	$86,273
2021	$234,875	$189,442	$2,571,004	$45,433
2020	$126,297	$68,980	$2,427,635	$57,317
2019	$178,012	$178,870	$2,100,805	$-858
2018	$187,155	$143,453	$1,833,452	$43,702

KATE SVITEK MEMORIAL FOUNDATION