SUSIES WISH INC

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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

2015

Legal Domicile

Principal Officer

GEORGINA ESTACIO

Phone

2566318598

Tax Period

2020-01-01 to 2020-12-31

SUSIES WISH INC, founded in 2015, is a small nonprofit that reported $110K in total revenue in fiscal year 2020. Revenue fell 57% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $54K, a strong 49% operating margin.

Mission

Susie's Wish organizes and pays the expenses to send patients with life threatening illnesses to the beach with their families.

Program Service Accomplishments

Program 1

Expenses: $48,000

Donations to local non-profit organizations in need in Northern Alabama area as part of a giving campaign.

Program 2

Expenses: $7,777

Provided rest and relaxation to patients in need by providing them with an all expenses paid beach vacation with their family or friends.

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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 (2020)

Revenue Breakdown

Contributions & Grants $110,005

Program Service Revenue $0

Investment Income $176

Other Revenue $0

TOTAL REVENUE $110,181

Expense Breakdown

Grants Paid $55,777

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,777

Other Expenses $264

TOTAL EXPENSES $56,041

Year-over-Year Comparison

	2020	2019	Change
Revenue	$110,181	$258,174	-0.6%
Expenses	$56,041	$13,232	+3.2%
Net Income	$54,140	$244,942	-0.8%

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

N/A

Independent Members

N/A

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
GEORGINA ESTACIO	PRESIDENT	N/A	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
2020	$110,181	$56,041	$309,435	$54,140
2019	$258,174	$13,232	$255,294	$244,942