Sutton County Community Trust (EIN 510188766) - 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

1980

Legal Domicile

Principal Officer

Jo Ann Jones

Tax Period

2023-04-01 to 2024-03-31

Sutton County Community Trust, founded in 1980, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $63K in total revenue in fiscal year 2023. Revenue surged 277% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 75% operating margin.

Mission

Trust purpose is to provide for community medical and living expenses for those in need in the community regardless of age, ethnicity, or sex

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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 $3,340

Program Service Revenue $0

Investment Income $59,357

Other Revenue $0

TOTAL REVENUE $62,697

Expense Breakdown

Grants Paid $6,210

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,205

Other Expenses $9,597

TOTAL EXPENSES $15,807

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,697	$16,630	+2.8%
Expenses	$15,807	$17,724	-0.1%
Net Income	$46,890	$-1,094	-43.9%

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

$2,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Malone	Trustee	0	Director	$0	$0	$0
Ben Pool	Trustee	0	Director	$0	$0	$0
Jo Ann Jones	Trustee	1	Director	$2,400	$0	$2,400

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	$62,697	$15,807	$2,125,703	$46,890
2023	$16,630	$17,724	$1,894,471	$-1,094
2022	$206,930	$17,224	$1,919,262	$189,706
2021	$113,613	$31,219	$1,729,566	$82,394
2020	$202,784	$111,450	$1,644,323	$91,334
2019	$225,934	$123,024	$1,523,729	$102,910

Sutton County Community Trust