THE STURGE-WEBER FOUNDATION (EIN 742485813) - 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

1987

Legal Domicile

Principal Officer

KAREN L BALL

Tax Period

2024-07-01 to 2025-06-30

THE STURGE-WEBER FOUNDATION, founded in 1987, is a small nonprofit that reported $392K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $337K left a modest 14% surplus.

Mission

TO PROVIDE ASSISTANCE TO FAMILIES AFFECTED BY STURGE-WEBER SYNDROME AND PORT WINE BIRTHMARK CONDITIONS.

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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 $269,113

Program Service Revenue $0

Investment Income $22,480

Other Revenue $100,519

TOTAL REVENUE $392,112

Expense Breakdown

Grants Paid $0

Salaries & Benefits $184,572

Fundraising Expenses $6,956

Program Expenses $245,301

Other Expenses $152,565

TOTAL EXPENSES $337,137

Year-over-Year Comparison

	2024	2023	Change
Revenue	$392,112	$360,911	+0.1%
Expenses	$337,137	$413,533	-0.2%
Net Income	$54,975	$-52,622	-2.0%

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

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

$90,014

Total Directors

$90,014

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN L BALL	PRESIDENT/CE	50.00	Officer Director	$90,014	$0	$90,014
CURT STANTON	CHAIRMAN	8.00	Officer Director	$0	$0	$0
MOLLY SPEER	VICE CHAIR/S	8.00	Officer Director	$0	$0	$0
DAN SCHMIDT	TREASURER	8.00	Officer Director	$0	$0	$0
WITNEY ARCH	DIRECTOR	8.00	Director	$0	$0	$0
SHAD ELLIERS	DIRECTOR	8.00	Director	$0	$0	$0
ROBERT ZARKO	DIRECTOR	8.00	Director	$0	$0	$0
JULIA TERRELL	DIRECTOR	8.00	Director	$0	$0	$0
DON WILLARD	DIRECTOR	8.00	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
2025	$392,112	$337,137	$418,065	$54,975
2024	$360,911	$413,533	$411,067	$-52,622
2023	$427,359	$440,475	$420,811	$-13,116
2022	$376,017	$502,738	$522,921	$-126,721
2021	$298,520	$475,412	$587,793	$-176,892
2020	$640,019	$575,910	$736,726	$64,109
2019	$674,952	$653,414	$743,258	$21,538
2018	$652,367	$582,337	$607,168	$70,030

THE STURGE-WEBER FOUNDATION