The Periwinkle Foundation (EIN 760093914) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

Doug Suggitt

Phone

7138070191

Tax Period

2024-01-01 to 2024-12-31

The Periwinkle Foundation, founded in 1983, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $2.1M left a modest 4% surplus.

Mission

Periwinkle camps & programs are life-altering and impact how well patients battle their illnesses.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,220,957

Program Service Revenue $0

Investment Income $56,247

Other Revenue $-65,725

TOTAL REVENUE $2,211,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $866,550

Fundraising Expenses $419,060

Program Expenses $1,470,286

Other Expenses $1,257,022

TOTAL EXPENSES $2,123,572

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,211,479	$1,442,214	+0.5%
Expenses	$2,123,572	$1,953,028	+0.1%
Net Income	$87,907	$-510,814	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

656

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

$205,867

Total Directors

$205,867

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Doug Suggitt	Executive Director	40.00	Officer Director	$184,500	$21,367	$205,867
Justin Goodman	President	1.00	Officer Director	$0	$0	$0
Brian Franklin	Immediate Past President	1.00	Officer Director	$0	$0	$0
Debbie Bauer	Vice President	1.00	Officer Director	$0	$0	$0
Mary Jo Cantu	Secretary	1.00	Officer Director	$0	$0	$0
Mary Nell Boone Suell MD	Board Development	1.00	Officer Director	$0	$0	$0
Jenan Adham	Director	1.00	Director	$0	$0	$0
Sean Beck	Director	1.00	Director	$0	$0	$0
Joe Birkofer	Director	1.00	Director	$0	$0	$0
Rosemarie Cicalese	Director	1.00	Director	$0	$0	$0
Cathy Connolly	Director	1.00	Director	$0	$0	$0
Alison Connor	Director	1.00	Director	$0	$0	$0
ZoAnn Dreyer MC	Director	1.00	Director	$0	$0	$0
Kelley Elliott	Director	1.00	Director	$0	$0	$0
Jayne Finkowski-Rivera MD	Director	1.00	Director	$0	$0	$0
Michelle Fritsch LMSW-ACP	Director	1.00	Director	$0	$0	$0
Michael Gleason MD	Director	1.00	Director	$0	$0	$0
Winnie Hart	Director	1.00	Director	$0	$0	$0
Ben Hildreth	Director	1.00	Director	$0	$0	$0
Hubert Ho MD	Director	1.00	Director	$0	$0	$0
Jenifer Jarriel	Director	1.00	Director	$0	$0	$0
Scott Jarriel MD	Director	1.00	Director	$0	$0	$0
Andrew Koenig	Director	1.00	Director	$0	$0	$0
Lara Lack	Director	1.00	Director	$0	$0	$0
Lorrie Lee	Director	1.00	Director	$0	$0	$0
Ryan Levy	Director	1.00	Director	$0	$0	$0
Margarita Longoria	Director	1.00	Director	$0	$0	$0
Marilyn Mogas	Director	1.00	Director	$0	$0	$0
Cynthia Petrello	Director	1.00	Director	$0	$0	$0
Tim Porea MD	Director	1.00	Director	$0	$0	$0
Rayne Rouce MD	Director	1.00	Director	$0	$0	$0
Michael Slabic	Director	1.00	Director	$0	$0	$0
Greg Smith	Director	1.00	Director	$0	$0	$0
Karen Smith	Director	1.00	Director	$0	$0	$0
Rick Sperandio	Director	1.00	Director	$0	$0	$0
David Steinhart	Director	1.00	Director	$0	$0	$0
George Storey	Director	1.00	Director	$0	$0	$0
Larry Geiger	Program Director	40.00	Highest	$100,679	$12,835	$113,514

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	$2,211,479	$2,123,572	$2,274,791	$87,907
2023	$1,442,214	$1,953,028	$2,046,499	$-510,814
2022	$2,043,555	$1,812,229	$2,551,922	$231,326
2021	$1,579,169	$1,432,203	$2,483,759	$146,966
2020	$1,727,461	$1,302,524	$2,369,339	$424,937
2019	$1,633,931	$1,626,523	$1,873,008	$7,408
2018	$2,128,171	$1,609,715	$1,766,707	$518,456

The Periwinkle Foundation