KATIE FOUNDATION

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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

2016

Legal Domicile

Principal Officer

SARAH SHOENER

Phone

5708145133

Tax Period

2021-01-01 to 2021-12-31

KATIE FOUNDATION, founded in 2016, is a micro nonprofit in the Mental Health sector that reported $28K in total revenue in fiscal year 2021. Revenue fell 93% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $11K, a strong 39% operating margin.

Mission

WE INSPIRE PEOPLE TO SPEAK UP ABOUT MENTAL ILLNESS AND THE NEED FOR OPENNESS AND COMPASSION. WE SUPPORT INITIATIVES THAT PROVIDE BETTER TREATMENT FOR PEOPLE LIVING WITH A MENTAL ILLNESS. WE SUPPORT RESEARCH TO FIND CURES.

Program Service Accomplishments

Program 1

Expenses: $17,226 Revenue: $30,822

TO RAISE FUNDS AND AWARENESS IN THE COMMUNITY ABOUT MENTAL HEALTH ILLNESS, PROVIDE SUPPORT FOR THOSE STRUGGLING WITH MENTAL HEALTH ILLNESS, AND PROVIDE GRANTS FOR MENTAL HEALTH ILLNESS RESEARCH...

TO RAISE FUNDS AND AWARENESS IN THE COMMUNITY ABOUT MENTAL HEALTH ILLNESS, PROVIDE SUPPORT FOR THOSE STRUGGLING WITH MENTAL HEALTH ILLNESS, AND PROVIDE GRANTS FOR MENTAL HEALTH ILLNESS RESEARCH PROGRAMS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $25,699

Program Service Revenue $0

Investment Income $1,094

Other Revenue $1,497

TOTAL REVENUE $28,290

Expense Breakdown

Grants Paid $16,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,226

Other Expenses $426

TOTAL EXPENSES $17,226

Year-over-Year Comparison

	2021	2020	Change
Revenue	$28,290	$412,485	-0.9%
Expenses	$17,226	$15,175	+0.1%
Net Income	$11,064	$397,310	-1.0%

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

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
SARAH SHOENER	PRESIDENT	1.00	Director	$0	$0	$0
ED SHOENER	VICE PRESIDENT	1.00	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
2021	$28,290	$17,226	$624,199	$11,064
2020	$412,485	$15,175	$415,053	$397,310