Sutton Heritage Foundation (EIN 814395008) - 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

2021

Legal Domicile

Principal Officer

Jonathan Sutton

Phone

3208283747

Tax Period

2023-01-01 to 2023-12-31

Sutton Heritage Foundation, founded in 2021, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $217K in total revenue in fiscal year 2023. The organization ran a surplus of $207K, a strong 95% operating margin.

Mission

To provide financial support and resources to educational institutions, ministries and grass-root organizations dedicated to providing opportunities for, and empowering, urban youth.

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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 $216,989

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $216,989

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $10,134

TOTAL EXPENSES $10,134

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,989	N/A	N/A
Expenses	$10,134	N/A	N/A
Net Income	$206,855	N/A	N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jonathan Sutton	Executive Director	1.00	Officer Director	$0	$0	$0
Rosemary Isham	Board Treasurer	1.00	Officer Director	$0	$0	$0
Jonae Sutton	Board Secretary	1.00	Officer Director	$0	$0	$0
Ernest Sutton	Board member	1.00	Director	$0	$0	$0
Ashley North	Board Member	1.00	Director	$0	$0	$0
Joseph Sutton	Board Member	1.00	Director	$0	$0	$0
Josiah Sutton	Board Member	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
2023	$216,989	$10,134	$212,831	$206,855

Sutton Heritage Foundation