THE SUMNER G RAND JR FOUNDATION INC (EIN 113673801) - 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

2003

Legal Domicile

Principal Officer

DONALD BROWN

Phone

4074209005

Tax Period

2024-07-01 to 2025-06-30

THE SUMNER G RAND JR FOUNDATION INC, founded in 2003, is a small nonprofit in the Education sector that reported $107K in total revenue in fiscal year 2024. Expenses of $207K exceeded revenue, resulting in a 94% operating deficit.

Mission

TO SUPPORT THE FACULTY OF ARTS AND SCIENCES OF THE COLLEGE OF WILLIAM & MARY.

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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 $0

Program Service Revenue $0

Investment Income $106,782

Other Revenue $0

TOTAL REVENUE $106,782

Expense Breakdown

Grants Paid $181,163

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $181,163

Other Expenses $25,676

TOTAL EXPENSES $206,839

Year-over-Year Comparison

	2024	2023	Change
Revenue	$106,782	$100,817	+0.1%
Expenses	$206,839	$109,607	+0.9%
Net Income	$-100,057	$-8,790	+10.4%

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

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

$694,874

Total Directors

$915,871

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE RAITT	PRESIDENT	1.00	Officer Director	$0	$87,076	$462,101
GERALD BULLOCK	VICE PRESIDE	1.00	Officer Director	$0	$59,649	$232,773
RICH LOWRY	DIRECTOR	1.00	Director	$0	$50,123	$220,997
DONALD BROWN	SECRETARY/TR	2.00	Officer Director	$0	$0	$0
SUSAN BROWN	DIRECTOR	2.00	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	$106,782	$206,839	$1,329,225	$-100,057
2024	$100,817	$109,607	$1,464,003	$-8,790
2023	$-19,579	$109,269	$1,403,738	$-128,848
2022	$123,298	$106,113	$1,422,320	$17,185
2021	$336,782	$84,608	$1,629,039	$252,174
2020	$124,751	$23,302	$1,347,034	$101,449
2019	$102,520	$93,897	$1,239,197	$8,623
2018	$182,122	$139,364	$1,315,041	$42,758

THE SUMNER G RAND JR FOUNDATION INC