SANDRA DAY O'CONNOR INSTITUTE FOR AMERICAN DEMOCRACY (EIN 263521510) - 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

2009

Legal Domicile

Principal Officer

SARAH E SUGGS

Phone

6027303300

Tax Period

2024-01-01 to 2024-12-31

SANDRA DAY O'CONNOR INSTITUTE FOR AMERICAN DEMOCRACY, founded in 2009, is a community nonprofit in the Community Improvement sector that reported $2.4M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $655K, a strong 27% operating margin.

Mission

TO CONTINUE THE DISTINGUISHED LEGACY AND LIFETIME WORK OF JUSTICE SANDRA DAY O'CONNOR TO ADVANCE AMERICAN DEMOCRACY THROUGH NON-PARTISAN MULTIGENERATIONAL CIVICS EDUCATION, CIVIL DISCOURSE, AND CIVIC ENGAGEMENT.

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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 $2,778,099

Program Service Revenue $0

Investment Income $96,416

Other Revenue $-435,346

TOTAL REVENUE $2,439,169

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $1,343,768

Fundraising Expenses $422,041

Program Expenses $1,213,034

Other Expenses $435,612

TOTAL EXPENSES $1,784,380

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,439,169	$1,988,307	+0.2%
Expenses	$1,784,380	$1,578,691	+0.1%
Net Income	$654,789	$409,616	+0.6%

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

$285,068

Total Directors

Key Employees

$179,969

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHIL FRANCIS	CO-CHAIR	2.00	Officer Director	$0	$0	$0
GAY FIRESTONE WRAY	CO-CHAIR	2.00	Officer Director	$0	$0	$0
KELLY BARR	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MATTHEW FEENEY	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
RUFUS GLASPER	SECRETARY	2.00	Officer Director	$0	$0	$0
BRIAN SCOTT	TREASURER	2.00	Officer Director	$0	$0	$0
SHIRLEY BAUM	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA BIERMAN	DIRECTOR	1.00	Director	$0	$0	$0
WENDY BREUDER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BRIDGER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY BURTON	DIRECTOR	1.00	Director	$0	$0	$0
THE HONORABLE HUGH HALLMAN	DIRECTOR	1.00	Director	$0	$0	$0
CHEVY HUMPHREY	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD C KATZ	DIRECTOR	1.00	Director	$0	$0	$0
JAN LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA LOCKWOOD	DIRECTOR	1.00	Director	$0	$0	$0
TIM LOUIS	DIRECTOR	1.00	Director	$0	$0	$0
VIVKI MAYO	DIRECTOR	1.00	Director	$0	$0	$0
KAREN C MCCONNELL	DIRECTOR	1.00	Director	$0	$0	$0
JANE MICHAELS	DIRECTOR	1.00	Director	$0	$0	$0
DELIA D PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
JANE ROIG	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ROONEY	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN SABA	DIRECTOR	1.00	Director	$0	$0	$0
MARK STEBBINGS	DIRECTOR	1.00	Director	$0	$0	$0
KEN UDENZE	DIRECTOR	1.00	Director	$0	$0	$0
SARAH E SUGGS	PRESIDENT/ CEO	40.00	Officer	$285,068	$0	$285,068
HEATHER SCHADER	COO	40.00	Key Emp	$165,520	$14,449	$179,969

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	$2,439,169	$1,784,380	$3,812,868	$654,789
2023	$1,988,307	$1,578,691	$3,159,471	$409,616
2022	$1,559,983	$1,196,941	$2,646,098	$363,042
2021	$1,483,433	$890,953	$2,018,643	$592,480
2020	$1,009,844	$955,506	$1,463,592	$54,338
2019	$1,388,516	$1,015,697	$1,329,675	$372,819
2018	$917,138	$798,536	$1,000,495	$118,602

SANDRA DAY O'CONNOR INSTITUTE FOR AMERICAN DEMOCRACY