SYRACUSE FOUNDATION INC (EIN 363421348) - 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

2010

Legal Domicile

Principal Officer

LYNN WILHELM

Phone

4022692877

Tax Period

2023-01-01 to 2023-12-31

SYRACUSE FOUNDATION INC, founded in 2010, is a small nonprofit that reported $114K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $47K, a strong 41% operating margin.

Mission

BENEFITS AND IMPROVEMENTS TO SYRACUSE AREA. FOUNDATION ACTS AS A CONDUIT FOR TAX EXEMPT CONTRIBUTIONS TO IMPROVE THE HEALTH, EDUCATION, SOCIAL WELFARE AND COMMUNITY IMPROVEMENT PROGRAMS NEEDED TO ADVANCE THE

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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 $109,238

Program Service Revenue $0

Investment Income $4,929

Other Revenue $0

TOTAL REVENUE $114,167

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,961

Other Expenses $67,201

TOTAL EXPENSES $67,201

Year-over-Year Comparison

	2023	2022	Change
Revenue	$114,167	$147,731	-0.2%
Expenses	$67,201	$46,399	+0.4%
Net Income	$46,966	$101,332	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN WALTERS	BOARD MEMBER	5.00	Director	$0	$0	$0
CAROLYN GIGSTAD	VICE-PRESIDENT	5.00	Director	$0	$0	$0
WHITNEY VESTAL	TREASURER	10.00	Director	$0	$0	$0
BRAD BULLER	BOARD MEMBER	5.00	Director	$0	$0	$0
STEVE ZIMMERS	BOARD MEMBER	5.00	Director	$0	$0	$0
BURNIE STEADMAN	BOARD MEMBER	5.00	Director	$0	$0	$0
MICHAEL HARVEY	BOARD MEMBER	5.00	Director	$0	$0	$0
CAROLE LASHLEY	BOARD MEMBER	5.00	Director	$0	$0	$0
BARRY BRANDT	PRESIDENT	5.00	Director	$0	$0	$0
LYNN WILHELM	SECRETARY	5.00	Director	$0	$0	$0
JACQUE WALLMAN	BOARD MEMBER	5.00	Director	$0	$0	$0
JENNY PANKO	BOARD MEMBER	5.00	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
2024	No data	No data	No data	No data
2023	$114,167	$67,201	$385,654	$46,966
2022	$147,731	$46,399	$338,092	$101,332
2021	$153,536	$308,234	$430,062	$-154,698
2020	$105,471	$39,401	$403,927	$66,070
2019	$155,898	$74,327	No data	$81,571
2018	$192,086	$180,889	$255,862	$11,197

SYRACUSE FOUNDATION INC