SUZANNE & WALTER SCOTT FOUNDATION (EIN 363727897) - 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

1990

Legal Domicile

Principal Officer

CHRISTI ANNIN

Phone

4025021122

Tax Period

2023-01-01 to 2023-12-31

SUZANNE & WALTER SCOTT FOUNDATION, founded in 1990, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $327.9M in total revenue in fiscal year 2023. Revenue surged 433% from the prior year, signaling strong growth momentum. The organization ran a surplus of $250.6M, a strong 76% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION, AND SOCIAL SERVICES.

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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 $297,816,512

Program Service Revenue $1,494,000

Investment Income $10,991,344

Other Revenue $17,573,763

TOTAL REVENUE $327,875,619

Expense Breakdown

Grants Paid $56,117,915

Salaries & Benefits $7,229,874

Fundraising Expenses $0

Program Expenses $69,781,073

Other Expenses $13,977,712

TOTAL EXPENSES $77,325,501

Year-over-Year Comparison

	2023	2022	Change
Revenue	$327,875,619	$61,557,215	+4.3%
Expenses	$77,325,501	$35,733,087	+1.2%
Net Income	$250,550,118	$25,824,128	+8.7%

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

$1,425,592

Total Directors

Key Employees

$653,412

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
W DAVID SCOTT	DIRECTOR (TREASURER)	1.00	Officer Director	$0	$0	$0
MICKEY ANDERSON	DIRECTOR (CHAIRMAN)	1.00	Officer Director	$0	$0	$0
RANDY SCHMAILZL	DIRECTOR	1.00	Director	$0	$0	$0
MIKE FAUST	DIRECTOR	1.00	Director	$0	$0	$0
DR WILLIAM SINGER	DIRECTOR	1.00	Director	$0	$0	$0
CINDY SMITH	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
CALVIN SISSON	PRESIDENT & CEO	40.00	Officer	$840,841	$35,016	$875,857
RICHARD EAKIN	VICE PRESIDENT	40.00	Officer	$254,511	$19,456	$273,967
CHRISTI ANNIN	CFO	40.00	Officer	$237,745	$38,023	$275,768
ANNE FOLKERS	DEPUTY DIRECTOR	40.00	Key Emp	$198,370	$35,042	$233,412
LAURA MILLER	DIRECTOR OF EDUCATION	40.00	Key Emp	$210,000	$10,500	$220,500
SARAH LOPEZ	DIRECTOR OF GRANTMAKING	40.00	Key Emp	$190,000	$9,500	$199,500
KEN MOREANO	EXECUTIVE DIRECTOR - NOAK	0.00	Highest	$520,928	$42,792	$563,720
DOMINIC ROMEO	SERVICE MANAGER - NOAK	0.00	Highest	$220,450	$10,972	$231,422
RYAN OSBORN	DIRECTOR OF OPERATIONS - NOAK	0.00	Highest	$189,347	$27,650	$216,997
GARY FREEMAN	BUSINESS OPERATIONS OFFICER	40.00	Highest	$208,360	$37,160	$245,520
TRACI WILLIAMS HANCOCK	BUSINESS OPERATIONS DIRECTOR - NOAK	0.00	Highest	$149,090	$16,079	$165,169

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	$327,875,619	$77,325,501	$624,027,717	$250,550,118
2022	$61,557,215	$35,733,087	$456,659,077	$25,824,128
2021	$43,233,723	$25,764,240	$445,596,234	$17,469,483
2020	$69,664,147	$24,992,967	$379,612,870	$44,671,180
2019	$46,598,029	$40,000,553	$365,162,529	$6,597,476

SUZANNE & WALTER SCOTT FOUNDATION