THE SAR FOUNDATION INC (EIN 364514524) - 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

2002

Legal Domicile

Principal Officer

TODD BALE

Phone

5025891776

Tax Period

2023-01-01 to 2023-12-31

THE SAR FOUNDATION INC, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $676K, a strong 64% operating margin.

Mission

TO RECEIVE AND ADMINISTER FUNDS FOR THE NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION, A TAX-EXEMPT AFFILIATE, TO ASSIST WITH THE PURPOSE OF EDUCATING THE GENERAL PUBLIC ABOUT THE AMERICAN REVOLUTION AND TO PROMOTE PATRIOTISM.

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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 $970,400

Program Service Revenue $0

Investment Income $92,153

Other Revenue $0

TOTAL REVENUE $1,062,553

Expense Breakdown

Grants Paid $160,027

Salaries & Benefits $0

Fundraising Expenses $221,051

Program Expenses $160,027

Other Expenses $226,228

TOTAL EXPENSES $386,255

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,062,553	$1,346,671	-0.2%
Expenses	$386,255	$9,068,964	-1.0%
Net Income	$676,298	$-7,722,293	-1.1%

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

$329,852

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH W DOOLEY	PRESIDENT TO 7/23	15.00	Officer Director	$0	$0	$0
DOUGLAS T COLLINS	DIRECTOR TO 7/24	5.00	Officer Director	$0	$0	$0
DAVIS L WRIGHT	VICE PRESIDENT TO 7/23;DIRECTOR TO 7/24	1.00	Officer Director	$0	$0	$0
C BRUCE PICKETTE	CHAIRMAN TO 7/23;DIRECTOR TO 7/24	1.00	Officer Director	$0	$0	$0
JOHN L DODD	SECRETARY TO 7/23;CHAIRMAN TO 7/24	5.00	Officer Director	$0	$0	$0
DANIEL MCKELVIE	DIRECTOR TO 7/23;VICE PRESIDENT TO 7/24	1.00	Officer Director	$0	$0	$0
DR SAMUEL C POWELL	DIRECTOR TO 7/2023	1.00	Officer Director	$0	$0	$0
MICHAEL J ELSTON	TREASURER TO 7/24	3.00	Officer Director	$0	$0	$0
DARRYL S ADDINGTON	TREASURER TO 7/23;SECRETARY TO 7/24	5.00	Officer Director	$0	$0	$0
JEFFREY D THOMAS	DIRECTOR TO 7/24	1.00	Officer Director	$0	$0	$0
WILLIAM LEE POPHAM	DIRECTOR TO 7/23;PRESIDENT TO 7/24	1.00	Officer Director	$0	$0	$0
EDMON MCKINLEY	CHANCELLOR TO 7/24	1.00	Director	$0	$0	$0
MEGAN KREBS	DIRECTOR OF FINANCE	5.00	Officer	$0	$11,250	$93,706
PHILLIP BLOYD	DIRECTOR OF FOUNDATION	35.00	Officer	$0	$11,656	$107,041
TODD BALE	EXECUTIVE DIRECTOR	5.00	Officer	$0	$8,953	$129,105

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	$1,062,553	$386,255	$2,804,817	$676,298
2022	$1,346,671	$9,068,964	$2,055,750	$-7,722,293
2021	$3,068,872	$986,641	$12,240,583	$2,082,231
2020	$881,698	$935,291	$9,959,164	$-53,593
2019	$1,044,529	$1,084,791	$9,513,558	$-40,262
2018	$824,784	$533,986	$8,649,461	$290,798

THE SAR FOUNDATION INC