SUSTAINED DIALOGUE INSTITUTE (EIN 470894510) - 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

RHONDA FITZGERALD

Tax Period

2023-01-01 to 2023-12-31

SUSTAINED DIALOGUE INSTITUTE, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $440K in total revenue in fiscal year 2023. The organization ran a surplus of $156K, a strong 35% operating margin.

Mission

THE PURPOSE OF THE INSTITUTE IS TO ENGAGE IN THE SYSTEMATIC PROCESS OF SUSTAINED DIALOGUE TO DEFUSE, RESOLVE, AND TRANSFORM IN A PEACEFUL MANNER REACIAL, ETHNIC, CULTURAL, RELIGIOUS, OR SOCIAL PREJUDICE, TENSION AND CONFILICT AT THE INTERNATIONAL, NATIONAL, COMMUNITY, AND ORGANIZATION LEVEL, THUS ENABLING ONGOING DEVELOPMENT OF INSIGHTS INTO ENHANCING THE APPLICABLE SYSTEMS AND PARADIGMS.

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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 $26,714

Program Service Revenue $401,657

Investment Income $11,503

Other Revenue $449

TOTAL REVENUE $440,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $224,146

Fundraising Expenses $0

Program Expenses $274,076

Other Expenses $60,385

TOTAL EXPENSES $284,531

Year-over-Year Comparison

	2023	2022	Change
Revenue	$440,323	$436,009	+0.0%
Expenses	$284,531	$613,453	-0.5%
Net Income	$155,792	$-177,444	-1.9%

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

N/A

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
RHONDA FITZGERALD	EXECUTIVE DI	40.00	Highest	$120,000	$0	$120,000
AVA BAKER	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE BYLANDER	VICE CHAIR	4.00	Officer Director	$0	$0	$0
BRIAN COBB	TREASURER	10.00	Officer Director	$0	$0	$0
RAMON DAUBON	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS GOUTTIERRE	CHAIRMAN	40.00	Officer Director	$0	$0	$0
JOHN PAUL LEDERACH	DIRECTOR	1.00	Director	$0	$0	$0
BILL MUSE	DIRECTOR	1.00	Director	$0	$0	$0
JASON OWENS	DIRECTOR	1.00	Director	$0	$0	$0
LOUS ALBERTO FERRE RANGEL	DIRECTOR	1.00	Director	$0	$0	$0
CAROL SAUNDERS	DIRECTOR	1.00	Director	$0	$0	$0
PHIL STEWART	SECRETARY	4.00	Officer Director	$0	$0	$0
PHIL STEWART	SECRETARY	4.00	Officer Director	$0	$0	$0
DAVID S TUKEY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
BECKY WOOD	DIRECTOR	1.00	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	$440,323	$284,531	$606,125	$155,792
2022	$436,009	$613,453	$409,722	$-177,444
2019	$664,929	$762,892	$726,871	$-97,963

SUSTAINED DIALOGUE INSTITUTE