BIRGER SANDZEN MEMORIAL FOUNDATION (EIN 480685625) - 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

1955

Legal Domicile

Principal Officer

RON MICHAEL

Phone

7852272220

Tax Period

2024-04-01 to 2025-03-31

BIRGER SANDZEN MEMORIAL FOUNDATION, founded in 1955, is a small nonprofit in the Arts, Culture & Humanities sector that reported $918K in total revenue in fiscal year 2024. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $348K, a strong 38% operating margin.

Mission

OPERATION OF AN ART GALLERY

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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 $412,197

Program Service Revenue $0

Investment Income $414,519

Other Revenue $91,543

TOTAL REVENUE $918,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $244,695

Fundraising Expenses $0

Program Expenses $392,083

Other Expenses $325,326

TOTAL EXPENSES $570,021

Year-over-Year Comparison

	2024	2023	Change
Revenue	$918,259	$503,604	+0.8%
Expenses	$570,021	$500,233	+0.1%
Net Income	$348,238	$3,371	+102.3%

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
CARY BRINEGAR	TRUSTEE	N/A	Director	$0	$0	$0
LAURA CRAWLEY	TRUSTEE	N/A	Director	$0	$0	$0
KAREN GRAHAM	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
CAROL GUSENIUS	TRUSTEE	N/A	Director	$0	$0	$0
STEVE GUSTAFSON	TRUSTEE	N/A	Director	$0	$0	$0
MICHAEL JILG	TRUSTEE/DIRE	N/A	Director	$0	$0	$0
LONNY LILJEGREN	TRUSTEE	N/A	Director	$0	$0	$0
JOHN PRESLEY	TRUSTEE	N/A	Director	$0	$0	$0
TASH SMITH	TRUSTEE	N/A	Director	$0	$0	$0
BETTE TIMMEL	TRUSTEE	N/A	Director	$0	$0	$0
JIM TURNER	PRESIDENT	N/A	Officer	$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
2025	$918,259	$570,021	$6,323,301	$348,238
2024	$503,604	$500,233	$6,147,652	$3,371
2023	$227,631	$501,470	$5,844,371	$-273,839
2022	$499,110	$471,185	$6,383,995	$27,925
2021	$391,814	$409,861	$6,441,508	$-18,047
2020	$-48,321	$438,584	$5,404,429	$-486,905
2019	$290,745	$435,695	$5,915,020	$-144,950

BIRGER SANDZEN MEMORIAL FOUNDATION