SDSI FOUNDATION INC (EIN 481067654) - 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

Phone

6202757521

Tax Period

2023-01-01 to 2023-12-31

SDSI FOUNDATION INC is a small nonprofit in the Medical Research sector that reported $691K in total revenue in fiscal year 2023. Revenue surged 1598% from the prior year, signaling strong growth momentum. The organization ran a surplus of $582K, a strong 84% operating margin.

Mission

TO AID MENTALLY DISABLED ADULTS

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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 $661,846

Program Service Revenue $0

Investment Income $28,845

Other Revenue $0

TOTAL REVENUE $690,691

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,496

Other Expenses $108,255

TOTAL EXPENSES $108,255

Year-over-Year Comparison

	2023	2022	Change
Revenue	$690,691	$40,686	+16.0%
Expenses	$108,255	$84,180	+0.3%
Net Income	$582,436	$-43,494	-14.4%

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

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
RICH HARP	Chairman	2.00	Director	$0	$0	$0
NEAL O'BRIEN	VICE CHAIRMAN	2.00	Director	$0	$0	$0
STEVEN DYER	Secretary/Treas	2.00	Director	$0	$0	$0
BARB ESFELD	Trustee	2.00	Director	$0	$0	$0
SCOTT HARRIS	Trustee	2.00	Director	$0	$0	$0
DENNIS MESA	Trustee	2.00	Director	$0	$0	$0
DEB OYLER	Trustee	2.00	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	$690,691	$108,255	$2,940,090	$582,436
2022	$40,686	$84,180	$2,121,194	$-43,494
2021	$225,469	$67,625	$2,581,497	$157,844
2020	$179,768	$69,769	$2,409,128	$109,999
2019	$120,698	$81,874	$2,325,794	$38,824
2018	$68,894	$75,174	$2,148,813	$-6,280

SDSI FOUNDATION INC