SOCIETY OF SPONSORS OF THE UNITED … - Form 990 Financial Data

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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

1920

Legal Domicile

Principal Officer

ALLISON STILLER

Phone

7038322895

Tax Period

2024-05-01 to 2025-04-30

SOCIETY OF SPONSORS OF THE UNITED STATES NAVY, founded in 1920, is a micro nonprofit in the Public & Societal Benefit sector that reported $65K in total revenue in fiscal year 2024. Net assets of $824K represent 153 months of operating reserves.

Mission

THE SOCIETY'S PRIMARY MISSION IS TO STRENGTHEN APPRECIATION OF THE U.S. NAVY THROUGH THE PROVISION OF SCHOLARSHIPS AND OTHER RELATED PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $31,228 Revenue: $4,800

PROVIDE SCHOLARSHIPS TO SELECTED NAVY PERSONNEL, FAMILIES, AND PROGRAMS AT THE RECOMMENDATION OF NAVAL ACADEMY ALUMNI FOUNDATION AND CENTENNIAL SCHOLARSHIPS ADMINISTERED BY THE MARINE CORPS...

PROVIDE SCHOLARSHIPS TO SELECTED NAVY PERSONNEL, FAMILIES, AND PROGRAMS AT THE RECOMMENDATION OF NAVAL ACADEMY ALUMNI FOUNDATION AND CENTENNIAL SCHOLARSHIPS ADMINISTERED BY THE MARINE CORPS SCHOLARSHIP FOUNDATION.

Program 2

Expenses: $2,250

PROVIDE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS SERVING EXEMPT PURPOSES OF THE SOCIETY SUCH AS NAVY SAFE HARBOR FOUNDATION, NAVY MARINE CORPS RS, TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS, SPECIAL...

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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 $28,925

Program Service Revenue $4,800

Investment Income $30,916

Other Revenue $0

TOTAL REVENUE $64,641

Expense Breakdown

Grants Paid $26,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,478

Other Expenses $43,861

TOTAL EXPENSES $70,611

Year-over-Year Comparison

	2024	2023	Change
Revenue	$64,641	$65,158	0.0%
Expenses	$70,611	$66,090	+0.1%
Net Income	$-5,970	$-932	+5.4%

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

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
ALLISON STILLER	PRESIDENT	25.00	Officer Director	$0	$0	$0
PATRICIA BALL	FIRST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANN ZUMWALT	SECOND VICE PRESIDENT	7.00	Officer Director	$0	$0	$0
KATHY SMITH	THIRD VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
BARBARA PILLING	TREASURER	8.50	Officer Director	$0	$0	$0
ELLEN ROUGHEAD	RECORDING SECRETARY	1.50	Officer Director	$0	$0	$0
LINDA WINTER	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
ROSE MAGNUS	CORRESPONDING SECRETARY	1.50	Officer Director	$0	$0	$0
DANA RICHARDSON	TRUSTEE	2.00	Director	$0	$0	$0
KATIE FOWLER	TRUSTEE	3.00	Director	$0	$0	$0
BRUNI BRADLEY	TRUSTEE	9.50	Director	$0	$0	$0
REBECCA BYRNE	TRUSTEE	1.00	Director	$0	$0	$0
PAULA NEIRA	TRUSTEE	1.00	Director	$0	$0	$0
JANET GEHMAN	TRUSTEE	1.50	Director	$0	$0	$0
CINDY FOGGO	TRUSTEE	1.00	Director	$0	$0	$0
BETTY ANN TANNER	TRUSTEE	0.40	Director	$0	$0	$0
MARTHA HILL	TRUSTEE	3.00	Director	$0	$0	$0
ELLYN DUNFORD	TRUSTEE	0.25	Director	$0	$0	$0
POLLY SPENCER	TRUSTEE	0.25	Director	$0	$0	$0
TERRY STACKLEY	TRUSTEE	0.50	Director	$0	$0	$0
MICHELE LYONS	TRUSTEE	0.50	Director	$0	$0	$0
LOLITA ZINKE	TRUSTEE	0.25	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
2025	$64,641	$70,611	$824,367	$-5,970
2024	$65,158	$66,090	$800,432	$-932
2023	$42,536	$70,743	$787,924	$-28,207
2022	$54,612	$78,947	$826,893	$-24,335
2021	$69,391	$44,288	$915,842	$25,103
2020	$40,033	$69,951	$779,224	$-29,918
2019	$51,541	$43,802	$852,240	$7,739
2018	$77,614	$48,894	$832,526	$28,720

SOCIETY OF SPONSORS OF THE UNITED STATES NAVY