Southeast Unitarian Universalist Summer Institute Inc

EIN: 591742351 501(c)(3)

Seminole, FL

Total Revenue
$396,239
Total Expenses
$435,771
Total Assets
$10,179
Net Assets
$9,454
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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
1951
Legal Domicile
FL
Principal Officer
Andrew Diamond
Phone
2035982912
Tax Period
2023-01-01 to 2023-12-31

Southeast Unitarian Universalist Summer Institute Inc, founded in 1951, is a small nonprofit that reported $396K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

Summer institute for Unitarian Universalists The Organization operates an annual summer retreat for religious worship, study, and related activities. SUUSI offers the opportunity to share many things.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,232
Program Service Revenue $370,746
Investment Income $3,940
Other Revenue $20,321
TOTAL REVENUE $396,239

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $422,867
Other Expenses $435,771
TOTAL EXPENSES $435,771

Year-over-Year Comparison

2023 2022 Change
Revenue $396,239 $320,238 +0.2%
Expenses $435,771 $296,734 +0.5%
Net Income $-39,532 $23,504 -2.7%
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

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Governance

Voting Members
14
Independent Members
14
Employees
N/A
Volunteers
285

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
3
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Stacie Vecchietti President 1.00
Officer Director
$0 $0 $0
Bethany Cecere Secretary 1.00
Officer Director
$0 $0 $0
Andrew Diamond Treasurer 1.00
Officer Director
$0 $0 $0
Mia Lazar Board Member 1.00
Director
$0 $0 $0
Misty Lewis Board Member 1.00
Director
$0 $0 $0
Erin Lieb Board Member 1.00
Director
$0 $0 $0
Claire Nutt Board Member 1.00
Director
$0 $0 $0
Renee Phillips Board Member 1.00
Director
$0 $0 $0
Anthony Quandt-Judd Board Member 1.00
Director
$0 $0 $0
Stephen Shanahan Board Member 1.00
Director
$0 $0 $0
Russ Taddeo Board Member 1.00
Director
$0 $0 $0
Angel Wall Board Member 1.00
Director
$0 $0 $0
Ivy Breivogel Board Member 1.00
Director
$0 $0 $0
Amy Nordeng Board Member 1.00
Director
$0 $0 $0
Chris Breivogel Board Member 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 $396,239 $435,771 $10,179 $-39,532
2022 $320,238 $296,734 $42,399 $23,504
2021 $17,960 $36,599 $18,595 $-18,639
2020 $23,536 $25,134 $37,448 $-1,598
2019 $533,790 $508,938 $39,017 $24,852
2018 $513,304 $513,397 $13,980 $-93
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