THE SURETY FOUNDATION INC (EIN 731728689) - 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

2005

Legal Domicile

Principal Officer

LARRY TAYLOR

Phone

2024630600

Tax Period

2024-01-01 to 2024-12-31

THE SURETY FOUNDATION INC, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $230K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $132K, a strong 57% operating margin.

Mission

THE SURETY FOUNDATION IS A CHARITABLE ORGANIZATION FOUNDED TO INCREASE DIVERSITY WITHIN THE SURETY AND FIDELITY INDUSTRY. RECOGNIZING THE VALUE OF DIVERSE IDEAS AND BACKGROUNDS THE MEMBER COMPANIES OF THE SURETY & FIDELITY ASSOCIATION OF AMERICA CREATED THIS 501(C)(3)ORGANIZATION TO FUND AND ADMINISTER THE SURETY AND FIDELITY INDUSTRY INTERN AND SCHOLARSHIP PROGRAM FOR UNDERREPRESENTED STUDENTS, AS WELL AS DEVELOP AND IMPLEMENT NEW EDUCATIONAL AND PUBLIC SERVICE PROGRAM INITIATIVES.

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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 $102,322

Program Service Revenue $0

Investment Income $127,210

Other Revenue $0

TOTAL REVENUE $229,532

Expense Breakdown

Grants Paid $72,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,500

Other Expenses $25,244

TOTAL EXPENSES $97,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$229,532	$202,989	+0.1%
Expenses	$97,744	$65,827	+0.5%
Net Income	$131,788	$137,162	0.0%

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

$552,530

Total Directors

$552,530

Key Employees

$368,769

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN WORK	SECRETARY/TREASURER (FROM 2024)	1.00	Officer Director	$0	$27,726	$552,530
LARRY TAYLOR	PRESIDENT	0.50	Officer Director	$0	$0	$0
BRYCE GRISSOM	VICE PRESIDENT (FROM 2024)	0.50	Officer Director	$0	$0	$0
BOB RANEY	VICE PRESIDENT (TO 2024)	0.50	Officer Director	$0	$0	$0
ANTONIO ALBANESE	TRUSTEE	0.50	Director	$0	$0	$0
CATHERINE DOOLEY	TRUSTEE (TO 2024)	0.50	Director	$0	$0	$0
TRACY HAGAN	TRUSTEE (TO 2024)	0.50	Director	$0	$0	$0
DAWN NEVILL	TRUSTEE (FROM 2024)	0.50	Director	$0	$0	$0
OHIOLE OMORUAN	TRUSTEE	0.50	Director	$0	$0	$0
CHRIS SIVAK	TRUSTEE	0.50	Director	$0	$0	$0
CINDI STREBLO	TRUSTEE (FROM 2024)	0.50	Director	$0	$0	$0
MIKE ZURCHER	TRUSTEE	0.50	Director	$0	$0	$0
PETER ROTH	SFAA FOUNDATION LIAISON	1.00	Key Emp	$0	$57,126	$368,769

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	$229,532	$97,744	$1,585,331	$131,788
2023	$202,989	$65,827	$1,421,283	$137,162
2022	$70,018	$92,807	$1,102,468	$-22,789
2021	$155,332	$96,943	$1,279,708	$58,389
2020	$66,447	$46,264	$1,221,207	$20,183
2019	$59,512	$33,286	$1,144,647	$26,226
2018	$217,265	$8,451	$1,035,583	$208,814

THE SURETY FOUNDATION INC