The SUUSI Foundation (EIN 813783135) - 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

2016

Legal Domicile

Principal Officer

Nicole Tearno

Tax Period

2024-01-01 to 2024-12-31

The SUUSI Foundation, founded in 2016, is a micro nonprofit in the Religion sector that reported $25K in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum. Expenses of $57K exceeded revenue, resulting in a 130% operating deficit.

Mission

Charitable and educational. The SUUSI Foundation mission is to support the charitable and educational pursuits of the Southeast Unitarian Universalist Summer Institute also known as SUUSI. The SUUSI Foundation ensures the long-range fiscal health of SUUSI. The SUUSI Foundation is charged with managing and growing the SUUSI Endowment Fund funding SUUSIs scholarship program called SUUSIships and providing operating and special-purpose grants to SUUSI.

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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 $9,859

Program Service Revenue $0

Investment Income $14,825

Other Revenue $0

TOTAL REVENUE $24,684

Expense Breakdown

Grants Paid $52,130

Salaries & Benefits $0

Fundraising Expenses $54

Program Expenses $52,130

Other Expenses $4,545

TOTAL EXPENSES $56,675

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,684	$14,407	+0.7%
Expenses	$56,675	$11,634	+3.9%
Net Income	$-31,991	$2,773	-12.5%

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
Nicole Tearno	President	2.00	Officer Director	$0	$0	$0
Joyce Munro	Treasurer	2.00	Officer Director	$0	$0	$0
Misty Lewis	Secretary	2.00	Officer Director	$0	$0	$0
Stephen Shanahan	Director	1.00	Director	$0	$0	$0
Andrew Diamond	Director	2.00	Director	$0	$0	$0
Stacie Vecchietti	Director	1.00	Director	$0	$0	$0
Mia Lazar	Director	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	$24,684	$56,675	$218,872	$-31,991
2023	$14,407	$11,634	$240,591	$2,773
2022	$-3,509	$61,538	$217,634	$-65,047
2021	$10,143	$2,959	$294,421	$7,184
2020	$1,603	No data	$274,302	No data
2019	$35,799	$14,020	$272,698	$21,779
2018	$53,405	$18,553	$250,919	$34,852

The SUUSI Foundation