ROBERT D SUTHERLAND MEMORIAL FOUNDATION (EIN 841562379) - 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

2000

Legal Domicile

Principal Officer

ROBERT D SUTHERLAND JR

Phone

8167563000

Tax Period

2023-01-01 to 2023-12-31

ROBERT D SUTHERLAND MEMORIAL FOUNDATION, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $2K in total revenue in fiscal year 2023. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $11K exceeded revenue, resulting in a 557% operating deficit.

Mission

TO RAISE MONEY FOR IMPROVED MENTAL HEALTH SERVICES IN THE LOCAL COLORADO COMMUNITY.

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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 $1,272

Program Service Revenue $0

Investment Income $0

Other Revenue $348

TOTAL REVENUE $1,620

Expense Breakdown

Grants Paid $9,650

Salaries & Benefits $0

Fundraising Expenses $5

Program Expenses $10,144

Other Expenses $992

TOTAL EXPENSES $10,642

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,620	$4,428	-0.6%
Expenses	$10,642	$1,967	+4.4%
Net Income	$-9,022	$2,461	-4.7%

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

Governance

Voting Members

Independent Members

N/A

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
LINDA CAIN	TREASURER, DIRECTOR	0.10	Officer Director	$0	$0	$0
CHRISTIN BELLIAN	DIRECTOR	0.10	Director	$0	$0	$0
AMY METZ	DIRECTOR	0.10	Director	$0	$0	$0
ROBERT D SUTHERLAND JR	PRESIDENT, DIRECTOR	0.50	Officer Director	$0	$0	$0
SAMUEL SHEW	DIRECTOR	0.10	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
2023	$1,620	$10,642	$41,912	$-9,022
2022	$4,428	$1,967	$50,934	$2,461
2021	$4,545	$2,673	$48,473	$1,872
2020	$8,032	$16,099	$46,601	$-8,067
2019	$56,395	$101,484	$54,668	$-45,089
2018	$114,925	$155,923	$99,757	$-40,998

ROBERT D SUTHERLAND MEMORIAL FOUNDATION