SUGi FOUNDATION (EIN 842041713) - 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

Legal Domicile

Principal Officer

Elise Van Middelem

Phone

7343557391

Tax Period

2024-01-01 to 2024-12-31

SUGi FOUNDATION is a small nonprofit in the Environment sector that reported $299K in total revenue in fiscal year 2024. Revenue fell 76% from the prior year — a significant decline worth monitoring.

Mission

THE MISSION IS TO ADVANCE NATURE APPRECIATION AND CONSERVATION IN PRIMARILY URBAN SETTINGS

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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 $299,320

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $299,320

Expense Breakdown

Grants Paid $172,731

Salaries & Benefits $68,000

Fundraising Expenses $14,000

Program Expenses $172,731

Other Expenses $65,169

TOTAL EXPENSES $305,900

Year-over-Year Comparison

	2024	2023	Change
Revenue	$299,320	$1,254,825	-0.8%
Expenses	$305,900	$1,102,914	-0.7%
Net Income	$-6,580	$151,911	-1.0%

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

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
KEVIN HILL	EXCFO	12.00		$68,000	$0	$68,000
TAMSIN SMITH	Director	0.00	Director	$0	$0	$0
DAVID DE ROTHSCHILD	Director	0.00	Director	$0	$0	$0
ELISE VAN MIDDELEM	CEO	12.00	Officer	$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	No data	No data	No data	No data
2024	$299,320	$305,900	$214,718	$-6,580
2023	$1,254,825	$1,102,914	$176,298	$151,911
2023	$1,291,423	$1,102,913	$221,298	$188,510
2022	$350,839	$426,444	$24,387	$-75,605

SUGi FOUNDATION