THE SDG FOUNDATION (EIN 843089742) - 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

2020

Legal Domicile

Principal Officer

J RICHARD STAMM

Phone

2673187080

Tax Period

2022-01-01 to 2022-12-31

THE SDG FOUNDATION, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $160K in total revenue in fiscal year 2022. Revenue decreased 15% compared to the prior year. Expenses of $178K exceeded revenue, resulting in a 11% operating deficit.

Mission

THE SDG FOUNDATION WAS FORMED AND BEGAN OPERATIONS IN THE FALL OF 2019. THE FOUNDATION HOSTS AN ANNUAL GOLF FUNDRAISER TO RAISE FUNDS TO SUPPORT THE PROGRAM ACTIVITIES OF PHILADELPHIA BASED 501(C)(3) ORGANIZATIONS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $159,918

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $159,918

Expense Breakdown

Grants Paid $152,477

Salaries & Benefits $0

Fundraising Expenses $2,307

Program Expenses $153,830

Other Expenses $25,760

TOTAL EXPENSES $178,237

Year-over-Year Comparison

	2022	2021	Change
Revenue	$159,918	$187,048	-0.1%
Expenses	$178,237	$138,024	+0.3%
Net Income	$-18,319	$49,024	-1.4%

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
MICHAEL STAMM	PRESIDENT	2.00	Officer Director	$0	$0	$0
J RICHARD STAMM	TREASURER	1.00	Officer Director	$0	$0	$0
EMILY LUKACH	CHAIR OF THE BOARD	4.00	Officer 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
2022	$159,918	$178,237	$228,087	$-18,319
2021	$187,048	$138,024	$136,380	$49,024

THE SDG FOUNDATION