SUNDT FOUNDATION (EIN 860935586) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

EMILY DWOSH

Phone

5207504673

Tax Period

2023-10-01 to 2024-09-30

SUNDT FOUNDATION, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE GIFTS AND GRANTS TO ORGANIZATIONS QUALIFIED FOR EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND TO PROVIDE THE EMPLOYEES OF THE SUNDT COMPANIES, INC. AND IT'S SUBSIDIARIES, OR OTHERS, THE SATISFACTION OF CHARITABLE GIVING TO SELECTED CHARITABLE ORGANIZATIONS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,210,823

Program Service Revenue $0

Investment Income $16,576

Other Revenue $0

TOTAL REVENUE $2,227,399

Expense Breakdown

Grants Paid $2,184,378

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,184,378

Other Expenses $0

TOTAL EXPENSES $2,184,378

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,227,399	$1,636,193	+0.4%
Expenses	$2,184,378	$1,512,040	+0.4%
Net Income	$43,021	$124,153	-0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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	Role	Reportable Comp	Other Comp	Total
NICOLE N CALAMAIO	DIRECTOR	Director	$0	$0	$0
STEFANIE V TELLER	DIRECTOR	Officer Director	$0	$0	$0
MIKE HOOVER	DIRECTOR	Director	$0	$0	$0
JESSE DEHARO	DIRECTOR	Director	$0	$0	$0
MADISON A JONES	PRESIDENT	Officer Director	$0	$0	$0
SCOTT LAPOINT	DIRECTOR	Director	$0	$0	$0
JASEN BENNIE	DIRECTOR	Director	$0	$0	$0
CHAD YOUNT	DIRECTOR	Director	$0	$0	$0
DAVID RIEKEN	DIRECTOR	Director	$0	$0	$0
KEN KUBACKI	DIRECTOR	Director	$0	$0	$0
SOULA WYNNE	DIRECTOR	Director	$0	$0	$0
AMY BOJORQUEZ	DIRECTOR	Director	$0	$0	$0
EMILY DWOSH	EXECUTIVE DIRECTOR	Officer Director	$0	$0	$0
DENICE SOTO	DIRECTOR	Director	$0	$0	$0
JACKIE BARNES	DIRECTOR	Director	$0	$0	$0
KEVIN SMITH	DIRECTOR	Director	$0	$0	$0
PATRICIA MASON	DIRECTOR	Director	$0	$0	$0
ERICA BRENNER	DIRECTOR	Director	$0	$0	$0
CRYSTAL PETET	SECRETARY	Officer	$0	$0	$0
LISETTE G GUEVARA	TREASURER	Officer	$0	$0	$0
JOSEPH V RICCILLO	VICE PRESIDENT/DIRECTOR	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
2024	$2,227,399	$2,184,378	$476,623	$43,021
2023	$1,636,193	$1,512,040	$537,602	$124,153
2022	$1,081,260	$1,010,301	$295,600	$70,959
2021	$677,715	$688,960	$180,291	$-11,245
2020	$990,879	$1,092,747	$191,536	$-101,868

SUNDT FOUNDATION