Sutherland Institute (EIN 870531727) - 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

1995

Legal Domicile

Phone

8013551272

Tax Period

2024-01-01 to 2024-12-31

Sutherland Institute, founded in 1995, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

A CONSERVATIVE PUBLIC POLICY THINK TANK, SUTHERLAND INSTITUTE IS PURSUING THE PATH TO "A NEW BIRTH OF FREEDOM" FOR AMERICA THROUGH A FREE MARKET ECONOMY, CIVIL SOCIETY, AND COMMUNITY-DRIVEN SOLUTIONS.

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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 $2,065,089

Program Service Revenue $0

Investment Income $19,896

Other Revenue $-1,458

TOTAL REVENUE $2,083,527

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,821,580

Fundraising Expenses $506,542

Program Expenses $1,401,461

Other Expenses $397,848

TOTAL EXPENSES $2,219,428

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,083,527	$1,839,799	+0.1%
Expenses	$2,219,428	$2,173,042	+0.0%
Net Income	$-135,901	$-333,243	-0.6%

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

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

$276,054

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brad Harr	board member	0.3	Director	$0	$0	$0
Brent Andrewsen	board member	0.3	Director	$0	$0	$0
Brent McKinley	board member	0.3	Director	$0	$0	$0
Greg Miller	board member	0.3	Director	$0	$0	$0
Howard Headlee	board member	0.3	Director	$0	$0	$0
John Sperry	board member	0.3	Director	$0	$0	$0
Rachel Brough	board member	0.3	Director	$0	$0	$0
Rick Larsen	president & ceo	60.0	Officer	$247,047	$29,007	$276,054
Derek Monson	chief growth officer	60.0	Highest	$197,057	$28,850	$225,907
Nic Dunn	VP Strategy & Senior Fellow	45.0	Highest	$157,722	$19,687	$177,409
Peter Reichard	chief development officer	50.0	Highest	$223,202	$19,405	$242,607
Stan Rasmussen	VP Government Affairs	40.0	Highest	$123,109	$19,006	$142,115

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	$2,083,527	$2,219,428	$1,000,783	$-135,901
2023	$1,839,799	$2,173,042	$1,273,306	$-333,243
2022	$2,167,736	$1,444,756	$1,660,376	$722,980
2021	$1,430,169	$1,443,911	$497,702	$-13,742
2020	$593,546	$1,486,280	$442,489	$-892,734
2019	$2,810,346	$1,580,671	$1,318,881	$1,229,675
2018	$1,907,479	$1,965,061	$111,548	$-57,582

Sutherland Institute