SD Foundation (EIN 882286627) - 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

2022

Legal Domicile

Principal Officer

Samantha Tarazi

Phone

2029841342

Tax Period

2024-01-01 to 2024-12-31

SD Foundation, founded in 2022, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.1M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 19% operating margin.

Mission

A nonpartisan organization providing expert analysis and research on election-related law.

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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 $11,111,406

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $11,111,406

Expense Breakdown

Grants Paid $827,515

Salaries & Benefits $4,899,180

Fundraising Expenses $442,070

Program Expenses $7,463,084

Other Expenses $3,220,036

TOTAL EXPENSES $9,026,038

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,111,406	$7,441,411	+0.5%
Expenses	$9,026,038	$7,371,161	+0.2%
Net Income	$2,085,368	$70,250	+28.7%

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

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

$893,021

Total Directors

$283,815

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Megan Lewis	Executive Director/Director	32.00	Officer Director	$268,103	$15,712	$283,815
Brina Milikowsky	Director	6.00	Officer Director	$0	$0	$0
Zach Silk	Director	6.00	Officer Director	$0	$0	$0
Tshombe Hubbard	Chief Administrative Officer	32.00	Officer	$309,421	$55,048	$364,469
Samantha Tarazi	Chief Operating Officer	32.00	Officer	$205,434	$39,303	$244,737
Charlotte Olena	Vice President of Advocacy	32.00	Highest	$224,235	$22,035	$246,270
Alexander Lee	Chief People Officer	32.00	Highest	$224,016	$41,950	$265,966
Amanda Harrington	Vice President of Communications	32.00	Highest	$219,118	$20,540	$239,658
Megan Bellamy	Vice President of Law & Policy	32.00	Highest	$215,142	$50,465	$265,607
James Griffith	Senior Director of Law and Policy	32.00	Highest	$200,020	$34,528	$234,548

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	$11,111,406	$9,026,038	$4,694,305	$2,085,368
2023	$6,891,411	$7,365,204	$1,570,584	$-473,793
2023	$7,441,411	$7,371,161	$2,108,137	$70,250
2022	$5,440,829	$3,860,759	$2,117,299	$1,580,070

SD Foundation