SUSAN E TERRY FOUNDATION INC

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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

RAYMOND CARSON

Phone

8133006555

Tax Period

2024-07-01 to 2025-06-30

SUSAN E TERRY FOUNDATION INC, founded in 2022, is a small nonprofit in the Health Care sector that reported $375K in total revenue in fiscal year 2024. The organization ran a surplus of $111K, a strong 30% operating margin.

Mission

SUPPORT ORGANIZATIONS THAT EMPOWER INDIVIDUALS AFFECTED BY HIV TO LIVE FULL LIVES, FREE FROM STIGMA

Program Service Accomplishments

Program 1

Expenses: $173,389 Revenue: $0

TO MAKE GRANTS TO ORGANIZATIONS THAT ADVANCE HIV PREVENTION, EDUCATION AND CARE

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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 $375,007

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $375,007

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $129,043

Fundraising Expenses $7,045

Program Expenses $233,389

Other Expenses $75,325

TOTAL EXPENSES $264,368

Year-over-Year Comparison

	2024	2023	Change
Revenue	$375,007	N/A	N/A
Expenses	$264,368	N/A	N/A
Net Income	$110,639	$0	N/A

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

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

$120,253

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RISHIKUMAR PATEL	DIRECTOR	2.00	Director	$0	$0	$0
MARY LIFLAND	DIRECTOR	2.00	Director	$0	$0	$0
BRETT MCNEAL	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS LAUGHERY	CHAIRMAN	2.00	Director	$0	$0	$0
RAYMOND CARSON	EXECUTIVE DIRECTOR	40.00	Director	$109,000	$11,253	$120,253

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	$375,007	$264,368	$370,009	$110,639