SUSAN E TERRY FOUNDATION INC

EIN: 923947649 501(c)(3) Health Care

SARASOTA, FL

Total Revenue
$375,007
Total Expenses
$264,368
Total Assets
$370,009
Net Assets
$110,639
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
FL
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

THE SUSAN E. TERRY FOUNDATION, INC IS A 501(C)(3) PUBLIC CHARITY CLASSIFIED AS A 509(A)(3) TYPE 1 SUPPORTING ORGANIZATION. A SEPARATE FORM 990 IS REQUIRED AND FILED ANNUALLY.

🔒

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%)

Sign In — Free (10 views/day)

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
🔒

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

Sign In

Governance

Voting Members
4
Independent Members
4
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
0
$0
Total Directors
5
$120,253
Key Employees
0
$0
Highest Compensated
0
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
Explore More Nonprofits
→Top 100 Nonprofits in Florida →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare SUSAN E TERRY FOUNDATION INC with other nonprofits in Florida and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.