THE PATRICK SURTAIN II FOUNDATION INC

EIN: 932668954 501(c)(3) Education

FLORENCE, KY

Total Revenue
$201,327
Total Expenses
$128,408
Total Assets
$72,919
Net Assets
$72,919
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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
2023
Legal Domicile
CO
Principal Officer
PATRICK SURTAIN II
Phone
8597463431
Tax Period
2023-01-01 to 2023-12-31

THE PATRICK SURTAIN II FOUNDATION INC, founded in 2023, is a small nonprofit in the Education sector that reported $201K in total revenue in fiscal year 2023. The organization ran a surplus of $73K, a strong 36% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS TO LEVEL THE PLAYING FIELD FOR STUDENTS IN FINANCIALLY DISADVANTAGED COMMUNITIES BY ENSURING THAT THESE STUDENTS HAVE THE SAME ACCESS TO EDUCATIONAL RESOURCES AS THEIR SUBURBAN PEERS TO ENSURE THEIR SUCCESS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $126,144
Program Service Revenue $0
Investment Income $0
Other Revenue $75,183
TOTAL REVENUE $201,327

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $57,245
Program Expenses $57,932
Other Expenses $128,408
TOTAL EXPENSES $128,408

Year-over-Year Comparison

2023 2022 Change
Revenue $201,327 N/A N/A
Expenses $128,408 N/A N/A
Net Income $72,919 N/A 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

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Governance

Voting Members
3
Independent Members
N/A
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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PATRICK SURTAIN II PRESIDENT 3.00
Officer Director
$0 $0 $0
PATRICK SURTAIN SR SECRETARY/TR 2.00
Officer Director
$0 $0 $0
MICHELLE SURTAIN VICE PRESIDN 2.00
Officer Director
$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 No data No data No data No data
2023 $201,327 $128,408 $72,919 $72,919
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