MARLIE DRU SULLIVAN FOUNDATION (EIN 994851412) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

2024

Legal Domicile

Principal Officer

STACIE SULLIVAN

Phone

8039096490

Tax Period

2025-01-01 to 2025-12-31

MARLIE DRU SULLIVAN FOUNDATION, founded in 2024, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $960K in total revenue in fiscal year 2025. Revenue surged 411% from the prior year, signaling strong growth momentum. The organization ran a surplus of $881K, a strong 92% operating margin.

Mission

TO PRESERVE MARLIES CAPTIVATING LOVE FOR OTHERS THROUGH INITIATIVES THAT ENHANCE THE WORLD THROUGH DANCE, ARTISTIC EXPRESSION, AND THE PERFORMING ARTS.

🔒

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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $267,727

Program Service Revenue $0

Investment Income $232

Other Revenue $691,771

TOTAL REVENUE $959,730

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,098

Other Expenses $78,707

TOTAL EXPENSES $78,707

Year-over-Year Comparison

	2025	2024	Change
Revenue	$959,730	$187,800	+4.1%
Expenses	$78,707	$20,117	+2.9%
Net Income	$881,023	$167,683	+4.3%

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

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE BECKHAM	MEMBER	N/A	Director	$0	$0	$0
JESSICA CATO	SECRETARY	N/A	Officer Director	$0	$0	$0
MELISSA FAILE	MEMBER	N/A	Director	$0	$0	$0
LINDSEY FARRIS	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ASHLEY LANG	MEMBER	N/A	Director	$0	$0	$0
CHRISSI NORMAN	MEMBER	N/A	Director	$0	$0	$0
WARREN NORMAN	MEMBER	N/A	Director	$0	$0	$0
ELIZABETH OWEN	MEMBER	N/A	Director	$0	$0	$0
HANNAH SIMMONS	MEMBER	N/A	Director	$0	$0	$0
STACIE SULLIVAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
LEIGH THREATT	MEMBER	N/A	Director	$0	$0	$0
ANDREW VINSON	TREASURER	N/A	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
2025	$959,730	$78,707	$1,048,706	$881,023
2024	$187,800	$20,117	$168,712	$167,683

MARLIE DRU SULLIVAN FOUNDATION