SANDRA DAY OCONNOR INSTITUTE FOR AMERICAN DEMOCRACY Charity Report

Public IRS 990 nonprofit record

SANDRA DAY OCONNOR INSTITUTE FOR AMERICAN DEMOCRACY

EIN 26-3521510 · Single Organization Support (S11)

What they do

THE SANDRA DAY OCONNOR INSTITUTE for AMERICAN DEMOCRACY is A NATIONAL NON-PROFIT ORGANIZATION DEDICATED to PROMOTING CIVIC ENGAGEMENT and EDUCATION, FOUNDED BY JUSTICE SANDRA DAY OCONNOR, THE FIRST WOMAN to SERVE ON THE UNITED STATES SUPREME COURT. THE INSTITUTE FOCUSES ON FOSTERING A DEEPER UNDERSTANDING of DEMOCRACY THROUGH MULTIGENERATIONAL EDUCATIONAL IN-PERSON and ONLINE PROGRAMS and INITIATIVES. IT AIMS to ENGAGE INDIVIDUALS IN DISCUSSIONS ABOUT CIVIC RESPONSIBILITIES and THE GOVERNMENT. THE INSTITUTE ALSO EMPHASIZES THE SIGNIFICANCE of NON-PARTISAN DIALOGUE IN STRENGTHENING DEMOCRATIC VALUES and PRACTICES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $68.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders29 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

49.73%of revenue went to mission work68.0% of expenses · Program services

17.30%of revenue went to fundraising23.7% of expenses

$73.16spent for every $100 of revenueRevenue covered expenses this year.

6.12%of revenue went to management and office costs8.4% of expenses

$2.14in assets for every $1 spent this yearSome assets cannot be spent right away.

113.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $285,068 for SARAH E SUGGS (PRESIDENT/ CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,439,169

Mission workProgram services$1,213,03449.73% of revenue68.0% of expenses

ManagementOffice and general costs$149,3056.12% of revenue8.4% of expenses

FundraisingAsking for donations$422,04117.30% of revenue23.7% of expenses

Revenue left after expensesReported annual surplus$654,78926.84% of revenueShown in gray on the chart

Total expenses$1,784,38073.16% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 68.0% mission · 8.4% management · 23.7% fundraisingTotal expenses: 73.16% of revenue

2023Expense mix: 72.3% mission · 7.5% management · 20.2% fundraisingTotal expenses: 79.40% of revenue

2022Expense mix: 76.2% mission · 10.9% management · 12.9% fundraisingTotal expenses: 76.73% of revenue

2021Expense mix: 79.0% mission · 9.6% management · 11.4% fundraisingTotal expenses: 60.06% of revenue

2020Expense mix: 77.8% mission · 11.9% management · 10.3% fundraisingTotal expenses: 94.62% of revenue

2019Expense mix: 80.9% mission · 10.5% management · 8.6% fundraisingTotal expenses: 73.15% of revenue

2018Expense mix: 79.6% mission · 11.4% management · 9.1% fundraisingTotal expenses: 87.07% of revenue

2017Expense mix: 77.8% mission · 9.4% management · 12.8% fundraisingTotal expenses: 86.89% of revenue

Money in and money out

Revenue$2,439,169

Expenses$1,784,380

Annual surplus $654,789 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,213,034 · 68.0% of expenses

Management and office costs$149,305 · 8.4% of expenses

Fundraising$422,041 · 23.7% of expenses

See all reported dollar amounts

Revenue$2,439,169

Expenses$1,784,380

Assets$3,812,868

Income$3,007,916

Contributions$2,778,099

Mission work (program services)$1,213,034

Fundraising$422,041

Grants given$100,000

Average grant$33,333

Management and general$149,305

Executive compensation (total)$182,826

Stocks and bonds$2,019,567

Accounting fees$8,751

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

SARAH E SUGGSPRESIDENT/ CEO · 40 hrs/week $285,068

HEATHER SCHADERCOO · 40 hrs/week $179,969Base $165,520 · Other $14,449

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (29)

SARAH E SUGGSPRESIDENT/ CEO

HEATHER SCHADERCOO

KAREN C MCCONNELLDIRECTOR

WENDY BREUDERDIRECTOR

VIVKI MAYODIRECTOR

TIM LOUISDIRECTOR

THE HONORABLE HUGH HALLMANDIRECTOR

SHIRLEY BAUMDIRECTOR

SANDRA BIERMANDIRECTOR

RUFUS GLASPERSECRETARY

PHIL FRANCISCO-CHAIR

MICHAEL ROONEYDIRECTOR

MATTHEW FEENEYIMMEDIATE PAST CHAIR

MARK STEBBINGSDIRECTOR

KEN UDENZEDIRECTOR

KELLY BARRVICE CHAIR

JOHN BRIDGERDIRECTOR

JANE ROIGDIRECTOR

JANE MICHAELSDIRECTOR

JAN LEWISDIRECTOR

HOWARD C KATZDIRECTOR

GAY FIRESTONE WRAYCO-CHAIR

DELIA D PATTERSONDIRECTOR

CONNIE ROBINSONDIRECTOR

CHRISTY BURTONDIRECTOR

CHEVY HUMPHREYDIRECTOR

BRYAN SABADIRECTOR

BRIAN SCOTTTREASURER

BARBARA LOCKWOODDIRECTOR

About this charity

Recognized since: January 2009
Location: PO BOX 4425, PHOENIX, AZ 85030-4425
County: Maricopa
In care of: SARAH E SUGGS
Primary officer: SARAH E SUGGS, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@oconnorinstitute.org Phone(602) 730-3300

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CBIZ ADVISORS LLC
NTEE classification: Single Organization Support (S11)
IRS tax category: Single Organization Support
Grant-giving organization: Yes