STRATFORD 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

1941

Legal Domicile

Phone

7814445582

Tax Period

2024-07-01 to 2025-06-30

STRATFORD FOUNDATION INC, founded in 1941, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $2.6M exceeded revenue, resulting in a 33% operating deficit.

Mission

To be a valuable resource for the community. We enhance the academic skills of those who learn differently and those who seek to accelerate current performance through providing one-to-one, individualized instruction. We increase student, teacher, and parent access to multi-sensory teaching methods by offering research-based teacher training to professionals off-site and online. We also engage in grant making activities.

Program Service Accomplishments

Program 1

Expenses: $1,366,607 Revenue: $0

Educational and general program development and operating costs for the Foundation's Commonwealth Learning Center for remedial reading and mathematics programs for students who learn differently and students who seek to accelerate current performance through one-to-one individualized instruction and teacher training in the community and virtually throughout the United States. During this fiscal year we performed the following services: 6,258 teaching hours, 4 diagnostic evaluations and consultations, approximately 385 teachers trained locally and regionally, 50 training days and 546 teacher observations.

Program 2

Expenses: $435,335 Revenue: $0

Grants made to individuals at an educational institution, grants made to nine organizations for educational programs and projects and a scholarship for Orton-Gillingham training. Details on...

Grants made to individuals at an educational institution, grants made to nine organizations for educational programs and projects and a scholarship for Orton-Gillingham training. Details on supporting schedules. See Schedule I, Part IV, Statement 1 and Statement 2.

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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 $0

Program Service Revenue $961,292

Investment Income $996,075

Other Revenue $0

TOTAL REVENUE $1,957,367

Expense Breakdown

Grants Paid $435,335

Salaries & Benefits $1,722,425

Fundraising Expenses $0

Program Expenses $1,801,942

Other Expenses $447,410

TOTAL EXPENSES $2,605,170

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,957,367	$1,358,583	+0.4%
Expenses	$2,605,170	$2,604,628	+0.0%
Net Income	$-647,803	$-1,246,045	-0.5%

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

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

$379,814

Total Directors

$6,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anne Jack	President and CEO	40	Officer	$209,477	$10,396	$219,873
Lisa Brooks	Principal Director-Local Training	40	Highest	$151,133	$21,509	$172,642
Deborah Buiser	Treasurer and CFO	40	Officer	$127,171	$32,770	$159,941
Elizabeth Dinelli	Director-Commonwealth Learning Center	40	Highest	$111,805	$19,467	$131,272
Mary Fisher	Trustee	0	Director	$1,500	$0	$1,500
Julian Hargraves	Trustee	0	Director	$1,350	$0	$1,350
Paul D O'Reilly	Trustee	0	Director	$1,350	$0	$1,350
John Malloy	Director	0	Director	$1,300	$0	$1,300
Shari Engelbourg	Trustee	0	Director	$1,000	$0	$1,000

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	$1,957,367	$2,605,170	$15,850,979	$-647,803
2024	$1,358,583	$2,604,628	$14,440,709	$-1,246,045
2023	$847,700	$2,609,983	$13,389,993	$-1,762,283
2022	$1,876,385	$2,621,184	$12,701,614	$-744,799
2021	$2,097,570	$2,336,420	$15,653,386	$-238,850