STRATTON MOUNTAIN & VALLEY COMMUNITY BENEFIT FOUNDATION INC (EIN 043343551) - Form 990 Financial Analysis & Trantor Score

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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

1996

Legal Domicile

Phone

8022972096

Tax Period

2023-07-01 to 2024-06-30

STRATTON MOUNTAIN & VALLEY COMMUNITY BENEFIT FOUNDATION INC, founded in 1996, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $332K, a strong 20% operating margin.

Mission

THE ORGANIZATION HAS ESTABLISHED A SERIES OF EVENTS AND PROGRAMS AND STRATTON ARCHIVES FOR THE BENEFIT OF THE PUBLIC AND, THROUGH GRANTS, FOR VARIOUS CHARITABLE CAUSES ENHANCING OPPORTUNITIES, HEALTH AND QUALITY OF LIFE FOR CHILDREN AND THEIR FAMILIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,147,097

Program Service Revenue $0

Investment Income $31,148

Other Revenue $457,898

TOTAL REVENUE $1,636,143

Expense Breakdown

Grants Paid $1,077,969

Salaries & Benefits $171,312

Fundraising Expenses $56,522

Program Expenses $1,191,033

Other Expenses $54,805

TOTAL EXPENSES $1,304,086

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,636,143	$972,972	+0.7%
Expenses	$1,304,086	$982,392	+0.3%
Net Income	$332,057	$-9,420	-36.3%

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

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
JAN GIEJDA	Director	2.00	Officer Director	$0	$0	$0
JENNIFER LEYTON	Director	2.00	Director	$0	$0	$0
STEVE KERSTEIN	President	2.00	Officer Director	$0	$0	$0
ABBE HABER	Vice President	2.00	Director	$0	$0	$0
EVAN GROSSMAN	Director	2.00	Director	$0	$0	$0
JONATHAN KLEIN	Secretary	2.00	Officer Director	$0	$0	$0
AMY MCHUGH	Director	2.00	Director	$0	$0	$0
PARKER RICE	Treasurer	2.00	Officer Director	$0	$0	$0
KIM WOHLER	Director	2.00	Director	$0	$0	$0
CRAIG PANARISI	Director	2.00	Director	$0	$0	$0
MARK KELLY	Director	2.00	Director	$0	$0	$0
CHRISTOPHER AMERY	Director	2.00	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	No data	No data	No data	No data
2024	$1,636,143	$1,304,086	$1,277,299	$332,057
2023	$972,972	$982,392	$893,080	$-9,420
2022	$754,691	$705,510	$872,871	$49,181
2021	$500,917	$453,122	$878,926	$47,795
2020	$807,256	$279,670	$828,899	$527,586
2019	$451,902	$390,669	$269,363	$61,233
2018	$363,857	$324,309	$187,041	$39,548

STRATTON MOUNTAIN & VALLEY COMMUNITY BENEFIT FOUNDATION INC