RUDOLF STEINER FELLOWSHIP FDN INC (EIN 136146945) - 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

1966

Legal Domicile

Phone

8453568494

Tax Period

2023-01-01 to 2023-12-31

RUDOLF STEINER FELLOWSHIP FDN INC, founded in 1966, is a community nonprofit in the Human Services sector that reported $5.5M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $1.2M, a strong 22% operating margin.

Mission

THE PURPOSE OF THE FOUNDATION IS TO ESTABLISH AND MAINTAIN A NON-AGE-ISOLATED COMMUNITY FOR THE OLDER INDIVIDUAL. THE FACILITIES AND ATMOSPHERE ARE ONE IN WHICH ALL ACTIVITIES OF A SOCIAL, SPIRITUAL, WORK AND EDUCATIONAL NATURE ARE CREATED FOR ALL MEMBERS.

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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 $1,538,622

Program Service Revenue $3,685,650

Investment Income $255,205

Other Revenue $0

TOTAL REVENUE $5,479,477

Expense Breakdown

Grants Paid $253,161

Salaries & Benefits $1,764,429

Fundraising Expenses $112,688

Program Expenses $3,984,146

Other Expenses $2,276,472

TOTAL EXPENSES $4,294,062

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,479,477	$6,183,470	-0.1%
Expenses	$4,294,062	$4,381,433	0.0%
Net Income	$1,185,415	$1,802,037	-0.3%

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
JUDITH BROCKWAY AVENTURO	COMMUNITY MEMB.	5.00	Director	$0	$0	$0
ANN SCHARFF	COMMUNITY MEMB.	15.00	Director	$0	$0	$0
STEVEN JOHNSON MD	BOARD MEMBER	5.00	Director	$0	$0	$0
STUART KORNBERG	BOARD MEMBER	5.00	Director	$0	$0	$0
MARK FINSER	BOARD MEMBER	5.00	Officer	$0	$0	$0
RAFAEL MANACAS	BOARD MEMBER	6.00	Officer	$0	$0	$0
MAIKEN NIELSEN	BOARD MEMBER	5.00	Officer	$0	$0	$0
NICK SATRIANO	BOARD MEMBER	56.00	Officer	$0	$0	$0
KATHERINE SCHARFF	PRES OF BOARD	10.00	Officer	$0	$0	$0
MICHAEL STEINRUECK	BOARD MEMBER	6.00	Officer	$0	$0	$0
TARA STEINRUECK	BOARD MEMBER	5.00	Officer	$0	$0	$0
MACHADO MEAD	Treasurer	5.00	Officer	$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	$5,479,477	$4,294,062	$17,736,418	$1,185,415
2022	$6,183,470	$4,381,433	$14,325,143	$1,802,037
2021	$4,975,342	$4,167,678	$12,902,674	$807,664
2020	$6,602,624	$4,330,738	$11,912,308	$2,271,886
2019	$4,674,005	$4,322,155	$9,418,483	$351,850
2018	$3,706,476	$4,202,978	$8,776,634	$-496,502

RUDOLF STEINER FELLOWSHIP FDN INC