THE TONY STEWART FOUNDATION INC (EIN 200160286) - 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

2003

Legal Domicile

Principal Officer

NATALIE K REPENNING

Phone

3172996066

Tax Period

2023-01-01 to 2023-12-31

THE TONY STEWART FOUNDATION INC, founded in 2003, is a small nonprofit in the Human Services sector that reported $620K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $850K exceeded revenue, resulting in a 37% operating deficit.

Mission

TO ENGAGE IN THE PROMOTION OF HEALTH BY PROVIDING GRANTS TO CHRONICALLY ILL CHILDREN AND/OR THEIR FAMILIES, CHARITABLE ORGANIZATIONS DEVOTED TO IMPROVING THE WELL-BEING FOR VARIOUS ANIMALS, AND INDIVIDUALS INJURED IN MOTORSPORTS ACTIVITIES AND/OR THEIR FAMILIES AND OTHER ORGANIZATIONS THAT PROVIDE SIMILAR SERVICES.

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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 $187,225

Program Service Revenue $0

Investment Income $81,025

Other Revenue $351,797

TOTAL REVENUE $620,047

Expense Breakdown

Grants Paid $635,502

Salaries & Benefits $130,207

Fundraising Expenses $107,225

Program Expenses $687,585

Other Expenses $84,003

TOTAL EXPENSES $849,712

Year-over-Year Comparison

	2023	2022	Change
Revenue	$620,047	$943,750	-0.3%
Expenses	$849,712	$720,360	+0.2%
Net Income	$-229,665	$223,390	-2.0%

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

$101,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY W STEWART	PRESIDENT	2.00	Officer Director	$0	$0	$0
NELSON H STEWART	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
PAMELA A BOAS	TREASURER	10.00	Officer Director	$0	$0	$0
NATALIE K REPENNING	SECRETARY	2.00	Officer Director	$0	$0	$0
ERICA RAISOR	EXECUTIVE DI	50.00	Officer	$101,000	$0	$101,000

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
2024	No data	No data	No data	No data
2023	$620,047	$849,712	$2,715,484	$-229,665
2022	$943,750	$720,360	$2,917,793	$223,390
2021	$1,042,134	$771,576	$3,093,014	$270,558
2020	$350,065	$412,680	$2,963,744	$-62,615
2019	$816,114	$767,589	$2,817,088	$48,525
2018	$648,782	$628,058	$2,509,180	$20,724

THE TONY STEWART FOUNDATION INC