STEWARDS OF CHANGE INSTITUTE INC (EIN 201647503) - 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

2013

Legal Domicile

Principal Officer

DANIEL STEIN

Phone

6313859246

Tax Period

2024-01-01 to 2024-12-31

STEWARDS OF CHANGE INSTITUTE INC, founded in 2013, is a small nonprofit in the Education sector that reported $208K in total revenue in fiscal year 2024. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $96K, a strong 46% operating margin.

Mission

RESEARCH, ASSIST, ADVOCATE AND EDUCATE THE GENERAL PUBLIC, GOVERNMENT JURISDICTIONS, JUDICIARY, PRIVATE BUSINESSES, FOUNDATIONS, AND NOT FOR PROFITS THE ABILITY TO SHARE AND UTILIZE INFORMATION

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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 $76

Program Service Revenue $208,085

Investment Income $0

Other Revenue $0

TOTAL REVENUE $208,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,482

Other Expenses $111,815

TOTAL EXPENSES $111,815

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,161	$115,754	+0.8%
Expenses	$111,815	$117,667	0.0%
Net Income	$96,346	$-1,913	-51.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL STEIN	DIRECTOR	5.00	Officer	$0	$0	$0
MARTIN DUGGAN	DIRECTOR	5.00	Officer	$0	$0	$0
VERNON M BROWN	DIRECTOR	5.00	Officer	$0	$0	$0
CHARLEY MODLIN	DIRECTOR	5.00	Officer	$0	$0	$0
PAUL WORMELI	DIRECTOR	5.00	Officer	$0	$0	$0
TONY CAPIZZI	DIRECTOR	5.00	Officer	$0	$0	$0
UMA S AHLUWALIA	DIRECTOR	5.00	Officer	$0	$0	$0
BEVERLY WALKER	DIRECTOR	5.00	Officer	$0	$0	$0
MICHAEL BECKETTS	DIRECTOR	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
2025	No data	No data	No data	No data
2024	$208,161	$111,815	$99,979	$96,346
2023	$115,754	$117,667	$31,133	$-1,913
2022	$52,081	$22,565	$30,711	$29,516
2021	$314,496	$311,903	$43,467	$2,593
2021	$314,496	$311,903	$43,467	$2,593
2020	$350,976	$508,385	$79,455	$-157,409
2019	$611,466	$677,859	$165,089	$-66,393
2018	$687,326	$845,533	$241,401	$-158,207

STEWARDS OF CHANGE INSTITUTE INC