MATTIE J T STEPANEK FOUNDATION INC (EIN 202743852) - 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

2005

Legal Domicile

Principal Officer

JENNIFER S STEPANEK

Phone

2028886587

Tax Period

2023-01-01 to 2023-12-31

MATTIE J T STEPANEK FOUNDATION INC, founded in 2005, is a micro nonprofit in the Diseases & Disorders sector that reported $98K in total revenue in fiscal year 2023. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 32% operating margin.

Mission

TO MEMORIALIZE THE LIFE AND VISION OF MATTIE J.T. STEPANEK BY EXCLUSIVELY ENGAGING IN CHARITABLE AND EDUCATIONAL ACTIVITIES TO PROMOTE PEACE AND PRESERVE ARCHIVES OF MATTIE J.T. STEPANEK. THE SAID CORPORATION IS EXCLUSIVELY ORGANIZED FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES.

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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 $89,209

Program Service Revenue $8,400

Investment Income $852

Other Revenue $0

TOTAL REVENUE $98,461

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,989

Fundraising Expenses $0

Program Expenses $53,398

Other Expenses $38,827

TOTAL EXPENSES $66,816

Year-over-Year Comparison

	2023	2022	Change
Revenue	$98,461	$47,652	+1.1%
Expenses	$66,816	$100,957	-0.3%
Net Income	$31,645	$-53,305	-1.6%

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

$26,000

Total Directors

$26,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER S STEPANEK	PRESIDENT	40.00	Officer Director	$26,000	$0	$26,000
KHOULOUD AYOUTI	DIRECTOR	1.00	Director	$0	$0	$0
SIMON COHEN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JIM JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH PALERMINO JR	SECRETARY	1.00	Officer Director	$0	$0	$0
STACEY MACKINNON PHD	DIRECTOR	1.00	Director	$0	$0	$0
LEANN SMITH	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$98,461	$66,816	$273,797	$31,645
2022	$47,652	$100,957	$242,169	$-53,305
2021	$287,185	$84,951	$295,482	$202,234

MATTIE J T STEPANEK FOUNDATION INC