STEIN MART FAMILY SUPPORT FOUNDATI… - Form 990 Financial Data

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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

CLAYTON E ROBERSON JR

Phone

9043073830

Tax Period

2020-01-01 to 2020-12-31

STEIN MART FAMILY SUPPORT FOUNDATION INC, founded in 2005, is a micro nonprofit that reported $20K in total revenue in fiscal year 2020. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $341K exceeded revenue, resulting in a 1648% operating deficit.

Mission

TO PROVIDE CHARITABLE AID IN THE FORM OF A CASH GRANT OF UP TO 5,000 TO NEEDY STEIN MART EMPLOYEES. WHO HAVE BEEN AFFETED BY NATURAL DISASTERS, SERIOUS ILLNESS OR DOMESTIC VOILENCE.

Program Service Accomplishments

Program 1

Expenses: $99,625

GRANTS TO INDIVIDUALS IN NEED (SEE ATTACHED LIST)

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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 (2020)

Revenue Breakdown

Contributions & Grants $19,514

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $19,514

Expense Breakdown

Grants Paid $321,033

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $321,033

Other Expenses $19,991

TOTAL EXPENSES $341,024

Year-over-Year Comparison

	2020	2019	Change
Revenue	$19,514	$58,901	-0.7%
Expenses	$341,024	$82,079	+3.2%
Net Income	$-321,510	$-23,178	+12.9%

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

N/A

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
SCOTT BREEDLOVE	DIRECTOR	N/A	Officer	$0	$0	$0
CLAYTON E ROBERSON JR	PRESIDENT/TR	N/A	Officer	$0	$0	$0
GREG LOHMAN	SECRETARY/DI	N/A	Officer	$0	$0	$0
LYLE M RAMSAY	DIRECTOR	N/A	Officer	$0	$0	$0
ROY ROBERTS	DIRECTOR	N/A	Officer	$0	$0	$0
PAIGE TAYLOR	VP/DIRECTOR	N/A	Officer	$0	$0	$0
LEE THOMPSON	DIRECTOR	N/A	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
2020	$19,514	$341,024	No data	$-321,510
2019	$58,901	$82,079	$321,510	$-23,178
2018	$127,254	$97,257	$344,688	$29,997

STEIN MART FAMILY SUPPORT FOUNDATION INC