The Stewart Foundation Inc (EIN 205918776) - 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

2007

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

The Stewart Foundation Inc, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $571K in total revenue in fiscal year 2023. Revenue surged 122% from the prior year, signaling strong growth momentum. The organization ran a surplus of $303K, a strong 53% operating margin.

Mission

The Stewart Foundation works to encourage a generation of children to become influential leaders of society through a program that fosters independence, self-pride and respect for others, while also educating and motivating each child to reach their ultimate potential.

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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 $300,000

Program Service Revenue $236,609

Investment Income $0

Other Revenue $34,662

TOTAL REVENUE $571,271

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $268,327

Other Expenses $268,327

TOTAL EXPENSES $268,327

Year-over-Year Comparison

	2023	2022	Change
Revenue	$571,271	$257,486	+1.2%
Expenses	$268,327	$283,398	-0.1%
Net Income	$302,944	$-25,912	-12.7%

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

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

$70,703

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gwendolyn Mason	Executive Director	40.00	Officer	$45,703	$0	$45,703
Hank Stewart	President	40.00	Officer	$25,000	$0	$25,000
Lacie Williams	Creative Director	0.00	Director	$0	$0	$0
June Estelle	Youth Chair Director	0.00	Director	$0	$0	$0
Regina Allen	Education Director	0.00	Director	$0	$0	$0
Margie Preston	Secretary	3.00	Director	$0	$0	$0
Monica Teasley	Legal Director	5.00	Director	$0	$0	$0
Jerome Potts	Information Technology Direct	10.00	Director	$0	$0	$0
LaCretia Stirgus	Chief Financial Officer	20.00	Officer	$0	$0	$0
Donna McBride	Vice President	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	$571,271	$268,327	$364,872	$302,944
2021	$170,811	$174,645	$94,211	$-3,834
2020	$456,554	$358,509	$98,045	$98,045

The Stewart Foundation Inc