MATTIE C STEWART FOUNDATION (EIN 260411498) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

SHERRI P STEWART

Phone

2059499569

Tax Period

2022-01-01 to 2022-12-31

MATTIE C STEWART FOUNDATION, founded in 2007, is a small nonprofit in the Education sector that reported $349K in total revenue in fiscal year 2018.

Mission

PRODUCE TOOLS AND RESOURCES FOR EDUCATORS AND COMMUNITY LEADERS TO ADDRESS DROPOUT RATES IN SCHOOLS.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,285

Program Service Revenue $31

Investment Income $158

Other Revenue $0

TOTAL REVENUE $1,474

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,200

Fundraising Expenses $0

Program Expenses $76,643

Other Expenses $42,212

TOTAL EXPENSES $94,412

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,474	$33,109	-1.0%
Expenses	$94,412	$205,407	-0.5%
Net Income	$-92,938	$-172,298	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$104,278

Total Directors

$104,278

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHELLEY STEWART	PRESIDENT	32.00	Officer Director	$0	$0	$0
STAN LAWLER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CARMEN SMITH	SECRETARY	2.00	Officer Director	$0	$0	$0
EMILY CLARK	BOARD MEMBER	2.00	Director	$0	$0	$0
BOBBY HUMPHREY	BOARD MEMBER	2.00	Director	$0	$0	$0
BILL TODD	BOARD MEMBER	2.00	Director	$0	$0	$0
SHERRI STEWART	EXECUTIVE DIRECTOR	40.00	Officer Director	$52,200	$10,568	$104,278

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
2022	$1,474	$94,412	$101,391	$-92,938
2021	$33,109	$205,407	$194,909	$-172,298
2020	$295,757	$189,110	$319,235	$106,647
2019	$349,332	$329,281	$199,822	$20,051
2018	$348,530	$376,018	$138,960	$-27,488

MATTIE C STEWART FOUNDATION