EXCELLENCE THROUGH STEWARDSHIP (EIN 263021330) - 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

2008

Legal Domicile

Principal Officer

CHRISTOPHER HOLDGREVE

Phone

2029629200

Tax Period

2023-01-01 to 2023-12-31

EXCELLENCE THROUGH STEWARDSHIP, founded in 2008, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $558K in total revenue in fiscal year 2023. Expenses of $518K left a modest 7% surplus.

Mission

TO PROMOTE THE RESPONSIBLE USE OF AGRICULTURAL BIOTECHNOLOGY.

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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 $45,000

Program Service Revenue $494,288

Investment Income $0

Other Revenue $18,327

TOTAL REVENUE $557,615

Expense Breakdown

Grants Paid $0

Salaries & Benefits $456,873

Fundraising Expenses $0

Program Expenses $300,891

Other Expenses $60,685

TOTAL EXPENSES $517,558

Year-over-Year Comparison

	2023	2022	Change
Revenue	$557,615	$544,166	+0.0%
Expenses	$517,558	$438,518	+0.2%
Net Income	$40,057	$105,648	-0.6%

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

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

$245,297

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT MUNDELL	CHAIR	1.00	Officer Director	$0	$0	$0
ANNE PERONNET	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SCOTT HUBER	TREASURER	1.00	Officer Director	$0	$0	$0
ANJA MATZK PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
SHIPING ZHANG PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID WHALEN	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER SPRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER MCHUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH ELLIKIDIS	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER URNIKIS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MCMURDY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER HOLDGREVE	EXECUTIVE DIRECTOR	40.00	Officer	$201,950	$43,347	$245,297

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	$557,615	$517,558	$477,213	$40,057
2022	$544,166	$438,518	$519,931	$105,648
2021	$450,000	$381,057	$265,994	$68,943
2020	$390,000	$350,727	$193,034	$39,273
2019	$383,000	$443,481	$121,367	$-60,481
2018	$474,249	$423,677	$173,495	$50,572

EXCELLENCE THROUGH STEWARDSHIP