JOSH STEVENS FOUNDATION (EIN 264492621) - 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

2009

Legal Domicile

Principal Officer

BARBARA STEVENS

Tax Period

2017-07-01 to 2018-06-30

JOSH STEVENS FOUNDATION, founded in 2009, is a small nonprofit that reported $293K in total revenue in fiscal year 2017. Revenue fell 28% from the prior year — a significant decline worth monitoring.

Mission

THE JOSH STEVENS FOUNDATION HAS PARTNERED WITH SCHOOLS, BUSINESSES AND YOUTH ORGANIZATIONS ACROSS THE NATION OUR HOPE IS TO SPREAD AWARENESS ABOUT THE JOSH STEVENS FOUNDATION AND ITS GOAL OF RECOGNIZING AND CELEBRATING HEARTFELT KIND ACT. WE BEGAN WITH PASEO VERDE LITTLE LEAGUE BECAUSE THIS WAS WHERE JOSH PLAYED BASEBALL FOR SIX YEARS. AS AWARENESS SPREADS AND THE KINDNESS REVOLUTION STRETCHES, WE HAVE CONTINUED OUR PROGRAM NOW WITH MORE THAN 300 BE KIND SCHOOLS AND YOUTH PROGRAMS. MORE AND MORE ORGANIZATIONS ARE EMBRACING OUR SIMPLE MESSAGE OF SPREADING KINDNESS. THE PURPOSE OF THE JOSH STEVENS FOUNDATION AND THE KINDNESS CARD IS TO REMIND PEOPLE THAT THERE IS A WHOLE WIDE WORLD IN NEED OF MORE ACTS OF KINDNESS. WE WANT CHILDREN AND ADULTS TO KNOW THAT PEOPLE REALLY DO APPRECIATE THEIR KIND ACTIONS, EVEN THOUGH MOST TIMES THEY GO UNNOTICED. PEOPLE INVOLVED IN THE JOSH STEVENS FOUNDATION HAVE REPORTED LIKING THE EASE OF OUR PROGRAM. ITS SIMPLE, JUST CATCH PEOPLE BEING KIND

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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 (2017)

Revenue Breakdown

Contributions & Grants $8,289

Program Service Revenue $284,954

Investment Income $0

Other Revenue $0

TOTAL REVENUE $293,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $68,389

Fundraising Expenses $14,810

Program Expenses $280,988

Other Expenses $251,913

TOTAL EXPENSES $320,302

Year-over-Year Comparison

	2017	2016	Change
Revenue	$293,243	$407,968	-0.3%
Expenses	$320,302	$447,869	-0.3%
Net Income	$-27,059	$-39,901	-0.3%

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

$66,813

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA STEVENS	PRESIDENT	10.00	Officer Director	$0	$0	$0
MEHDI ZARHLOUL	TREASURER	5.00	Officer Director	$0	$0	$0
JOYCE SCHNEIDER	TRUSTEE	2.00	Director	$0	$0	$0
GLENN MEIER	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER MORSS	EXEC DIR THR	40.00	Officer	$66,813	$0	$66,813

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
2018	$293,243	$320,302	$40,057	$-27,059

JOSH STEVENS FOUNDATION