STACY MARK REED FOUNDATION INC (EIN 273818765) - 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

2010

Legal Domicile

Principal Officer

KATINA WILLIAMS

Phone

2025374000

Tax Period

2024-07-01 to 2025-06-30

STACY MARK REED FOUNDATION INC, founded in 2010, is a mid-sized nonprofit in the Health Care sector that reported $23.4M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $6.5M, a strong 28% operating margin.

Mission

SUPPORTING ORGANIZATION FOR LUCY WEBB HAYES NATIONAL TRAINING SCHOOL FOR DEACONESSES AND MISSIONARIES CONDUCTING BUSINESS AS SIBLEY MEMORIAL HOSPITAL.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $23,441,790

Other Revenue $0

TOTAL REVENUE $23,441,790

Expense Breakdown

Grants Paid $16,053,425

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,053,425

Other Expenses $839,065

TOTAL EXPENSES $16,892,490

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,441,790	$25,665,347	-0.1%
Expenses	$16,892,490	$11,225,894	+0.5%
Net Income	$6,549,300	$14,439,453	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN LEWIS	TRUSTEE, CHAIRMAN	10.00	Director	$0	$0	$0
WILLIAM B BARTON JR ESQ	TRUSTEE, VICE CHAIRMAN	10.00	Director	$0	$0	$0
JOSHUA AMMERMAN MD	TRUSTEE	10.00	Director	$0	$0	$0
MICHAEL K FARR	TRUSTEE	10.00	Director	$0	$0	$0
EDWARD J MILLER JR	TRUSTEE	10.00	Director	$0	$0	$0
RICHARD E MORRIS	TRUSTEE, TREASURER	10.00	Officer Director	$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
2025	$23,441,790	$16,892,490	$288,901,446	$6,549,300
2024	No data	No data	No data	No data
2023	$3,822,226	$8,659,282	$253,766,770	$-4,837,056
2022	$12,342,403	$25,208,053	$236,035,814	$-12,865,650
2021	$32,415,793	$767,148	$289,069,745	$31,648,645
2020	$12,394,960	$838,374	$272,443,152	$11,556,586
2019	$16,353,018	$865,929	$285,538,976	$15,487,089
2018	$17,351,801	$903,809	$280,788,607	$16,447,992

STACY MARK REED FOUNDATION INC