THE HOUSE OF STEPHANAS (EIN 300289041) - 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

2005

Legal Domicile

Principal Officer

Theresa Sharp King

Phone

4235964444

Tax Period

2024-01-01 to 2024-12-31

THE HOUSE OF STEPHANAS, founded in 2005, is a small nonprofit in the International Affairs sector that reported $763K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $700K left a modest 8% surplus.

Mission

Humanitarian organization providing financial support, medical, education, assistance to widows and single parent families, youth camps, musical & art, food & clothing distribution, and other activities in the US and internationally.

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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 $51,298

Program Service Revenue $712,174

Investment Income $11

Other Revenue $0

TOTAL REVENUE $763,483

Expense Breakdown

Grants Paid $677,040

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $677,040

Other Expenses $22,817

TOTAL EXPENSES $699,857

Year-over-Year Comparison

	2024	2023	Change
Revenue	$763,483	$669,627	+0.1%
Expenses	$699,857	$659,026	+0.1%
Net Income	$63,626	$10,601	+5.0%

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

N/A

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
Thad Wilhoit	Board Member	0	Officer	$0	$0	$0
Angie Miller	Board Member	0	Officer	$0	$0	$0
Daniel Lance	Board Member	0	Officer	$0	$0	$0
Michael Sharp	Board Member	0	Officer	$0	$0	$0
Theresa Sharp King	President	2	Officer	$0	$0	$0
Jennifer Wilhoit	Secretary	0	Officer	$0	$0	$0
Jason Miller	Treasurer	0.5	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
2025	No data	No data	No data	No data
2024	$763,483	$699,857	$150,982	$63,626
2023	$669,627	$659,026	$87,356	$10,601
2022	$536,530	$551,337	$76,755	$-14,807
2021	$546,669	$542,462	$91,562	$4,207
2020	$503,965	$526,957	$87,355	$-22,992

THE HOUSE OF STEPHANAS