THE STONE FAMILY FOUNDATION (EIN 330799149) - 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

1998

Legal Domicile

Principal Officer

GLORIA STONE

Phone

8582792740

Tax Period

2017-07-01 to 2018-06-30

THE STONE FAMILY FOUNDATION, founded in 1998, is a micro nonprofit that reported $99K in total revenue in fiscal year 2017. Revenue surged 61% from the prior year, signaling strong growth momentum. Expenses of $2.2M exceeded revenue, resulting in a 2137% operating deficit.

Mission

TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.

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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 $0

Program Service Revenue $0

Investment Income $99,021

Other Revenue $0

TOTAL REVENUE $99,021

Expense Breakdown

Grants Paid $2,187,352

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,187,352

Other Expenses $27,395

TOTAL EXPENSES $2,214,747

Year-over-Year Comparison

	2017	2016	Change
Revenue	$99,021	$61,507	+0.6%
Expenses	$2,214,747	$204,387	+9.8%
Net Income	$-2,115,726	$-142,880	+13.8%

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

N/A

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

$294,200

Total Directors

$294,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLORIA STONE	PRESIDENT	1.00	Officer Director	$0	$0	$0
RODNEY STONE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LAWRENCE SHERMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
BETH SIRULL	CHIEF FINANCIAL OFFICER	1.00	Officer Director	$0	$29,435	$294,200
RYAN STONE	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY STONE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN ABRAMSON	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA OSTER	DIRECTOR	1.00	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
2018	$99,021	$2,214,747	No data	$-2,115,726

THE STONE FAMILY FOUNDATION