STRATUM (EIN 352692988) - 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

2020

Legal Domicile

Principal Officer

NICHOLAS PARSONS

Phone

4152095434

Tax Period

2024-07-01 to 2025-06-30

STRATUM, founded in 2020, is a community nonprofit in the Religion sector that reported $1.6M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $1.8M exceeded revenue, resulting in a 16% operating deficit.

Mission

THE STRATUM FOUNDATION IS A BAY AREA FOCUSED ORGANIZATION THAT PROVIDES INNOVATIVE SOLUTIONS FOR GOSPEL-GROUNDED LEADERS AND INSTITUTIONS IN THE BAY AREA.

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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 $1,553,456

Program Service Revenue $0

Investment Income $36,446

Other Revenue $0

TOTAL REVENUE $1,589,902

Expense Breakdown

Grants Paid $1,595,725

Salaries & Benefits $113,704

Fundraising Expenses $13,338

Program Expenses $1,727,256

Other Expenses $140,329

TOTAL EXPENSES $1,849,758

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,589,902	$1,765,618	-0.1%
Expenses	$1,849,758	$1,839,648	+0.0%
Net Income	$-259,856	$-74,030	+2.5%

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

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

$83,000

Total Directors

$83,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICHOLAS PARSONS	PRESIDENT/MANAGING DIRECTO	5.00	Officer Director	$45,000	$3,000	$48,000
BART GARETT	VICE PRESIDENT	5.00	Officer Director	$35,000	$0	$35,000
CINDY COLLISTER	TREASURER	1.00	Officer Director	$0	$0	$0
JOEY CHEN	SECRETARY	0.00	Officer Director	$0	$0	$0
TANIA WANG-PEI	DIRECTOR	0.00	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
2025	$1,589,902	$1,849,758	$696,401	$-259,856
2024	$1,765,618	$1,839,648	$960,863	$-74,030
2023	$875,098	$1,750,404	$1,024,633	$-875,306
2022	$2,719,759	$1,859,437	$1,899,382	$860,322
2021	$1,078,393	$224,496	$1,041,655	$853,897

STRATUM