STEVENSON FOUNDATION (EIN 363963828) - 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

1993

Principal Officer

NOELLE MOORE

Phone

8474154000

Tax Period

2023-07-01 to 2024-06-30

STEVENSON FOUNDATION, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $872K in total revenue in fiscal year 2023. The organization ran a surplus of $324K, a strong 37% operating margin.

Mission

THE MISSION OF THE STEVENSON HIGH SCHOOL FOUNDATION IS CONNECTING COMMUNITY AND SCHOOL. BUILDING RELATIONSHIPS BETWEEN EXTERNAL AND INTERNAL COMMUNITIES ADDS VALUE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $610,951

Program Service Revenue $157,066

Investment Income $116,679

Other Revenue $-12,541

TOTAL REVENUE $872,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $461,691

Other Expenses $547,665

TOTAL EXPENSES $547,665

Year-over-Year Comparison

	2023	2022	Change
Revenue	$872,155	$869,249	+0.0%
Expenses	$547,665	$528,564	+0.0%
Net Income	$324,490	$340,685	0.0%

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

Employees

Volunteers

122

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
DAN BAUMANN	DIRECTOR	N/A	Director	$0	$0	$0
SEAN CARNEY	TREASURER	N/A	Officer Director	$0	$0	$0
JEFF CHANG	DIRECTOR	N/A	Director	$0	$0	$0
MATT DUFOUR	DIRECTOR	N/A	Director	$0	$0	$0
TONY GIANNINI	DIRECTOR	N/A	Director	$0	$0	$0
SHARIE HUNZIKER	DIRECTOR	N/A	Director	$0	$0	$0
SYDNI JOSEPH	DIRECTOR	N/A	Director	$0	$0	$0
LINDA KNAPP	EX. OFFICIO	N/A	Director	$0	$0	$0
ANNE MAGHAS	SECRETARY	N/A	Director	$0	$0	$0
JEFFREY MASTERS	VICE-PRESIDE	N/A	Director	$0	$0	$0
NOELLE MOORE	PRESIDENT	N/A	Officer Director	$0	$0	$0
BARRY ORGERON	DIRECTOR	N/A	Director	$0	$0	$0
ZENI THAKKAR	DIRECTOR	N/A	Director	$0	$0	$0
ERIC TWADELL	EX. OFFICIO	N/A	Director	$0	$0	$0
JAISON WILLIAMS	DIRECTOR	N/A	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	No data	No data	No data	No data
2024	$872,155	$547,665	$1,394,802	$324,490
2023	$869,249	$528,564	$1,075,312	$340,685
2022	$350,969	$428,260	$734,627	$-77,291
2021	$446,269	$341,631	$905,232	$104,638
2019	$330,022	$344,663	$727,939	$-14,641

STEVENSON FOUNDATION