STEEL FOUNDERS' SOCIETY FOUNDATION (EIN 364389361) - 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

2000

Legal Domicile

Principal Officer

RAYMOND MONROE

Phone

8154558240

Tax Period

2023-01-01 to 2023-12-31

STEEL FOUNDERS' SOCIETY FOUNDATION, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $43K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27K, a strong 62% operating margin.

Mission

TO SUPPORT STEEL FOUNDERS' SOCIETY OF AMERICA AND ANY ORGANIZATIONS WITHIN A CLASS OF ORGANIZATIONS SERVING THE MISSION OF STEEL FOUNDERS' SOCIETY OF AMERICA.

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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 $37,445

Program Service Revenue $0

Investment Income $5,643

Other Revenue $0

TOTAL REVENUE $43,088

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,000

Other Expenses $6,420

TOTAL EXPENSES $16,420

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,088	$32,878	+0.3%
Expenses	$16,420	$16,485	0.0%
Net Income	$26,668	$16,393	+0.6%

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

$814,602

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT HARRISON	PRESIDENT	0.25	Officer Director	$0	$0	$0
JOHN CORY	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
MAX HOLMAN	IMMEDIATE PAST PRESIDENT	0.25	Officer Director	$0	$0	$0
JEFF BUREK	DIRECTOR	0.25	Director	$0	$0	$0
RAYMOND MONROE	EXECUTIVE VICE PRESIDENT	0.20	Officer	$0	$42,057	$493,447
KELLY MORITZ	TREASURER	0.20	Officer	$0	$44,170	$321,155

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
2024	No data	No data	No data	No data
2023	$43,088	$16,420	$345,156	$26,668
2022	$32,878	$16,485	$279,178	$16,393
2021	$66,739	$48,757	$320,061	$17,982
2020	$41,988	$45,928	$285,207	$-3,940
2019	$34,283	$37,721	$273,091	$-3,438
2018	$44,474	$20,012	$240,059	$24,462

STEEL FOUNDERS' SOCIETY FOUNDATION