Stewardship Endowment Fund (EIN 364629406) - 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

2007

Legal Domicile

Phone

4805247200

Tax Period

2023-07-01 to 2024-06-30

Stewardship Endowment Fund, founded in 2007, is a mid-sized nonprofit in the Religion sector that reported $18.6M in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12.5M, a strong 67% operating margin.

Mission

Supporting organization to Scottsdale Bible Church

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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 $12,863,946

Program Service Revenue $4,697,016

Investment Income $872,759

Other Revenue $188,243

TOTAL REVENUE $18,621,964

Expense Breakdown

Grants Paid $2,296,008

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,063,070

Other Expenses $3,783,131

TOTAL EXPENSES $6,079,139

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,621,964	$13,197,112	+0.4%
Expenses	$6,079,139	$3,952,007	+0.5%
Net Income	$12,542,825	$9,245,105	+0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Treasurer	1.0	Officer Director	$0	$0	$0
N/A	Secretary	1.0	Officer Director	$0	$0	$0
N/A	Chair	1.0	Officer Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	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	$18,621,964	$6,079,139	$73,532,327	$12,542,825
2023	$13,197,112	$3,952,007	$60,961,633	$9,245,105
2022	$6,876,380	$4,872,053	$47,139,512	$2,004,327
2021	$4,501,584	$4,988,725	$45,135,185	$-487,141
2020	$5,622,391	$2,857,563	$45,622,326	$2,764,828
2019	$9,070,245	$1,514,600	$42,857,498	$7,555,645

Stewardship Endowment Fund