Stuart Enterprise for Economic Development Inc (EIN 421467294) - 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

1997

Legal Domicile

Principal Officer

Cheryl L Marks

Phone

5159713813

Tax Period

2023-01-01 to 2023-12-31

Stuart Enterprise for Economic Development Inc, founded in 1997, is a small nonprofit in the Community Improvement sector that reported $609K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $556K, a strong 91% operating margin.

Mission

Growth of existing development of new commercial, agricultural, industrial, civic interests of Stuart, Iowa, including its trade area such additional interests important for advancement of that community

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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 $211,638

Program Service Revenue $0

Investment Income $397,281

Other Revenue $563

TOTAL REVENUE $609,482

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $13

Program Expenses $52,184

Other Expenses $51,143

TOTAL EXPENSES $53,143

Year-over-Year Comparison

	2023	2022	Change
Revenue	$609,482	$475,002	+0.3%
Expenses	$53,143	$492,357	-0.9%
Net Income	$556,339	$-17,355	-33.1%

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
Cheryl Marks	President	001.00	Officer	$0	$0	$0
Kevin Sargent	Vice President	001.00	Officer	$0	$0	$0
John Schwinger	Secretary	001.00	Officer	$0	$0	$0
Matt Funk	Treasurer	005.00	Officer	$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
2024	No data	No data	No data	No data
2023	$609,482	$53,143	$1,068,562	$556,339
2022	$475,002	$492,357	$503,864	$-17,355

Stuart Enterprise for Economic Development Inc