STI Group Foundation (EIN 461860538) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Legal Domicile

Principal Officer

RAMONA WILLIAMS

Tax Period

2023-01-01 to 2023-12-31

STI Group Foundation is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $42K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $65K exceeded revenue, resulting in a 54% operating deficit.

Mission

The Entity is organized to provide charitable assistance through grant donations and scholarships for medical and personal hardships and othe

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $42,201

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $42,201

Expense Breakdown

Grants Paid $64,674

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,034

Other Expenses $360

TOTAL EXPENSES $65,034

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,201	$71,322	-0.4%
Expenses	$65,034	$33,895	+0.9%
Net Income	$-22,833	$37,427	-1.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
RAMONA WILLIAMS	President	N/A	Officer	$0	$0	$0
TYLER HORN	Vice President	N/A	Officer	$0	$0	$0
TERRY PATTAROZZI	Secretary	N/A	Officer	$0	$0	$0
MELISSA HAVARD	Treasurer	N/A	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
2023	$42,201	$65,034	$85,244	$-22,833
2022	$71,322	$33,895	$108,077	$37,427
2021	$41,608	$36,894	$70,650	$4,714
2020	$49,234	$29,476	$65,935	$19,758
2019	$62,041	$125,586	$46,177	$-63,545
2018	$66,977	$73,054	$109,722	$-6,077
2017	$481,126	$503,552	$115,799	$-22,426

STI Group Foundation