THE STRATUS FOUNDATION INC (EIN 463369344) - 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

2013

Legal Domicile

Principal Officer

MONIKA ZIRKE

Phone

4402096200

Tax Period

2025-01-01 to 2025-12-31

THE STRATUS FOUNDATION INC, founded in 2013, is a small nonprofit in the Unknown sector that reported $121K in total revenue in fiscal year 2025. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $81K, a strong 67% operating margin.

Mission

THE MISSION OF THE ORGANIZATION IS TO RAISE FUNDS TO PROVIDE SCHOLARSHIPS TO HELP GRADUATING SENIORS OF TWO LOCAL HIGH SCHOOLS WITH COLLEGE TUITION AND/OR PROVIDE CONTRIBUTIONS TO SELECTED CHARITABLE ORGANIZATIONS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $8,500

Program Service Revenue $0

Investment Income $9

Other Revenue $112,309

TOTAL REVENUE $120,818

Expense Breakdown

Grants Paid $32,995

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,995

Other Expenses $6,361

TOTAL EXPENSES $39,356

Year-over-Year Comparison

	2025	2024	Change
Revenue	$120,818	$141,334	-0.1%
Expenses	$39,356	$140,793	-0.7%
Net Income	$81,462	$541	+149.6%

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

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
JEANNE BAKER-MEANEY	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY EIPPERT	DIRECTOR	1.00	Director	$0	$0	$0
MONICA ZIRKE	DIRECTOR	1.00	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	$120,818	$39,356	$221,792	$81,462
2024	$141,334	$140,793	$140,330	$541
2023	$128,908	$60,100	$139,789	$68,808
2022	$92,755	$60,985	$70,981	$31,770
2021	$53,067	$52,927	$42,307	$140
2020	$49,622	$40,826	$39,071	$8,796
2019	$105,025	$114,080	$30,275	$-9,055
2018	$75,672	$71,183	$39,330	$4,489

THE STRATUS FOUNDATION INC