DAVID R STOECKLEIN MEMORIAL AND EDUCATIONAL FOUNDATION INC (EIN 472418320) - 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

2014

Legal Domicile

Principal Officer

MARY J STOECKLEIN

Phone

2087265191

Tax Period

2024-01-01 to 2024-12-31

DAVID R STOECKLEIN MEMORIAL AND EDUCATIONAL FOUNDATION INC, founded in 2014, is a micro nonprofit in the Education sector that reported $20K in total revenue in fiscal year 2024. Revenue surged 154% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4K, a strong 19% operating margin.

Mission

TO INSPIRE LIFE-LONG LEARNING OF PHOTOGRAPHY AND THE TRUE VALUES OF THE AMERICAN WEST THROUGH EDUCATION AND SCHOLARSHIPS THAT WILL HELP CURRENT AND FUTURE GENERATIONS FOSTER AN APPRECIATION OF THE UNTAMED NATURAL BEAUTY, RUSTIC CHARACTER, AND REPUTATION FOR HONEST, SIMPLE LIVING THAT IS THE HALLMARK OF THIS DISTINCTIVE REGION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,250

Program Service Revenue $0

Investment Income $17,052

Other Revenue $0

TOTAL REVENUE $20,302

Expense Breakdown

Grants Paid $5,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,500

Other Expenses $10,891

TOTAL EXPENSES $16,391

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,302	$7,984	+1.5%
Expenses	$16,391	$12,443	+0.3%
Net Income	$3,911	$-4,459	-1.9%

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
MARY J STOECKLEIN	PRESIDENT	0.10	Officer Director	$0	$0	$0
BRIAN BARSOTTI ESQUIRE	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
BERNARD E STOECKLEIN JR	TREASURER	0.10	Officer Director	$0	$0	$0
ALEX HIGGINS	SECRETARY	0.10	Officer Director	$0	$0	$0
DREW STOECKLEIN	TRUSTEE	0.10	Director	$0	$0	$0
TAYLOR STOECKLEIN	TRUSTEE	0.10	Director	$0	$0	$0
TONY MOISO	TRUSTEE	0.10	Director	$0	$0	$0
BLAKE QUINN	TRUSTEE	0.10	Director	$0	$0	$0
BLAKESLEY CHAPPELLETT	TRUSTEE	0.10	Director	$0	$0	$0
COLBY STOECKLEIN	OFFICER	0.10	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	$20,302	$16,391	$177,003	$3,911
2023	$7,984	$12,443	$173,092	$-4,459
2022	$10,672	$10,734	$177,551	$-62
2021	$34,775	$8,222	$177,613	$26,553
2020	$13,438	$10,670	$151,060	$2,768

DAVID R STOECKLEIN MEMORIAL AND EDUCATIONAL FOUNDATION INC