STORIES MATTER FOUNDATION (EIN 474664604) - 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

2015

Legal Domicile

Principal Officer

JILL POLLACK

Phone

7734777710

Tax Period

2023-01-01 to 2023-12-31

STORIES MATTER FOUNDATION, founded in 2015, is a small nonprofit in the Arts, Culture & Humanities sector that reported $864K in total revenue in fiscal year 2023. Expenses of $795K left a modest 8% surplus.

Mission

WE BUILD COMMUNITIES OF STORYTELLERS TRAINED TO QUESTION, EXPLORE, CELEBRATE, AND CHANGE THEIR WORLDS USING THE POWER OF STORY.

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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 $74,909

Program Service Revenue $789,230

Investment Income $0

Other Revenue $0

TOTAL REVENUE $864,139

Expense Breakdown

Grants Paid $0

Salaries & Benefits $615,792

Fundraising Expenses $0

Program Expenses $756,003

Other Expenses $178,853

TOTAL EXPENSES $794,645

Year-over-Year Comparison

	2023	2022	Change
Revenue	$864,139	$800,756	+0.1%
Expenses	$794,645	$679,928	+0.2%
Net Income	$69,494	$120,828	-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

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
LAURA FISCHER	BOARD MEMBER	N/A	Director	$0	$0	$0
RODNEY JORDAN	BOARD MEMBER	N/A	Director	$0	$0	$0
LINSEY MAUGHM	BOARD MEMBER	N/A	Director	$0	$0	$0
GERALD NOWAK	BOARD MEMBER	N/A	Director	$0	$0	$0
JILL POLLACK	BOARD CHAIR	N/A	Officer Director	$0	$0	$0
RANDY ROMANO	BOARD MEMBER	N/A	Director	$0	$0	$0
ANSLEY SCHRIMPF	VICE CHAIR	N/A	Officer Director	$0	$0	$0
ANDRE SMITH	SECRETARY	N/A	Director	$0	$0	$0
DEBORAH WALTERS	TREASURER	N/A	Director	$0	$0	$0
MICHAEL ZAPATA	BOARD MEMBER	N/A	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
2024	No data	No data	No data	No data
2023	$864,139	$794,645	$533,394	$69,494
2022	$800,756	$679,928	$511,150	$120,828
2021	$619,933	$517,988	$368,485	$101,945
2020	$519,460	$355,247	$261,278	$164,213
2019	$431,102	$389,533	$62,623	$41,569

STORIES MATTER FOUNDATION