THE STEWARD SCHOOL FOUNDATION

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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

1980

Legal Domicile

Principal Officer

LISA S DWELLE

Phone

8047403394

Tax Period

2024-07-01 to 2025-06-30

THE STEWARD SCHOOL FOUNDATION, founded in 1980, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $899K, a strong 43% operating margin.

Mission

THE FOUNDATION'S EXEMPT PURPOSE IS TO PROMOTE THE WELFARE AND DEVELOPMENT OF THE STEWARD SCHOOL, A PRIVATE NONPROFIT INSTITUTION THAT PROVIDES EDUCATIONAL INSTRUCTION FOR CHILDREN FROM JUNIOR KINDERGARTEN THROUGH GRADE 12.

Program Service Accomplishments

Program 1

Expenses: $966,699

THE FOUNDATION MAKES GRANTS TO THE STEWARD SCHOOL TO ENABLE THE SCHOOL TO PROVIDE COMPREHENSIVE EDUCATIONAL PROGRAMS TO 716 STUDENTS IN JUNIOR KINDERGARTEN THROUGH GRADE 12.

Program 2

Expenses: $9,000

THE FOUNDATION MAKES GRANTS TO THE STEWARD SCHOOL WHICH ENABLES THE SCHOOL TO PROVIDE SCHOLARSHIPS TO FAMILIES WITH FINANCIAL NEED.

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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 $154,615

Program Service Revenue $0

Investment Income $1,914,501

Other Revenue $0

TOTAL REVENUE $2,069,116

Expense Breakdown

Grants Paid $975,699

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $975,699

Other Expenses $194,723

TOTAL EXPENSES $1,170,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,069,116	$2,613,983	-0.2%
Expenses	$1,170,422	$427,712	+1.7%
Net Income	$898,694	$2,186,271	-0.6%

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

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

$662,096

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE HENDERSON	CHAIR	1.00	Officer Director	$0	$0	$0
LARRY FRENCH	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
MAC STUCKEY	SECRETARY	1.00	Officer Director	$0	$0	$0
DON DELANEY	DIRECTOR	1.00	Director	$0	$0	$0
LARRY EIBEN	DIRECTOR	1.00	Director	$0	$0	$0
DAN LUDWIN	DIRECTOR	1.00	Director	$0	$0	$0
WELLY SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SHERMAN	DIRECTOR	1.00	Director	$0	$0	$0
BILL WADDELL	DIRECTOR	1.00	Director	$0	$0	$0
DAVID WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
G DANIEL FRANK	PRESIDENT	2.00	Officer	$0	$54,808	$404,917
LISA S DWELLE	TREASURER	2.00	Officer	$0	$26,166	$193,856
TAYLOR BREWER	ASSISTANT SECRETARY	1.00	Officer	$0	$12,183	$63,323

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	$2,069,116	$1,170,422	$29,540,701	$898,694
2024	$2,613,983	$427,712	$27,213,222	$2,186,271
2023	$386,354	$947,124	$25,453,580	$-560,770
2022	$6,911,807	$969,012	$26,947,762	$5,942,795
2021	$1,979,356	$2,124,212	$23,336,952	$-144,856
2020	$2,363,023	$2,014,606	$18,061,490	$348,417
2019	$2,118,466	$1,020,539	$17,911,092	$1,097,927
2018	$3,491,738	$979,344	$17,347,523	$2,512,394