STOCKS IN THE FUTURE FOUNDATION INC (EIN 522323466) - 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

2008

Legal Domicile

Phone

4438447188

Tax Period

2022-07-01 to 2023-06-30

STOCKS IN THE FUTURE FOUNDATION INC, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $136K in total revenue in fiscal year 2022. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $154K exceeded revenue, resulting in a 14% operating deficit.

Mission

Stocks in the Future Foundation SIF provides public and private schools with a financial literacy program and support targeting underserved students primarily in Baltimore City MD.

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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 (2022)

Revenue Breakdown

Contributions & Grants $133,081

Program Service Revenue $2,000

Investment Income $425

Other Revenue $0

TOTAL REVENUE $135,506

Expense Breakdown

Grants Paid $0

Salaries & Benefits $126,231

Fundraising Expenses $19,238

Program Expenses $107,509

Other Expenses $27,983

TOTAL EXPENSES $154,214

Year-over-Year Comparison

	2022	2021	Change
Revenue	$135,506	$189,999	-0.3%
Expenses	$154,214	$115,191	+0.3%
Net Income	$-18,708	$74,808	-1.3%

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

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
Brandon Croxton	President	4.00	Director	$0	$0	$0
Kathryn Cloyd	Vice President	2.00	Director	$0	$0	$0
Prashant Jeyaganesh	Treasurer	2.00	Director	$0	$0	$0
Kenneth Coe CFA	Director	1.00	Director	$0	$0	$0
Phil Croskey	Director	1.00	Director	$0	$0	$0
Chris Evans	Director	1.00	Director	$0	$0	$0
Jackson Gibb	Director	1.00	Director	$0	$0	$0
Jayson Green	Director	1.00	Director	$0	$0	$0
Melody McCrea	Director	1.00	Director	$0	$0	$0
Kevin Necochea	Director	1.00	Director	$0	$0	$0
Chris Paszkiewicz	Director	1.00	Director	$0	$0	$0
Stacey Smith	Director	1.00	Director	$0	$0	$0
Eric G Thompson	Director	1.00	Director	$0	$0	$0
A Nicolas Welsh Jr	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$135,506	$154,214	$78,528	$-18,708
2022	$189,999	$115,192	$88,725	$74,807

STOCKS IN THE FUTURE FOUNDATION INC