STEWART'S FOUNDATION (EIN 522373263) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

RYAN SHAW

Phone

5185811201

Tax Period

2023-01-01 to 2023-12-31

STEWART'S FOUNDATION, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.1M in total revenue in fiscal year 2023.

Mission

TO COLLECT DONATIONS AT INDIVIDUAL STEWART'S SHOPS AND USE FUNDS TO SUPPORT 501(C)(3) CHARITABLE ORGANIZATIONS AND TO PROMOTE AND FOSTER THE TAX EXEMPT PURPOSES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,035,448

Program Service Revenue $0

Investment Income $45,669

Other Revenue $0

TOTAL REVENUE $2,081,117

Expense Breakdown

Grants Paid $2,033,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,033,400

Other Expenses $6,615

TOTAL EXPENSES $2,040,015

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,081,117	$2,037,747	+0.0%
Expenses	$2,040,015	$2,011,886	+0.0%
Net Income	$41,102	$25,861	+0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
SUSAN L DAKE	PRESIDENT	2.00	Officer Director	$0	$0	$0
RYAN SHAW	SECRETARY AND TREASURER	1.00	Officer Director	$0	$0	$0
DYLAN CHAPPELL	TRUSTEE	1.00	Officer 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	$2,081,117	$2,040,015	$3,057,001	$41,102
2022	$2,037,747	$2,011,886	$3,015,899	$25,861
2021	$2,024,375	$1,883,122	$2,990,038	$141,253
2020	$1,927,160	$1,884,215	$2,848,785	$42,945
2019	$1,820,796	$2,066,012	$2,805,840	$-245,216
2018	$1,863,482	$1,876,688	$3,051,056	$-13,206

STEWART'S FOUNDATION