STRATFORD HALL (EIN 540536105) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1929

Legal Domicile

Principal Officer

KAREN L DALY

Phone

8044931977

Tax Period

2023-07-01 to 2024-06-30

ROBERT E LEE MEMORIAL ASSOCIATION INC, founded in 1929, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.0M in total revenue in fiscal year 2018. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $3.7M exceeded revenue, resulting in a 85% operating deficit.

Mission

TO GIVE VOICE TO STRATFORD HALL'S PEOPLE, PLACES, AND PAST TO ENGAGE, EDUCATE, AND INSPIRE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,496,064

Program Service Revenue $491,201

Investment Income $31,450

Other Revenue $160,015

TOTAL REVENUE $2,178,730

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,127,058

Fundraising Expenses $390,238

Program Expenses $3,064,403

Other Expenses $2,291,230

TOTAL EXPENSES $4,418,288

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,178,730	$2,981,129	-0.3%
Expenses	$4,418,288	$4,926,050	-0.1%
Net Income	$-2,239,558	$-1,944,921	+0.2%

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

$231,293

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN DALY	PRESIDENT	45.00	Officer	$225,000	$6,293	$231,293
LAURA FORTSCH	VP OF DEVELOPMENT	45.00	Highest	$120,429	$0	$120,429
KATIE LASKER	CHAIR	15.00	Officer Director	$0	$0	$0
GINGER COLLIER	VICE CHAIR	5.00	Officer Director	$0	$0	$0
MARY JANE BROCK	DIRECTOR	5.00	Director	$0	$0	$0
MARCIA VANBUREN-BROWN	TREASURER	5.00	Officer Director	$0	$0	$0
ANN RAMSEY	SECRETARY	5.00	Officer Director	$0	$0	$0
MICHELLE BROOKSHIRE	DIRECTOR	5.00	Director	$0	$0	$0
VIRGINIA DAY	DIRECTOR	5.00	Director	$0	$0	$0
ELAINE DEMING	DIRECTOR	5.00	Director	$0	$0	$0
LAURA GILLETTE	DIRECTOR	5.00	Director	$0	$0	$0
CUSTIS GLOVER	DIRECTOR	5.00	Director	$0	$0	$0
CYNTHIA GUILL	DIRECTOR	5.00	Director	$0	$0	$0
MARTINA HAYWARD	DIRECTOR	5.00	Director	$0	$0	$0
KATHRYN HENDRICKS	DIRECTOR	5.00	Director	$0	$0	$0
HOPE JONES	DIRECTOR	5.00	Director	$0	$0	$0
JEANNE JOYNER	DIRECTOR	5.00	Director	$0	$0	$0
DEBE LYKES	DIRECTOR	5.00	Director	$0	$0	$0
PAULA MADDEN	DIRECTOR	5.00	Director	$0	$0	$0
TALBOT PAYNE	DIRECTOR	5.00	Director	$0	$0	$0
ANNE REDD	DIRECTOR	5.00	Director	$0	$0	$0
PATRICIA REFO	DIRECTOR	5.00	Director	$0	$0	$0
EVELYN RITCHIE	DIRECTOR	5.00	Director	$0	$0	$0
PAULA RUFFIN	DIRECTOR	5.00	Director	$0	$0	$0
JEANNIE RUTHERFOORD	DIRECTOR	5.00	Director	$0	$0	$0
JANE SCHWAB	DIRECTOR	5.00	Director	$0	$0	$0
BARBARA SLICK	DIRECTOR	5.00	Director	$0	$0	$0
CITA SURATGAR	DIRECTOR	5.00	Director	$0	$0	$0
MARY WILSON	DIRECTOR	5.00	Director	$0	$0	$0
PAGE WOLTZ	DIRECTOR	5.00	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	$2,178,730	$4,418,288	$33,207,693	$-2,239,558
2023	$2,981,129	$4,926,050	$32,526,313	$-1,944,921
2022	$3,400,673	$3,963,832	$32,464,208	$-563,159
2021	$1,938,788	$3,148,983	$36,506,664	$-1,210,195
2020	$1,848,176	$3,621,107	$30,763,859	$-1,772,931
2019	$1,997,940	$3,698,002	$32,341,591	$-1,700,062

STRATFORD HALL