THE FRANK B STEWART JR FOUNDATION (EIN 721247958) - 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

1993

Legal Domicile

Principal Officer

ANDREW KOPPLIN

Phone

5045984663

Tax Period

2024-01-01 to 2024-12-31

THE FRANK B STEWART JR FOUNDATION, founded in 1993, is a small nonprofit that reported $120K in total revenue in fiscal year 2024. Revenue surged 1242% from the prior year, signaling strong growth momentum. Expenses of $233K exceeded revenue, resulting in a 94% operating deficit.

Mission

THE FRANK B. STEWART JR. FOUNDATION WAS ORGANIZED SPECIFICALLY FOR (CONT'D ON SCHEDULE O)THE BENEFIT OF THE GREATER NEW ORLEANS FOUNDATION, A NON PROFIT ORGANIZATION EXEMPT UNDER 501(C)3.

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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 $111,667

Program Service Revenue $0

Investment Income $8,562

Other Revenue $0

TOTAL REVENUE $120,229

Expense Breakdown

Grants Paid $215,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $215,000

Other Expenses $18,478

TOTAL EXPENSES $233,478

Year-over-Year Comparison

	2024	2023	Change
Revenue	$120,229	$8,962	+12.4%
Expenses	$233,478	$464,986	-0.5%
Net Income	$-113,249	$-456,024	-0.8%

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

Total Directors

$464,329

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK B STEWART JR	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ANDREW KOPPLIN	DIRECTOR	2.00	Director	$0	$58,114	$464,329
BETTY POOLE	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA LEBLANC	DIRECTOR	2.00	Director	$0	$0	$0
BETTY LAURICELLA	DIRECTOR	2.00	Director	$0	$0	$0
MAMAL MOTOHARI	DIRECTOR	2.00	Director	$0	$0	$0
LYNNE BURKHART	DIRECTOR	2.00	Director	$0	$0	$0
PAULETTE STEWART	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTIAN BROWN	DIRECTOR	2.00	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
2024	$120,229	$233,478	$81,729	$-113,249
2023	$8,962	$464,986	$185,031	$-456,024
2022	$31,899	$206,333	$628,396	$-174,434
2021	$59,582	$337,134	$1,029,105	$-277,552
2020	$45,030	$359,785	$1,313,829	$-314,755
2019	$151,984	$335,462	$2,499,557	$-183,478
2018	$331,089	$39,232	$4,700,121	$291,857

THE FRANK B STEWART JR FOUNDATION