STEWARDS INC SENIOR SERVE (EIN 770413341) - 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

1995

Legal Domicile

Principal Officer

ANDRAE GONZALES

Phone

6616311258

Tax Period

2024-01-01 to 2024-12-31

STEWARDS INC SENIOR SERVE, founded in 1995, is a community nonprofit in the Housing & Shelter sector that reported $2.4M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

IGNITING HOPE, INSPIRING FUTURES. STEWARDS INC. IS A REPRESENTATIVE PAYEE ORGANIZATION THAT PROVIDES FINANCIAL COUNSEL, GUIDANCE AND ASSISTANCE WITH BUDGETING AND BILL PAYING.

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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 $2,050

Program Service Revenue $2,405,973

Investment Income $0

Other Revenue $7,298

TOTAL REVENUE $2,415,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $399,711

Fundraising Expenses $7,048

Program Expenses $2,339,822

Other Expenses $2,005,888

TOTAL EXPENSES $2,405,599

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,415,321	$1,745,190	+0.4%
Expenses	$2,405,599	$1,766,760	+0.4%
Net Income	$9,722	$-21,570	-1.5%

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

$129,792

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDRAE GONZALES	EXECUTIVE DI	40.00	Officer	$129,792	$0	$129,792
JIM DAMIAN	CHAIR	1.00	Director	$0	$0	$0
RONNIE RAM	DIRECTOR	1.00	Director	$0	$0	$0
JON SAMPSON	DIRECTOR	1.00	Director	$0	$0	$0
ED TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES VAN DE VOORDE	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
2024	$2,415,321	$2,405,599	$490,069	$9,722
2023	$1,745,190	$1,766,760	$474,954	$-21,570
2022	$1,992,713	$2,002,661	$589,331	$-9,948
2021	$1,589,144	$1,624,570	$596,955	$-35,426
2020	$1,722,511	$1,618,227	$894,149	$104,284
2019	$1,423,339	$1,409,032	$516,736	$14,307
2018	$1,091,654	$1,092,982	$501,197	$-1,328

STEWARDS INC SENIOR SERVE