CORE ELEMENT GREATER NEW ORLEANS STEM I (EIN 800398094) - 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

2009

Legal Domicile

Principal Officer

ANNETTE OERTLING

Phone

5042564075

Tax Period

2024-01-01 to 2024-12-31

CORE ELEMENT GREATER NEW ORLEANS STEM I, founded in 2009, is a small nonprofit in the Education sector that reported $278K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $258K left a modest 7% surplus.

Mission

TO EDUCATE AND PREPARE K-12 STUDENTS IN THE GREATER NEW ORLEANS REGION IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATH STEM THROUGH TEACHER PROFESSIONAL DEVELOPMENT, INQUIRY BASED SCIENCE AND MATHEMATICS CURRICULA, AND MATERIAL SCHOLARLY ENRICHMENT ACTIVITIES.

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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 $152,351

Program Service Revenue $95,097

Investment Income $30,220

Other Revenue $0

TOTAL REVENUE $277,668

Expense Breakdown

Grants Paid $0

Salaries & Benefits $123,150

Fundraising Expenses $0

Program Expenses $148,175

Other Expenses $135,283

TOTAL EXPENSES $258,433

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,668	$202,916	+0.4%
Expenses	$258,433	$281,916	-0.1%
Net Income	$19,235	$-79,000	-1.2%

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

125

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
ANNETTE OERTLING	President	1.00	Officer Director	$0	$0	$0
BUD DECOSTE	Treasurer	1.00	Officer Director	$0	$0	$0
JAN CATALANO	Secretary	1.00	Officer Director	$0	$0	$0
LEO HOLZENTHAL	Director	1.00	Director	$0	$0	$0
NORMA JEAN MATTEI	Director	1.00	Director	$0	$0	$0
BRYAN REUTER	Director	1.00	Director	$0	$0	$0
TERRY VERIGAN	Director	1.00	Director	$0	$0	$0
NORMAN WHITLEY	Vice President	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	$277,668	$258,433	$668,156	$19,235
2023	$202,916	$281,916	$649,117	$-79,000
2022	$262,941	$230,265	$728,242	$32,676
2021	$280,979	$214,236	$695,638	$66,743
2020	$184,148	$183,503	$659,870	$645
2019	$298,572	$385,359	$628,164	$-86,787
2018	$323,318	$343,471	$715,269	$-20,153

CORE ELEMENT GREATER NEW ORLEANS STEM I