Stephen E Booker Foundation (EIN 812072717) - 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

2018

Legal Domicile

Principal Officer

Melony Nettleton

Phone

5804773742

Tax Period

2024-01-01 to 2024-12-31

Stephen E Booker Foundation, founded in 2018, is a small nonprofit in the Crime & Legal sector that reported $259K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $239K left a modest 7% surplus.

Mission

The Stephen E. Booker Foundation protects the rights of abused and neglected children.

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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 $120,250

Program Service Revenue $0

Investment Income $537

Other Revenue $137,811

TOTAL REVENUE $258,598

Expense Breakdown

Grants Paid $20,298

Salaries & Benefits $102,209

Fundraising Expenses $33,589

Program Expenses $173,103

Other Expenses $116,736

TOTAL EXPENSES $239,243

Year-over-Year Comparison

	2024	2023	Change
Revenue	$258,598	$231,623	+0.1%
Expenses	$239,243	$211,287	+0.1%
Net Income	$19,355	$20,336	0.0%

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

$65,689

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jonathan Almanza	President	2.00	Officer Director	$0	$0	$0
Jade Terbush	Vice President	1.50	Officer Director	$0	$0	$0
Jennifer Sunday	Secretary	1.50	Officer Director	$0	$0	$0
Breanna Moody	Treasurer	2.00	Officer Director	$0	$0	$0
Amanda Redding	Trustee	1.00	Director	$0	$0	$0
Amanda Sanchez	Trustee	1.00	Director	$0	$0	$0
Beth Barber	Trustee	1.00	Director	$0	$0	$0
Denise Wilmes	Trustee	1.00	Director	$0	$0	$0
Hannah Henry	Trustee	1.00	Director	$0	$0	$0
Jamie Hokett	Trustee	1.00	Director	$0	$0	$0
Jimmy Poe	Trustee	1.00	Director	$0	$0	$0
Kelley Duncan	Trustee	1.00	Director	$0	$0	$0
Michael Shive	Trustee	1.00	Director	$0	$0	$0
Robin Booker	Trustee	1.00	Director	$0	$0	$0
Melony Nettleton	Executive Director	40.00	Officer	$65,689	$0	$65,689

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	$258,598	$239,243	$220,728	$19,355

Stephen E Booker Foundation