AMERICAN FINANCIAL STEWARDSHIP FOUNDATION (EIN 821204068) - 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

2017

Legal Domicile

Principal Officer

ANDREW T MATHIS

Phone

7022141100

Tax Period

2024-01-01 to 2024-12-31

AMERICAN FINANCIAL STEWARDSHIP FOUNDATION, founded in 2017, is a small nonprofit in the Human Services sector that reported $543K in total revenue in fiscal year 2024. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $537K, a strong 99% operating margin.

Mission

PROVIDING FINANCIAL MANAGEMENT EDUCATION SUCH AS REAL ESTATE INVESTING AND PROMOTION OF FINANCIAL STEWARDSHIP TO YOUNG ADULTS AND BEYOND THROUGH ONLINE TRAINING, LIVE PRESENTATIONS AND INTERACTIVE SOCIAL MEDIA.

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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 $500,000

Program Service Revenue $0

Investment Income $52,683

Other Revenue $-10,112

TOTAL REVENUE $542,571

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,000

Other Expenses $96

TOTAL EXPENSES $5,096

Year-over-Year Comparison

	2024	2023	Change
Revenue	$542,571	$294,992	+0.8%
Expenses	$5,096	$96	+52.1%
Net Income	$537,475	$294,896	+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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW T MATHIS	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
2024	$542,571	$5,096	$2,368,614	$537,475
2023	$294,992	$96	$1,807,061	$294,896
2022	$388,314	$1,862	$1,416,854	$386,452
2021	$58,412	$9,124	$1,040,012	$49,288
2020	$113,733	$564	$981,528	$113,169
2019	$352,974	$14,044	$1,040,773	$338,930
2018	$260,000	No data	$460,000	No data
2018	$499,445	$163	$699,282	$499,282
2017	$200,000	No data	$200,000	No data

AMERICAN FINANCIAL STEWARDSHIP FOUNDATION