STELLA H OAKS FOUNDATION (EIN 821605519) - 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

ANDREA CLARKE

Phone

8018661936

Tax Period

2024-01-01 to 2024-12-31

STELLA H OAKS FOUNDATION, founded in 2017, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $416K, a strong 29% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE SCHOLARSHIPS THAT ENABLE SINGLE MOTHERS TO RECEIVE THE EDUCATION AND SKILLS TRAINING THEY NEED TO FULFILL THEIR EDUCATIONAL GOALS, ENTER THE WORKFORCE, AND SUPPORT THEIR 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 $1,361,732

Program Service Revenue $0

Investment Income $47,776

Other Revenue $0

TOTAL REVENUE $1,409,508

Expense Breakdown

Grants Paid $831,413

Salaries & Benefits $123,798

Fundraising Expenses $35,609

Program Expenses $947,284

Other Expenses $38,634

TOTAL EXPENSES $993,845

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,409,508	$955,833	+0.5%
Expenses	$993,845	$825,062	+0.2%
Net Income	$415,663	$130,771	+2.2%

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

100

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

$30,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELAINE S DALTON	PRESIDENT &	16.00	Officer	$30,000	$0	$30,000
ANDREA CLARKE	CHAIR	5.00	Officer Director	$0	$0	$0
KATHY CLAYTON	DIRECTOR	5.00	Director	$0	$0	$0
LEW CRAMER	DIRECTOR	5.00	Director	$0	$0	$0
KRISTEN FUGAL	DIRECTOR	5.00	Director	$0	$0	$0
LOUISE MURPHY	DIRECTOR	5.00	Director	$0	$0	$0
DANA OAKS	DIRECTOR	5.00	Director	$0	$0	$0
KRISTEN M OAKS	DIRECTOR	5.00	Director	$0	$0	$0
BRUCE OLSON	DIRECTOR	5.00	Director	$0	$0	$0
KRISTA SORENSON	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	$1,409,508	$993,845	$1,794,016	$415,663
2023	$955,833	$825,062	$1,380,635	$130,771
2022	$640,747	$424,906	$1,252,364	$215,841
2021	$884,657	$229,055	$1,034,023	$655,602
2020	$424,583	$389,370	$395,521	$35,213
2019	$500,677	$393,533	$343,291	$107,144
2018	$481,885	$238,550	$251,041	$243,335

STELLA H OAKS FOUNDATION