STRAWBRIDGE & MARTHA WILSON YOUNG FOUNDATION (EIN 823134313) - 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

Laura Gwen Stetzler

Phone

8285360337

Tax Period

2022-01-01 to 2022-12-31

STRAWBRIDGE & MARTHA WILSON YOUNG FOUNDATION, founded in 2017, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $98K in total revenue in fiscal year 2022. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $113K exceeded revenue, resulting in a 15% operating deficit.

Mission

To preserve the legacey of pioneer settlers of the southern appalachian mountains and to provide experiences in how they lived.

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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 (2022)

Revenue Breakdown

Contributions & Grants $91,600

Program Service Revenue $6,640

Investment Income $253

Other Revenue $0

TOTAL REVENUE $98,493

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,900

Fundraising Expenses $0

Program Expenses $93,533

Other Expenses $64,945

TOTAL EXPENSES $112,845

Year-over-Year Comparison

	2022	2021	Change
Revenue	$98,493	$170,874	-0.4%
Expenses	$112,845	$128,747	-0.1%
Net Income	$-14,352	$42,127	-1.3%

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

$47,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Geraldine Plato	CEO	30	Officer	$47,900	$0	$47,900
Jim McQueen	Chair	4	Officer Director	$0	$0	$0
Laura Gwen Stetzler	Vice-Chair	10	Officer Director	$0	$0	$0
Matt Scott	Treasurer	2	Officer Director	$0	$0	$0
Mary Ellis Young	Secretary	4	Officer Director	$0	$0	$0
Sarah Garbee	Trustee	2	Director	$0	$0	$0
Jayne Young Hassen	Trustee	2	Director	$0	$0	$0
Ralph Young	Trustee	2	Director	$0	$0	$0
Helene Rothermund	Trustee	2	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
2022	$98,493	$112,845	$155,293	$-14,352
2021	$170,874	$128,747	$169,438	$42,127
2019	$229,244	$215,391	$272,894	$13,853

STRAWBRIDGE & MARTHA WILSON YOUNG FOUNDATION