GREAT LAKES STEWARDSHIP INITIATIVE (EIN 823689165) - 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

CALEB CARLTON

Phone

6162098623

Tax Period

2024-09-01 to 2025-08-31

GREAT LAKES STEWARDSHIP INITIATIVE, founded in 2018, is a small nonprofit in the Environment sector that reported $585K in total revenue in fiscal year 2024. Expenses of $511K left a modest 13% surplus.

Mission

GLSI is a network of regional service hubs that develop knowledgeable and active stewards of the Great Lakes region through place-based education and explorations in local communities.

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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 $246,734

Program Service Revenue $185,579

Investment Income $29

Other Revenue $153,073

TOTAL REVENUE $585,415

Expense Breakdown

Grants Paid $63,687

Salaries & Benefits $298,467

Fundraising Expenses $24,760

Program Expenses $411,846

Other Expenses $133,696

TOTAL EXPENSES $510,850

Year-over-Year Comparison

	2024	2023	Change
Revenue	$585,415	$601,253	0.0%
Expenses	$510,850	$513,808	0.0%
Net Income	$74,565	$87,445	-0.1%

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

$90,000

Total Directors

$90,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Caleb Carlton	Executive Director	40.00	Officer Director Highest	$90,000	$0	$90,000
Ethan Lowenstein	President	4.00	Officer	$0	$0	$0
Gregory Smith	Vice President	4.00	Officer	$0	$0	$0
Brandon Schroeder	Secretary	4.00	Officer	$0	$0	$0
Erica Johnson	Treasurer	4.00	Officer	$0	$0	$0
Clayton Pelon	President to Trustee	4.00	Officer Director	$0	$0	$0
Ellen Brody	Trustee	2.00	Director	$0	$0	$0
Julia Putnam	Trustee	2.00	Director	$0	$0	$0
Lloyd Wescoat	Trustee	2.00	Director	$0	$0	$0
Suzanne Knight	Trustee	2.00	Director	$0	$0	$0
Anna Balzer	Trustee	2.00	Director	$0	$0	$0
Stephanie Chang	Trustee	2.00	Director	$0	$0	$0
Todd Ambs	Trustee	2.00	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
2025	$585,415	$510,850	$352,200	$74,565
2024	$601,253	$513,808	$281,035	$87,445
2023	$445,167	$512,537	$198,301	$-67,370
2022	$416,496	$620,247	$283,515	$-203,751
2021	$426,673	$385,939	$458,892	$40,734
2020	$391,314	$245,515	$418,636	$145,799
2019	$507,666	$383,704	$331,900	$123,962

GREAT LAKES STEWARDSHIP INITIATIVE