Stein Foundation (EIN 825056654) - 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

2019

Legal Domicile

Principal Officer

Ora Johnson

Phone

9729980046

Tax Period

2024-01-01 to 2024-12-31

Stein Foundation, founded in 2019, is a small nonprofit in the Education sector that reported $825K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $710K left a modest 14% surplus.

Mission

To provide scholarships to kids who cannot afford elite soccer opportunities

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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 $0

Program Service Revenue $820,688

Investment Income $4,602

Other Revenue $0

TOTAL REVENUE $825,290

Expense Breakdown

Grants Paid $368,767

Salaries & Benefits $0

Fundraising Expenses $323,412

Program Expenses $710,145

Other Expenses $17,966

TOTAL EXPENSES $710,145

Year-over-Year Comparison

	2024	2023	Change
Revenue	$825,290	$885,846	-0.1%
Expenses	$710,145	$755,264	-0.1%
Net Income	$115,145	$130,582	-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

N/A

Employees

N/A

Volunteers

N/A

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

$37,722

Total Directors

$37,722

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ora Johnson	President	25	Officer Director	$14,425	$0	$14,425
Vincent Johnso	Director	15	Officer Director	$23,297	$0	$23,297
Maria Conners	Director	1	Officer Director	$0	$0	$0
Ora Johnson	President - Di	25	Officer Director	$0	$0	$0
Vincent Johnso	Director	15	Officer Director	$0	$0	$0
Maria Connors	Director1	1	Officer 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	$825,290	$710,145	$250,961	$115,145
2023	$885,846	$755,264	$322,797	$130,582
2022	$720,617	$652,223	$155,552	$68,394
2021	$419,990	$283,607	$130,755	$136,383
2019	$243,079	$218,199	$32,613	$24,880

Stein Foundation