MATTHEW J STRATMAN FOUNDATION INC (EIN 832170009) - 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

JULIE STRATMAN

Phone

5135057462

Tax Period

2023-01-01 to 2023-12-31

MATTHEW J STRATMAN FOUNDATION INC, founded in 2018, is a micro nonprofit in the Education sector that reported $32K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $20K, a strong 63% operating margin.

Mission

PROVIDE FUNDING FOR LAKOTA WEST HIGH SCHOOL SPORTS AND SCHOLARSHIPS. PROVIDE FUNDING FOR LOCAL CHURCH MISSION TRIPS. TO ASSIST FAMILIES WITH FINANCIAL NEEDS RELATED TO A MEDICAL DIAGNOSIS OF AVM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $30,208

Program Service Revenue $0

Investment Income $1,841

Other Revenue $0

TOTAL REVENUE $32,049

Expense Breakdown

Grants Paid $10,511

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,511

Other Expenses $1,280

TOTAL EXPENSES $11,791

Year-over-Year Comparison

	2023	2022	Change
Revenue	$32,049	$27,769	+0.2%
Expenses	$11,791	$12,466	-0.1%
Net Income	$20,258	$15,303	+0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE STRATMAN	PRESIDENT	1.00	Officer	$0	$0	$0
RONALD STRATMAN	VICE PRESIDENT	5.00	Officer	$0	$0	$0
KRISTINA LOUGHRIE	TREASURER	1.00	Officer	$0	$0	$0
PEGGY HORNUNG	SECRETARY	0.50	Officer	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$32,049	$11,791	$147,633	$20,258
2022	$27,769	$12,466	$116,832	$15,303
2021	$36,786	$20,558	$117,757	$16,228
2020	$23,373	$12,957	$94,885	$10,416
2019	$23,436	$24,297	$80,183	$-861
2018	$88,900	$11,420	$77,480	$77,480

MATTHEW J STRATMAN FOUNDATION INC