Dallas, TX
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)STREAM FOUNDATION, founded in 2020, is a small nonprofit in the Employment sector that reported $172K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $284K exceeded revenue, resulting in a 65% operating deficit.
STREAM Foundation was formed to educate, train, mentor and provide scholarship and internship opportunities to students from underrepresented groups in the area of asset management with the ultimate goal of increasing industry representations. In order to accomplish its goal, STREAM Foundation utilizes a two pronged approach. First, STREAM Foundation provides education, training and networking opportunities for students from underrepresented groups. STREAM Foundation alsos assist students in obtaining internships and/or other work experience with asset management firms in order to allow students to learn more about the industry, gain valuable experience and deepen and expand their professional networks. Second, STREAM Foundation aims to create change in the asset management industry's recruiting, hiring and retention practices with respect to underrepresented candidates and employees. Finally, STREAM Foundation provides college students with financial support during its internships.
In 2023 we provided 33 internships to students from underserved communities. These internships were completed by college students from around the country with several leading asset management firms...
In 2023 we provided 33 internships to students from underserved communities. These internships were completed by college students from around the country with several leading asset management firms in Austin, Cincinnati, Dallas, Charlotte, Houston, and Fort Worth. Each of our interns was provided at a minimum $10,000 in total compensation via salary from the asset managers and/or scholarship assistance provided by our organization. During 2024, our organization granted $117,663.10 to our 33 interns. During the internships, we host educational events with senior members of the investment community to 1 expand the students' network, 2 provide insights into asset management roles across all segments of the industry and/or 3 discuss experiences senior members working in asset management that are part of these underserved communities have faced and the challenges they have had to navigate. Another service that we be provide under the program is each student will be assigned a mentor from a different asset management firm to further expand his/her network and provide helpful insights and guidance. Our intern alumni have gone on to complete subsequent internships or enter the workforce full-time at reputable organizations such as Aksia, Bank of America, Canyon Partners, Citigroup, Crestline, Goldman Sachs, JP Morgan and Teacher Retirement System of Texas, to name a few. We have assisted in placing them in these roles and will continue to be supportive as each enters the workforce. We have brought awareness to the industry through educational presentations at several colleges, universities, and student organizations since our founding. These presentations were to move forward our cause of educating students from underserved communities about asset management and what our organization was doing to increase the number of roles for people from these communities.
We are bringing awareness and educational content to younger High school school through through our annual stock challenge. In 2024, we supported students in collaboration with several other...
We are bringing awareness and educational content to younger High school school through through our annual stock challenge. In 2024, we supported students in collaboration with several other Dallas-based non-profits focused on the same demographic as our college internship program. We have presented to high school students about the industry and hope to create a pipeline of talent that will eventually be attending college and can apply for the aforementioned internship opportunities. The challenge is run through the Investopedia platform that also includes access to its training resources to further help educate the high school students on investments and the asset management industry.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $172,122 | $229,898 | -0.3% |
| Expenses | $284,365 | $264,680 | +0.1% |
| Net Income | $-112,243 | $-34,782 | +2.2% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Ellis Thomas | President | 15 |
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| Matthew McKamy | Director | 5 |
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| P Trip Dyer | Secretary | 2 |
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| Daryl Chambers | Director | 3 |
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| Somer Washington | Treasurer | 3 |
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| Monica Guerrero | Director | 3 |
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| Jeremiah Loeffler | Director | 3 |
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| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $172,122 | $284,365 | $40,375 | $-112,243 |
| 2023 | $229,898 | $264,680 | $117,051 | $-34,782 |
| 2022 | $220,252 | $130,206 | $165,005 | $90,046 |
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