Stephenson Place (EIN 860766137) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

Patti Caldwell

Phone

5206287223

Tax Period

2024-07-01 to 2025-06-30

Stephenson Place, founded in 1994, is a small nonprofit in the Housing & Shelter sector that reported $314K in total revenue in fiscal year 2024. Revenue surged 67% from the prior year, signaling strong growth momentum. Expenses of $268K left a modest 15% surplus.

Mission

To provide low-income housing for individuals with disabilities

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $125,419

Program Service Revenue $60,727

Investment Income $29

Other Revenue $128,184

TOTAL REVENUE $314,359

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $200,466

Other Expenses $268,140

TOTAL EXPENSES $268,140

Year-over-Year Comparison

	2024	2023	Change
Revenue	$314,359	$188,035	+0.7%
Expenses	$268,140	$273,531	0.0%
Net Income	$46,219	$-85,496	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$220,228

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marc Acuna	President	1.00	Officer Director	$0	$0	$0
Waco Starr	Director	1.00	Director	$0	$0	$0
Lee Bucyk	Director	1.00	Director	$0	$0	$0
Steve Laguna	Director	1.00	Director	$0	$0	$0
Beth Frantz	CEO	1.00	Officer	$0	$23,269	$220,228
Beth Morrison	Interim CEO	1.00	Officer	$0	$0	$0
Patti Caldwell	Ex Officio	1.00	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	$314,359	$268,140	$863,662	$46,219
2024	No data	No data	No data	No data
2023	$204,870	$232,186	$867,922	$-27,316
2022	$203,279	$222,863	$910,293	$-19,584
2021	$194,667	$200,203	$932,774	$-5,536
2020	$188,658	$203,180	$948,638	$-14,522
2019	$185,013	$236,588	$979,679	$-51,575
2018	$183,455	$208,460	$1,051,329	$-25,005

Stephenson Place