STAGEBERG FAMILY FOUNDATION (EIN 872382297) - 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

2021

Legal Domicile

Principal Officer

ELAINE STAGEBERG

Phone

5073698703

Tax Period

2023-01-01 to 2023-12-31

STAGEBERG FAMILY FOUNDATION, founded in 2021, is a micro nonprofit that reported $14K in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $29K exceeded revenue, resulting in a 103% operating deficit.

Mission

ENABLE ACCESS TO CITY PARKS, AFFORDABLE HOUSING, AND ENTREPRENEURIAL MENTORSHIP.

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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 $0

Program Service Revenue $13,919

Investment Income $512

Other Revenue $0

TOTAL REVENUE $14,431

Expense Breakdown

Grants Paid $23,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,250

Other Expenses $6,250

TOTAL EXPENSES $29,250

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,431	$27,166	-0.5%
Expenses	$29,250	$31,183	-0.1%
Net Income	$-14,819	$-4,017	+2.7%

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
ELAINE STAGEBERG	OFFICER	1.00	Officer Director	$0	$0	$0
NICK STAGEBERG	BOARD MEMBER	0.10	Director	$0	$0	$0
STEFANIE COUTLEY	BOARD MEMBER	0.10	Director	$0	$0	$0
ERIN DUCKWORTH	BOARD MEMBER	0.10	Director	$0	$0	$0
JAMIE PFISTER	BOARD MEMBER	0.10	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	No data	No data	No data	No data
2023	$14,431	$29,250	$19,148	$-14,819
2022	$27,166	$31,183	$33,967	$-4,017
2021	$37,984	No data	$37,984	No data

STAGEBERG FAMILY FOUNDATION