STEM for Her Foundation (EIN 900136831) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

Yoli Martinez-Nadal

Phone

7037942125

Tax Period

2024-01-01 to 2024-12-31

STEM FOR HER FOUNDATION, founded in 2003, is a small nonprofit in the Youth Development sector that reported $193K in total revenue in fiscal year 2018. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $215K exceeded revenue, resulting in a 12% operating deficit.

Mission

To promote education and to create awareness, excitement, and opportunities among girls and young women to launch successful stem-related careers.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $712,899

Program Service Revenue $0

Investment Income $5,282

Other Revenue $-122,655

TOTAL REVENUE $595,526

Expense Breakdown

Grants Paid $98,500

Salaries & Benefits $0

Fundraising Expenses $74,600

Program Expenses $436,242

Other Expenses $514,976

TOTAL EXPENSES $613,476

Year-over-Year Comparison

	2024	2023	Change
Revenue	$595,526	$562,629	+0.1%
Expenses	$613,476	$599,797	+0.0%
Net Income	$-17,950	$-37,168	-0.5%

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

300

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
Lucia Jarrett	Director	3.00	Director	$0	$0	$0
Vivian Spies	Director	3.00	Director	$0	$0	$0
Ana Echemendia	Director	3.00	Director	$0	$0	$0
Avanti Patel	Director	3.00	Director	$0	$0	$0
Audrey Baker	Director	3.00	Director	$0	$0	$0
Jennifer Hayne	Director	3.00	Director	$0	$0	$0
Margo Gorra-Stockman	Director	3.00	Director	$0	$0	$0
Kaitlyn McGrath	Director	3.00	Director	$0	$0	$0
Audra Upchurch	Director	3.00	Director	$0	$0	$0
Cristine Gollaya	Director	3.00	Director	$0	$0	$0
Yoli Martinez-Nadal	Treasurer	3.00	Officer Director	$0	$0	$0
Mahwish Hamlani	Chair	3.00	Officer Director	$0	$0	$0
Jaye Campbell	Vice Chair	3.00	Officer Director	$0	$0	$0
Lisa Mayr	SecretaryGeneral Counsel	3.00	Officer Director	$0	$0	$0
Jennifer Fortney	Executive Director	3.00	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
2024	$595,526	$613,476	$474,275	$-17,950
2023	$562,629	$599,797	$492,164	$-37,168
2022	$588,615	$500,278	$498,906	$88,337
2021	$473,091	$363,453	$378,142	$109,638
2020	$253,935	$270,193	$321,887	$-16,258
2019	$383,153	$228,445	$310,384	$154,708
2018	$192,589	$215,074	$111,904	$-22,485

STEM for Her Foundation