DANIEL E STUNTZ MEMORIAL FOUNDATION (EIN 911286218) - 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

1984

Legal Domicile

Principal Officer

Jocelyn Phillips

Phone

2065242950

Tax Period

2020-01-01 to 2020-12-31

DANIEL E STUNTZ MEMORIAL FOUNDATION, founded in 1984, is a micro nonprofit in the Diseases & Disorders sector that reported $83K in total revenue in fiscal year 2020. Revenue surged 263% from the prior year, signaling strong growth momentum. Expenses of $127K exceeded revenue, resulting in a 52% operating deficit.

Mission

The Mission of the Daniel E Stuntz Foundation is to advance mycological research, education and appreciation for fungi in the Pacific Northwest

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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 (2020)

Revenue Breakdown

Contributions & Grants $1,300

Program Service Revenue $0

Investment Income $82,132

Other Revenue $0

TOTAL REVENUE $83,432

Expense Breakdown

Grants Paid $123,180

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $123,180

Other Expenses $3,901

TOTAL EXPENSES $127,081

Year-over-Year Comparison

	2020	2019	Change
Revenue	$83,432	$22,997	+2.6%
Expenses	$127,081	$110	+1154.3%
Net Income	$-43,649	$22,887	-2.9%

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
Joanne Young	President	1	Director	$0	$0	$0
Milton Tam	Vice President, Secretary	1	Director	$0	$0	$0
Jocelyn Phillips	treasurer	1	Director	$0	$0	$0
Dr Erica Cline	trustee	1	Director	$0	$0	$0
Dr Bob Edmonds	trustee	1	Director	$0	$0	$0
Don Moore	trustee	1	Director	$0	$0	$0
Dennis Oliver	trustee	1	Director	$0	$0	$0
Dr Fred Rhoades	trustee	1	Director	$0	$0	$0
Randy Richardson	trustee	1	Director	$0	$0	$0
Dick Sieger	trustee	1	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
2020	$83,432	$127,081	$299,629	$-43,649

DANIEL E STUNTZ MEMORIAL FOUNDATION