STANFORD SETTLEMENT INC (EIN 941550842) - 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

1936

Legal Domicile

Principal Officer

JULIE RHOTEN

Phone

9169271303

Tax Period

2024-07-01 to 2025-06-30

STANFORD SETTLEMENT INC, founded in 1936, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $369K, a strong 24% operating margin.

Mission

THE MISSION OF THE AGENCY IS TO HELP BUILD HEALTHY COMMUNITIES THROUGH INDIVIDUAL, FAMILY AND NEIGHBORHOOD SERVICES. ITS GOAL IS TO PROVIDE PROGRAMS, SERVICES AND OPPORTUNITIES THAT WILL ENHANCE THE LIVES OF DISADVANTAGED AND DISENFRANCHISED INDIVIDUALS AND FAMILIES. PROGRAM EMPHASIS IS PLACED ON THOSE WHOSE OPPORTUNITIES AND CAPABILITIES ARE LIMITED BY PERSONAL, SOCIAL OR ECONOMIC CIRCUMSTANCES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,334,293

Program Service Revenue $3,936

Investment Income $30,280

Other Revenue $201,423

TOTAL REVENUE $1,569,932

Expense Breakdown

Grants Paid $0

Salaries & Benefits $765,013

Fundraising Expenses $23,033

Program Expenses $828,203

Other Expenses $435,912

TOTAL EXPENSES $1,200,925

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,569,932	$1,171,045	+0.3%
Expenses	$1,200,925	$1,196,880	+0.0%
Net Income	$369,007	$-25,835	-15.3%

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

Volunteers

400

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

$91,654

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONICA HAULMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
LETICIA HERRERA	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTINA JORDAN	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MEREDITH BEALES	TREASURER	1.00	Officer Director	$0	$0	$0
TRACEY WILTSHIRE	SECRETARY	1.00	Officer Director	$0	$0	$0
JACKIE GARMAN	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
TRACY CHATTERS	TRUSTEE	1.00	Director	$0	$0	$0
MARIA DAVILA	TRUSTEE	1.00	Director	$0	$0	$0
TOM DEKKER	TRUSTEE	1.00	Director	$0	$0	$0
JAKE ICE	TRUSTEE	1.00	Director	$0	$0	$0
MYIA KRAMER	TRUSTEE	1.00	Director	$0	$0	$0
NANCY KONG-VASQUEZ	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE LAGUE	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA LAMENDOLA	TRUSTEE	1.00	Director	$0	$0	$0
BERNADETTE LYNCH	TRUSTEE	1.00	Director	$0	$0	$0
ROBERTO RAMIREZ	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH TANNER	TRUSTEE	1.00	Director	$0	$0	$0
DESIREE TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
DIANA VO	TRUSTEE	1.00	Director	$0	$0	$0
GINGER WEAGRAFF	TRUSTEE	1.00	Director	$0	$0	$0
ANYA-JAEL WOODS	TRUSTEE	1.00	Director	$0	$0	$0
JULIE RHOTEN	EXECUTIVE DIRECTOR	40.00	Officer	$79,233	$12,421	$91,654

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	$1,569,932	$1,200,925	$2,863,336	$369,007
2024	No data	No data	No data	No data
2023	$1,113,653	$1,259,124	$2,399,172	$-145,471
2022	$1,068,924	$979,615	$2,491,349	$89,309
2021	$1,483,368	$1,184,969	$2,520,585	$298,399
2020	$807,997	$889,110	$2,242,730	$-81,113
2019	$769,362	$862,088	$2,248,483	$-92,726
2018	$778,333	$814,820	$2,311,922	$-36,487

STANFORD SETTLEMENT INC