Graduate Fellowships for STEM Diversity (EIN 943067172) - 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

1988

Legal Domicile

Principal Officer

DR JORETTA JOSEPH

Phone

2138212409

Tax Period

2024-07-01 to 2025-06-30

Graduate Fellowships for STEM Diversity, founded in 1988, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Expenses of $1.6M left a modest 6% surplus.

Mission

EDUCATION GRANTS FOR GRADUATE STUDENTS ENROLLED IN U.S. UNIVERSITIES IN PHYSICAL SCIENCE PROGRAMS. 69 GRADUATE STUDENTS ENROLLED IN THE PROGRAM FOR THE YEAR ENDED JUNE 30, 2025.

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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 $1,698,850

Program Service Revenue $4,000

Investment Income $37,543

Other Revenue $0

TOTAL REVENUE $1,740,393

Expense Breakdown

Grants Paid $1,055,194

Salaries & Benefits $390,867

Fundraising Expenses $0

Program Expenses $1,386,676

Other Expenses $183,215

TOTAL EXPENSES $1,629,276

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,740,393	$1,637,916	+0.1%
Expenses	$1,629,276	$1,516,632	+0.1%
Net Income	$111,117	$121,284	-0.1%

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

N/A

Employees

Volunteers

N/A

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

$390,868

Total Directors

$226,951

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Rochelle Williams	Executive Dir.	40.00	Officer Director	$170,000	$56,951	$226,951
Dr Joretta Joseph	program dire.	40.00	Officer	$122,784	$41,133	$163,917
Tacie Durbin	member	0.00	Director	$0	$0	$0
DR KERRI BLOBAUM	President	0.00	Director	$0	$0	$0
DR JAMES POWELL	MEMBER	0.00	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
2025	$1,740,393	$1,629,276	$802,244	$111,117
2024	$1,637,916	$1,516,632	$455,246	$121,284
2023	$1,466,127	$1,454,032	$362,046	$12,095
2022	$1,174,530	$1,119,376	$408,751	$55,154
2021	$2,073,580	$1,301,797	$1,252,366	$771,783
2019	$1,218,813	$1,341,957	$415,237	$-123,144
2018	$1,379,270	$1,470,908	$547,190	$-91,638

Graduate Fellowships for STEM Diversity