CL STUART INSTITUTE INCORPORATED (EIN 991619176) - 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

2024

Legal Domicile

Principal Officer

YOUNG S NAM

Phone

2026693427

Tax Period

2024-02-26 to 2024-12-31

CL STUART INSTITUTE INCORPORATED, founded in 2024, is a small nonprofit in the Education sector that reported $586K in total revenue in fiscal year 2024. The organization ran a surplus of $229K, a strong 39% operating margin.

Mission

WE PARTNER WITH PUBLIC SCHOOLS AND COMMUNITY ORGANIZATIONS TO DELIVER TARGETED STEM-FOCUSED EDUCATIONAL PROGRAMMING FOR STUDENTS. WE EMPOWER STUDENTS IN UNDER-RESOURCED PUBLIC ELEMENTARY AND MIDDLE SCHOOLS BY OFFERING ENRICHING OUT-OF-SCHOOL TIME LEARNING EXPERIENCES.

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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 $586,223

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $586,223

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,593

Other Expenses $356,990

TOTAL EXPENSES $356,990

Year-over-Year Comparison

	2024	2023	Change
Revenue	$586,223	N/A	N/A
Expenses	$356,990	N/A	N/A
Net Income	$229,233	N/A	N/A

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

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
KEVIN REID	CHAIRMAN	4.00	Director	$0	$0	$0
JANNET WALKER FO	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
NAT NEUSE	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
PAUL MCENTIRE	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER DAVENPORT	EXECUTIVE DIRECTOR	20.00	Officer	$0	$0	$0
YOUNG NAM	TREASURER	10.00	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	$586,223	$356,990	$229,233	$229,233

CL STUART INSTITUTE INCORPORATED