DONALD ROSS SOCIETY FOUNDATION INC (EIN 061479232) - 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

1997

Legal Domicile

Principal Officer

JOHN STILES

Phone

8609300676

Tax Period

2018-10-01 to 2019-09-30

DONALD ROSS SOCIETY FOUNDATION INC, founded in 1997, is a micro nonprofit in the Education sector that reported $67K in total revenue in fiscal year 2018. Revenue surged 199% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 54% operating margin.

Mission

TO PROVIDE SUPPORT OF HISTORICAL AND ARCHIVAL RESEARCH ON GOLF ARCHITECTURE AND TO SUPPORT THE RESTORATION AND MAINTENANCE OF GOLF COURSES ORIGINALLY DESIGNED BY DONALD ROSS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $62,035

Program Service Revenue $0

Investment Income $4,656

Other Revenue $0

TOTAL REVENUE $66,691

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,000

Other Expenses $575

TOTAL EXPENSES $30,575

Year-over-Year Comparison

	2018	2017	Change
Revenue	$66,691	$22,286	+2.0%
Expenses	$30,575	$19,911	+0.5%
Net Income	$36,116	$2,375	+14.2%

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
STEVE MACQUARRIE	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID JONGLEUX	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAN LUDWIG	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN STILES	TREASURER	1.00	Officer Director	$0	$0	$0
BRADFORD BECKEN JR	DIRECTOR	1.00	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
2019	$66,691	$30,575	$220,906	$36,116

DONALD ROSS SOCIETY FOUNDATION INC