MAKENNA FOUNDATION INC (EIN 161687755) - 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

2001

Legal Domicile

Principal Officer

SHEILA L DAVID

Phone

8594222000

Tax Period

2023-01-01 to 2023-12-31

MAKENNA FOUNDATION INC, founded in 2001, is a micro nonprofit in the Health Care sector that reported $34K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $41K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO PROVIDE FUNDING AND EQUIPMENT TO HOSPITALS THAT CARE FOR CHILDREN AND TO BENEFIT THE CHILDREN AND FAMILIES WHO ARE BEING SERVED BY SUCH HOSPITALS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $28,586

Program Service Revenue $0

Investment Income $185

Other Revenue $5,047

TOTAL REVENUE $33,818

Expense Breakdown

Grants Paid $22,000

Salaries & Benefits $17,668

Fundraising Expenses $0

Program Expenses $22,000

Other Expenses $1,310

TOTAL EXPENSES $40,978

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,818	$28,507	+0.2%
Expenses	$40,978	$28,205	+0.5%
Net Income	$-7,160	$302	-24.7%

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

$17,668

Total Directors

$17,668

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AME SWEETALL	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTINE YUE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MORGAN MIDDLETON	SECRETARY	1.00	Officer Director	$0	$0	$0
SHEILA DAVID	EXECUTIVE DIRECTOR	30.00	Officer Director	$17,668	$0	$17,668
BRIAN BARKER	DIRECTOR	1.00	Director	$0	$0	$0
RONI PORTER	DIRECTOR	1.00	Director	$0	$0	$0
LYNN RANSDELL	DIRECTOR	1.00	Director	$0	$0	$0
JOSH SLATTERY	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN JUMP	DIRECTOR	1.00	Director	$0	$0	$0
PAUL THIRY	DIRECTOR	1.00	Director	$0	$0	$0
KALEN HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER POAGE	DIRECTOR	1.00	Director	$0	$0	$0
ZACHARY WATSON	DIRECTOR	1.00	Director	$0	$0	$0
PARKER BANTA	DIRECTOR	1.00	Director	$0	$0	$0
KIM GAUNCE	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
2024	No data	No data	No data	No data
2023	$33,818	$40,978	$65,541	$-7,160
2022	$28,507	$28,205	$72,701	$302
2021	$31,302	$34,288	$72,399	$-2,986
2020	$11,873	$28,329	$75,385	$-16,456
2019	$101,874	$136,299	$91,841	$-34,425
2018	$34,643	$124,421	$126,266	$-89,778

MAKENNA FOUNDATION INC