COUNT ON ME FAMILY FOUNDATION INC (EIN 203833249) - 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

2005

Legal Domicile

Principal Officer

SHANNON MORA

Phone

3104464700

Tax Period

2023-10-01 to 2024-09-30

COUNT ON ME FAMILY FOUNDATION INC, founded in 2005, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $15K in total revenue in fiscal year 2023. Revenue surged 279% from the prior year, signaling strong growth momentum. Expenses of $26K exceeded revenue, resulting in a 67% operating deficit.

Mission

SEE PART III, LINE 1

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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 $0

Program Service Revenue $0

Investment Income $15,417

Other Revenue $0

TOTAL REVENUE $15,417

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $25,800

TOTAL EXPENSES $25,800

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,417	$4,069	+2.8%
Expenses	$25,800	$13,825	+0.9%
Net Income	$-10,383	$-9,756	+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

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON MORA	PRESIDENT	40.00	Officer Director	$0	$0	$0
GREG DURIEZ	BOARD MEMBER	5.00	Director	$0	$0	$0
PORTER PAYNE	BOARD MEMBER	5.00	Director	$0	$0	$0
KARA ROONEY	EXECUTIVE DIRECTOR	20.00	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	$15,417	$25,800	$387,317	$-10,383
2023	$4,069	$13,825	$397,659	$-9,756
2022	$35,020	$14,594	$407,688	$20,426
2021	$45,699	$26,744	$387,087	$18,955
2020	$233,326	$265,341	$369,231	$-32,015
2019	$12,414	$114,299	$400,927	$-101,885

COUNT ON ME FAMILY FOUNDATION INC