HELEN ROSS MCNABB FOUNDATION (EIN 237213935) - 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

1972

Legal Domicile

Principal Officer

MONA BLANTON-KITTS

Phone

8656379711

Tax Period

2024-07-01 to 2025-06-30

HELEN ROSS MCNABB FOUNDATION, founded in 1972, is a mid-sized nonprofit in the Mental Health sector that reported $10.5M in total revenue in fiscal year 2024. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.6M, a strong 82% operating margin.

Mission

IT IS THE BUSINESS OF THE FOUNDATION TO SOLICIT, RECEIVE, HOLD, ADMINISTER, INVEST AND DISBURSE FUNDS TO BE USED FOR AND ON BEHALF OF THE HELEN ROSS MCNABB CENTER, ITS FACILITIES AND ITS PROGRAMS.

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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 $6,760,162

Program Service Revenue $0

Investment Income $3,930,664

Other Revenue $-142,205

TOTAL REVENUE $10,548,621

Expense Breakdown

Grants Paid $1,016,428

Salaries & Benefits $0

Fundraising Expenses $655,201

Program Expenses $1,016,428

Other Expenses $924,567

TOTAL EXPENSES $1,940,995

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,548,621	$5,565,772	+0.9%
Expenses	$1,940,995	$2,884,748	-0.3%
Net Income	$8,607,626	$2,681,024	+2.2%

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

1073

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

$805,345

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA ASHFORD	EX-OFFICIO	1.00	Director	$0	$0	$0
LAURA BENTON	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN BOWMAN	DIRECTOR	1.00	Director	$0	$0	$0
LARRY BODIE	DIRECTOR	1.00	Director	$0	$0	$0
JAY MONEYHUN	DIRECTOR	1.00	Director	$0	$0	$0
MONA BLANTON-KITTS	EX-OFFICIO/CEO	4.00	Director	$0	$71,065	$526,274
LINDSEY BOYD	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS CASTLEBERRY	TREASURER	1.00	Officer Director	$0	$0	$0
JOE COSTNER	DIRECTOR	1.00	Director	$0	$0	$0
WADE EWERS	IMMEDIATE PAST CHAIR	1.00	Director	$0	$0	$0
TED FLICKINGER	DIRECTOR	1.00	Director	$0	$0	$0
CARTER GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM PROBASCO	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE JONES	DIRECTOR	1.00	Director	$0	$0	$0
JOHN LUTTRELL	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD MAPLES	DIRECTOR	1.00	Director	$0	$0	$0
RANDY OVERBEY	CHAIR-ELECT	1.00	Director	$0	$0	$0
LISA ROTTMANN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS DEVANEY	DIRECTOR	1.00	Director	$0	$0	$0
MIKE FISHMAN	DIRECTOR	1.00	Director	$0	$0	$0
ANNE LANTRY	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP JASON LAY	EX-OFFICIO/CFO	8.00	Director	$0	$49,805	$279,071
DAVIS OVERTON	DIRECTOR	1.00	Director	$0	$0	$0
CLAIRE SPEIGHT	CHAIR	1.00	Officer Director	$0	$0	$0
ASHLEY MCMANUS	DIRECTOR	1.00	Director	$0	$0	$0
MICKI MARTIN	SECRETARY	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
2025	$10,548,621	$1,940,995	$67,910,319	$8,607,626
2024	$5,565,772	$2,884,748	$58,061,238	$2,681,024
2023	$5,991,962	$1,920,406	$50,416,306	$4,071,556
2022	$5,812,040	$3,904,564	$43,430,645	$1,907,476
2021	$5,050,655	$2,047,116	$47,512,500	$3,003,539
2020	$4,699,487	$2,779,201	$34,561,546	$1,920,286
2019	$5,611,931	$2,541,936	$30,191,384	$3,069,995

HELEN ROSS MCNABB FOUNDATION