MACKENZIES FOUNDATION (EIN 261608548) - 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

2008

Legal Domicile

Principal Officer

JAMES D AZZAR

Phone

6162473611

Tax Period

2025-01-01 to 2025-12-31

MACKENZIES FOUNDATION, founded in 2008, is a small nonprofit in the Animal-Related sector that reported $654K in total revenue in fiscal year 2025. Revenue surged 1245% from the prior year, signaling strong growth momentum. The organization ran a surplus of $154K, a strong 24% operating margin.

Mission

PROVIDE FUNDING TO PROMOTE HUMANE TREATMENT AND CARE OF ANIMALS AND PUBLIC EDUCATION TO ELIMINATE CRUELTY OF ANIMALS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $650,000

Program Service Revenue $0

Investment Income $4,341

Other Revenue $0

TOTAL REVENUE $654,341

Expense Breakdown

Grants Paid $500,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $500,000

Year-over-Year Comparison

	2025	2024	Change
Revenue	$654,341	$48,667	+12.4%
Expenses	$500,000	$500,000	N/A
Net Income	$154,341	$-451,333	-1.3%

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	Role	Reportable Comp	Other Comp	Total
JAMES D AZZAR	PRESIDENT	Officer Director	$0	$0	$0
ERIK BAUER	TREASURER	Officer Director	$0	$0	$0
N/A	DIRECTOR	Director	$0	$0	$0
ROBERT C SHAVER	SECRETARY	Officer 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	$654,341	$500,000	$196,077	$154,341
2024	No data	No data	No data	No data
2023	$635,917	$143,733	$493,069	$492,184
2022	$9	No data	$885	No data
2021	$5,287	$305,000	$876	$-299,713
2020	$300,010	No data	$300,593	No data

MACKENZIES FOUNDATION