RILEY MACKENZIE FUND (EIN 271309818) - 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

2009

Legal Domicile

Principal Officer

DEBRA SZOT

Tax Period

2023-01-01 to 2023-12-31

RILEY MACKENZIE FUND, founded in 2009, is a micro nonprofit that reported $6K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $21K exceeded revenue, resulting in a 259% operating deficit.

Mission

THE RILEY MACKENZIE FUND WAS FOUNDED TO HELP STRAY AND ABANDONED ANIMALS. WE ALSO HELP ANIMALS WHO LOSE THEIR HOMES DUE TO ECONOMIC REASONS, DOMESTIC VIOLENCE, AND ANIMALS WHO BELONGED TO SENIOR CITIZENS. WE SPAY AND NEUTER ANIMALS. WE VISIT YOUNG CHILDREN WITH OUR THERAPY DOGS AND EDUCATE THEM ON THE IMPORTANCE OF SPAY AND NEUTER. WE ALSO EDUCATE THESE CHILDREN ON THE PROPER CARE AND TREATMENT 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 (2023)

Revenue Breakdown

Contributions & Grants $5,880

Program Service Revenue $0

Investment Income $0

Other Revenue $-70

TOTAL REVENUE $5,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $22

Program Expenses $20,820

Other Expenses $20,856

TOTAL EXPENSES $20,856

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,810	$11,597	-0.5%
Expenses	$20,856	$36,491	-0.4%
Net Income	$-15,046	$-24,894	-0.4%

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
CAROL BYRNE	DIRECTOR	N/A	Director	$0	$0	$0
SHERRY COMER	DIRECTOR	N/A	Director	$0	$0	$0
BARB GRAHAM	DIRECTOR	N/A	Director	$0	$0	$0
GLENDA MONTAGUE	DIRECTOR	N/A	Director	$0	$0	$0
LENNY SCHEBIL	DIRECTOR	N/A	Director	$0	$0	$0
HEATHER HODGES	SECRETARY	N/A	Officer	$0	$0	$0
STEVEN SCHUT	TREASURER	N/A	Officer	$0	$0	$0
A DAVID SZOT	VICE PRESIDE	N/A	Officer	$0	$0	$0
DEBRA SZOT	PRESIDENT	N/A	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
2023	$5,810	$20,856	No data	$-15,046
2022	$11,597	$36,491	$15,048	$-24,894
2021	$24,758	$25,934	$39,942	$-1,176
2020	$23,412	$23,619	$41,118	$-207
2019	$21,457	$28,139	$41,325	$-6,682
2018	$22,389	$20,423	$48,007	$1,966

RILEY MACKENZIE FUND