MEGAN S OTT FOUNDATION INC (EIN 272189612) - 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

2010

Legal Domicile

Principal Officer

THOMAS W OTT

Phone

3175744280

Tax Period

2022-01-01 to 2022-12-31

MEGAN S OTT FOUNDATION INC, founded in 2010, is a small nonprofit in the Health Care sector that reported $124K in total revenue in fiscal year 2022. Expenses of $139K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO PROVIDE WOMEN, MEN, AND THEIR FAMILIES WHO ARE SUFFERING THROUGH THE BATTLE OF BREAST CANCER A SOURCE TO BRING CRITICAL ASSISTANCE AND SUNSHINE TO THEIR LIVES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $43,449

Program Service Revenue $0

Investment Income $0

Other Revenue $80,610

TOTAL REVENUE $124,059

Expense Breakdown

Grants Paid $57,000

Salaries & Benefits $68,633

Fundraising Expenses $0

Program Expenses $113,900

Other Expenses $13,620

TOTAL EXPENSES $139,253

Year-over-Year Comparison

	2022	2021	Change
Revenue	$124,059	$127,840	0.0%
Expenses	$139,253	$100,888	+0.4%
Net Income	$-15,194	$26,952	-1.6%

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

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

$66,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE J CARNAHAN	EXECUTIVE DIRECTOR	40.00	Officer	$66,000	$0	$66,000
THOMAS W OTT	PRESIDENT	2.00	Officer	$0	$0	$0
STEVEN R SNYDER	VICE PRESIDENT	2.00	Officer	$0	$0	$0
MICHAEL POTTER	TREASURER	1.00	Officer	$0	$0	$0
MATTHEW COOK	DIRECTOR	1.00	Officer	$0	$0	$0
ED SAHM	DIRECTOR	1.00	Officer	$0	$0	$0
DR CHRISTINA KIM	DIRECTOR	1.00	Officer	$0	$0	$0
DR SAM HEISER	DIRECTOR	1.00	Officer	$0	$0	$0
KRISTI ORBAUGH	DIRECTOR	1.00	Officer	$0	$0	$0
TATUM HINDMAN	SECRETARY	1.00	Officer	$0	$0	$0
CLAUDIA DAVIS	DIRECTOR	1.00	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
2022	$124,059	$139,253	$138,033	$-15,194
2021	$127,840	$100,888	$153,227	$26,952
2020	$120,957	$109,295	$138,775	$11,662
2019	$142,073	$187,930	$114,613	$-45,857
2018	$140,403	$152,011	$160,470	$-11,608

MEGAN S OTT FOUNDATION INC