MARY RUTAN FOUNDATION (EIN 341407262) - 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

1984

Legal Domicile

Principal Officer

CHAD ROSS

Phone

9375924015

Tax Period

2024-01-01 to 2024-12-31

MARY RUTAN FOUNDATION, founded in 1984, is a small nonprofit that reported $417K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $127K, a strong 30% operating margin.

Mission

TO CREATE PHILANTHROPIC RELATIONSHIPS TO SUPPORT PATIENT CARE SERVICES, MEDICAL SCHOLARSHIPS, MEDICAL EQUIPMENT, AND CAPITAL DEVELOPMENT WHILE PROMOTING HEALTH AND WELLNESS THROUGH EDUCATIONAL PROGRAMS AND SERVICES TO THE COMMUNITIES IN WHICH WE SERVE.

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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 $122,638

Program Service Revenue $0

Investment Income $294,443

Other Revenue $0

TOTAL REVENUE $417,081

Expense Breakdown

Grants Paid $157,587

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $286,035

Other Expenses $132,307

TOTAL EXPENSES $289,894

Year-over-Year Comparison

	2024	2023	Change
Revenue	$417,081	$745,961	-0.4%
Expenses	$289,894	$239,761	+0.2%
Net Income	$127,187	$506,200	-0.7%

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

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

$1,152,174

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN HAUSHALTER	CHAIR	0.50	Officer Director	$0	$0	$0
SARA STAHLER	BOARD VICE CHAIRMAN	0.25	Officer Director	$0	$0	$0
NANCY KNIGHT	BOARD MEMBER	0.25	Director	$0	$0	$0
DOUG CHAMBERLAIN	BOARD MEMBER	0.25	Director	$0	$0	$0
BOBBIE TRITTSCHUH	BOARD MEMBER (MAY-DEC)	0.25	Director	$0	$0	$0
PAIGE DUFF	BOARD MEMBER	0.25	Director	$0	$0	$0
JAKE VITT	BOARD MEMBER	0.25	Director	$0	$0	$0
DEB ELLIS	BOARD MEMBER	0.25	Director	$0	$0	$0
JOENEE PURCELL	BOARD MEMBER	0.25	Director	$0	$0	$0
DAVID WILLOBY	BOARD MEMBER	0.25	Director	$0	$0	$0
DON LEIS	BOARD MEMBER	0.25	Director	$0	$0	$0
EDGAR MORALES	BOARD MEMBER (JAN-APRIL)	0.25	Director	$0	$0	$0
CHAD ROSS	PRESIDENT	0.50	Officer	$0	$101,479	$576,571
THOMAS DENBOW	VICE PRESIDENT	0.50	Officer	$0	$36,032	$278,289
TAMARA ALLISON	COO (FOUNDATION) (JAN-MARCH)	10.00	Officer	$0	$10,320	$92,124
TAMARA GUMP	COO (FOUNDATION) (APR-DEC)	10.00	Officer	$0	$28,688	$205,190

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	$417,081	$289,894	$8,345,252	$127,187
2023	$745,961	$239,761	$7,787,526	$506,200
2022	$778,325	$255,809	$7,054,331	$522,516
2021	$1,305,163	$197,111	$9,749,929	$1,108,052
2020	$181,746	$131,860	$9,064,390	$49,886
2019	$689,900	$287,920	$8,968,510	$401,980
2018	$995,809	$282,307	$8,606,981	$713,502

MARY RUTAN FOUNDATION