The Rory McIlroy Foundation Inc (EIN 463728629) - 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

2013

Legal Domicile

Principal Officer

PHILIP J BARKER

Phone

2169204800

Tax Period

2019-01-01 to 2019-12-31

The Rory McIlroy Foundation Inc, founded in 2013, is a micro nonprofit that reported $13K in total revenue in fiscal year 2019. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $17K exceeded revenue, resulting in a 35% operating deficit.

Mission

MAKE CHARITABLE GRANTS WITH EMPHASIS TO THOSE CAUSES THAT ASSIST CHILDREN SUFFERING FROM ILL HEALTH OR WHO ARE UNFAIRLY DISADVANTAGED OR VULNERABLE TO LIFES CIRCUMSTANCES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $17,348

Program Service Revenue $0

Investment Income $-8,729

Other Revenue $3,980

TOTAL REVENUE $12,599

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $359

Other Expenses $17,037

TOTAL EXPENSES $17,037

Year-over-Year Comparison

	2019	2018	Change
Revenue	$12,599	$903,799	-1.0%
Expenses	$17,037	$579,813	-1.0%
Net Income	$-4,438	$323,986	-1.0%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY FUNSTON	DIRECTOR	0.0	Director	$0	$0	$0
PHILIP J BARKER	SECRETARY/DIRECTOR	2.0	Officer Director	$0	$0	$0
RORY McILROY	VICE PRESIDENT/DIRECTOR	1.0	Officer Director	$0	$0	$0
GERRY McILROY	TREASURER/DIRECTOR	1.0	Officer Director	$0	$0	$0
ANDREW D CRONE	DIRECTOR	0.0	Director	$0	$0	$0
BRIAN MCILROY	DIRECTOR	1.0	Director	$0	$0	$0
ERICA MCILROY	DIRECTOR	1.0	Director	$0	$0	$0
DAVID PHELAN	DIRECTOR	1.0	Director	$0	$0	$0
CHRIS STONE	DIRECTOR	0.0	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
2019	$12,599	$17,037	No data	$-4,438
2018	$903,799	$579,813	$19,890	$323,986

The Rory McIlroy Foundation Inc