ROSS LYNN CHARITABLE FOUNDATION INC (EIN 471023395) - 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

2014

Legal Domicile

Principal Officer

JANE DOWNS WATTS

Phone

6016131954

Tax Period

2023-01-01 to 2023-12-31

ROSS LYNN CHARITABLE FOUNDATION INC, founded in 2014, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 1142% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 90% operating margin.

Mission

CULTIVATING COMPASSION IN INDIVIDUALS, FAMILIES, AND COMMUNITIES THROUGH ART, OUTDOOR ADVENTURE, AND HEALTHY LIVING.

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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 $1,237,960

Program Service Revenue $67,944

Investment Income $800

Other Revenue $5,288

TOTAL REVENUE $1,311,992

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,121

Fundraising Expenses $0

Program Expenses $49,487

Other Expenses $60,981

TOTAL EXPENSES $132,102

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,311,992	$105,605	+11.4%
Expenses	$132,102	$112,401	+0.2%
Net Income	$1,179,890	$-6,796	-174.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JANE DOWNS WATTS	Vice President	Director	$0	$0	$0
EMILY SAMPLE	Director	Director	$0	$0	$0
CATHERINE JACOBS	Treasurer	Director	$0	$0	$0
PAT BATES	President	Director	$0	$0	$0
KAREN LOGAN	Director	Director	$0	$0	$0
KELLY MCDADE	Director	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
2024	No data	No data	No data	No data
2023	$1,311,992	$132,102	$1,359,250	$1,179,890
2022	$105,605	$112,401	$104,797	$-6,796
2021	$134,005	$102,892	$112,044	$31,113
2020	$101,162	$88,551	$83,739	$12,611
2019	$101,696	$74,514	$67,224	$27,182
2018	$68,812	$57,711	$44,514	$11,101

ROSS LYNN CHARITABLE FOUNDATION INC