MAYFIELD ROTARY FOUNDATION INC (EIN 611312167) - 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

Principal Officer

ANDREW T ELLIOTT

Phone

2702474651

Tax Period

2023-01-01 to 2023-12-31

MAYFIELD ROTARY FOUNDATION INC is a small nonprofit in the Education sector that reported $572K in total revenue in fiscal year 2023. Revenue fell 83% from the prior year — a significant decline worth monitoring. Expenses of $1.2M exceeded revenue, resulting in a 107% operating deficit.

Mission

PROVIDE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS.

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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 $572,088

Program Service Revenue $0

Investment Income $98

Other Revenue $0

TOTAL REVENUE $572,186

Expense Breakdown

Grants Paid $1,157,388

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,157,388

Other Expenses $26,924

TOTAL EXPENSES $1,184,312

Year-over-Year Comparison

	2023	2022	Change
Revenue	$572,186	$3,355,899	-0.8%
Expenses	$1,184,312	$2,324,572	-0.5%
Net Income	$-612,126	$1,031,327	-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

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
LEE MARTIN	VICE CHAIR	N/A	Officer Director	$0	$0	$0
JEANNA ELLIOTT	SECRETARY	N/A	Officer Director	$0	$0	$0
HEATHER FOLEY	TREASURER	N/A	Director	$0	$0	$0
ANDREW T ELLIOTT	CHAIRMAN	N/A	Director	$0	$0	$0
JOE HENDERSON	DIRECTOR	N/A	Director	$0	$0	$0
MATT MADDING	DIRECTOR	N/A	Director	$0	$0	$0
AL CHANDLER	DIRECTOR	N/A	Director	$0	$0	$0
DON SPARKS	DIRECTOR	N/A	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	$572,186	$1,184,312	$744,934	$-612,126
2022	$3,355,899	$2,324,572	$1,357,060	$1,031,327
2021	$324,903	$52,703	$325,733	$272,200

MAYFIELD ROTARY FOUNDATION INC