RONALD MCDONALD HOUSE TRUST FUND (EIN 616216083) - 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

1994

Legal Domicile

Principal Officer

NATHAN GRAHAM

Phone

8592680747

Tax Period

2024-01-01 to 2024-12-31

RONALD MCDONALD HOUSE TRUST FUND, founded in 1994, is a small nonprofit in the Health Care sector that reported $457K in total revenue in fiscal year 2024. Revenue surged 155% from the prior year, signaling strong growth momentum. The organization ran a surplus of $428K, a strong 94% operating margin.

Mission

THE FUND INVESTS CASH AND OTHER ASSETS FOR THE BENEFIT OF THE RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS. INC.

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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 $70,000

Program Service Revenue $0

Investment Income $387,279

Other Revenue $0

TOTAL REVENUE $457,279

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $29,293

TOTAL EXPENSES $29,293

Year-over-Year Comparison

	2024	2023	Change
Revenue	$457,279	$179,619	+1.5%
Expenses	$29,293	$24,276	+0.2%
Net Income	$427,986	$155,343	+1.8%

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

$158,680

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAX SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
RYAN GRAHAM	TREASURER	1.00	Officer Director	$0	$0	$0
AUSTEN BLOOMER	SECRETARY	1.00	Officer Director	$0	$0	$0
ALLISON HELSINGER	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
NATHAN GRAHAM	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$31,964	$158,680

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	$457,279	$29,293	$4,346,534	$427,986
2023	$179,619	$24,276	$3,713,266	$155,343
2022	$2,791	$23,593	$3,027,011	$-20,802
2021	$334,112	$24,738	$3,603,420	$309,374
2020	$298,407	$21,441	$3,104,884	$276,966
2019	$119,746	$18,954	$2,560,182	$100,792
2018	$408,822	$16,794	$2,189,473	$392,028

RONALD MCDONALD HOUSE TRUST FUND