REX FOUNDATION (EIN 680033257) - 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

CAMERON SEARS

Phone

4155613134

Tax Period

2024-01-01 to 2024-12-31

REX FOUNDATION, founded in 1984, is a small nonprofit that reported $524K in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $146K, a strong 28% operating margin.

Mission

TO HELP SECURE A HEALTHY ENVIRONMENT, PROMOTE INDIVIDUALITY IN THE ARTS, PROVIDE SUPPORT TO CRITICAL AND NECESSRY SOCIAL SERVICES, ASSIST OTHERS LESS FORTUNATE THAN OURSELVES, PROTECT THE RIGHTS OF INDIGENOUS PEOPLE AND ENSURE THEIR CULTURAL HERITAGE.

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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 $354,178

Program Service Revenue $0

Investment Income $16,120

Other Revenue $153,682

TOTAL REVENUE $523,980

Expense Breakdown

Grants Paid $71,500

Salaries & Benefits $180,608

Fundraising Expenses $3,868

Program Expenses $161,804

Other Expenses $125,789

TOTAL EXPENSES $377,897

Year-over-Year Comparison

	2024	2023	Change
Revenue	$523,980	$319,283	+0.6%
Expenses	$377,897	$368,361	+0.0%
Net Income	$146,083	$-49,078	-4.0%

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

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

$92,083

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM DUNCAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEFANIE COYOTENICK MORGAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CLIFF PALEFSKY	TREASURER	1.00	Officer Director	$0	$0	$0
JAY CAUUWE	SECRETARY	1.00	Officer Director	$0	$0	$0
DIANE BLAGMAN	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
BARRY CAPLAN	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLYN GARCIA	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
FREDDY HAHNE	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
NICK MORGAN	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
MAGGIE O'DONNELL	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
MATT BUTLER	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
ANDY GADIEL	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
MICKEY HART	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
JAY CAAUWE	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
AL FRANKEN	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
TRIXIE GARCIA	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
ROSALIE HOWARTH	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
MARTIN KNOTT	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
ROGER MCNAMEE	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
NICK MORGAN	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
MARC MORGENSTERN	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
MAGGIE O'DONNELL	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
CLIFF PALEFSKY	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
NADIA PRESCHER	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD SERLING	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH SOLOMON	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
BOB WEIR	DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
CAMERON SEARS	EXECUTIVE DIRECTOR	30.00	Officer	$92,083	$0	$92,083

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	$523,980	$377,897	$634,631	$146,083
2023	$319,283	$368,361	$481,724	$-49,078
2022	$459,382	$342,768	$530,821	$116,614
2021	$360,308	$370,938	$436,717	$-10,630
2020	$280,203	$319,736	$432,440	$-39,533
2019	$217,840	$234,994	$447,629	$-17,154
2018	$178,593	$242,855	$464,824	$-64,262

REX FOUNDATION