MARY KAY ASH FOUNDATION (EIN 752653742) - 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

1996

Legal Domicile

Principal Officer

MICHAEL LUNCEFORD

Phone

9726876300

Tax Period

2023-01-01 to 2023-12-31

MARY KAY ASH FOUNDATION, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.4M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $3.8M exceeded revenue, resulting in a 11% operating deficit.

Mission

PROVIDE SUPPORT FOR IRC SEC 501(C)(3) ORGANIZATIONS INVOLVED IN RAISING AND DISTRIBUTING FUNDS TO INVEST IN BREAKTHROUGH CANCER RESEARCH AND CLINICAL TRIALS TO FIND A CURE FOR WOMEN-RELATED CANCERS AND ENDING DOMESTIC VIOLENCE.

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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 $3,172,936

Program Service Revenue $0

Investment Income $415,498

Other Revenue $-165,130

TOTAL REVENUE $3,423,304

Expense Breakdown

Grants Paid $3,355,018

Salaries & Benefits $0

Fundraising Expenses $205,206

Program Expenses $3,355,018

Other Expenses $445,852

TOTAL EXPENSES $3,800,870

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,423,304	$4,554,537	-0.2%
Expenses	$3,800,870	$3,331,010	+0.1%
Net Income	$-377,566	$1,223,527	-1.3%

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

231

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
ANNE CREWS	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA BAIR	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN MOORE	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL MONROE	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
KRIS JOHNSON	TREASURER/DIRECT	1.00	Officer Director	$0	$0	$0
RYAN ROGERS	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
MICHAEL LUNCEFORD	PRESIDENT/DIRECTOR	8.00	Officer 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	$3,423,304	$3,800,870	$15,376,735	$-377,566
2022	$4,554,537	$3,331,010	$14,935,053	$1,223,527
2021	$4,851,142	$3,559,510	$16,216,503	$1,291,632
2020	$4,182,073	$4,004,790	$14,669,231	$177,283
2019	$4,956,682	$6,609,851	$13,915,484	$-1,653,169
2018	$7,716,765	$4,915,588	$14,791,592	$2,801,177

MARY KAY ASH FOUNDATION