ROSS MATHEMATICS FOUNDATION (EIN 831928343) - 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

2018

Legal Domicile

Principal Officer

JIM FOWLER

Phone

8442628409

Tax Period

2023-01-01 to 2023-12-31

ROSS MATHEMATICS FOUNDATION, founded in 2018, is a small nonprofit in the Education sector that reported $865K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $745K left a modest 14% surplus.

Mission

To teach mathematics students in high school and college, to create curricular mathematics materials, increase access to mathematices, and cooperate with similar groups.

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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 $97,375

Program Service Revenue $764,323

Investment Income $2,899

Other Revenue $0

TOTAL REVENUE $864,597

Expense Breakdown

Grants Paid $0

Salaries & Benefits $406,354

Fundraising Expenses $0

Program Expenses $744,746

Other Expenses $338,392

TOTAL EXPENSES $744,746

Year-over-Year Comparison

	2023	2022	Change
Revenue	$864,597	$636,510	+0.4%
Expenses	$744,746	$728,740	+0.0%
Net Income	$119,851	$-92,230	-2.3%

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

N/A

Independent Members

N/A

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

$29,490

Total Directors

$41,583

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James A Fowler	Executive Director, Treasurer	5.0	Officer Director	$22,592	$0	$22,592
Paul Pollack	Director	2.0	Director	$10,315	$0	$10,315
Daniel Shapiro	Director, Chairperson of Board	1.0	Officer Director	$6,898	$0	$6,898
JOHN RICKERT	DIRECTOR	1.0	Director	$1,778	$0	$1,778

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	$864,597	$744,746	$315,829	$119,851
2022	$636,510	$728,740	$195,978	$-92,230
2021	$379,403	$308,864	$290,514	$70,539
2020	$290,929	$251,864	$217,669	$39,065
2019	$468,768	$289,436	$178,604	$179,332

ROSS MATHEMATICS FOUNDATION