NORMA J ROSS MEMORIAL FOUNDATION C/O JENELL ROSS (EIN 832413210) - 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

JENELL R ROSS

Phone

9374330990

Tax Period

2023-01-01 to 2023-12-31

NORMA J ROSS MEMORIAL FOUNDATION C/O JENELL ROSS, founded in 2018, is a small nonprofit in the Diseases & Disorders sector that reported $154K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $184K exceeded revenue, resulting in a 19% operating deficit.

Mission

NORMA J. ROSS MEMORIAL FOUNDATION EXISTS TO SUPPORT YOUTH IN THE COMMUNITY, SPONSOR PROGRAMS THAT AID CANCER PATIENTS, AND FUND AND ADVOCATE FOR ORGANIZATIONS THAT CONTINUE TO DO BREAST CANCER RESEARCH.

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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 $149,500

Program Service Revenue $0

Investment Income $12,558

Other Revenue $-7,840

TOTAL REVENUE $154,218

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,969

Program Expenses $176,345

Other Expenses $180,504

TOTAL EXPENSES $184,078

Year-over-Year Comparison

	2023	2022	Change
Revenue	$154,218	$208,003	-0.3%
Expenses	$184,078	$142,162	+0.3%
Net Income	$-29,860	$65,841	-1.5%

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

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
JENELL R ROSS	TRUSTEE, PRESIDENT/TREASUR	10.00	Officer Director	$0	$0	$0
YVONNE PETTY	TRUSTEE, SECRETARY	10.00	Officer Director	$0	$0	$0
SCOT A STONE	TRUSTEE	5.00	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	$154,218	$184,078	$356,924	$-29,860
2022	$208,003	$142,162	$386,784	$65,841
2021	$278,083	$180,568	$320,943	$97,515
2020	$65,972	$110,146	$223,428	$-44,174
2018	$24,509	$162	$24,347	$24,347

NORMA J ROSS MEMORIAL FOUNDATION C/O JENELL ROSS