Steve Menzies Global Foundation Inc (EIN 850585253) - 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

2020

Legal Domicile

Principal Officer

Steven Menzies

Tax Period

2023-01-01 to 2023-12-31

Steve Menzies Global Foundation Inc, founded in 2020, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.1M in total revenue in fiscal year 2023.

Mission

This corporation is formed exclusively for artistic and educational purposes including, for such purposes, the making of distribtuions to organizations that qualify as exempt organizations under S 501(c)(3) and engaging in activities permitted for a qualifed exempt organization.

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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 $3,140,250

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,140,250

Expense Breakdown

Grants Paid $1,836,261

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,836,261

Other Expenses $1,291,553

TOTAL EXPENSES $3,127,814

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,140,250	$3,140,250	N/A
Expenses	$3,127,814	$3,200,543	0.0%
Net Income	$12,436	$-60,293	-1.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
David K Spencer	Treasurer	Officer Director	$0	$0	$0
Jeffrey Silver	Secretary	Officer Director	$0	$0	$0
Steven Menzies	President	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	$3,140,250	$3,127,814	$73,816	$12,436
2022	No data	$1,517,280	$61,380	No data
2021	$2,875,100	$1,475,470	$1,578,660	$1,399,630
2020	$3,000,000	$2,820,970	$179,030	$179,030

Steve Menzies Global Foundation Inc