REHMANN FOUNDATION (EIN 873646882) - 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

2021

Legal Domicile

Principal Officer

JOAN PAYNE

Phone

9897999580

Tax Period

2023-01-01 to 2023-12-31

REHMANN FOUNDATION, founded in 2021, is a small nonprofit in the Human Services sector that reported $186K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $75K, a strong 40% operating margin.

Mission

WE WILL MAKE A TANGIBLE DIFFERENCE BY ADVANCING EDUCATIONAL OPPORTUNITIES, PROPELLING ECONOMIC DEVELOPMENT, AND STRENGTHENING COMMUNITIES. THROUGH PARTNERSHIPS WITH LIKE-MINDED ORGANIZATIONS WHO EMPOWER INDIVIDUALS THAT REPRESENT DIVERSE BACKGROUNDS AND EXPERIENCES - WE WILL MAKE A POSITIVE IMPACT IN OUR WORLD.

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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 $186,455

Program Service Revenue $0

Investment Income $34

Other Revenue $-266

TOTAL REVENUE $186,223

Expense Breakdown

Grants Paid $110,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $110,000

Other Expenses $1,350

TOTAL EXPENSES $111,350

Year-over-Year Comparison

	2023	2022	Change
Revenue	$186,223	$213,432	-0.1%
Expenses	$111,350	$176,697	-0.4%
Net Income	$74,873	$36,735	+1.0%

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

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
RANDY RUPP	PRESIDENT	0.50	Officer Director	$0	$0	$0
MICHELLE FOWLER	VICE-PRESIDENT	0.50	Officer Director	$0	$0	$0
JOAN PAYNE	TREASURER	0.50	Officer Director	$0	$0	$0
CONNIE THOMPSON	SECRETARY	0.50	Officer Director	$0	$0	$0
HOLLY SHIER	DIRECTOR	0.50	Director	$0	$0	$0
MATTHEW BILLITTI	DIRECTOR THRU 11/30/23	0.50	Director	$0	$0	$0
MICHELLE HODGES	DIRECTOR	0.50	Director	$0	$0	$0
BECKY GUENTHER	DIRECTOR	0.50	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	$186,223	$111,350	$320,808	$74,873
2022	$213,432	$176,697	$252,535	$36,735
2021	$205,800	No data	$205,800	No data

REHMANN FOUNDATION