ROXY ANN GEM & MINERAL INC (EIN 930900095) - 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

1984

Legal Domicile

Principal Officer

IAN CUNNINGHAM

Phone

5416646081

Tax Period

2023-07-01 to 2024-06-30

ROXY ANN GEM & MINERAL INC, founded in 1984, is a small nonprofit in the Arts, Culture & Humanities sector that reported $194K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $219K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO EDUCATE PUBLIC ABOUT EARTH SCIENCES, GEOLOGY, LAPIDARY, MINERALOGY, NATURAL HISTORY, AND PALEONTOLOGY BY CONDUCTING TOURS, TEACHING CLASSES, AND MAINTAINING MUSEUM DISPLAYS.

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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 $14,224

Program Service Revenue $77,493

Investment Income $10,817

Other Revenue $91,567

TOTAL REVENUE $194,101

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,211

Fundraising Expenses $0

Program Expenses $201,698

Other Expenses $143,341

TOTAL EXPENSES $218,552

Year-over-Year Comparison

	2023	2022	Change
Revenue	$194,101	$230,724	-0.2%
Expenses	$218,552	$174,570	+0.3%
Net Income	$-24,451	$56,154	-1.4%

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

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
ELIZABETH ELLINGSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PATTY ALBIN	SECRETARY	21.00	Officer Director	$0	$0	$0
LAURA BOWLES	DIRECTOR	3.00	Director	$0	$0	$0
NAOMI JUNIPER	DIRECTOR	1.00	Director	$0	$0	$0
SHONNA ZIMMERMAN	PRESIDENT	2.00	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
2025	No data	No data	No data	No data
2024	$194,101	$218,552	$1,320,001	$-24,451
2023	$230,724	$174,570	$1,344,515	$56,154
2022	$282,312	$188,463	$1,291,441	$93,849
2021	$240,994	$295,960	$1,214,071	$-54,966
2020	$172,179	$241,600	$1,274,606	$-69,421
2019	$138,901	$173,769	$1,318,077	$-34,868

ROXY ANN GEM & MINERAL INC