JO ELLEN AND JOHN MCKENZIE FOUNDATION INC

EIN: 991918849 501(c)(3) Education

MIDDLETOWN, WI

Total Revenue
$394,700
Total Expenses
$394,612
Total Assets
$88
Net Assets
$88
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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
2024
Legal Domicile
WI
Principal Officer
JOHN MCKENZIE
Phone
9413499192
Tax Period
2024-07-01 to 2025-06-30

JO ELLEN AND JOHN MCKENZIE FOUNDATION INC, founded in 2024, is a small nonprofit in the Education sector that reported $395K in total revenue in fiscal year 2024.

Mission

RAISE AND DISTRIBUTE FUNDS TO HELP PROVIDE A PATHWAY OUT OF POVERTY FOR MIDDLE AND HIGH SCHOOL STUDENTS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $394,700
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $394,700

Expense Breakdown

Grants Paid $1,500
Salaries & Benefits $50,000
Fundraising Expenses $0
Program Expenses $393,966
Other Expenses $343,112
TOTAL EXPENSES $394,612

Year-over-Year Comparison

2024 2023 Change
Revenue $394,700 N/A N/A
Expenses $394,612 N/A N/A
Net Income $88 N/A N/A
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

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Governance

Voting Members
2
Independent Members
2
Employees
N/A
Volunteers
4

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
3
$40,000
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN MCKENZIE PRESIDENT 5.00
Officer Director
$0 $0 $0
JO ELLEN MCKENZIE VICE PRESIDENT 5.00
Officer Director
$0 $0 $0
PAUL VALLAS CHIEF EXECUTIVE OFFICER 20.00
Officer
$40,000 $0 $40,000
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 $394,700 $394,612 $88 $88
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