J WARREN AND LOIS MCCLURE FOUNDATION

EIN: 030345186 501(c)(3) Education

MIDDLEBURY, VT

Total Revenue
$656,884
Total Expenses
$1,481,383
Total Assets
$8,212,892
Net Assets
$8,009,070
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
VT
Principal Officer
BARBARA BENEDICT
Phone
8023883355
Tax Period
2023-01-01 to 2023-12-31

J WARREN AND LOIS MCCLURE FOUNDATION, founded in 1994, is a small nonprofit in the Education sector that reported $657K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 126% operating deficit.

Mission

TO SUPPORT BROAD CHARITABLE PURPOSES, PRIMARILY IN THE STATE OF VERMONT.

Program Service Accomplishments

Program 1
Expenses: $1,153,645 Revenue: $0

THE J. WARREN & LOIS MCCLURE FOUNDATION ENVISIONS A VERMONT IN WHICH NO PROMISING JOB GOES UNFILLED FOR LACK OF A QUALIFIED APPLICANT AND WHERE COLLEGE AND CAREER TRAINING CONTRIBUTE TO GREATER...

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THE J. WARREN & LOIS MCCLURE FOUNDATION ENVISIONS A VERMONT IN WHICH NO PROMISING JOB GOES UNFILLED FOR LACK OF A QUALIFIED APPLICANT AND WHERE COLLEGE AND CAREER TRAINING CONTRIBUTE TO GREATER EQUITY AND RESILIENCE. IN 2023, THE FOUNDATION PROVIDED 71 GRANTS IN SUPPORT OF ITS MISSION TO PROMOTE EQUITABLE ACCESS TO CAREER AND POSTSECONDARY EDUCATION FOR ALL VERMONTERS; ESPECIALLY LOW-INCOME STUDENTS AND FIRST-GENERATION COLLEGE STUDENTS. THOSE GRANTS SUPPORTED PROGRAMS IN ALL 14 COUNTIES IN VERMONT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $468,683
Program Service Revenue $0
Investment Income $188,201
Other Revenue $0
TOTAL REVENUE $656,884

Expense Breakdown

Grants Paid $1,135,026
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,153,645
Other Expenses $346,357
TOTAL EXPENSES $1,481,383

Year-over-Year Comparison

2023 2022 Change
Revenue $656,884 $895,702 -0.3%
Expenses $1,481,383 $777,646 +0.9%
Net Income $-824,499 $118,056 -8.0%
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

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Governance

Voting Members
4
Independent Members
3
Employees
1
Volunteers
5

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
5
$429,672
Total Directors
8
$429,672
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARBARA BENEDICT PRESIDENT 8.00
Officer Director
$0 $0 $0
REBECCA HENRY VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
TIMOTHY J DONOVAN TREASURER 2.00
Officer Director
$0 $0 $0
DANIEL SMITH SECRETARY 4.00
Officer Director
$0 $60,916 $290,442
JANET MCLAUGHLIN DIRECTOR 2.00
Director
$0 $0 $0
CAROLYN WEIR EXECUTIVE DIRECTOR 40.00
Officer Director
$115,798 $23,432 $139,230
LAUREN CURRY DIRECTOR 2.00
Director
$0 $0 $0
WILLARD JACKSON DIRECTOR 2.00
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 $656,884 $1,481,383 $8,212,892 $-824,499
2022 $895,702 $777,646 $8,403,921 $118,056
2021 $1,310,609 $900,637 $9,609,099 $409,972
2020 $948,920 $1,218,056 $8,426,856 $-269,136
2019 $439,003 $874,344 $8,424,849 $-435,341
2018 $544,146 $686,837 $7,712,043 $-142,691
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