MAX AND MARION CALDWELL FOUNDATION (EIN 161641295) - 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

2002

Legal Domicile

Principal Officer

CLARE SCHNEIDER

Phone

8314796714

Tax Period

2024-11-01 to 2025-10-31

MAX AND MARION CALDWELL FOUNDATION, founded in 2002, is a small nonprofit in the Recreation & Sports sector that reported $253K in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $113K, a strong 45% operating margin.

Mission

PROVIDE FUNDS TO CHILDREN AGES 5-12 TO ALLOW THEM TO ATTEND AN ACA ACCREDITED SUMMER CAMP IN NORTHERN CALIFORNIA. IN ADDITION, TO PROVIDE $1500 IN SCHOLARSHIP FUNDS TO COUNSELORS WHO HAVE WORKED AT SUCH A CAMP FOR TWO YEARS AND EARNED A RECOMMENDATION FROM ITS DIRECTOR.

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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 (2024)

Revenue Breakdown

Contributions & Grants $127,583

Program Service Revenue $0

Investment Income $125,260

Other Revenue $0

TOTAL REVENUE $252,843

Expense Breakdown

Grants Paid $131,566

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $131,566

Other Expenses $7,807

TOTAL EXPENSES $139,373

Year-over-Year Comparison

	2024	2023	Change
Revenue	$252,843	$166,566	+0.5%
Expenses	$139,373	$108,798	+0.3%
Net Income	$113,470	$57,768	+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
HANNAH S WILSON	Trustee	2.00	Director	$0	$0	$0
DOUGLAS F KIRKWOOD	Treasurer	2.00	Officer Director	$0	$0	$0
STEFANIE BELLUCCI	Secretary	2.00	Officer Director	$0	$0	$0
SCOTT KIRKWOOD	Trustee	2.00	Director	$0	$0	$0
BRITT HASELTON	Trustee	2.00	Director	$0	$0	$0
JOANNE LICHTENSTEIN	Trustee	2.00	Director	$0	$0	$0
CLARE SCHNEIDER	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	$252,843	$139,373	$1,273,814	$113,470
2024	$166,566	$108,798	$1,160,344	$57,768
2023	$159,138	$82,824	$1,102,576	$76,314
2022	$148,816	$99,219	$1,026,262	$49,597
2021	$181,513	$25,369	$976,665	$156,144
2020	$80,528	$76,438	$820,521	$4,090
2019	$135,479	$62,068	$816,431	$73,411

MAX AND MARION CALDWELL FOUNDATION