MCLAREN OAKLAND FOUNDATION (EIN 200442217) - 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

2004

Legal Domicile

Principal Officer

LORENZO SUTER

Phone

2483385000

Tax Period

2023-10-01 to 2024-09-30

MCLAREN OAKLAND FOUNDATION, founded in 2004, is a small nonprofit in the Health Care sector that reported $118K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $91K, a strong 77% operating margin.

Mission

TO SOLICIT, ACCEPT AND INVEST CONTRIBUTIONS, GIFTS, DEVICES AND BEQUESTS FOR THE BENEFIT OF MCLAREN OAKLAND AND ITS AFFILIATED ORGANIZATIONS.

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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 $157,573

Program Service Revenue $0

Investment Income $0

Other Revenue $-39,152

TOTAL REVENUE $118,421

Expense Breakdown

Grants Paid $26,208

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,208

Other Expenses $1,181

TOTAL EXPENSES $27,389

Year-over-Year Comparison

	2023	2022	Change
Revenue	$118,421	$190,235	-0.4%
Expenses	$27,389	$48,587	-0.4%
Net Income	$91,032	$141,648	-0.4%

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

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

$1,109,370

Total Directors

$1,109,370

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELINE SPICER	CHAIR	1.00	Officer Director	$0	$0	$0
LYNN MARCOTTE	TREASURER	1.00	Officer Director	$0	$52,500	$308,541
TRACEY FRANOVICH	CEO - PART YEAR	5.00	Officer Director	$0	$132,618	$800,829
LORENZO SUTER	CEO - STARTED 2024	5.00	Officer Director	$0	$0	$0
LINDSEY KIRK DO	MEMBER	1.00	Director	$0	$0	$0
CALE KIRK	MEMBER	1.00	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	$118,421	$27,389	$1,681,433	$91,032
2023	$190,235	$48,587	$1,603,054	$141,648
2022	$150,275	$217,383	$1,548,595	$-67,108
2021	$327,194	$863,543	$1,503,344	$-536,349
2020	$345,620	$190,850	$2,012,884	$154,770
2019	$340,125	$725,551	$2,086,962	$-385,426
2018	$1,326,236	$755,867	$2,608,208	$570,369

MCLAREN OAKLAND FOUNDATION