MCLEAN FOUNDATION INC (EIN 237032779) - 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

1969

Legal Domicile

Principal Officer

DAVID BORDONARO

Phone

8606583700

Tax Period

2018-10-01 to 2019-09-30

MCLEAN FOUNDATION INC, founded in 1969, is a small nonprofit that reported $120K in total revenue in fiscal year 2018. Revenue surged 171% from the prior year, signaling strong growth momentum. The organization ran a surplus of $67K, a strong 56% operating margin.

Mission

THE MISSION OF THE MCLEAN FOUNDATION IS TO RECEIVE, MAINTAIN, AND APPLY FUNDS TO PROMOTE AND ENGAGE IN ACTIVITIES IN FURTHERANCE OF THE PUBLIC WELFARE PRINCIPALLY BY SUPPORTING AND ASSISTING THE MISSION AND PROGRAMS OF MCLEAN AFFILIATES, INC. (EIN 26-1960246) AND MCLEAN GAME REFUGE, INC. (EIN 26-1960261)

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $120,132

Other Revenue $0

TOTAL REVENUE $120,132

Expense Breakdown

Grants Paid $52,963

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,963

Other Expenses $0

TOTAL EXPENSES $52,963

Year-over-Year Comparison

	2018	2017	Change
Revenue	$120,132	$44,257	+1.7%
Expenses	$52,963	$28,988	+0.8%
Net Income	$67,169	$15,269	+3.4%

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

$813,734

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL PAINE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KATHLEEN ALSGAARD	DIRECTOR	0.50	Director	$0	$0	$0
JAMES COX-CHAPMAN	DIRECTOR	0.50	Director	$0	$0	$0
JARED GRISE	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT HENSLEY	DIRECTOR	0.50	Director	$0	$0	$0
LINDA SCHOFIELD	DIRECTOR	0.50	Director	$0	$0	$0
PHILIP SCHULZ	DIRECTOR	0.50	Director	$0	$0	$0
MARK WETZEL	DIRECTOR	0.50	Director	$0	$0	$0
CAROL BARNO	VP OF FINANCE	1.00	Officer	$0	$24,672	$237,277
DAVID BORDONARO	PRESIDENT	1.00	Officer	$0	$45,043	$383,543
LISA CLARK	SECRETARY	0.50	Officer	$0	$29,545	$192,914

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
2019	$120,132	$52,963	No data	$67,169
2018	$44,257	$28,988	$4,468,936	$15,269

MCLEAN FOUNDATION INC