AMERICAN CLAN GREGOR SOCIETY INC CHARITY AND EDUCATION FUND (EIN 237050781) - 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

1949

Legal Domicile

Principal Officer

MARK K MCGREGOR

Phone

7143941274

Tax Period

2024-01-01 to 2024-12-31

AMERICAN CLAN GREGOR SOCIETY INC CHARITY AND EDUCATION FUND, founded in 1949, is a micro nonprofit that reported $97K in total revenue in fiscal year 2024. Revenue fell 64% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $48K, a strong 50% operating margin.

Mission

THE AMERICAN CLAN GREGOR SOCIETY CHARITY AND EDUCATION FUND SHALL CONSTITUTE PERMANENT TRUST ADMINISTERED BY THE COUNCIL OF THE AMERICAN CLAN GREGOR SOCIETY, INC., OR ITS SUCCESSORS OR SUCCESSOR, SOLEY FOR

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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 $480

Program Service Revenue $0

Investment Income $96,618

Other Revenue $0

TOTAL REVENUE $97,098

Expense Breakdown

Grants Paid $30,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,807

Other Expenses $18,407

TOTAL EXPENSES $48,807

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,098	$270,684	-0.6%
Expenses	$48,807	$-40,685	-2.2%
Net Income	$48,291	$311,369	-0.8%

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

N/A

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
STEVEN ARGYLE	TRUSTEE	1.00	Director	$0	$0	$0
FRANCIS MERCIER	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS WATKINS	TRUSTEE	1.00	Director	$0	$0	$0
MARK K MCGREGOR	TRUSTEE EX-OFFICIO	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	$97,098	$48,807	$915,790	$48,291
2023	$270,684	$-40,685	$861,114	$311,369
2022	$28,570	$109,886	$824,362	$-81,316
2021	$38,240	$24,029	$729,968	$14,211
2020	$35,785	$18,329	$541,777	$17,456
2019	$3,954	$25,717	$557,944	$-21,763
2018	$15,256	$18,499	$464,096	$-3,243

AMERICAN CLAN GREGOR SOCIETY INC CHARITY AND EDUCATION FUND