SARAH MCLEAN FOUNDATION (EIN 261077197) - 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

2007

Legal Domicile

Principal Officer

Sarah McLean

Tax Period

2025-01-01 to 2025-12-31

SARAH MCLEAN FOUNDATION, founded in 2007, is a small nonprofit in the Health Care sector that reported $608K in total revenue in fiscal year 2025. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $115K, a strong 19% operating margin.

Mission

Support Breast Cancer Community

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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 (2025)

Revenue Breakdown

Contributions & Grants $602,477

Program Service Revenue $0

Investment Income $5,084

Other Revenue $0

TOTAL REVENUE $607,561

Expense Breakdown

Grants Paid $0

Salaries & Benefits $244,813

Fundraising Expenses $122,923

Other Expenses $247,282

TOTAL EXPENSES $492,095

Year-over-Year Comparison

	2025	2024	Change
Revenue	$607,561	$519,770	+0.2%
Expenses	$492,095	$430,774	+0.1%
Net Income	$115,466	$88,996	+0.3%

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

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
Tracy Cothran	President	001.00	Officer Director	$0	$0	$0
Vicki Thorp	Vice President	001.00	Officer Director	$0	$0	$0
Juan Carlos Claros	Director	001.00	Director	$0	$0	$0
Lon Fett	Director	001.00	Director	$0	$0	$0
Holly McHargue	Secretary	001.00	Director	$0	$0	$0
Amy Mitchell	Director	001.00	Director	$0	$0	$0
Donita Smith	Director	001.00	Director	$0	$0	$0
Kristin Biggerstaff	Director	001.00	Director	$0	$0	$0
Sarah McLean	Executive Director	040.00	Key Emp	$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	$607,561	$492,095	$426,537	$115,466
2024	No data	No data	No data	No data
2023	$468,860	$391,582	$191,586	$77,278
2022	$317,750	$334,749	$103,828	$-16,999
2021	$290,348	$286,351	$121,180	$3,997
2020	$358,939	$293,377	$124,990	$65,562

SARAH MCLEAN FOUNDATION