THE MAXWELTON AND LACHLAN FOUNDATION (EIN 262916589) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

GEORGE J MCVEY JR

Phone

4342200356

Tax Period

2025-01-01 to 2025-12-31

THE MAXWELTON AND LACHLAN FOUNDATION, founded in 2008, is a micro nonprofit in the Recreation & Sports sector that reported $44K in total revenue in fiscal year 2025. The organization ran a surplus of $12K, a strong 28% operating margin.

Mission

THE MAXWELTON AND LACHLAN FOUNDATION IS AN ORGANIZATION ESTABLISHED TO PROVIDE FINANCIAL SUPPORT FOR CAMPER TUITIONS AND ATTENDANCE TO THE SUMMER CAMP. THE FOUNDATION PROVIDES NEED-BASED SCHOLARSHIPS TO CAMPERS AT CAMP MAXWELTON AND CAMP LACHLAN.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $33,789

Program Service Revenue $0

Investment Income $10,207

Other Revenue $0

TOTAL REVENUE $43,996

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,000

Other Expenses $1,558

TOTAL EXPENSES $31,558

Year-over-Year Comparison

	2025	2024	Change
Revenue	$43,996	$42,151	+0.0%
Expenses	$31,558	$21,880	+0.4%
Net Income	$12,438	$20,271	-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

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	Role	Reportable Comp	Other Comp	Total
SAMUEL ROBERT FISHLEIGH ALLIN	SECRETARY	Officer Director	$0	$0	$0
MOLLY MOORE GREEN	PRESIDENT	Officer Director	$0	$0	$0
GEORGE J MCVEY JR	TREASURER	Officer Director	$0	$0	$0
MEREDITH WILLIAMS ALLIN	DIRECTOR	Director	$0	$0	$0
WILLIAM ROBERTSON BEVERLEY HERSHEY	DIRECTOR	Director	$0	$0	$0
KATHLEEN BELK DOFFERMYRE	DIRECTOR	Director	$0	$0	$0
WILLIAM DAVID BARR	DIRECTOR	Director	$0	$0	$0
RENDALL LAWRENCE HARRIS	DIRECTOR	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	$43,996	$31,558	$561,081	$12,438

THE MAXWELTON AND LACHLAN FOUNDATION