THE JOHN H MCCONNELL FOUNDATION (EIN 311253999) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

SCOTT G HEITKAMP

Phone

6142514000

Tax Period

2023-01-01 to 2023-12-31

THE JOHN H MCCONNELL FOUNDATION, founded in 1989, is a small nonprofit that reported $172K in total revenue in fiscal year 2023. The organization ran a surplus of $143K, a strong 83% operating margin.

Mission

THE PURPOSE OF THE FOUNDATION IS TO SUPPORT CHARITABLE ORGANIZATIONS WHICH BENEFIT THE COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $170,050

Other Revenue $1,544

TOTAL REVENUE $171,594

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $29,014

TOTAL EXPENSES $29,014

Year-over-Year Comparison

	2023	2022	Change
Revenue	$171,594	$172,111	0.0%
Expenses	$29,014	$28,702	+0.0%
Net Income	$142,580	$143,409	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,048,581

Total Directors

$1,362,697

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN P MCCONNELL	CHAIR/TREASURER/TRUSTEE	1.00	Officer Director	$0	$0	$0
AMY MCCONNELL	VICE CHAIR/SECRETARY/TRUST	1.00	Officer Director	$0	$0	$0
DOUGLAS F KRIDLER	TRUSTEE/PRESIDENT	0.50	Officer Director	$0	$105,945	$680,084
SCOTT HEITKAMP	TRUSTEE/ASST TREASURER	0.50	Officer Director	$0	$63,469	$368,497
ANGELA G PARSONS	TRUSTEE	0.50	Director	$0	$58,986	$314,116

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	No data	No data	No data	No data
2023	$171,594	$29,014	$4,040,459	$142,580
2022	$172,111	$28,702	$3,352,724	$143,409
2021	$223,430	$29,057	$3,956,618	$194,373
2020	$308,498	$26,880	$3,473,397	$281,618
2019	$95,235	$24,463	$3,070,427	$70,772
2018	$214,069	$23,703	$2,591,256	$190,366

THE JOHN H MCCONNELL FOUNDATION