MORAINE CADDY SCHOLARSHIP FUND C/O THE DAYTON FOUNDATION (EIN 311773877) - 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

2001

Legal Domicile

Principal Officer

GEORGE MALACOS

Phone

9272259966

Tax Period

2019-01-01 to 2019-12-31

MORAINE CADDY SCHOLARSHIP FUND C/O THE DAYTON FOUNDATION, founded in 2001, is a small nonprofit that reported $341K in total revenue in fiscal year 2019. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $284K, a strong 83% operating margin.

Mission

TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO CADDIES OF THE MORAINE COUNTRY CLUB

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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 (2019)

Revenue Breakdown

Contributions & Grants $81,313

Program Service Revenue $0

Investment Income $106,171

Other Revenue $153,785

TOTAL REVENUE $341,269

Expense Breakdown

Grants Paid $29,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,227

Other Expenses $27,938

TOTAL EXPENSES $57,438

Year-over-Year Comparison

	2019	2018	Change
Revenue	$341,269	$263,737	+0.3%
Expenses	$57,438	$96,903	-0.4%
Net Income	$283,831	$166,834	+0.7%

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

Total Directors

$143,459

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY L HUNT	TRUSTEE	1.00	Director	$0	$0	$0
DR SAM KING	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS CRONIN JR	TRUSTEE	1.00	Director	$0	$0	$0
J MICHAEL HERR	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE G MALACOS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
PATRICIA GIERING	TRUSTEE	1.00	Director	$0	$0	$0
VISHAL SOIN	TRUSTEE	1.00	Director	$0	$0	$0
BILL LEBOEUF	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE BROWN	TRUSTEE	1.00	Director	$0	$234	$70,371
NAN-C MOSS VAN	TRUSTEE	1.00	Director	$0	$3,281	$73,088

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	$341,269	$57,438	No data	$283,831
2018	$263,737	$96,903	$1,601,361	$166,834

MORAINE CADDY SCHOLARSHIP FUND C/O THE DAYTON FOUNDATION