THE MCGREGOR FOUNDATION (EIN 340714356) - 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

1904

Legal Domicile

Principal Officer

JENNIFER HAYES

Phone

2168518200

Tax Period

2024-01-01 to 2024-12-31

THE MCGREGOR FOUNDATION, founded in 1904, is a mid-sized nonprofit that reported $24.7M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Net assets of $103.6M represent 50 months of operating reserves.

Mission

THE MCGREGOR FOUNDATION PROVIDES SKILLED NURSING, LONG-TERM CARE, INDEPENDENT APARTMENTS, AND GRANTS TO NON-PROFITS TO PROMOTE INDIVIDUAL CHOICE BY PROVIDING OPTIONS, GUIDANCE AND SUPPORT ALONG LIFE'S JOURNEY.

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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 $2,922,467

Program Service Revenue $18,476,766

Investment Income $2,941,104

Other Revenue $340,015

TOTAL REVENUE $24,680,352

Expense Breakdown

Grants Paid $960,970

Salaries & Benefits $11,815,806

Fundraising Expenses $0

Program Expenses $19,970,863

Other Expenses $11,572,991

TOTAL EXPENSES $24,349,767

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,680,352	$27,582,760	-0.1%
Expenses	$24,349,767	$24,476,138	0.0%
Net Income	$330,585	$3,106,622	-0.9%

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

472

Volunteers

188

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

$879,629

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW HARING	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA WILCOXSON	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY KUHEL	DIRECTOR	1.00	Director	$0	$0	$0
BRADLEY KNAPP	TREASURER	1.00	Officer Director	$0	$0	$0
CAROLINE GLADSTONE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER HEINTEL	DIRECTOR	1.00	Director	$0	$0	$0
DAVID NEISWANDER	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH DALLMANN	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH PERKINS	DIRECTOR	1.00	Director	$0	$0	$0
DIANA MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
DONTE GIBBS	DIRECTOR	1.00	Director	$0	$0	$0
DR CLAUDIA OWENS	DIRECTOR	1.00	Director	$0	$0	$0
DR COLLEEN SWEENEY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MOODY	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE NAGEL	CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
LISA KIOUS MCGOVERN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BECKHAM	VICE CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
RENEE HARDWICK	DIRECTOR	1.00	Director	$0	$0	$0
STUART COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS CAMPANELLA	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN ALTHANS	BOARD SECRETARY	24.00	Officer	$126,361	$3,353	$129,714
ANN CONN	CEO	15.00	Officer	$429,275	$25,270	$454,545
JENNIFER HAYES	CFO/ASSISTANT TREASURER	15.00	Officer	$267,877	$27,493	$295,370
YUVETTE BOZMAN	EXECUTIVE DIRECTOR	30.00	Highest	$181,208	$5,436	$186,644
LEEANN O'BRIEN	CHIEF MARKETING & COMMUNICATIO	20.00	Highest	$133,558	$3,677	$137,235
PHYLLIS TABBS	DON	40.00	Highest	$148,766	$1,962	$150,728
SANDRA MAULDIN	HR DIRECTOR	20.00	Highest	$137,028	$4,043	$141,071
LISA MACARTNEY	DIRECTOR OF FINANCE	10.00	Highest	$127,038	$3,871	$130,909

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	$24,680,352	$24,349,767	$136,299,645	$330,585
2023	$27,582,760	$24,476,138	$130,406,106	$3,106,622
2022	$20,506,740	$25,774,586	$119,692,773	$-5,267,846
2021	$25,774,017	$25,251,182	$138,199,971	$522,835
2020	$26,159,448	$24,162,598	$145,323,719	$1,996,850
2019	$20,094,949	$24,415,586	$133,572,022	$-4,320,637
2018	$25,928,829	$23,394,556	$125,897,236	$2,534,273

THE MCGREGOR FOUNDATION