McCaw Family Foundation Inc

EIN: 352057394 501(c)(3) Philanthropy & Grantmaking

Indianapolis, IN

Total Revenue
$203,841
Total Expenses
$82,745
Total Assets
$2,036,567
Net Assets
$2,026,567
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
IN
Phone
3176342423
Tax Period
2024-01-01 to 2024-12-31

McCaw Family Foundation Inc, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $204K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $121K, a strong 59% operating margin.

Mission

SUPPORT AND EXPAND THE ACTIVITIES OF THE CENTRAL INDIANA COMMUNITY FOUNDATION, INC. WITHIN THE COMMUNITY WITH PARTICULAR EMPHASIS ON EDUCATION, RELIGION, ARTS, AND YOUTH ATHLETICS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $50,060
Program Service Revenue $0
Investment Income $153,781
Other Revenue $0
TOTAL REVENUE $203,841

Expense Breakdown

Grants Paid $55,527
Salaries & Benefits $19,734
Fundraising Expenses $3,947
Program Expenses $65,394
Other Expenses $7,484
TOTAL EXPENSES $82,745

Year-over-Year Comparison

2024 2023 Change
Revenue $203,841 $268,101 -0.2%
Expenses $82,745 $77,235 +0.1%
Net Income $121,096 $190,866 -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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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
7
Employees
N/A
Volunteers
11

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
3
$480,694
Total Directors
11
$1,026,889
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRUCE MCCAW PRESIDENT 1.0
Officer Director
$0 $0 $0
JAMIE MCCAW VICE-PRESIDENT 1.0
Officer Director
$0 $0 $0
JENNIFER BARTENBACH TREASURER 0.5
Officer Director
$6,487 $48,231 $480,694
BETSY MCCAW DIRECTOR 1.0
Director
$0 $0 $0
Brian Payne Director 1.0
Director
$0 $0 $0
CARSON MCCAW DIRECTOR 1.0
Director
$0 $0 $0
DAVID MCCAW DIRECTOR 1.0
Director
$0 $0 $0
NORA DIETZ-KILEN DIRECTOR 1.0
Director
$2,075 $17,988 $89,235
SARAH WEAVER Secretary 1.0
Director
$5,204 $30,174 $203,645
TAMARA WINFREY-HARRIS DIRECTOR 0.5
Director
$2,861 $62,598 $253,315
Tom Lazarra Director 1.0
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
2024 $203,841 $82,745 $2,036,567 $121,096
2023 $268,101 $77,235 $1,817,664 $190,866
2022 $46,926 $77,242 $1,490,095 $-30,316
2021 $275,768 $132,381 $1,841,095 $143,387
2020 $128,649 $62,187 $1,596,016 $66,462
2019 $79,485 $71,515 $1,377,100 $7,970
2018 $189,568 $63,542 $1,122,120 $126,026
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