McCaw Family Foundation Inc

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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

1999

Legal Domicile

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 WORKS AND ACTIVITIES OF THE CENTRAL INDIANA COMMUNITY FOUNDATION, INC. WITHIN THE COMMUNITY AS A WHOLE BY CONTRIBUTING SUPPORT TO THE COMMUNITY WITH PARTICULAR EMPHASIS ON EDUCATION, RELIGION, THE ARTS, AND YOUTH ATHLETICS, FOCUSED WITHIN, BUT NOT RESTRICTED TO, CENTRAL INDIANA.

Program Service Accomplishments

Program 1

Expenses: $63,142

OUR GOAL IS TO SUPPORT THE COMMUNITY FOUNDATION'S MISSION TO HELP LOW-INCOME WORKING FAMILIES WITH EVERYTHING FROM BASIC NEEDS TO EMPLOYMENT READINESS AND FINANCIAL STABILITY. FAMILY SUCCESS BRINGS TOGETHER FOCUSED FINANCIAL, HUMAN, AND INFLUENCE CAPITAL WITH DIRECT SERVICES PROVIDED THROUGH THE CENTERS FOR WORKING FAMILIES TO PROVIDE JOB TRAINING AND PLACEMENT, NETWORK SUPPORT TO PROVIDE TECHNICAL ASSISTANCE AND TRAINING TO PARTNER ORGANIZATIONS AND SERVICE PROVIDERS, AND POLICY WORK TO REMOVE BARRIERS BETWEEN LOW-INCOME INDIVIDUALS AND ECONOMIC STABILITY.

Program 2

Expenses: $2,027

OUR GOAL IS TO SUPPORT THE COMMUNITY FOUNDATION'S MISSION TO HELP THE COMMUNITY IMPROVE PUBLIC INSTRUCTION AND STUDENT ACADEMIC ACHIEVEMENT BASED ON EDUCATIONAL INDICATORS. THE COMMUNITY'S CAPACITY TO GROW AND PROSPER ECONOMICALLY WILL BE LARGELY BASED ON THE COMMUNITY FOUNDATION'S ABILITY TO ATTRACT TALENTED NON-RESIDENTS AND EDUCATE AND/OR TRAIN LIFE-LONG RESIDENTS.

Program 3

Expenses: $225

OUR GOAL IS TO SUPPORT THE COMMUNITY FOUNDATION'S MISSION TO TRANSFORM UNDERUSED SPACES INTO HIGH-QUALITY AMENITIES THAT PROMOTE COMMUNITY HEALTH AND VITALITY. INSPIRING PLACES FOCUSES ON IMPROVING PUBLIC SPACES SUCH AS PARKS, PUBLIC PLAZAS, HISTORIC BUSINESS AND CULTURAL DISTRICTS, GREENWAYS, AND PEDESTRIAN/BIKE TRAILS TO MAKE AN IMMEASURABLE IMPACT ON THE QUALITY OF LIFE FOR CURRENT RESIDENTS, WHILE DRAWING MORE CREATIVE, COMMUNITY-MINDED CITIZENS TO CENTRAL INDIANA.

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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 $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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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

$480,694

Total Directors

$1,026,889

Key Employees

Highest Compensated

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