MALCOLM EATON ENTERPRISES (EIN 362606239) - 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

1966

Legal Domicile

Principal Officer

TIM COOK

Phone

8152357181

Tax Period

2024-07-01 to 2025-06-30

MALCOLM EATON ENTERPRISES, founded in 1966, is a community nonprofit in the Human Services sector that reported $8.2M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.9M, a strong 23% operating margin.

Mission

MALCOLM EATON ENTERPRISES ENCOURAGES AND ASSISTS PEOPLE WITH DISABILITIES, AND THOSE WHO TOUCH THEIR LIVES, BY PROMOTING INFORMED CHOICE AND CREATING OPPORTUNITIES WHICH FOSTER INDEPENDENT COMMUNITY LIVING, WORK, AND PLAY.

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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 $648,546

Program Service Revenue $7,300,289

Investment Income $238,771

Other Revenue $39,981

TOTAL REVENUE $8,227,587

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,159,655

Fundraising Expenses $0

Program Expenses $5,802,106

Other Expenses $2,172,457

TOTAL EXPENSES $6,332,112

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,227,587	$7,471,811	+0.1%
Expenses	$6,332,112	$6,015,107	+0.1%
Net Income	$1,895,475	$1,456,704	+0.3%

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

208

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

$146,718

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM COOK	EXECUTIVE DI	40.00	Officer	$128,984	$17,734	$146,718
WENDY BOETTNER	DIRECTOR	0.00	Director	$0	$0	$0
STEVE COX	DIRECTOR	0.00	Director	$0	$0	$0
KIM KIRKPATRICK	VICE PRESIDE	0.00	Officer Director	$0	$0	$0
DAN LASHINSKI	SECRETARY/TR	0.00	Officer Director	$0	$0	$0
TODD MCKENNA	PRESIDENT	0.00	Officer Director	$0	$0	$0
ANNE SADLER	DIRECTOR	0.00	Director	$0	$0	$0
JIM STOUT	DIRECTOR	0.00	Director	$0	$0	$0
BEN STRONG	DIRECTOR	0.00	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
2025	$8,227,587	$6,332,112	$11,321,818	$1,895,475
2024	$7,471,811	$6,015,107	$9,263,639	$1,456,704
2023	$6,559,709	$5,650,206	$7,680,211	$909,503
2022	$5,329,686	$4,781,528	$6,725,808	$548,158
2021	$4,433,292	$4,122,052	$6,367,869	$311,240
2020	$5,617,064	$5,083,985	$6,724,979	$533,079
2019	$5,640,988	$5,391,610	$5,724,377	$249,378
2018	$5,917,940	$5,747,785	$5,854,208	$170,155

MALCOLM EATON ENTERPRISES