MCLAREN BAY MEDICAL FOUNDATION (EIN 382156534) - 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

1977

Legal Domicile

Principal Officer

JAMIE CARTER

Phone

5178943000

Tax Period

2023-10-01 to 2024-09-30

MCLAREN BAY MEDICAL FOUNDATION, founded in 1977, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $485K, a strong 33% operating margin.

Mission

TO SECURE FUNDS FOR MCLAREN BAY REGION AND MCLAREN BAY SPECIAL CARE TO SUPPLEMENT OPERATIONS FOR EXPENSE AND CAPITAL EXPENDITURE ITEMS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $809,913

Program Service Revenue $0

Investment Income $629,836

Other Revenue $16,133

TOTAL REVENUE $1,455,882

Expense Breakdown

Grants Paid $514,389

Salaries & Benefits $369,109

Fundraising Expenses $402,005

Program Expenses $544,274

Other Expenses $87,102

TOTAL EXPENSES $970,600

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,455,882	$2,367,334	-0.4%
Expenses	$970,600	$1,122,475	-0.1%
Net Income	$485,282	$1,244,859	-0.6%

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

$1,290,033

Total Directors

$1,310,023

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA ENGELHARDT-CARTER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
FRANCES SANTORO DDS	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
GUY MOULTHROP	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID QUIMBY	TREASURER	1.00	Officer Director	$0	$0	$0
DARRELL LENTZ	CEO - PART YEAR	1.00	Officer Director	$0	$151,898	$929,088
ASHLEY ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH DANDAMUDI	BOARD MEMBER	1.00	Director	$0	$0	$0
MARCIE KLIDA BLOSSOM	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL WOOLWINE JR	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACY TEICH	BOARD MEMBER	1.00	Director	$0	$0	$0
LEE NEWTON OD	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH PIONK DO	BOARD MEMBER	1.00	Director	$0	$20,732	$380,935
BENNETT RUBY	BOARD MEMBER	1.00	Director	$0	$0	$0
PAMELA MONASTIERE	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY GILLETTE	BOARD MEMBER	1.00	Director	$0	$0	$0
RICH TRAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
SALLY BOWEN	BOARD MEMBER - PART YEAR	1.00	Director	$0	$0	$0
STEPHEN KENT	BOARD MEMBER - PART YEAR	1.00	Director	$0	$0	$0
RICHARD STEELE	BOARD MEMBER - PART YEAR	1.00	Director	$0	$0	$0
SEAN FISCHER	CFO - PART YEAR	1.00	Officer	$0	$0	$222,115
LYNN WEAVER	DIRECTOR OF FOUNDATION	41.00	Officer	$0	$12,970	$138,830

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	$1,455,882	$970,600	$19,847,239	$485,282
2023	$2,367,334	$1,122,475	$15,838,558	$1,244,859
2022	$1,089,032	$883,773	$12,705,825	$205,259
2021	$1,642,829	$1,011,707	$16,345,898	$631,122
2020	$928,183	$1,348,253	$13,820,250	$-420,070
2019	$700,794	$1,253,985	$13,823,652	$-553,191
2018	$784,390	$461,032	$14,338,879	$323,358

MCLAREN BAY MEDICAL FOUNDATION