MCCARTHY HOLDINGS CHARITABLE CORPORATION (EIN 431712186) - 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

1995

Legal Domicile

Principal Officer

KRIS NEWMAN

Phone

3149683300

Tax Period

2024-07-01 to 2025-06-30

MCCARTHY HOLDINGS CHARITABLE CORPORATION, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $717K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $293K, a strong 41% operating margin.

Mission

THE CORPORATION WILL RAISE FUNDS, PRIMARILY THROUGH ANNUAL TOURNAMENTS FROM WHICH THE ENTIRE NET PROCEEDS WILL BE DONATED TO VARIOUS UNAFFILIATED ORGANIZATIONS.

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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 $742,698

Program Service Revenue $0

Investment Income $49

Other Revenue $-25,965

TOTAL REVENUE $716,782

Expense Breakdown

Grants Paid $419,858

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $419,858

Other Expenses $3,800

TOTAL EXPENSES $423,658

Year-over-Year Comparison

	2024	2023	Change
Revenue	$716,782	$527,535	+0.4%
Expenses	$423,658	$544,556	-0.2%
Net Income	$293,124	$-17,021	-18.2%

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

300

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE JOUEVENAL	PRESIDENT & CEO	1.00	Officer Director	$0	$0	$0
KRIS NEWMAN	TREASURER & CFO	1.00	Officer Director	$0	$0	$0
JOHN BUESCHER	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SHELTON	SECRETARY	1.00	Officer	$0	$0	$0
KRISTINA DE LA ROSA	ASST. SECRETARY	1.00	Officer	$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	$716,782	$423,658	$1,040,568	$293,124
2024	$527,535	$544,556	$745,483	$-17,021
2023	$539,868	$339,705	$762,504	$200,163
2022	$691,975	$310,941	$572,341	$381,034
2021	$28,859	$172,800	$265,207	$-143,941
2020	$284,683	$328,884	$432,836	$-44,201
2019	$402,122	$303,424	$388,948	$98,698
2018	$409,615	$276,058	$323,412	$133,557

MCCARTHY HOLDINGS CHARITABLE CORPORATION