CLAN DONALD FOUNDATION INC (EIN 510262015) - 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

1981

Legal Domicile

Principal Officer

JAMES MCDONALD

Phone

3093634677

Tax Period

2024-01-01 to 2024-12-31

CLAN DONALD FOUNDATION INC, founded in 1981, is a micro nonprofit that reported $45K in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $19K, a strong 43% operating margin.

Mission

TO PRESERVE AND PROMOTE THE CUSTOMS, TRADITIONS AND HERITAGE OF THE SCOTTISH PEOPLE, TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS OF SCOTTISH HISTORY, CULTURE AND ART FORMS.

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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 $15,846

Program Service Revenue $0

Investment Income $28,829

Other Revenue $0

TOTAL REVENUE $44,675

Expense Breakdown

Grants Paid $19,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,000

Other Expenses $6,342

TOTAL EXPENSES $25,342

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,675	$77,657	-0.4%
Expenses	$25,342	$80,694	-0.7%
Net Income	$19,333	$-3,037	-7.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID MACDONALD OF CASTLE CAMUS	TRUSTEE	1.00	Director	$0	$0	$0
TED CLARKE	TRUSTEE	1.00	Director	$0	$0	$0
JAMES MCDONALD VI	TREASURER	2.00	Officer Director	$0	$0	$0
ALEX GURY	CHANCELLOR & VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
ERIC WILSON	TRUSTEE	1.00	Director	$0	$0	$0
RONALD COUTTS	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MCDONALD	TRUSTEE	1.00	Director	$0	$0	$0
DONALD M MACDONALD	TRUSTEE	1.00	Director	$0	$0	$0
MARK MACDONALD	TRUSTEE	1.00	Director	$0	$0	$0
ALBERT MANNING	TRUSTEE	1.00	Director	$0	$0	$0
KAREN ROSENTHAL	SECRETARY	2.00	Officer Director	$0	$0	$0
MARK MOSELY	PRESIDENT	2.00	Officer Director	$0	$0	$0
NEILL F MCDONALD	TRUSTEE	1.00	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
2024	$44,675	$25,342	$904,798	$19,333
2023	$77,657	$80,694	$822,599	$-3,037
2022	$60,990	$39,854	$788,870	$21,136
2021	$87,346	$41,876	$833,748	$45,470
2020	$678,435	$92,683	$788,066	$585,752

CLAN DONALD FOUNDATION INC