MCLEAN COMMUNITY FOUNDATION (EIN 521227032) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

KELLY GREEN KAHN

Phone

5712325762

Tax Period

2024-04-01 to 2025-03-31

MCLEAN COMMUNITY FOUNDATION, founded in 1980, is a small nonprofit in the Community Improvement sector that reported $150K in total revenue in fiscal year 2017. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 37% operating margin.

Mission

MCF OPERATES EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES BY PROVIDING GRANTS TO NON PROFIT ORGANIZATIONS FOR THE BENEFIT OF THE RESIDENTS OF THE MCLEAN PLANNING DISTRICT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $64,938

Program Service Revenue $0

Investment Income $89,835

Other Revenue $21,081

TOTAL REVENUE $175,854

Expense Breakdown

Grants Paid $168,413

Salaries & Benefits $0

Fundraising Expenses $231

Program Expenses $168,413

Other Expenses $22,843

TOTAL EXPENSES $191,256

Year-over-Year Comparison

	2024	2023	Change
Revenue	$175,854	$500,682	-0.6%
Expenses	$191,256	$162,733	+0.2%
Net Income	$-15,402	$337,949	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY GREEN KAHN	PRESIDENT	2.00	Officer Director	$0	$0	$0
KOMAL JAIN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TRACY SHIVELY	TRUSTEE	2.00	Director	$0	$0	$0
ERIC SIMPSON	TREASURER	2.00	Officer Director	$0	$0	$0
STEVEN BLOOM	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN DONOVAN	TRUSTEE	2.00	Director	$0	$0	$0
STEVE HOFFMAN	TRUSTEE	2.00	Director	$0	$0	$0
RASHEQ RAHMAN	TRUSTEE	2.00	Director	$0	$0	$0
ALISA SCHULTZ	SECRETARY	2.00	Officer Director	$0	$0	$0
DESI WOLTMAN	TRUSTEE	2.00	Director	$0	$0	$0
BARBARA ZAMORA-APPEL	TRUSTEE	2.00	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	$175,854	$191,256	$2,661,301	$-15,402
2024	$500,682	$162,733	$2,596,520	$337,949
2023	$161,954	$151,540	$2,009,848	$10,414
2022	$189,868	$132,586	$2,192,931	$57,282
2021	$185,201	$129,370	$2,110,351	$55,831
2020	$148,843	$147,145	$1,622,814	$1,698
2018	$149,505	$94,593	$1,692,077	$54,912

MCLEAN COMMUNITY FOUNDATION