MCGRATH FAMILY FOUNDATION (EIN 731498286) - 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

1996

Legal Domicile

Principal Officer

TIMOTHY D MCGRATH

Phone

4058402928

Tax Period

2018-01-01 to 2018-12-31

MCGRATH FAMILY FOUNDATION, founded in 1996, is a micro nonprofit that reported $90K in total revenue in fiscal year 2018. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $29K, a strong 32% operating margin.

Mission

THE FOUNDATION IS ORGANIZED TO RECEIVE OR MAINTAIN FUNDS AND TO ADMINISTER AND APPLY THOSE FUNDS FOR THE CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES OF THE SUPPORTED 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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $90,230

Other Revenue $0

TOTAL REVENUE $90,230

Expense Breakdown

Grants Paid $30,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,419

Other Expenses $30,979

TOTAL EXPENSES $61,079

Year-over-Year Comparison

	2018	2017	Change
Revenue	$90,230	$78,996	+0.1%
Expenses	$61,079	$15,911	+2.8%
Net Income	$29,151	$63,085	-0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY D MCGRATH	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
MICHAEL J MCGRATH	PRESIDENT	N/A	Officer Director	$0	$0	$0
MARY C O'CONNOR	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ANN RATHBURN LACOP	INDIVIDUAL T	N/A	Director	$0	$0	$0
ED RYAN	INDIVIDUAL T	N/A	Director	$0	$0	$0
MARGARET RYAN	INDIVIDUAL T	N/A	Director	$0	$0	$0
GLENN J ROSSWURM II	INDIVIDUAL T	N/A	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
2018	$90,230	$61,079	No data	$29,151

MCGRATH FAMILY FOUNDATION