Ed T Malloy Foundation (EIN 760078695) - 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

1993

Legal Domicile

Principal Officer

Ida Schossow

Phone

4099833277

Tax Period

2024-10-01 to 2025-09-30

Ed T Malloy Foundation, founded in 1993, is a small nonprofit that reported $897K in total revenue in fiscal year 2024. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $351K, a strong 39% operating margin.

Mission

Charitable donations to designated charities

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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 $0

Program Service Revenue $0

Investment Income $896,871

Other Revenue $0

TOTAL REVENUE $896,871

Expense Breakdown

Grants Paid $458,760

Salaries & Benefits $18,660

Fundraising Expenses $0

Program Expenses $458,760

Other Expenses $68,410

TOTAL EXPENSES $545,830

Year-over-Year Comparison

	2024	2023	Change
Revenue	$896,871	$488,450	+0.8%
Expenses	$545,830	$545,788	+0.0%
Net Income	$351,041	$-57,338	-7.1%

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

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

$16,400

Total Directors

$15,990

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Clyde McKee III	Chairman	0.00	Director	$1,590	$0	$1,590
John T Kennedy	President	1.00	Officer Director	$4,800	$0	$4,800
Susan Fairbairn	VP Investments	2.00	Officer	$2,000	$0	$2,000
Robert Schwerdtfeger-Jones	VP Grants	1.00	Officer Director	$4,800	$0	$4,800
Bonny Lemley Edwards	Treasurer	1.00	Officer Director	$4,800	$0	$4,800
W Brown Claybar	Director	0.00	Director	$0	$0	$0
Jerry V Pennington	Director	0.00	Director	$0	$0	$0
Robert Sims	Director	0.00	Director	$0	$0	$0
Gilbert Mazzola	Director	0.00	Director	$0	$0	$0
Natalie Warren	Director	0.00	Director	$0	$0	$0
Ida Schossow	Director	0.00	Director	$0	$0	$0
Macy Hashop Wolfberg	Director	0.00	Director	$0	$0	$0
Tyler Malloy Jones	Director	0.00	Director	$0	$0	$0
Grace Lemley Nimick	Director	0.00	Director	$0	$0	$0
Joanne B Jones	Trustee Emeritus	0.00	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	$896,871	$545,830	$12,175,487	$351,041
2023	$511,742	$537,114	$9,881,856	$-25,372
2022	$749,434	$542,673	$9,420,910	$206,761
2021	$818,875	$507,869	$11,695,168	$311,006
2020	$286,457	$500,071	$9,671,796	$-213,614
2019	$334,579	$491,779	$9,328,008	$-157,200

Ed T Malloy Foundation