MCDOUGALL RESEARCH & EDUCATION FOUNDATION (EIN 820573876) - 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

2002

Legal Domicile

Principal Officer

HEATHER MCDOUGALL

Phone

8009417111

Tax Period

2024-01-01 to 2024-12-31

MCDOUGALL RESEARCH & EDUCATION FOUNDATION, founded in 2002, is a small nonprofit in the Medical Research sector that reported $437K in total revenue in fiscal year 2024. Revenue surged 185% from the prior year, signaling strong growth momentum. The organization ran a surplus of $180K, a strong 41% operating margin.

Mission

THE FOUNDATION IS DEDICATED TO INFORMING OUR GLOBAL CITIZENS ON TOPICS RELATED TO THE POSITIVE EFFECTS OF DIETARY THERAPY ON CHRONIC DISEASE AND OUR PLANET.

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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 $435,119

Program Service Revenue $0

Investment Income $1,688

Other Revenue $0

TOTAL REVENUE $436,807

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $50,000

Fundraising Expenses $2,500

Program Expenses $82,950

Other Expenses $186,360

TOTAL EXPENSES $256,360

Year-over-Year Comparison

	2024	2023	Change
Revenue	$436,807	$153,036	+1.9%
Expenses	$256,360	$141,931	+0.8%
Net Income	$180,447	$11,105	+15.2%

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

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

$50,000

Total Directors

$50,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN MCDOUGALL MD	PRESIDENT THRU 06/24	20.00	Officer Director	$0	$0	$0
MARY MCDOUGALL	TREASURER	10.00	Officer Director	$50,000	$0	$50,000
HEATHER MCDOUGALL	PRESIDENT	20.00	Officer Director	$0	$0	$0
TIFFANY HOBSON	SECRETARY	5.00	Officer Director	$0	$0	$0
CRAIG MCDOUGALL	BOARD MEMBER	0.10	Director	$0	$0	$0
ALAN GOLDHAMER	BOARD MEMBER	0.10	Director	$0	$0	$0
DOUG LISLE	BOARD MEMBER	0.10	Director	$0	$0	$0
JAMES CRANER MD	BOARD MEMBER	0.10	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	$436,807	$256,360	$576,626	$180,447
2023	$153,036	$141,931	$396,180	$11,105
2022	$150,310	$179,593	$385,075	$-29,283
2021	$237,210	$225,129	$414,358	$12,081
2019	$97,170	$124,547	$660,111	$-27,377
2018	$122,388	$43,201	$687,488	$79,187

MCDOUGALL RESEARCH & EDUCATION FOUNDATION