MCALLISTER FOUNDATION (EIN 841170799) - 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

1991

Legal Domicile

Principal Officer

BARBARA RASMUSSEN

Phone

7195270585

Tax Period

2024-04-01 to 2025-03-31

MCALLISTER FOUNDATION, founded in 1991, is a micro nonprofit that reported $35K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $8K, a strong 24% operating margin.

Mission

THE ESTABLISHMENT AND ADMINISTRATION OF AN ENDOWMENT FUND FOR THE USE AND BENEFIT OF THE MCALLISTER HOUSE MUSEUM, COLORADO SPRINGS, COLORADO, WHICH IS OWNED AND OPERATED BY THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA IN THE STATE OF COLORADO.

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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 $15,490

Program Service Revenue $0

Investment Income $19,300

Other Revenue $0

TOTAL REVENUE $34,790

Expense Breakdown

Grants Paid $20,285

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,285

Other Expenses $6,268

TOTAL EXPENSES $26,553

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,790	$39,523	-0.1%
Expenses	$26,553	$23,828	+0.1%
Net Income	$8,237	$15,695	-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

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
ELIZABETH DOWNS	CHAIR	1.00	Officer Director	$0	$0	$0
JANICE LARSON	SECRETARY	1.00	Officer Director	$0	$0	$0
BARBARA RASMUSSEN	TREASURER	1.00	Officer Director	$0	$0	$0
BARBARA HARRISON	DIRECTOR	1.00	Director	$0	$0	$0
DOROTHY KRAEMER	DIRECTOR	1.00	Director	$0	$0	$0
MONICA HOBBS	DIRECTOR	1.00	Director	$0	$0	$0
THERESE THATCHER	DIRECTOR	1.00	Director	$0	$0	$0
SALLY CHRISTIANSEN THRU 72024	DIRECTOR	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
2025	$34,790	$26,553	$593,541	$8,237
2024	$39,523	$23,828	$571,155	$15,695
2023	$26,410	$21,690	$504,507	$4,720
2022	$60,184	$20,751	$534,694	$39,433

MCALLISTER FOUNDATION