MCLENNAN COMMUNITY INVESTMENT FUND (EIN 844371176) - 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

2020

Legal Domicile

Principal Officer

Alfred Solano

Phone

2549816823

Tax Period

2023-01-01 to 2023-12-31

MCLENNAN COMMUNITY INVESTMENT FUND, founded in 2020, is a small nonprofit in the Public & Societal Benefit sector that reported $331K in total revenue in fiscal year 2023. The organization ran a surplus of $63K, a strong 19% operating margin.

Mission

to serve small business owners lacking access to traditional banking systems by offering access to capital and financial how-to assistance

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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 (2023)

Revenue Breakdown

Contributions & Grants $316,215

Program Service Revenue $15,192

Investment Income $0

Other Revenue $0

TOTAL REVENUE $331,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $182,335

Fundraising Expenses $553

Program Expenses $268,613

Other Expenses $86,277

TOTAL EXPENSES $268,612

Year-over-Year Comparison

	2023	2022	Change
Revenue	$331,407	N/A	N/A
Expenses	$268,612	N/A	N/A
Net Income	$62,795	$0	N/A

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

Total Directors

Key Employees

$119,276

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cris Houston	Executive Director	40.00	Key Emp	$16,411	$0	$16,411
Ilda Sabido	Assistant Program Manager	40.00	Key Emp	$42,865	$0	$42,865
Eduardo Vazquez	Loan Program Director	40.00	Key Emp	$60,000	$0	$60,000
Jane Allen	Executive Director	20.00		$38,400	$0	$38,400

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
2023	$331,407	$268,612	$541,068	$62,795
2022	$289,788	$159,601	$474,177	$130,187
2021	$215,379	$106,861	$345,558	$108,518
2020	$236,094	$622	$335,472	$235,472

MCLENNAN COMMUNITY INVESTMENT FUND