MCKALE-SALMON FOUNDATION TRUST (EIN 860924163) - 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

1999

Legal Domicile

Principal Officer

HAROLD ASHTON

Phone

5203277384

Tax Period

2025-01-01 to 2025-12-31

MCKALE-SALMON FOUNDATION TRUST, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $113K in total revenue in fiscal year 2025. The organization ran a surplus of $67K, a strong 59% operating margin.

Mission

TO PROVIDE FUNDS TO OTHER ORGANIZATIONS AND DOMESTIC INDIVIDUALS FOR COLLEGE SCHOLARSHIPS AND PROVISIONS FOR EDUCATIONAL SUPPLIES

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $113,040

Other Revenue $0

TOTAL REVENUE $113,040

Expense Breakdown

Grants Paid $30,366

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,774

Other Expenses $15,717

TOTAL EXPENSES $46,083

Year-over-Year Comparison

	2025	2024	Change
Revenue	$113,040	$106,691	+0.1%
Expenses	$46,083	$44,280	+0.0%
Net Income	$66,957	$62,411	+0.1%

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

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
HAROLD W ASHTON	TRUSTEE	1.00	Director	$0	$0	$0
BRAD BEACHUM	TRUSTEE	1.00	Director	$0	$0	$0
NICK MURPHY	TRUSTEE	1.00	Director	$0	$0	$0
JASON TURETZKY	TRUSTEE	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	$113,040	$46,083	$1,255,653	$66,957
2024	$106,691	$44,280	$1,188,696	$62,411
2023	$63,587	$40,281	$1,126,285	$23,306
2022	$49,660	$32,531	$1,102,979	$17,129
2021	$57,492	$17,275	$1,085,850	$40,217
2020	$110,954	$26,586	$1,045,633	$84,368

MCKALE-SALMON FOUNDATION TRUST