MCCLASKEY EXCELLENCE FOUNDATION (EIN 863953032) - 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

DAVID MCCLASKEY

Phone

4233412133

Tax Period

2024-01-01 to 2024-12-31

MCCLASKEY EXCELLENCE FOUNDATION, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $176K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $128K, a strong 73% operating margin.

Mission

TO PROMOTE THE IMPLEMENTATION OF PERFORMANCE EXCELLENCE AND OPERATIONAL EXCELLENCE KNOWLEDGE AND TECHNIQUES USING MATERIALS AND INTELLECTUAL PROPERTY CREATED BY DAVID J. MCCLASKEY (REFERRED TO AS THE "MCCLASKEY IP"). THE CORPORATION WILL BE OPERATED AND MANAGED IN A SELF-SUSTAINING MANNER SO THE MCCLASKEY EXCELLENCE FOUNDATION WILL OPERATE IN PERPETUITY. WILL PROMOTE AMONG NONPROFITS AND OTHERS PROVEN ROLE MODEL PRACTICES THAT LEAD TO OPERATIONS AND PERFORMANCE EXCELLENCE. THIS WILL HELP THEM CARRY OUT THEIR MISSION MORE EFFECTIVELY WITH THE RESOURCES THEY HAVE THROUGH GOING FROM ORDINARY TO EXTRAORDINARY OPERATIONS.

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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 $99,546

Program Service Revenue $58,119

Investment Income $18,343

Other Revenue $0

TOTAL REVENUE $176,008

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,002

Other Expenses $48,013

TOTAL EXPENSES $48,013

Year-over-Year Comparison

	2024	2023	Change
Revenue	$176,008	$159,876	+0.1%
Expenses	$48,013	$1,300	+35.9%
Net Income	$127,995	$158,576	-0.2%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID J MCCLASKEY	PRESIDENT AND TREASURER	10.00	Officer Director	$0	$0	$0
ELIZABETH MCCLASKEY	SECRETARY	1.00	Officer Director	$0	$0	$0
EDWARD DRENTH	DIRECTOR	1.00	Director	$0	$0	$0
JOE ALEXANDER	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
2024	$176,008	$48,013	$561,103	$127,995

MCCLASKEY EXCELLENCE FOUNDATION