PHuman ServicesEIN: 066026241· Ruling Year: 1968

Mclean Fund

Simsbury, Connecticut

A-Health Score
84A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

💰
$4.0M
Total Revenue
📊
$1.4M
Total Expenses
🏦
$53.6M
Net Assets
📋
$225K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+57.6%
Year-over-year change (2022 → 2023)
Net Margin
+64.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
38.34
Net assets divided by total expenses
Liabilities-to-Assets
0.4%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$3,962,49258%$1,399,00961%$53,863,90814%
2022$2,515,05813%$869,23126%$47,369,96422%
2021$2,907,50799%$687,1446%$60,952,85320%
2020$1,457,9068%$647,12724%$51,003,71911%
2019$1,354,62939%$852,0374%$46,031,2033%
2018$2,238,54777%$883,1271%$44,769,5644%
2017$1,267,69431%$894,70624%$43,229,97310%
2016$966,17920%$724,2724%$39,321,5546%
2015$1,207,76528%$753,6867%$37,109,4516%
2014$1,677,4091%$705,4513%$39,451,57514%
2013$1,689,366241%$729,80819%$34,706,12118%
2012$496,12160%$906,01421%$29,518,11611%
2011$1,232,250$749,216$26,488,879

Frequently Asked Questions

What does Mclean Fund do?

Mclean Fund is a human services nonprofit organization based in Connecticut. It is classified under NTEE code P75 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Mclean Fund financially healthy?

Based on our 9-metric Financial Health Score model, Mclean Fund has a score of 84/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Mclean Fund generate?

Mclean Fund reports $2.0M in annual revenue and holds $63.4M in total assets, based on IRS filings.

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