The Marcus Foundation Inc (EIN 043101202) - 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

1990

Legal Domicile

Principal Officer

Mark Niziak

Phone

5084785567

Tax Period

2025-01-01 to 2025-12-31

The Marcus Foundation Inc, founded in 1990, is a small nonprofit in the Diseases & Disorders sector that reported $105K in total revenue in fiscal year 2025. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $48K, a strong 45% operating margin.

Mission

The foundation exists to provide financial support for research in childhood brain tumer treatment

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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 $70,140

Program Service Revenue $0

Investment Income $35,305

Other Revenue $0

TOTAL REVENUE $105,445

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,115

Other Expenses $7,765

TOTAL EXPENSES $57,765

Year-over-Year Comparison

	2025	2024	Change
Revenue	$105,445	$93,206	+0.1%
Expenses	$57,765	$64,207	-0.1%
Net Income	$47,680	$28,999	+0.6%

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

N/A

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
Mark Niziak	President	5.00	Officer Director	$0	$0	$0
Drew Niziak	Treasurer	5.00	Officer Director	$0	$0	$0
Frank J Bailey	Clerk	5.00	Officer 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	$105,445	$57,765	$820,768	$47,680
2024	$93,206	$64,207	$716,083	$28,999
2023	$72,497	$42,148	$651,738	$30,349
2022	$48,855	$9,267	$564,495	$39,588
2021	$116,522	$35,777	$628,396	$80,745
2020	$52,014	$5,873	$565,316	$46,141

The Marcus Foundation Inc