DIRECT MARKETING EDUCATIONAL FOUNDATION (EIN 136222757) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

TERRI L BARTLETT

Phone

9177675003

Tax Period

2021-07-01 to 2022-06-30

DIRECT MARKETING EDUCATIONAL FOUNDATION, founded in 1965, is a small nonprofit that reported $153K in total revenue in fiscal year 2021. Revenue fell 87% from the prior year — a significant decline worth monitoring. Expenses of $2.0M exceeded revenue, resulting in a 1236% operating deficit.

Mission

TO EDUCATE, DEVELOP, GROW, AND EMPLOYEE COLLEGE STUDENTS IN THE FIELD OF MARKETING

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $41,219

Program Service Revenue $115,690

Investment Income $-3,645

Other Revenue $0

TOTAL REVENUE $153,264

Expense Breakdown

Grants Paid $99,561

Salaries & Benefits $1,300,981

Fundraising Expenses $106,237

Program Expenses $1,138,294

Other Expenses $647,050

TOTAL EXPENSES $2,047,592

Year-over-Year Comparison

	2021	2020	Change
Revenue	$153,264	$1,210,072	-0.9%
Expenses	$2,047,592	$1,484,202	+0.4%
Net Income	$-1,894,328	$-274,130	+5.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$300,804

Total Directors

$300,804

Key Employees

$194,613

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRI L BARTLETT	CEO & PRESIDENT	40.00	Officer Director	$269,865	$30,939	$300,804
DREW MAY	CHAIR	3.00	Officer Director	$0	$0	$0
GERARD DAHER	VICE CHAIR & ASSISTANT TRE	3.00	Officer Director	$0	$0	$0
CHARLIE SWIFT	TREASURER	3.00	Officer Director	$0	$0	$0
LIZ KISLIK	SECRETARY	3.00	Officer Director	$0	$0	$0
JAY SCHWEDELSON	TRUSTEE	3.00	Director	$0	$0	$0
SEEMA PATEL	TRUSTEE	3.00	Director	$0	$0	$0
GRETCHEN LITTLEFIELD	TRUSTEE	3.00	Director	$0	$0	$0
ROB REGER	TRUSTEE	3.00	Director	$0	$0	$0
JOHN KELLY	TRUSTEE	3.00	Director	$0	$0	$0
ELISE JAMES-DECRUISE	TRUSTEE	3.00	Director	$0	$0	$0
JEANNIEY WALDEN	TRUSTEE	3.00	Director	$0	$0	$0
CHARLOTTE MASON PHD	TRUSTEE	3.00	Director	$0	$0	$0
JIM KABAKOW	TRUSTEE	3.00	Director	$0	$0	$0
DEVON JOHNSON PHD	TRUSTEE	3.00	Director	$0	$0	$0
KEREL COOPER	TRUSTEE	3.00	Director	$0	$0	$0
DONNA HOFFMAN PHD	TRUSTEE	3.00	Director	$0	$0	$0
LES DINKIN	TRUSTEE	3.00	Director	$0	$0	$0
ELIZABETH CORNISH	TRUSTEE	3.00	Director	$0	$0	$0
STEPHANIE CERUOLO	TRUSTEE	3.00	Director	$0	$0	$0
BRUCE BIEGEL	TRUSTEE	3.00	Director	$0	$0	$0
AMANDA BATES	TRUSTEE	3.00	Director	$0	$0	$0
MARCI ARMSTRONG	TRUSTEE	3.00	Director	$0	$0	$0
LERZAN AKSOY	TRUSTEE	3.00	Director	$0	$0	$0
MARIE ADOLPHE	SVP PROGRAM DEVELOPMENT	40.00	Key Emp	$168,492	$26,121	$194,613
LOURDES MORTEL	VP, FINANCE & OPERATIONS	40.00	Highest	$132,089	$42,993	$175,082

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
2022	$153,264	$2,047,592	No data	$-1,894,328
2021	$1,210,072	$1,484,202	$4,112,626	$-274,130
2020	$916,749	$1,590,895	$4,847,756	$-674,146
2019	$798,236	$1,811,023	$5,868,846	$-1,012,787
2018	$1,052,478	$1,931,742	$6,869,298	$-879,264

DIRECT MARKETING EDUCATIONAL FOUNDATION