THE ASSOCIATION OF MARSHALL SCHOLA… - Form 990 Financial Data

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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

1988

Legal Domicile

Principal Officer

NELL BREYER

Phone

9178593483

Tax Period

2023-01-01 to 2023-12-31

THE ASSOCIATION OF MARSHALL SCHOLARS INC, founded in 1988, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 75% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 15% surplus.

Mission

THE ASSOCIATION OF MARSHALL SCHOLARS FOSTERS PERSONAL AND PROFESSIONAL RELATIONSHIPS AMONG MARSHALL SCHOLARS; SUPPORTS AND PUBLICIZES THE AIMS OF THE MARSHALL SCHOLARSHIP PROGRAM; AND ENHANCES THE EXPERIENCE OF MARSHALL SCHOLARS STUDYING IN THE UNITED KINGDOM, THEREBY STRENGTHENING THE ENDURING RELATIONSHIP BETWEEN THE UNITED KINGDOM AND THE UNITED STATES.

Program Service Accomplishments

Program 1

Expenses: $133,631

TO PROVIDE MARSHALL SCHOLARS WITH INFORMATION THROUGH THE INTERNET, MAIL AND OTHER FORMS OF COMMUNICATION TO FOSTER CONTINUED ENGAGEMENT WITH THE ORGANIZATION.

Program 2

Expenses: $405,575 Revenue: $4,435

HOSTING REGIONAL AND NATIONAL CONVENTIONS TO FOSTER PERSONAL AND PROFESSIONAL RELATIONSHIPS AMONG MARSHALL SCHOLARS, AND TO PROVIDE INFORMATION ON THE PROGRAM.

Program 3

Expenses: $303,415

SCHOLARSHIPS AND ASSISTANCE GRANTED

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,206,934

Program Service Revenue $4,435

Investment Income $67,016

Other Revenue $0

TOTAL REVENUE $1,278,385

Expense Breakdown

Grants Paid $233,272

Salaries & Benefits $243,208

Fundraising Expenses $142,439

Program Expenses $842,621

Other Expenses $614,455

TOTAL EXPENSES $1,090,935

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,278,385	$728,861	+0.8%
Expenses	$1,090,935	$1,261,815	-0.1%
Net Income	$187,450	$-532,954	-1.4%

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

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

$203,584

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZACHARY D KAUFMAN	DIRECTOR OF COMMUNICATIONS	3.00	Officer Director	$0	$0	$0
SCOTT GRINSELL	PRESIDENT/CHAIR	4.00	Officer Director	$0	$0	$0
LEONARD SRNKA	TREASURER/CLERK	1.00	Officer Director	$0	$0	$0
PETER BARACK	AT-LARGE DIRECTOR	0.10	Director	$0	$0	$0
TED KAMMAN	(FORMER) AT-LARGE DIRECTOR	0.10	Director	$0	$0	$0
SAJ CHERIAN	(FORMER) AT-LARGE DIRECTOR	0.10	Director	$0	$0	$0
CHAIRMAN-MARSHALL AID COMMON	COMM (LONDON) EX-OFFICIO D	0.10	Director	$0	$0	$0
HMAMBASSADOR TO US OR THEIR	DESIGNEE (EX-OFFICIO DIREC	0.10	Director	$0	$0	$0
MARTIN BUDD	DIRECTOR	0.10	Director	$0	$0	$0
MICHAEL LI	DIRECTOR	0.10	Director	$0	$0	$0
MARTIN GILKES	DIRECTOR	0.10	Director	$0	$0	$0
BOB KYLE	DIRECTOR	0.10	Director	$0	$0	$0
PARKER HUDSON	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA SEBEOK	DIRECTOR	0.10	Director	$0	$0	$0
NATHAN FAGRE	DIRECTOR	0.10	Director	$0	$0	$0
JAMES EISENHOWER	(FORMER) DIRECTOR	0.10	Director	$0	$0	$0
ELIZABETH HARMER DIONNE	DIRECTOR	0.10	Director	$0	$0	$0
JULIA RAFAL-BAER	DIRECTOR	0.10	Director	$0	$0	$0
AVERY WILLIS HOFFMAN	DIRECTOR	0.10	Director	$0	$0	$0
TOM LUPFER	DIRECTOR	0.10	Director	$0	$0	$0
REBECCA PETERS	DIRECTOR	0.10	Director	$0	$0	$0
ANNA QUIDER	DIRECTOR	0.10	Director	$0	$0	$0
MARK BELL	DIRECTOR	0.10	Director	$0	$0	$0
RON CHEN	DIRECTOR	0.10	Director	$0	$0	$0
KEIRA DRIANSKY	DIRECTOR	0.10	Director	$0	$0	$0
ROBERT KYLE	DIRECTOR	0.10	Director	$0	$0	$0
SHARAN KEMP	DIRECTOR BRITISH AFFAIRS	3.00	Officer Director	$0	$0	$0
NELL BREYER	SECRETARY/EXECUTIVE DIRECT	40.00	Officer	$195,000	$8,584	$203,584

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	No data	No data	No data	No data
2023	$1,278,385	$1,090,935	$2,892,927	$187,450
2022	$728,861	$1,261,815	$2,513,015	$-532,954
2021	$1,576,149	$1,297,676	$3,395,554	$278,473
2020	$1,829,795	$1,082,969	$3,151,848	$746,826
2019	$826,526	$972,915	$2,233,161	$-146,389
2018	$980,449	$768,483	$2,283,114	$211,966

THE ASSOCIATION OF MARSHALL SCHOLARS INC