CLEVELAND MARSHALL EDUCATION FDN (EIN 237091584) - 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

1970

Legal Domicile

Principal Officer

LEE FISHER

Phone

2166872300

Tax Period

2020-10-01 to 2021-06-28

CLEVELAND MARSHALL EDUCATION FDN, founded in 1970, is a small nonprofit that reported $327K in total revenue in fiscal year 2020. Revenue surged 1404% from the prior year, signaling strong growth momentum. Expenses of $1.2M exceeded revenue, resulting in a 282% operating deficit.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $326,902

Other Revenue $0

TOTAL REVENUE $326,902

Expense Breakdown

Grants Paid $1,239,736

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,239,736

Other Expenses $9,496

TOTAL EXPENSES $1,249,232

Year-over-Year Comparison

	2020	2019	Change
Revenue	$326,902	$21,730	+14.0%
Expenses	$1,249,232	$9,046	+137.1%
Net Income	$-922,330	$12,684	-73.7%

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

$307,183

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEE FISHER	TRUSTEE, DEAN OF CSU LAW	2.0	Director	$0	$44,416	$307,183
STACEY L MCKINLEY	TREASURER, TRUSTEE	2.0	Officer Director	$0	$0	$0
ROBIN M WILSON	SECRETARY, TRUSTEE	2.0	Officer Director	$0	$0	$0
TIM L COLLINS	CHAIRPERSON, TRUSTEE	2.0	Officer Director	$0	$0	$0
DARLENE WHITE	VICE PRESIDENT, TRUSTEE	2.0	Officer Director	$0	$0	$0
JOHN C CALABRESE	PRESIDENT, TRUSTEE	2.0	Officer Director	$0	$0	$0
ALLISON REICH	TRUSTEE	2.0	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
2021	$326,902	$1,249,232	No data	$-922,330
2020	$21,730	$9,046	$922,330	$12,684

CLEVELAND MARSHALL EDUCATION FDN