THE JAMES E MARSHALL OCD FOUNDATION INC

EIN: 300098471 501(c)(3)

VERONA, WI

Total Revenue
$138,680
Total Expenses
$133,729
Total Assets
$25,213
Net Assets
$25,213
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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
2002
Legal Domicile
WI
Principal Officer
JENNIFER MARSHALL
Phone
6088453664
Tax Period
2018-01-01 to 2018-12-31

THE JAMES E MARSHALL OCD FOUNDATION INC, founded in 2002, is a small nonprofit that reported $139K in total revenue in fiscal year 2018. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $134K left a modest 4% surplus.

Mission

RAISE MONEY FOR GENETIC RESEARCH AND EDUCATION FOR OBSESSIVE COMPULSIVE BEHAVIOR (OCD).

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $168,856
Program Service Revenue $0
Investment Income $0
Other Revenue $-30,176
TOTAL REVENUE $138,680

Expense Breakdown

Grants Paid $130,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $130,000
Other Expenses $3,729
TOTAL EXPENSES $133,729

Year-over-Year Comparison

2018 2017 Change
Revenue $138,680 $113,306 +0.2%
Expenses $133,729 $115,400 +0.2%
Net Income $4,951 $-2,094 -3.4%
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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
3

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LINDA MARSHALL PRESIDENT 5.00
Officer Director
$0 $0 $0
JOHN MARSHALL VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
JENNIFER MARSHALL SECRETARY/TREASURER 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
2018 $138,680 $133,729 $25,213 $4,951
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