THE JAMES E MARSHALL OCD FOUNDATIO… - 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

2002

Legal Domicile

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

THE JAMES E. MARSHALL OCD FOUNDATION IS DEDICATED TO RAISING MONEY FOR GENETIC RESEARCH AND EDUCATION, AS WELL AS HELPING TO PROVIDE GRANTS TO THOSE SEEKING MEDICAL ASSISTANCE FOR OBSESSIVE COMPULSIVE BEHAVIOR (OCD). OUR MISSION IS TO OFFER HOPE TO THOSE AFFLICTED OR TOUCHED BY THIS OFTEN OVERLOOKED DISEASE.

Program Service Accomplishments

Program 1

Expenses: $130,000

THE JAMES E. MARSHALL OCD FOUNDATION GRANTED $130,000 TO THE JOHNS HOPKINS UNIVERSITY DEPARTMENT OF PSYCHIATRY AND BEHAVIORAL SCIENCES DURING THE 2018 YEAR TO SUPPORT OCD RESEARCH.

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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 (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

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

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

THE JAMES E MARSHALL OCD FOUNDATION INC