Marquette Foundation Inc

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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

1971

Legal Domicile

Principal Officer

John J Schaefer

Phone

2198736640

Tax Period

2022-07-01 to 2023-06-30

Marquette Foundation Inc, founded in 1971, is a micro nonprofit in the Education sector that reported $74K in total revenue in fiscal year 2022. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $104K exceeded revenue, resulting in a 40% operating deficit.

Mission

Support Catholic Secondary Education

Program Service Accomplishments

Program 1

Expenses: $38,305 Revenue: $0

Provided funds to Marquette High School to support secondary education along with various educational and extra-curricular activities.

Program 2

Expenses: $13,455 Revenue: $0

Provided funds to Marquette High School for tuition assistance to students with financial need as determined by the School's administration.

Program 3

Expenses: $15,000 Revenue: $0

Paid an Executive Director to manage the organization and to execute fundraising activities. Also provided funds to operate the organization's office.

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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 (2022)

Revenue Breakdown

Contributions & Grants $7,875

Program Service Revenue $0

Investment Income $85,084

Other Revenue $-18,595

TOTAL REVENUE $74,364

Expense Breakdown

Grants Paid $51,760

Salaries & Benefits $15,000

Fundraising Expenses $0

Program Expenses $66,760

Other Expenses $37,171

TOTAL EXPENSES $103,931

Year-over-Year Comparison

	2022	2021	Change
Revenue	$74,364	$353,837	-0.8%
Expenses	$103,931	$85,522	+0.2%
Net Income	$-29,567	$268,315	-1.1%

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

$15,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Douglas Bobillo	Pres	1.00	Officer	$0	$0	$0
John Wall	V-P	1.00	Officer	$0	$0	$0
John Schaefer	Treas	2.00	Officer	$0	$0	$0
Jennifer Quinlan	Administrator	5.00	Key Emp Highest	$15,000	$0	$15,000

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
2023	$74,364	$103,931	$1,857,566	$-29,567
2022	$353,837	$85,522	$1,865,343	$268,315
2021	$98,549	$79,626	$1,846,818	$18,923
2020	$53,490	$74,713	$1,619,237	$-21,223
2019	$61,219	$73,466	$1,638,814	$-12,247