MARBURN ACADEMY (EIN 311011901) - 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

1981

Legal Domicile

Principal Officer

ELDRICH CARR

Phone

6143964843

Tax Period

2023-07-01 to 2024-06-30

MARBURN ACADEMY, founded in 1981, is a mid-sized nonprofit in the Education sector that reported $10.0M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $9.1M left a modest 9% surplus.

Mission

PRIVATE K-12 SCHOOL SPECIALIZING IN TEACHING BRIGHT CHILDREN WITH LEARNING DIFFERENCES

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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 $2,017,469

Program Service Revenue $7,607,575

Investment Income $300,861

Other Revenue $88,823

TOTAL REVENUE $10,014,728

Expense Breakdown

Grants Paid $882,314

Salaries & Benefits $6,097,132

Fundraising Expenses $277,203

Program Expenses $7,684,398

Other Expenses $2,090,853

TOTAL EXPENSES $9,070,299

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,014,728	$9,244,803	+0.1%
Expenses	$9,070,299	$9,784,207	-0.1%
Net Income	$944,429	$-539,404	-2.8%

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

110

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

$881,405

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL ALTHOF	TRUSTEE	5.00	Director	$0	$0	$0
TERRY ZIEGLER	TRUSTEE	5.00	Director	$0	$0	$0
BRIAN CAREY	TRUSTEE	5.00	Director	$0	$0	$0
JANE COLEMAN-PORTER	TRUSTEE	5.00	Director	$0	$0	$0
JESSICA DITULLIO	TRUSTEE	5.00	Director	$0	$0	$0
TONY BRIGANO	TRUSTEE	5.00	Director	$0	$0	$0
ERIN FIORITO	TRUSTEE	5.00	Director	$0	$0	$0
MEGAN GARBE	TRUSTEE	5.00	Director	$0	$0	$0
STEVEN GUY	TRUSTEE	5.00	Director	$0	$0	$0
KAREN HEISER	TRUSTEE	5.00	Director	$0	$0	$0
JAY JADWIN	TRUSTEE	5.00	Director	$0	$0	$0
LARA RAY	TRUSTEE	5.00	Director	$0	$0	$0
IAN KIENINGER	TRUSTEE	5.00	Director	$0	$0	$0
ANDREW MESLOW	TRUSTEE	5.00	Director	$0	$0	$0
NIKKI MESNARD	TRUSTEE	5.00	Director	$0	$0	$0
TIM MARTIN	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
KELLY GRATZ	VICE CHAIR	5.00	Officer Director	$0	$0	$0
MIKE PARKES	TREASURER	5.00	Officer Director	$0	$0	$0
JIM PERRY	SECRETARY	5.00	Officer Director	$0	$0	$0
STEPHANIE ROYAL	EXECUTIVE DIRECTOR	40.00	Officer	$93,232	$12,335	$105,567
ERIN BARR	CHIEF ADVANCEMENT OFFICER	40.00	Officer	$93,055	$9,550	$102,605
HEATHER SEFNER	CHIEF FINANCIAL OFFICER	40.00	Officer	$126,348	$19,570	$145,918
LAURA SCHMIDT BRADY	CHIEF HUMAN RESOURCE OFFIC	40.00	Officer	$103,920	$22,775	$126,695
JENNIFER MARTIN-GLEDHILL	ASSOCIATE HEAD OF SCHOOL	40.00	Officer	$122,608	$13,158	$135,766
ELDRICH CARR	HEAD OF SCHOOL	40.00	Officer	$251,223	$13,631	$264,854

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
2025	No data	No data	No data	No data
2024	$10,014,728	$9,070,299	$15,794,744	$944,429
2023	$9,244,803	$9,784,207	$15,098,363	$-539,404
2022	$9,812,899	$10,032,419	$15,511,115	$-219,520
2021	$10,606,006	$10,209,099	$15,756,031	$396,907
2020	$10,316,627	$10,086,458	$16,182,248	$230,169
2019	$9,524,553	$9,357,868	$15,258,884	$166,685
2018	$8,570,183	$8,854,709	$15,425,265	$-284,526

MARBURN ACADEMY