THE MARSH FAMILY FOUNDATION (EIN 311364161) - 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

1993

Legal Domicile

Principal Officer

SCOTT HEITKAMP

Phone

6142514000

Tax Period

2023-01-01 to 2023-12-31

THE MARSH FAMILY FOUNDATION, founded in 1993, is a micro nonprofit that reported $70K in total revenue in fiscal year 2023. Revenue surged 193% from the prior year, signaling strong growth momentum. The organization ran a surplus of $56K, a strong 80% operating margin.

Mission

THE PURPOSE OF THE FOUNDATION IS TO SUPPORT CHARITABLE ORGANIZATIONS WHICH BENEFIT THE COMMUNITY.

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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 $0

Program Service Revenue $0

Investment Income $69,818

Other Revenue $0

TOTAL REVENUE $69,818

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $13,892

TOTAL EXPENSES $13,892

Year-over-Year Comparison

	2023	2022	Change
Revenue	$69,818	$23,834	+1.9%
Expenses	$13,892	$15,219	-0.1%
Net Income	$55,926	$8,615	+5.5%

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

$1,048,581

Total Directors

$1,048,581

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK KELLY MARSH	VICE CHAIRMAN/TRUSTEE	1.00	Officer Director	$0	$0	$0
MICHAEL MOORE	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS F KRIDLER	SECRETARY/TRUSTEE	1.00	Officer Director	$0	$105,945	$680,084
SCOTT G HEITKAMP	TREASURER/TRUSTEE	1.00	Officer Director	$0	$63,469	$368,497

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
2024	No data	No data	No data	No data
2023	$69,818	$13,892	$1,489,685	$55,926
2022	$23,834	$15,219	$1,312,385	$8,615
2021	$99,756	$15,072	$1,546,508	$84,684
2020	$14,601	$12,982	$1,402,162	$1,619
2019	$71,753	$12,070	$1,297,839	$59,683
2018	$56,610	$12,108	$1,087,535	$44,502

THE MARSH FAMILY FOUNDATION