MARC ENDOWMENT INC (EIN 311807636) - 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

2001

Legal Domicile

Principal Officer

KARRI GEILING

Phone

4326959001

Tax Period

2024-07-01 to 2025-06-30

MARC ENDOWMENT INC, founded in 2001, is a small nonprofit in the Human Services sector that reported $244K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $310K exceeded revenue, resulting in a 27% operating deficit.

Mission

THE ORGANIZATION OPERATES FOR THE EXCLUSIVE BENEFIT OF MARC, INC. BY MANAGING ENDOWMENT INVESTMENTS AND MAKING GRANTS TO OR FOR THE BENEFIT OF MARC, INC., AND ENGAGING IN ACTIVITIES THAT SUPPORT OR BENEFIT MARC, INC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $250

Program Service Revenue $0

Investment Income $244,167

Other Revenue $0

TOTAL REVENUE $244,417

Expense Breakdown

Grants Paid $309,632

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $309,632

Other Expenses $0

TOTAL EXPENSES $309,632

Year-over-Year Comparison

	2024	2023	Change
Revenue	$244,417	$158,365	+0.5%
Expenses	$309,632	$306,318	+0.0%
Net Income	$-65,215	$-147,953	-0.6%

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
BLAKE CAUTHEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
KELLY LLOYD	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID ADAMS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
BROOKS SITKA	BOARD DIRECTOR	1.00	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
2025	$244,417	$309,632	$3,219,628	$-65,215
2024	$158,365	$306,318	$3,197,327	$-147,953
2023	$335,535	$96,726	$2,860,679	$238,809
2022	$58,181	$20,707	$2,476,684	$37,474
2021	$61,413	$57,799	$2,790,228	$3,614
2020	$32,089	$7,369	$2,233,687	$24,720
2019	$148,444	$38,183	$2,213,775	$110,261
2018	$144,157	$287,227	$2,103,564	$-143,070

MARC ENDOWMENT INC