MBA FOUNDATION (EIN 331011856) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Phone

6018325840

Tax Period

2023-01-01 to 2023-12-31

MBA FOUNDATION, founded in 2002, is a small nonprofit in the Human Services sector that reported $352K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $322K left a modest 9% surplus.

Mission

To establish sustainable education and community initiatives that serve to restore the economic livelihood of Mississippi communities

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $352,245

Investment Income $0

Other Revenue $0

TOTAL REVENUE $352,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $322,171

Other Expenses $322,171

TOTAL EXPENSES $322,171

Year-over-Year Comparison

	2023	2022	Change
Revenue	$352,245	$385,256	-0.1%
Expenses	$322,171	$358,605	-0.1%
Net Income	$30,074	$26,651	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

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

$40,329

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffery Lewis	President	70.00	Officer	$25,759	$0	$25,759
Cressie Milton	Member	0.00	Director	$0	$0	$0
Elissha Lewis	Vice President	70.00	Officer	$14,570	$0	$14,570
Sherry Bellmond	Secretary Assit Treasurer	0.00	Officer	$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
2023	$352,245	$322,171	$254,603	$30,074
2023	$352,245	$322,171	$254,603	$30,074
2022	$385,256	$358,605	$232,368	$26,651
2021	$521,929	$473,282	$215,344	$48,647
2020	$342,816	$306,706	$209,514	$36,110
2018	$213,946	$219,367	$219,527	$-5,421

MBA FOUNDATION