CLEVELAND MARSHALL FUND TA (EIN 346627805) - 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

1969

Legal Domicile

Phone

2166897663

Tax Period

2024-01-01 to 2024-12-31

CLEVELAND MARSHALL FUND TA, founded in 1969, is a small nonprofit that reported $529K in total revenue in fiscal year 2024. Revenue surged 701% from the prior year, signaling strong growth momentum. Net assets of $4.6M represent 105 months of operating reserves.

Mission

GRANTS ARE MADE ACCORDING TO TRUST AGREEMENT DATED JULY 2, 1969. KEYBANK, IS TRUSTEE, THE INCOME OF THE TRUST SHALL BE DEDICATED FOREVER TO THE EXCLUSIVELY EDUCATIONAL PURPOSE OF THE GENERALENRICHMENT OF LEGAL EDUCATION AT CLEVELAND-MARSHALL COLLEGE OF LAW OF THE CLEVELAND STATE UNIVERSITY, CLEVELAND, OHIO AND ITS SUCCESSORS. KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF EACH BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION.

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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 $0

Program Service Revenue $0

Investment Income $529,178

Other Revenue $0

TOTAL REVENUE $529,178

Expense Breakdown

Grants Paid $502,910

Salaries & Benefits $37,701

Fundraising Expenses $0

Program Expenses $502,910

Other Expenses $1,250

TOTAL EXPENSES $541,861

Year-over-Year Comparison

	2024	2023	Change
Revenue	$529,178	$66,047	+7.0%
Expenses	$541,861	$36,930	+13.7%
Net Income	$-12,683	$29,117	-1.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.0		$37,701	$0	$37,701
N/A	CORPORATE OFFICER	1.0		$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	No data	No data	No data	No data
2024	$529,178	$541,861	$4,616,793	$-12,683
2023	$66,047	$36,930	$4,629,476	$29,117
2022	$-7,355	$330,352	$4,600,216	$-337,707
2021	$694,196	$292,870	$4,938,066	$401,326

CLEVELAND MARSHALL FUND TA