IPG Marysville (EIN 383514723) - 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

Principal Officer

Mary-Beth Thompson

Phone

9417397506

Tax Period

2023-01-01 to 2023-12-31

IPG Marysville is a small nonprofit in the Mutual Benefit sector that reported $253K in total revenue in fiscal year 2023. The organization ran a surplus of $120K, a strong 47% operating margin.

Mission

PROVISION OF REIMBURSEMENT OF MEDICAL BENEFITS TO PLAN PARTICIPANTS

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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 $85,075

Investment Income $168,418

Other Revenue $0

TOTAL REVENUE $253,493

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,676

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $133,436

Year-over-Year Comparison

	2023	2022	Change
Revenue	$253,493	$-129,902	-3.0%
Expenses	$133,436	$132,690	+0.0%
Net Income	$120,057	$-262,592	-1.5%

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

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
Comerica	Trustee	1.0		$8,676	$0	$8,676
Kim Delor	Trustee	1.0	Director	$0	$0	$0
Rich Harter	Trustee	1.0	Director	$0	$0	$0
Emily Lamb	Trustee	1.0	Director	$0	$0	$0
Jennifer DeLand	Trustee	1.0	Director	$0	$0	$0
Jim Grieg	Trustee	1.0	Director	$0	$0	$0
Jim Cesefske	Trustee	1.0	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
2024	No data	No data	No data	No data
2023	$253,493	$133,436	$1,267,724	$120,057
2022	$-129,902	$132,690	$1,147,667	$-262,592
2021	$272,486	$121,931	$1,410,259	$150,555
2020	$237,490	$111,965	$1,259,704	$125,525

IPG Marysville