THE MARIAN HOME FOUNDATION (EIN 391899518) - 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

1997

Legal Domicile

Principal Officer

TRACY TROTTER

Phone

5155761138

Tax Period

2023-09-01 to 2024-08-31

THE MARIAN HOME FOUNDATION, founded in 1997, is a small nonprofit in the Health Care sector that reported $351K in total revenue in fiscal year 2023. The organization ran a surplus of $230K, a strong 66% operating margin.

Mission

THE FOUNDATION'S PURPOSE IS TO RECEIVE AND MANAGE BEQUESTS, GIFTS, DONATIONS, AND CONTRIBUTIONS MADE TO OR FOR THE USE OF THE MARIAN HOME FORT DODGE IOWA.

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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 $351,975

Program Service Revenue $0

Investment Income $18,714

Other Revenue $-19,454

TOTAL REVENUE $351,235

Expense Breakdown

Grants Paid $120,895

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,895

Other Expenses $0

TOTAL EXPENSES $120,895

Year-over-Year Comparison

	2023	2022	Change
Revenue	$351,235	$-18,414	-20.1%
Expenses	$120,895	N/A	N/A
Net Income	$230,340	$-18,414	-13.5%

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

$160,050

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY TROTTER	ADMINISTRATO	1.00	Officer	$0	$19,342	$160,050
JIM KESTERSON	CHAIR	0.50	Officer Director	$0	$0	$0
BENNETT O'CONNER	SECRETARY/TR	0.50	Director	$0	$0	$0
ROYCE RANNINGER	DIRECTOR	0.50	Director	$0	$0	$0
MSGR KEVIN MCCOY	DIRECTOR	0.50	Director	$0	$0	$0
STEVE KERSTEN	DIRECTOR	0.50	Director	$0	$0	$0
JIM ALLEN	DIRECTOR	0.50	Director	$0	$0	$0
DEB KELLEHER	DIRECTOR	0.50	Director	$0	$0	$0
MIKE DOYLE	DIRECTOR	0.50	Director	$0	$0	$0
NANCY CRIMMINS	DIRECTOR	0.50	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	$351,235	$120,895	$2,225,873	$230,340
2023	$-18,414	No data	$1,987,459	No data
2022	$357,504	$13,846	$1,946,697	$343,658
2021	$66,480	$5,758	$1,784,784	$60,722
2020	$47,547	$72,552	$1,697,498	$-25,005
2019	$133,409	$185,884	$1,579,475	$-52,475
2018	$86,110	$2,134,001	$1,644,393	$-2,047,891

THE MARIAN HOME FOUNDATION