MARSHALLTOWN COMMUNITY SCHOOL DISTRICT FOUNDATION (EIN 421463124) - 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

1996

Legal Domicile

Principal Officer

JAMES R BOWMAN

Phone

6416910434

Tax Period

2021-01-01 to 2021-12-31

MARSHALLTOWN COMMUNITY SCHOOL DISTRICT FOUNDATION, founded in 1996, is a micro nonprofit that reported $18K in total revenue in fiscal year 2021. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $8K, a strong 44% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS AND AID TO THE MARSHALLTOWN COMMUNITY SCHOOL DISTRICT.

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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 (2021)

Revenue Breakdown

Contributions & Grants $12,289

Program Service Revenue $0

Investment Income $5,586

Other Revenue $0

TOTAL REVENUE $17,875

Expense Breakdown

Grants Paid $9,460

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,939

Other Expenses $479

TOTAL EXPENSES $9,939

Year-over-Year Comparison

	2021	2020	Change
Revenue	$17,875	$14,974	+0.2%
Expenses	$9,939	$4,995	+1.0%
Net Income	$7,936	$9,979	-0.2%

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

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
TOM MACK	DIRECTOR	2.00	Director	$0	$0	$0
JAMES R BOWMAN	PRESIDENT	2.00	Officer	$0	$0	$0
LARRY MCKIBBEN	TREASURER	2.00	Officer	$0	$0	$0
KAREN DAVIS	SECRETARY	2.00	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
2021	$17,875	$9,939	$291,770	$7,936
2020	$14,974	$4,995	$268,542	$9,979
2019	$15,096	$9,338	$271,087	$5,758
2018	$37,047	$1,717,075	$238,705	$-1,680,028

MARSHALLTOWN COMMUNITY SCHOOL DISTRICT FOUNDATION