MARSHALL PUBLIC EDUCATION FOUNDATIO (EIN 431656833) - 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

1993

Legal Domicile

Principal Officer

JAMES LEWIS IV

Phone

6608869621

Tax Period

2025-01-01 to 2025-12-31

MARSHALL PUBLIC EDUCATION FOUNDATIO, founded in 1993, is a micro nonprofit in the Education sector that reported $50K in total revenue in fiscal year 2025. Revenue decreased 5% compared to the prior year. Net assets of $301K represent 72 months of operating reserves.

Mission

TO PROMOTE AND ENHANCE ACADEMIC PROGRAMS OFFERED BY THE MARSHALL PUBLIC SCHOOL DISTRICT THROUGH MONETARY SUPPORT OF ACADEMIC PROGRAMS AND SCHOLARSHIPS FOR STUDENTS IN THE 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 (2025)

Revenue Breakdown

Contributions & Grants $19,405

Program Service Revenue $0

Investment Income $30,834

Other Revenue $0

TOTAL REVENUE $50,239

Expense Breakdown

Grants Paid $47,396

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,396

Other Expenses $1,906

TOTAL EXPENSES $49,302

Year-over-Year Comparison

	2025	2024	Change
Revenue	$50,239	$53,019	-0.1%
Expenses	$49,302	$37,133	+0.3%
Net Income	$937	$15,886	-0.9%

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
JAMES LEWIS IV	PRESIDENT	0.50	Officer Director	$0	$0	$0
SARAH HAUG	VICE-PRESIDE	0.50	Officer Director	$0	$0	$0
ANITA WRIGHT	SECRETARY	0.50	Officer Director	$0	$0	$0
STACY JASPER	TREASURER	0.50	Officer Director	$0	$0	$0
ANGELA IGO	DIRECTOR	0.25	Director	$0	$0	$0
MERLIN ALDREDGE	DIRECTOR	0.25	Director	$0	$0	$0
JIM WEAVER	DIRECTOR	0.25	Director	$0	$0	$0
MARY LOU PORTER	DIRECTOR	0.25	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
2025	$50,239	$49,302	$300,697	$937
2024	$53,019	$37,133	$299,760	$15,886
2023	$116,325	$1,125,143	$283,874	$-1,008,818
2022	$104,802	$44,488	$1,292,692	$60,314
2021	$127,899	$43,305	$1,232,378	$84,594
2020	$58,028	$37,409	$1,168,500	$20,619
2019	$72,774	$43,478	$1,147,881	$29,296
2018	$74,227	$47,770	$1,118,585	$26,457

MARSHALL PUBLIC EDUCATION FOUNDATIO