MARSHALLESE EDUCATIONAL INITIATIVE INC (EIN 463148318) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

LORI WILLIAMSON

Phone

4794223284

Tax Period

2023-01-01 to 2023-12-31

MARSHALLESE EDUCATIONAL INITIATIVE INC, founded in 2014, is a small nonprofit in the Education sector that reported $742K in total revenue in fiscal year 2020. Revenue surged 166% from the prior year, signaling strong growth momentum. The organization ran a surplus of $128K, a strong 17% operating margin.

Mission

THROUGH EDUCATIONAL PROGRAMMING, MEI PROMOTES THE CULTURAL, INTELLECTUAL, AND HISTORICAL AWARENESS OF THE MARSHALLESE PEOPLE AND FACILITATES INTERCULTURAL DIALOGUE TO FOSTER POSITIVE SOCIAL CHANGE.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $594,329

Program Service Revenue $149,008

Investment Income $2,226

Other Revenue $6,678

TOTAL REVENUE $752,241

Expense Breakdown

Grants Paid $0

Salaries & Benefits $278,099

Fundraising Expenses $3,545

Program Expenses $546,030

Other Expenses $341,117

TOTAL EXPENSES $619,216

Year-over-Year Comparison

	2023	2022	Change
Revenue	$752,241	$636,406	+0.2%
Expenses	$619,216	$623,528	0.0%
Net Income	$133,025	$12,878	+9.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
WANA BING	DIRECTOR	1.00	Director	$0	$0	$0
SEVIN GALLO	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL SWINGTON	DIRECTOR	1.00	Director	$0	$0	$0
LORI WILLIAMSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
APRIL BROWN	COO	5.00	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
2023	$752,241	$619,216	$259,792	$133,025
2022	$636,406	$623,528	$126,559	$12,878
2021	$709,160	$744,881	$113,208	$-35,721
2020	$742,241	$614,261	$170,070	$127,980

MARSHALLESE EDUCATIONAL INITIATIVE INC