THE JOHN D MARSHALL FOUNDATION INC (EIN 464545582) - 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

2013

Legal Domicile

Principal Officer

JOHN D MARSHALL

Phone

3057911702

Tax Period

2023-01-01 to 2023-12-31

THE JOHN D MARSHALL FOUNDATION INC, founded in 2013, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $43K in total revenue in fiscal year 2023. Revenue surged 697% from the prior year, signaling strong growth momentum. Expenses of $159K exceeded revenue, resulting in a 267% operating deficit.

Mission

TO HOLD GIFTS, GRANTS, AND CONTRIBUTIONS FOR THE BENEFIT OF THE (CONTINUED IN SCHEDULE O) SUPPORTED ORGANIZATIONS AND TO MAKE DISTRIBUTIONS TO OR FOR THE USE OF ONE OR MORE SUPPORTED ORGANIZATIONS.

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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 $0

Investment Income $43,244

Other Revenue $0

TOTAL REVENUE $43,244

Expense Breakdown

Grants Paid $150,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,000

Other Expenses $8,748

TOTAL EXPENSES $158,748

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,244	$5,424	+7.0%
Expenses	$158,748	$192,673	-0.2%
Net Income	$-115,504	$-187,249	-0.4%

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
JOHN D MARSHALL	PRESIDENT, TREASURER & SEC	0.50	Officer Director	$0	$0	$0
ALAN J DABBEIRE	DIRECTOR	0.50	Director	$0	$0	$0
DAVID K DABBIERE	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	No data	No data	No data	No data
2023	$43,244	$158,748	$2,836,675	$-115,504
2022	$5,424	$192,673	$2,952,179	$-187,249
2021	$828	$203,870	$3,139,428	$-203,042
2020	$1,081	$132,042	$3,342,470	$-130,961
2019	$1,296	$119,553	$3,473,431	$-118,257
2018	$2,251,112	$168,428	$3,591,688	$2,082,684

THE JOHN D MARSHALL FOUNDATION INC