MARSHALLTOWN EDUCATION PARTNERSHIP INC (EIN 510649214) - 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

2007

Legal Domicile

Principal Officer

MICHELLE BURGESS

Phone

6412552576

Tax Period

2024-07-01 to 2025-06-30

MARSHALLTOWN EDUCATION PARTNERSHIP INC, founded in 2007, is a small nonprofit in the Education sector that reported $232K in total revenue in fiscal year 2024. Net assets of $779K represent 40 months of operating reserves.

Mission

EDUCATIONAL SCHOLARSHIPS FOR FIRST-GENERATION COLLEGE STUDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $211,097

Program Service Revenue $0

Investment Income $20,989

Other Revenue $0

TOTAL REVENUE $232,086

Expense Breakdown

Grants Paid $198,062

Salaries & Benefits $41,865

Fundraising Expenses $0

Program Expenses $198,062

Other Expenses $9,222

TOTAL EXPENSES $249,149

Year-over-Year Comparison

	2024	2023	Change
Revenue	$232,086	$222,976	+0.0%
Expenses	$249,149	$93,907	+1.7%
Net Income	$-17,063	$129,069	-1.1%

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
MATT SCHMIT	DIRECTOR	0.25	Director	$0	$0	$0
KARINA HERNANDEZ	DIRECTOR/PRESIDENT	0.25	Officer Director	$0	$0	$0
MICHELLE BURGESS	DIRECTOR/PRESIDENT	0.25	Officer Director	$0	$0	$0
ANGELA FRITZ	DIRECTOR/TREASURER	0.25	Officer Director	$0	$0	$0
THERON SCHUTTE	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	$232,086	$249,149	$779,258	$-17,063
2024	$222,976	$93,907	$588,653	$129,069

MARSHALLTOWN EDUCATION PARTNERSHIP INC