JAMES MADISON EDUCATION FUND INC (EIN 521906471) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

LEWIS F LARSEN

Tax Period

2023-01-01 to 2023-12-31

JAMES MADISON EDUCATION FUND INC, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $701K in total revenue in fiscal year 2018. The organization ran a surplus of $354K, a strong 50% operating margin.

Mission

TO SUPPORT THE PURPOSES AND ACTIVITIES OF THE JAMES MADISON MEMORIAL FELLOWSHIP FOUNDATION.(CONTINUED ON SCHEDULE O)

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $48,211

Program Service Revenue $0

Investment Income $425,653

Other Revenue $221,400

TOTAL REVENUE $695,264

Expense Breakdown

Grants Paid $155,866

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $414,035

Other Expenses $371,728

TOTAL EXPENSES $527,594

Year-over-Year Comparison

	2023	2022	Change
Revenue	$695,264	$785,616	-0.1%
Expenses	$527,594	$353,937	+0.5%
Net Income	$167,670	$431,679	-0.6%

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
CLARE IGLESIAS	TREASURER	10.00	Officer Director	$0	$0	$0
LEWIS F LARSEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
OLIVER A ALWES	SECRETARY	1.00	Officer 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	$695,264	$527,594	$21,274,844	$167,670
2023	$695,264	$527,594	$21,274,844	$167,670
2022	$785,616	$353,937	$18,912,728	$431,679
2021	$808,486	$576,641	$21,608,626	$231,845
2020	$534,932	$251,196	$19,099,414	$283,736
2019	No data	No data	$14,601,409	No data
2019	$747,399	$368,442	$17,133,857	$378,957
2018	$701,458	$347,627	$14,601,409	$353,831

JAMES MADISON EDUCATION FUND INC