GEORGE C MARSHALL RESEARCH FOUNDATION (EIN 546052427) - 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

1953

Legal Domicile

Principal Officer

PAUL A LEVENGOOD

Phone

5404637103

Tax Period

2024-01-01 to 2024-12-31

GEORGE C MARSHALL RESEARCH FOUNDATION, founded in 1953, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2018. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 23% operating deficit.

Mission

TO PROMOTE THE SELFLESS SERVICE OF GEORGE C. MARSHALL

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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 (2024)

Revenue Breakdown

Contributions & Grants $862,102

Program Service Revenue $1,230

Investment Income $740,195

Other Revenue $46,085

TOTAL REVENUE $1,649,612

Expense Breakdown

Grants Paid $0

Salaries & Benefits $782,859

Fundraising Expenses $509,891

Program Expenses $641,497

Other Expenses $668,907

TOTAL EXPENSES $1,451,766

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,649,612	$1,451,145	+0.1%
Expenses	$1,451,766	$1,289,247	+0.1%
Net Income	$197,846	$161,898	+0.2%

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

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

$362,065

Total Directors

$218,958

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HUNTER A APPLEWHITE	TRUSTEE	1.00	Director	$0	$0	$0
CAMDEN R FINE	TRUSTEE	1.00	Director	$0	$0	$0
C RUSSELL FLETCHER III	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE W FORESMAN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID HEIN	TRUSTEE	1.00	Director	$0	$0	$0
WALTON M JEFFRESS JR	TRUSTEE	1.00	Director	$0	$0	$0
PAUL A LEVENGOOD	PRESIDENT	40.00	Officer Director	$194,104	$24,854	$218,958
CYNTHIA MARSTELLER	TRUSTEE	1.00	Director	$0	$0	$0
JESSINE A MONAGHAN	TRUSTEE	1.00	Director	$0	$0	$0
DON MOSMAN	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS H MURPHY	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS A PRITCHARD	TRUSTEE	1.00	Director	$0	$0	$0
PETER PROWITT	TRUSTEE	1.00	Director	$0	$0	$0
MARIA P RASMUSSEN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID L ROLL	TRUSTEE	1.00	Director	$0	$0	$0
BENNETT L ROSS	CHAIRMAN	8.00	Officer Director	$0	$0	$0
JAMES M SCHMUCK	TRUSTEE	1.00	Director	$0	$0	$0
ADAM SZAKMARY	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL A WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
JAMES J WINN JR	TRUSTEE	1.00	Director	$0	$0	$0
CEDRIC T WINS	TRUSTEE	1.00	Director	$0	$0	$0
CLIFFORD MILLER YONCE	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW M WALDRON	TREASURER/CHIEF FINANCIAL OFFICER	40.00	Officer	$130,977	$12,130	$143,107

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	$1,649,612	$1,451,766	$11,107,664	$197,846
2023	$1,451,145	$1,289,247	$10,443,532	$161,898
2022	$2,232,948	$1,267,260	$9,601,009	$965,688
2021	$1,800,657	$1,088,449	$9,916,365	$712,208
2020	$903,241	$1,116,487	$8,617,483	$-213,246
2019	$1,760,230	$1,350,107	$8,215,962	$410,123
2018	$1,022,832	$1,256,993	$7,388,401	$-234,161

GEORGE C MARSHALL RESEARCH FOUNDATION