MARIETTA SCHOOLS FOUNDATION INC (EIN 581524893) - 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

1983

Legal Domicile

Principal Officer

WES SMITH

Phone

7704271728

Tax Period

2023-01-01 to 2023-12-31

MARIETTA SCHOOLS FOUNDATION INC, founded in 1983, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.5M left a modest 3% surplus.

Mission

SUPPORTING AND PROMOTING EDUCATIONAL ACHIEVEMENT AND EXCELLENCE AMONG THE STUDENTS, FACULTY, STAFF AND ADMINISTRATION OF THE MARIETTA CITY SCHOOLS.

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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 $1,438,743

Program Service Revenue $0

Investment Income $121,215

Other Revenue $0

TOTAL REVENUE $1,559,958

Expense Breakdown

Grants Paid $0

Salaries & Benefits $115,246

Fundraising Expenses $20,972

Program Expenses $1,385,181

Other Expenses $1,397,717

TOTAL EXPENSES $1,512,963

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,559,958	$1,396,242	+0.1%
Expenses	$1,512,963	$1,733,979	-0.1%
Net Income	$46,995	$-337,737	-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

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

$67,000

Total Directors

$67,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAM STOREY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN CLOTFELTER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
WES SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
SARAH MASIARCZYK	SECRETARY	1.00	Officer Director	$0	$0	$0
KATRINA EVERETT	PAST PRESIDE	1.00	Director	$0	$0	$0
JOE KINSTLE	EXECUTIVE DI	40.00	Officer Director	$67,000	$0	$67,000
AB ALMAY	BOE	1.00	Director	$0	$0	$0
TERRY BARTON	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN BECKUM	DIRECTOR	1.00	Director	$0	$0	$0
DINAH BONESTEEL	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE DARDEN	DIRECTOR	1.00	Director	$0	$0	$0
ADELE GRUBBS	DIRECTOR	1.00	Director	$0	$0	$0
KYLIE GUCKIAN	DIRECTOR	1.00	Director	$0	$0	$0
VICKIE TURNER HUNT	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY MCAFEE	DIRECTOR	1.00	Director	$0	$0	$0
ROSS NINESS	DIRECTOR	1.00	Director	$0	$0	$0
GRANT RIVERA	SUPERINTENDE	1.00	Director	$0	$0	$0
CARLOS RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
ROB SCHNATMEIER	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANSLEY SOUTHERLAND	DIRECTOR	1.00	Director	$0	$0	$0
ROSSER SOUTHERLAND	DIRECTOR	1.00	Director	$0	$0	$0
KATHY WINIARCZYK	DIRECTOR	1.00	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	$1,559,958	$1,512,963	$5,316,007	$46,995
2022	$1,396,242	$1,733,979	$4,792,620	$-337,737
2021	$1,465,831	$1,116,872	$5,984,186	$348,959
2020	$854,045	$634,141	$5,404,577	$219,904
2019	$433,171	$369,039	$5,010,645	$64,132
2018	$774,469	$384,837	$4,447,531	$389,632

MARIETTA SCHOOLS FOUNDATION INC