MARSHALL COUNTY EDUCATIONAL FOUNDATION INC (EIN 640470127) - 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

1965

Legal Domicile

Principal Officer

KENT SMITH

Phone

6622523452

Tax Period

2024-07-01 to 2025-06-30

MARSHALL COUNTY EDUCATIONAL FOUNDATION INC, founded in 1965, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

PRIVATE SCHOOL

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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 $620

Program Service Revenue $2,131,299

Investment Income $32,272

Other Revenue $0

TOTAL REVENUE $2,164,191

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,551,406

Fundraising Expenses $0

Program Expenses $1,846,865

Other Expenses $611,055

TOTAL EXPENSES $2,162,461

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,164,191	$2,517,176	-0.1%
Expenses	$2,162,461	$2,418,719	-0.1%
Net Income	$1,730	$98,457	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN BURCH	DIRECTOR	1.00	Director	$0	$0	$0
DAVID JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
BOB LOMENICK	DIRECTOR	1.00	Director	$0	$0	$0
STEVE MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
ALICE RAY	DIRECTOR	1.00	Director	$0	$0	$0
CAMERON RHEA	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY RAPPA	DIRECTOR	1.00	Director	$0	$0	$0
KURT SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
KENT SMITH	DIRECTOR	1.00	Officer Director	$0	$0	$0
STEPHEN SMITH	DIRECTOR	1.00	Officer Director	$0	$0	$0
TRINA STRICKLAND	DIRECTOR	1.00	Director	$0	$0	$0
KASSIE TEAL	DIRECTOR	1.00	Director	$0	$0	$0
EMMA WOODS	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
2025	$2,164,191	$2,162,461	$1,891,752	$1,730
2024	$2,517,176	$2,418,719	$1,856,508	$98,457
2023	$3,614,399	$2,576,267	$1,763,187	$1,038,132
2022	$2,154,088	$1,866,187	$1,171,139	$287,901
2021	$1,892,684	$1,687,766	$946,632	$204,918
2020	$1,474,664	$1,566,188	$990,958	$-91,524
2019	$1,459,674	$1,551,537	$831,575	$-91,863
2018	$1,557,941	$1,556,269	$902,792	$1,672

MARSHALL COUNTY EDUCATIONAL FOUNDATION INC