MB SWAYZE EDUCATIONAL FOUNDATION (EIN 640602140) - 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

1979

Legal Domicile

Principal Officer

JOHN S WALLER

Phone

6019690022

Tax Period

2024-05-01 to 2025-04-30

MB SWAYZE EDUCATIONAL FOUNDATION, founded in 1979, is a small nonprofit that reported $416K in total revenue in fiscal year 2024.

Mission

TO ENCOURAGE SUPPORT FOR QUALITY EDUCATION IN MISSISSIPPI; TO IDENTIFY, EDUCATE, AND MOTIVATE LEADERS WHO CAN MAKE A SIGNIFICANT CONTRIBUTION TO THE DEVELOPMENT OF MISSISSIPPI; AND TO CONDUCT INDEPENDENT PUBLIC POLICY RESEARCH ON ISSUES SUCH AS TAXATION , ECONOMIC DEVELOPMENT, COMPETITIVENESS, EDUCATION, GOVERNMENTAL ACCOUNTABILITY , AND OTHER MATTERS.

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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 $258,000

Program Service Revenue $157,643

Investment Income $429

Other Revenue $0

TOTAL REVENUE $416,072

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,527

Fundraising Expenses $5,562

Program Expenses $387,914

Other Expenses $382,915

TOTAL EXPENSES $408,442

Year-over-Year Comparison

	2024	2023	Change
Revenue	$416,072	$437,794	0.0%
Expenses	$408,442	$440,032	-0.1%
Net Income	$7,630	$-2,238	-4.4%

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

$340,276

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN S WALLER	PRESIDENT &	2.00	Officer	$15,478	$30,716	$340,276
DANIELLE WILLIAMS	DIRECTOR OF	2.00	Highest	$5,639	$15,396	$128,175
CHRIS ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTA BISHOP	DIRECTOR	2.00	Director	$0	$0	$0
JEROME BROWN	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS CHAMPION	VICE CHAIRMA	2.00	Officer Director	$0	$0	$0
SURESH CHANLA	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW DAVIDSON	TREASURER	2.00	Officer Director	$0	$0	$0
SAM DEAN	DIRECTOR	2.00	Director	$0	$0	$0
DAVE DENNIS	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM JACOBS	DIRECTOR	2.00	Director	$0	$0	$0
GIFFORD ORMIS	DIRECTOR	2.00	Director	$0	$0	$0
VICTOR TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
LEA TURNIPSEED	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA LEE WIGGS	DIRECTOR	2.00	Director	$0	$0	$0
RHEA WILLIAMS-BISHOP	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MAX YATES	DIRECTOR	2.00	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	$416,072	$408,442	$188,391	$7,630
2024	$437,794	$440,032	$239,400	$-2,238
2023	$433,738	$649,013	$196,686	$-215,275
2022	$215,315	$449,516	$269,849	$-234,201
2021	$282,189	$374,884	$187,663	$-92,695
2020	$353,531	$510,355	$80,959	$-156,824
2019	$392,139	$500,665	$125,539	$-108,526
2018	$313,017	$458,527	$109,197	$-145,510

MB SWAYZE EDUCATIONAL FOUNDATION