Marland Estate Foundation (EIN 731374774) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Marland Estate Foundation, founded in 1991, is a small nonprofit in the Arts, Culture & Humanities sector that reported $130K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $218K exceeded revenue, resulting in a 68% operating deficit.

Mission

Preservation and restoration of the Marland Mansion and grounds.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $39,338

Program Service Revenue $0

Investment Income $64,088

Other Revenue $26,431

TOTAL REVENUE $129,857

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $195,529

Other Expenses $218,334

TOTAL EXPENSES $218,334

Year-over-Year Comparison

	2023	2022	Change
Revenue	$129,857	$165,223	-0.2%
Expenses	$218,334	$188,246	+0.2%
Net Income	$-88,477	$-23,023	+2.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rachel Stewart	Board Member	2.00	Director	$0	$0	$0
Norris Frederick	Board Member	2.00	Director	$0	$0	$0
Lori Henderson	Board Member	2.00	Director	$0	$0	$0
Marilyn Snyder	Board Member	2.00	Director	$0	$0	$0
Susan Jennings	Board Member	2.00	Director	$0	$0	$0
Brook Lindsay	Board Member	2.00	Director	$0	$0	$0
Marsha Sanders	Vice Chair	4.00	Officer Director	$0	$0	$0
Lana Jones	Chariman	8.00	Officer Director	$0	$0	$0
Rachel McClelland	Secretary	4.00	Officer Director	$0	$0	$0
Jeff Washko	Treasurer	4.00	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	$129,857	$218,334	$2,429,778	$-88,477
2022	$165,223	$188,246	$2,353,619	$-23,023
2021	$314,939	$224,691	$2,709,462	$90,248
2020	$371,395	$51,748	$2,508,234	$319,647

Marland Estate Foundation