THE MARGIN OF CHANGE FOUNDATION (EIN 851718217) - 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

2020

Legal Domicile

Principal Officer

EMILY WILLIAMS

Phone

5017291669

Tax Period

2023-01-01 to 2023-12-31

THE MARGIN OF CHANGE FOUNDATION, founded in 2020, is a small nonprofit in the Education sector that reported $105K in total revenue in fiscal year 2022. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $96K, a strong 92% operating margin.

Mission

THE FOUNDATION AIMS TO BUILD SUPPORT FOR FAMILIES BY BRIDGING THE GAP BETWEEN QUALITY MENTAL HEALTH PROVIDERS AND THE MANY INDIVIDUALS AND FAMILIES WHO NEED THEM. IT AIMS TO ASSIST IN BREAKING THE BARRIER OF RISING COSTS THAT STANDS BETWEEN INDIVIDUALS AND THE HELP THAT THEY DESERVE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $204,650

Program Service Revenue $0

Investment Income $0

Other Revenue $9,590

TOTAL REVENUE $214,240

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,193

Other Expenses $39,010

TOTAL EXPENSES $39,010

Year-over-Year Comparison

	2023	2022	Change
Revenue	$214,240	$104,696	+1.0%
Expenses	$39,010	$8,762	+3.5%
Net Income	$175,230	$95,934	+0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILY WILLIAMS	PRESIDENT	2.00	Director	$0	$0	$0
GLEN JOHNSON	BOARD MEMBER	2.00	Director	$0	$0	$0
SARAH CLINE	VICE PRESIDENT	2.00	Director	$0	$0	$0
ROBIN SEASTROM	SECRETARY	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
2024	No data	No data	No data	No data
2023	$214,240	$39,010	$3,760,124	$175,230
2022	$104,696	$8,762	$3,702,210	$95,934

THE MARGIN OF CHANGE FOUNDATION