THE MARC FOUNDATION

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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

1988

Legal Domicile

Principal Officer

SHARAREH NAJAFI-PIPER

Phone

4809693800

Tax Period

2023-10-01 to 2024-09-30

THE MARC FOUNDATION, founded in 1988, is a small nonprofit in the Human Services sector that reported $328K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $319K, a strong 97% operating margin.

Mission

COPA HEALTH IS A 501(C)(3) NONPROFIT ORGANIZATION DEDICATED TO DELIVERING EXCEPTIONAL HEALTHCARE SERVICES GUIDED BY OUR SIX CORE VALUES - PEOPLE FIRST, COMPASSION, INTEGRITY, PERSEVERANCE, ACCOUNTABILITY, AND INNOVATION. COPA HEALTH INSPIRES HEALTH, HOPE, AND HAPPINESS BY DELIVERING WORLD CLASS SOLUTIONS TO INDIVIDUALS, FAMILIES, AND COMMUNITIES. WITH A FOCUS ON ASSISTING MEMBERS TO ACHIEVE LONG-TERM STABILITY, WE OFFER INTEGRATED HEALTHCARE, EMPLOYMENT-RELATED SERVICES, DAY PROGRAMS, IN-HOME SUPPORTS, COUNSELING, AND AFFORDABLE HOUSING FOR INDIVIDUALS AND FAMILIES WITH COMPLEX MEDICAL, BEHAVIORAL AND/OR LONG-TERM CARE NEEDS. WE OPERATE AFFORDABLE SUPPORTIVE HOUSING INCLUDING RENTAL HOUSING, RESIDENTIAL GROUP HOMES, COMMUNITY LIVING SERVICES, INDIVIDUALLY TAILORED LIVING ARRANGEMENTS, ADULT AND DEVELOPMENTAL HOMES, AND SUPPORTIVE HOUSING SERVICES AS WELL AS HEALTH HOMES PROVIDING INTEGRATED HEALTH SERVICES. OUR APPROACH TO COMMUNITY DEVELOPMENT COMBINES PHYSICAL AND BEHAVIORAL HEALTHCARE WITH SOCIAL SERVICES, HELPING INDIVIDUALS AND FAMILIES LIVE FULLER, HEALTHIER LIVES.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

THE MARC FOUNDATION RAISES AND INVESTS CHARITABLE DONATIONS TO BENEFIT INDIVIDUALS WITH DISABILITIES, PRIMARILY THOSE SERVED BY MARC COMMUNITY RESOURCES. ITS MISSION SUPPORTS PROGRAMS THAT ENHANCE...

THE MARC FOUNDATION RAISES AND INVESTS CHARITABLE DONATIONS TO BENEFIT INDIVIDUALS WITH DISABILITIES, PRIMARILY THOSE SERVED BY MARC COMMUNITY RESOURCES. ITS MISSION SUPPORTS PROGRAMS THAT ENHANCE QUALITY OF LIFE, FOSTER INDEPENDENCE, AND PROMOTE INCLUSION FOR INDIVIDUALS OF ALL ABILITIES.

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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 $355,243

Program Service Revenue $0

Investment Income $61,854

Other Revenue $-89,561

TOTAL REVENUE $327,536

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $8,939

Other Expenses $8,939

TOTAL EXPENSES $8,939

Year-over-Year Comparison

	2023	2022	Change
Revenue	$327,536	$478,634	-0.3%
Expenses	$8,939	$145,693	-0.9%
Net Income	$318,597	$332,941	0.0%

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

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

$740,277

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID DAY	CHAIR	0.25	Officer Director	$0	$0	$0
HOLLY WILLIAMS	VICE CHAIR	0.25	Officer Director	$0	$0	$0
CRAIG CARDON	TREASURER	0.25	Officer Director	$0	$0	$0
DON FOWLS MD	SECRETARY	0.25	Officer Director	$0	$0	$0
ABRAHAM BARTON	DIRECTOR	0.25	Director	$0	$0	$0
PATRICK CARDON	DIRECTOR	0.25	Director	$0	$0	$0
WILFORD CARDON	IMMEDIATE PAST CHAIR	0.25	Director	$0	$0	$0
BRIAN KOTSUR	DIRECTOR	0.25	Director	$0	$0	$0
BRIAN MIDDLETON	DIRECTOR	0.25	Director	$0	$0	$0
TOM SIMPLOT	DIRECTOR	0.25	Director	$0	$0	$0
JON SCOTT WILLIAMS	DIRECTOR	0.25	Director	$0	$0	$0
SHARAREH NAJAFI-PIPER	CEO	1.00	Officer	$0	$47,886	$612,768
MARTIN QUINTANA	CFO	1.00	Officer	$0	$4,301	$127,509

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	$327,536	$8,939	$1,675,614	$318,597
2023	$478,634	$145,693	$1,362,348	$332,941
2022	$376,672	$45,079	$999,201	$331,593
2021	$193,857	$61,295	$691,009	$132,562
2020	$213,833	$234,788	$967,130	$-20,955
2019	$239,290	$226,735	$716,288	$12,555
2018	$119,857	$275,981	$472,451	$-156,124