MARKUS PAUL FOUNDATION INC (EIN 863414987) - 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

2021

Legal Domicile

Principal Officer

DAVID HOLMES

Phone

4075097882

Tax Period

2023-01-01 to 2023-12-31

MARKUS PAUL FOUNDATION INC, founded in 2021, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $69K in total revenue in fiscal year 2023. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11K, a strong 15% operating margin.

Mission

THE FOUNDATION'S PURPOSE IS TO CONTINUE MARKUS PAUL'S LEGACY OF HELPING, SERVING AND BEING A LIGHT TO OTHERS BY PROVIDING ADDITIONAL SUPPORT TO STUDENTS WHO ARE EXCELLING IN ACADEMICS, ATHLETICS, AND IN THEIR COMMUNITIES.

🔒

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 $63,700

Program Service Revenue $0

Investment Income $0

Other Revenue $5,544

TOTAL REVENUE $69,244

Expense Breakdown

Grants Paid $48,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,892

Other Expenses $10,653

TOTAL EXPENSES $58,653

Year-over-Year Comparison

	2023	2022	Change
Revenue	$69,244	$38,182	+0.8%
Expenses	$58,653	$47,962	+0.2%
Net Income	$10,591	$-9,780	-2.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES GLAVIN	DIRECTOR	5.00	Director	$0	$0	$0
DARYL JOHNSTON	DIRECTOR	5.00	Director	$0	$0	$0
DAVID HOLMES	PRESIDENT	5.00	Officer	$0	$0	$0
HEIDI PAUL	SECRETARY	7.00	Officer	$0	$0	$0
MIKE WOICIK	VICE PRESIDE	7.00	Officer	$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	$69,244	$58,653	$238,020	$10,591
2022	$38,182	$47,962	$227,429	$-9,780
2021	$264,912	$27,703	$237,209	$237,209

MARKUS PAUL FOUNDATION INC