MARION POLK FIRST (EIN 872648884) - 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

2021

Legal Domicile

Principal Officer

CASITY TROUTT

Phone

9716122291

Tax Period

2023-01-01 to 2023-12-31

MARION POLK FIRST, founded in 2021, is a micro nonprofit in the Community Improvement sector that reported $28K in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4K, a strong 15% operating margin.

Mission

TO PRODUCE RESOURCES ON ISSUES IMPORTANT TO MARION AND POLK COUNTIES AND EDUCATE THE COMMUNITY THROUGH GRASSROOTS OUTREACH ON THESE ISSUES.

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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 $28,459

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $28,459

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,306

Fundraising Expenses $0

Program Expenses $18,337

Other Expenses $6,865

TOTAL EXPENSES $24,171

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,459	$66,676	-0.6%
Expenses	$24,171	$78,438	-0.7%
Net Income	$4,288	$-11,762	-1.4%

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

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
LOIS ANDERSON	SECRETARY	1.00	Officer Director	$0	$0	$0
PHIL GERSTNER	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL RIECKE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOEL RUMRILL	BOARD MEMBER	1.00	Director	$0	$0	$0
JEANINE STICE	BOARD MEMBER	1.00	Director	$0	$0	$0
CASITY TROUTT	PRESIDENT	1.00	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	$28,459	$24,171	$468	$4,288

MARION POLK FIRST