Core Insights - The Marketing Alliance, Inc. reported a 9% increase in revenues for fiscal year 2025, totaling $21,373,673, driven primarily by a 12% growth in the insurance distribution business, despite a decline in construction revenue [7][8] - The company experienced a decrease in net income, reporting $465,599 or $0.06 per share, compared to $1,043,214 or $0.13 per share in the previous year [7][8] - The company has shifted its revenue recognition policy for reimbursement and marketing revenues to align with the projected project lives, impacting how revenue is reported on the balance sheet [4][5] Financial Performance - Revenues from operations increased to $21,373,673 from $19,585,772, with the insurance distribution business contributing significantly to this growth [7][8] - Operating income from continuing operations decreased to $730,005 from $1,099,267 in the prior year, reflecting challenges in the construction segment [7][8] - Net operating revenue (gross profit) fell to $4,259,504 from $4,655,172, with a notable decline in the construction business [8] Operational Challenges - The construction business faced difficulties, with expected projects being canceled or postponed, adversely affecting revenues [5] - The company maintained a disciplined approach to project selection, focusing on economically profitable jobs [5] - Operating expenses remained relatively flat, but increased travel and meeting expenses due to hosting two annual conferences added approximately $150,000 to costs [8] Balance Sheet Overview - As of March 31, 2025, the company reported cash and cash equivalents of $2.0 million, down from $2.9 million the previous year [13] - Working capital decreased to $5.1 million from $7.7 million, and shareholders' equity fell to $5.4 million from $6.7 million [13] - The company repaid a $1,912,882 note in full at its maturity in June 2025, utilizing previously restricted cash [13] Share Repurchase Program - The company completed its share repurchase program, which was announced in October 2024, repurchasing up to 800,000 shares of common stock [7][13] - As of June 26, 2025, the company had repurchased 103,360 shares under this program [13]

Core Insights - Chuck Jones has extensive experience in equity analysis and investment management, with a career spanning over 28 years in various roles, including as a Wealth Strategist at Northern Trust [1] - He has a strong focus on technology, life sciences, and venture capital, leveraging his network to meet the financial goals of clients [1] - Jones has consistently outperformed industry benchmarks for six consecutive years through extensive financial modeling and engagement with C-level management [1] Group 1 - Jones developed a go-to-market strategy for Investment Management and Trust Services targeting Technology Executives and Private Equity Partners at Northern Trust [1] - He was instrumental in determining technology holdings at Atlantic Trust Private Wealth Management, focusing on hardware, software, services, and Internet companies [1] - His analytical work includes significant reports on Internet Security Software and deferred revenue, showcasing his expertise in the technology sector [1] Group 2 - Prior to his analytical roles, Jones spent 16 years at IBM in various sales and manufacturing positions, achieving multiple sales awards and recognition [1] - His early career involved interfacing between manufacturing and sales to project demand for storage systems, highlighting his operational expertise [1] - Jones holds a B.S. in Industrial Engineering from Stanford University and a Postgraduate Diploma in Economics from the University of Sussex, indicating a strong educational background [1]