MORNINGSIDE ELEMENTARY SCHOOL FOUNDATION INC (EIN 061811493) - 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

2009

Legal Domicile

Principal Officer

Michelle Davis

Phone

4045180588

Tax Period

2025-01-01 to 2025-12-31

MORNINGSIDE ELEMENTARY SCHOOL FOUNDATION INC, founded in 2009, is a small nonprofit in the Youth Development sector that reported $301K in total revenue in fiscal year 2025. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

Foster teaching excellence and enhance student achievement through strategic investments in curriculum, technology, training, and facilities at Morningside Elementary School.

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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 (2025)

Revenue Breakdown

Contributions & Grants $300,956

Program Service Revenue $0

Investment Income $23

Other Revenue $0

TOTAL REVENUE $300,979

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $14,047

Program Expenses $285,974

Other Expenses $308,531

TOTAL EXPENSES $308,531

Year-over-Year Comparison

	2025	2024	Change
Revenue	$300,979	$245,291	+0.2%
Expenses	$308,531	$233,476	+0.3%
Net Income	$-7,552	$11,815	-1.6%

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

N/A

Independent Members

N/A

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
Michelle Davis	President	5.00	Officer	$0	$0	$0
Ryan Jones	Vice President	3.00	Officer	$0	$0	$0
Carisa Quinn	Treasurer	5.00	Officer	$0	$0	$0
Dale Saxman	Secretary	3.00	Officer	$0	$0	$0
Daniel Fowler	Trustee	1.00	Director	$0	$0	$0
McKenzie Hollon	Trustee	1.00	Director	$0	$0	$0
Mimi Krauss	Trustee	1.00	Director	$0	$0	$0
Hilary Goldberg	Trustee	1.00	Director	$0	$0	$0
Matt Martin	Trustee	1.00	Director	$0	$0	$0
Tony Moore	Trustee	1.00	Director	$0	$0	$0
Elizabeth Parvarandeh	Trustee	1.00	Director	$0	$0	$0
Julie Tracy	Trustee	1.00	Director	$0	$0	$0
Jackie Townley	Trustee	1.00	Director	$0	$0	$0
Patrick Woods	Trustee	1.00	Director	$0	$0	$0
Kyle Ulep	Trustee	1.00	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
2025	$300,979	$308,531	$305,422	$-7,552
2024	$245,291	$233,476	$312,974	$11,815

MORNINGSIDE ELEMENTARY SCHOOL FOUNDATION INC