HELEN L MORRIS FOUNDATION INC (EIN 161562098) - 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

1998

Legal Domicile

Principal Officer

JO ANN DEBLINGER

Phone

5852714100

Tax Period

2024-07-01 to 2025-06-30

HELEN L MORRIS FOUNDATION INC, founded in 1998, is a small nonprofit in the Human Services sector that reported $104K in total revenue in fiscal year 2024. Revenue surged 113% from the prior year, signaling strong growth momentum. The organization ran a surplus of $104K, a strong 100% operating margin.

Mission

TO PROMOTE WORLD PEACE AND HUMAN RIGHTS, TO FOSTER THE WELL-BEING OF WOMEN, CHILDREN, AND THE ELDERLY, AND TO PREVENT CRUELTY TO ANIMALS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $103,907

Other Revenue $0

TOTAL REVENUE $103,907

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $286

Other Expenses $286

TOTAL EXPENSES $286

Year-over-Year Comparison

	2024	2023	Change
Revenue	$103,907	$48,840	+1.1%
Expenses	$286	$179	+0.6%
Net Income	$103,621	$48,661	+1.1%

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

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	Role	Reportable Comp	Other Comp	Total
JO ANN DEBLINGER	PRESIDENT/TREASURER	Officer Director	$0	$0	$0
SIMEON BANISTER	SECRETARY	Officer Director	$0	$0	$0
ERIN BARRY	DIRECTOR	Director	$0	$0	$0
SANDRA TRIPP	DIRECTOR	Director	$0	$0	$0
RICHARD GILBERT	DIRECTOR	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	$103,907	$286	$1,045,387	$103,621
2024	No data	No data	No data	No data
2023	$59,921	$1,924	$819,712	$57,997
2022	$77,949	$2,044	$791,079	$75,905
2021	$50,519	$70,834	$863,008	$-20,315
2020	$34,748	$11,712	$802,637	$23,036
2019	$58,440	$167,747	$774,301	$-109,307

HELEN L MORRIS FOUNDATION INC