THE MORGAN ADAMS FOUNDATION (EIN 200165051) - 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

2003

Legal Domicile

Principal Officer

JOAN SLAUGHTER

Phone

3037582130

Tax Period

2024-01-01 to 2024-12-31

THE MORGAN ADAMS FOUNDATION, founded in 2003, is a community nonprofit in the Medical Research sector that reported $3.0M in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $2.6M left a modest 12% surplus.

Mission

TO FUND CRITICALLY NEEDED PEDIATRIC ONCOLOGY RESEARCH

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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 $2,786,752

Program Service Revenue $0

Investment Income $13,109

Other Revenue $211,473

TOTAL REVENUE $3,011,334

Expense Breakdown

Grants Paid $1,270,808

Salaries & Benefits $864,900

Fundraising Expenses $449,181

Program Expenses $1,899,959

Other Expenses $505,624

TOTAL EXPENSES $2,641,332

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,011,334	$2,071,865	+0.5%
Expenses	$2,641,332	$2,215,036	+0.2%
Net Income	$370,002	$-143,171	-3.6%

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

Independent Members

Employees

Volunteers

300

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

$130,000

Total Directors

$130,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN SLAUGHTER	EXEC DIR AND CO-FOUNDER	40.00	Officer Director	$130,000	$0	$130,000
JOHN DUDASCH	CHAIR	3.00	Officer Director	$0	$0	$0
DAN KELLY	VICE CHAIR	3.00	Officer Director	$0	$0	$0
JEFF MCPHERSON	TREASURER	3.00	Officer Director	$0	$0	$0
BARI DEJAYNES	DIRECTOR	2.00	Director	$0	$0	$0
JESSE RUSSELL	DIRECTOR	2.00	Director	$0	$0	$0
SHERIN SAKR	DIRECTOR	2.00	Director	$0	$0	$0
JANELLE AUNE	DIRECTOR	2.00	Director	$0	$0	$0
COURTNEY GRAHAM	DIRECTOR	2.00	Director	$0	$0	$0
ARTHUR LIU MD	DIRECTOR, MEDICAL ADVISOR	3.00	Director	$0	$0	$0
JAIME MARSTON COOK	MAJOR GIFTS OFFICER	40.00	Highest	$107,488	$0	$107,488

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	$3,011,334	$2,641,332	$1,183,514	$370,002
2023	$2,071,865	$2,215,036	$682,344	$-143,171
2022	$1,963,660	$1,808,203	$772,543	$155,457
2021	$1,762,141	$1,526,094	$599,169	$236,047
2020	$1,480,556	$1,359,637	$313,982	$120,919
2019	$1,381,782	$1,408,347	$234,977	$-26,565
2018	$1,365,710	$1,244,128	$218,107	$121,582

THE MORGAN ADAMS FOUNDATION