THE GLENDA G MORGAN CHARITABLE FOUNDATION INC (EIN 200525462) - 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

PAUL MORGAN

Phone

4073252133

Tax Period

2025-01-01 to 2025-12-31

THE GLENDA G MORGAN CHARITABLE FOUNDATION INC, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2025. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $623K, a strong 56% operating margin.

Mission

THE ORGANIZATION IS OPERATED FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF ITS SUPPORTED ORGANIZATIONS.

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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 $0

Program Service Revenue $0

Investment Income $1,120,706

Other Revenue $-1,774

TOTAL REVENUE $1,118,932

Expense Breakdown

Grants Paid $293,945

Salaries & Benefits $78,629

Fundraising Expenses $0

Program Expenses $293,945

Other Expenses $123,140

TOTAL EXPENSES $495,714

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,118,932	$847,785	+0.3%
Expenses	$495,714	$508,572	0.0%
Net Income	$623,218	$339,213	+0.8%

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

$78,629

Total Directors

$78,629

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL W MORGAN	PRESIDENT	8.00	Officer Director	$0	$0	$0
MARY BETH MORGAN	SECRETARY/TREASURER	40.00	Officer Director	$78,629	$0	$78,629
JOHN T CASH JR	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD COLE	DIRECTOR	1.00	Director	$0	$0	$0
DENISE MORIARTY	DIRECTOR	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	$1,118,932	$495,714	$19,621,098	$623,218
2024	No data	No data	No data	No data
2023	$1,182,953	$730,989	$18,702,638	$451,964
2022	$784,757	$880,661	$20,343,027	$-95,904
2021	$2,457,241	$698,843	$21,296,929	$1,758,398
2020	$1,343,467	$541,818	$19,253,902	$801,649
2019	$1,114,004	$468,224	$16,909,364	$645,780
2018	$1,010,574	$471,800	$17,705,814	$538,774

THE GLENDA G MORGAN CHARITABLE FOUNDATION INC