MORRISTOWN UNITARIAN UNIVERSALIST FELLOWSHIP (EIN 222338033) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Phone

9735401177

Tax Period

2023-07-01 to 2024-06-30

MORRISTOWN UNITARIAN UNIVERSALIST FELLOWSHIP, founded in 1955, is a community nonprofit in the Religion sector that reported $1.5M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $3.7M exceeded revenue, resulting in a 140% operating deficit.

Mission

Morristown Unitarian Fellowship is a liberal religious organization that adheres to the 7 Principles of the Unitarian Universalist Association. The Fellowship provides Weekly Services and Religious Education. The Fellowship also provides pastoral care memorial services baby dedication and weddings.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,342,547

Program Service Revenue $0

Investment Income $98,635

Other Revenue $86,165

TOTAL REVENUE $1,527,347

Expense Breakdown

Grants Paid $0

Salaries & Benefits $378,596

Fundraising Expenses $0

Program Expenses $44,680

Other Expenses $3,281,856

TOTAL EXPENSES $3,660,452

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,527,347	$1,677,085	-0.1%
Expenses	$3,660,452	$1,443,062	+1.5%
Net Income	$-2,133,105	$234,023	-10.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Paul Ferm	President Board of Trustees	20.00	Officer	$0	$0	$0
James Harris	Treasurer	20.00	Officer	$0	$0	$0
Jeanne Craft	Trustee Justice Equity and Compass	15.00	Director	$0	$0	$0
Carol Johnson	Secretary	10.00	Officer	$0	$0	$0
Hazel Bell	Trustee Network Administration	15.00	Director	$0	$0	$0
Dan Reidy	Trustee Strategic Planning	15.00	Director	$0	$0	$0
John Franklin	Trustee Membership	15.00	Director	$0	$0	$0
Candice Donaldson	Assistant Treasurer	15.00	Officer	$0	$0	$0
Timothy Davis	Trustee Stewardship	15.00	Director	$0	$0	$0
Joel Miller	Interim Minister	40.00	Highest	$71,513	$55,548	$127,061

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	No data	No data	No data	No data
2024	$1,527,347	$3,660,452	$1,153,438	$-2,133,105
2023	$1,677,085	$1,443,062	$2,061,839	$234,023
2022	$1,369,979	$953,744	$1,871,142	$416,235
2021	$1,055,929	$746,763	$1,494,675	$309,166
2020	$936,084	$1,256,105	$1,115,152	$-320,021

MORRISTOWN UNITARIAN UNIVERSALIST FELLOWSHIP