MORRISTOWN UNITARIAN UNIVERSALIST FELLOWSHIP

EIN: 222338033 501(c)(3) Religion

Morristown, NJ

Total Revenue
$1,527,347
Total Expenses
$3,660,452
Total Assets
$1,153,438
Net Assets
$-83,096
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
NJ
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 Universalist 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.

Program Service Accomplishments

Program 1
Expenses: $16,500 Revenue: $0

Worship Services are held every Sunday and on religious holidays throughout the year. Sunday morning services are an encounter the mystery of the universe and with divinity. These services are the...

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Worship Services are held every Sunday and on religious holidays throughout the year. Sunday morning services are an encounter the mystery of the universe and with divinity. These services are the foundation of all programs and the mission of the Fellowship.

Program 2
Expenses: $10,180 Revenue: $0

One of the core theological beliefs of Unitarian Universalists is a commitment to personal spiritual growth. To support that the Religious Education program has weekly Religious Education classes for...

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One of the core theological beliefs of Unitarian Universalists is a commitment to personal spiritual growth. To support that the Religious Education program has weekly Religious Education classes for children 3 - 17. There are also varied classes for adult members. In addition to this there are Multi-Generational services held throughout the year to allow for learning across the generations.

Program 3
Expenses: $0 Revenue: $0

The Social and Economic Action Committee focuses on systemic problems that allow people to live in poverty or risk of harm. This program includes direct service education witnessing advocacy...

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The Social and Economic Action Committee focuses on systemic problems that allow people to live in poverty or risk of harm. This program includes direct service education witnessing advocacy community organizing and legislative action. The Social and Economic Action Committee also directs financial assistance to those most in need in the Morris County are as well as those world wide impacted by natural disasters and war.

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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%)

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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
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Governance

Voting Members
9
Independent Members
9
Employees
8
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
4
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
1
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
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