MORRIS EDUCATIONAL FOUNDATION INC

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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

1992

Legal Domicile

Principal Officer

DEBBIE SONTUPE

Phone

9736830767

Tax Period

2024-07-01 to 2025-06-30

MORRIS EDUCATIONAL FOUNDATION INC, founded in 1992, is a small nonprofit in the Education sector that reported $787K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $745K left a modest 5% surplus.

Mission

IT IS THE MISSION OF THE MORRIS EDUCATIONAL FOUNDATION TO GENERATE AND DISTRIBUTE FINANCIAL AND OTHER RESOURCES TO AND FOR THE MORRIS SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $593,849 Revenue: $0

EXPENSES INCURRED IN SUPPORT OF THE EDUCATIONAL PURPOSES, PROGRAMS AND SERVICES OF THE MORRIS SCHOOL DISTRICT, WHICH PROVIDES EXCELLENT AND INNOVATIVE PROGRAMS IN ACADEMICS, ATHLETICS AND THE ARTS TO ALL INDIVIDUALS IN THE MORRIS SCHOOL DISTRICT IN A NON-DISCRIMINATORY MANNER REGARDLESS OF ABILITY TO PAY.

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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 $586,564

Program Service Revenue $0

Investment Income $15,257

Other Revenue $185,564

TOTAL REVENUE $787,385

Expense Breakdown

Grants Paid $534,276

Salaries & Benefits $94,413

Fundraising Expenses $56,640

Program Expenses $593,849

Other Expenses $116,229

TOTAL EXPENSES $744,918

Year-over-Year Comparison

	2024	2023	Change
Revenue	$787,385	$889,409	-0.1%
Expenses	$744,918	$900,903	-0.2%
Net Income	$42,467	$-11,494	-4.7%

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

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

$42,942

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HECTOR MISLAVSKY	TRUSTEE	3.00	Director	$0	$0	$0
DEBBIE SONTUPE	CHAIR	5.00	Officer	$0	$0	$0
HALLIE BEYER	TRUSTEE	3.00	Director	$0	$0	$0
JOSHUA BEINHAKER	TRUSTEE	3.00	Director	$0	$0	$0
KAREN P MCALLISTER	TRUSTEE	3.00	Director	$0	$0	$0
ANN RHINES	TRUSTEE	3.00	Director	$0	$0	$0
MOLLY SERVAIS	TRUSTEE	3.00	Director	$0	$0	$0
KATIE COLE	TRUSTEE	3.00	Director	$0	$0	$0
CHRIS VOLINSKY	CO-VICE CHAIR	5.00	Officer	$0	$0	$0
EMILY WOLPER	TRUSTEE	3.00	Director	$0	$0	$0
JIAN ZABALERIO	TRUSTEE	3.00	Director	$0	$0	$0
MELANIE SMITH	TRUSTEE	3.00	Director	$0	$0	$0
CAROLINE GODFREY	EXECUTIVE DIRECTOR	40.00	Key Emp	$42,942	$0	$42,942
CHRISSIE WETHERBEE	CO-VICE CHAIR	5.00	Officer	$0	$0	$0
BRIAN CARROLL	TREASURER	5.00	Officer	$0	$0	$0
KATHLEEN KALAHER HUMBERT	SECRETARY	5.00	Officer	$0	$0	$0
SARA OSEAN	TRUSTEE	3.00	Director	$0	$0	$0
PAUL STAUDT	TRUSTEE	3.00	Director	$0	$0	$0
KATHERINE VIZZINI	IMMEDIATE PAST CHAIR	3.00	Director	$0	$0	$0
BRANDI FEATHERMAN	TRUSTEE	3.00	Director	$0	$0	$0
PETRA WIEHE LIEBERMAN	TRUSTEE	3.00	Director	$0	$0	$0
LINDSAY MUNSON	TRUSTEE	3.00	Director	$0	$0	$0
TRACEY ULRICH-MATALON	TRUSTEE	3.00	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	$787,385	$744,918	$4,955,768	$42,467
2024	$889,409	$900,903	$4,480,629	$-11,494
2023	$876,409	$821,439	$4,182,466	$54,970
2022	$707,746	$699,240	$3,770,717	$8,506
2021	$1,923,198	$634,139	$4,332,609	$1,289,059
2020	$581,947	$534,323	$2,421,548	$47,624