Elisabeth Reeve Morrow Morgan Foundation c/o Jones & Jones Att Graham O Jones (EIN 226035428) - 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

1935

Legal Domicile

Principal Officer

Reeve Lindbergh

Phone

2014873600

Tax Period

2023-01-01 to 2023-12-31

Elisabeth Reeve Morrow Morgan Foundation c/o Jones & Jones Att Graham O Jones, founded in 1935, is a micro nonprofit that reported $77K in total revenue in fiscal year 2023. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $253K exceeded revenue, resulting in a 230% operating deficit.

Mission

Charitable support specifically for the listed organization. A school under IRC 170(b)(1)(A)(ii).

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $76,674

Other Revenue $0

TOTAL REVENUE $76,674

Expense Breakdown

Grants Paid $200,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $200,556

Other Expenses $52,667

TOTAL EXPENSES $252,667

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,674	$362,099	-0.8%
Expenses	$252,667	$236,509	+0.1%
Net Income	$-175,993	$125,590	-2.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Reeve Lindbergh	President	Officer Director	$0	$0	$0
Anne M Fulenwider	Vice President	Officer Director	$0	$0	$0
Graham O Jones	Treasurer	Officer Director	$0	$0	$0
Margaret Silver	Secretary	Officer Director	$0	$0	$0
Monica Borg	Trustee	Director	$0	$0	$0
Judith W Johnson	Trustee	Director	$0	$0	$0
William C Miller IV	Trustee	Director	$0	$0	$0
Rosemary Mills Russell	Trustee	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$76,674	$252,667	$1,917,538	$-175,993
2022	$362,099	$236,509	$2,093,531	$125,590
2021	$876,817	$313,255	$1,967,941	$563,562
2020	$646,645	$187,154	$1,404,379	$459,491
2019	$110,967	$184,784	$944,888	$-73,817
2018	$33,456	$185,112	$1,018,705	$-151,656

Elisabeth Reeve Morrow Morgan Foundation c/o Jones & Jones Att Graham O Jones