MORRIS EST LYDIA T DECD TW (EIN 236210940) - 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

1934

Legal Domicile

Principal Officer

UNIVERSITY OF PENNSYLVANIA

Phone

2158988967

Tax Period

2023-07-01 to 2024-06-30

MORRIS EST LYDIA T DECD TW, founded in 1934, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $283K in total revenue in fiscal year 2023. Revenue surged 201% from the prior year, signaling strong growth momentum. Net assets of $6.3M represent 266 months of operating reserves.

Mission

THE ORGANIZATION EXISTS TO SUPPORT THE MORRIS ARBORETUM OF THE UNIVERSITY OF PENNSYLVANIA.

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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 $283,312

Other Revenue $0

TOTAL REVENUE $283,312

Expense Breakdown

Grants Paid $286,952

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $287,922

Other Expenses $3,882

TOTAL EXPENSES $290,834

Year-over-Year Comparison

	2023	2022	Change
Revenue	$283,312	$94,227	+2.0%
Expenses	$290,834	$140,730	+1.1%
Net Income	$-7,522	$-46,503	-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

N/A

Employees

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
UNIVERSITY OF PENNSYLVANIA	TRUSTEE	1.0		$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	$283,312	$290,834	$6,287,797	$-7,522
2023	$94,227	$140,730	$6,194,959	$-46,503
2022	$50,718	$200,900	$6,271,018	$-150,182
2021	$688,279	$389,685	$6,535,500	$298,594
2020	$351,908	$403,515	$6,236,875	$-51,607
2019	$445,330	$373,397	$6,288,779	$71,933

MORRIS EST LYDIA T DECD TW