MORAINE TOWNSHIP CHARITABLE FUND CHARITABLE FUND (EIN 264269258) - 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

2009

Legal Domicile

Principal Officer

ANNE FLANIGAN BASSI

Phone

8474323240

Tax Period

2024-04-01 to 2025-03-31

MORAINE TOWNSHIP CHARITABLE FUND CHARITABLE FUND, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $378K in total revenue in fiscal year 2024. Revenue surged 273% from the prior year, signaling strong growth momentum. The organization ran a surplus of $128K, a strong 34% operating margin.

Mission

ADMINISTERING FUNDS TO PROVIDE RESPONSIVE, EFFICIENT, AND COMPASSIONATE SERVICES AND SUPPORT FOR MORAINE TOWNSHIP RESIDENTS.

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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 $364,506

Program Service Revenue $0

Investment Income $11,954

Other Revenue $2,031

TOTAL REVENUE $378,491

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $248,232

Other Expenses $250,697

TOTAL EXPENSES $250,697

Year-over-Year Comparison

	2024	2023	Change
Revenue	$378,491	$101,544	+2.7%
Expenses	$250,697	$63,558	+2.9%
Net Income	$127,794	$37,986	+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	Hours/Week	Role	Reportable Comp	Other Comp	Total
GUADALUPE SOMERVILLE	DIRECTOR	N/A	Director	$0	$0	$0
ANNE FLANIGAN BASSI	PRESIDENT	N/A	Officer	$0	$0	$0
GAIL FEIGER BROWN	SECRETARY	N/A	Officer	$0	$0	$0
MARK HAGGARTY	TREASURER	N/A	Officer	$0	$0	$0
NANCY CHAUSOW SHAFER	TOWNSHIP SUP	N/A	Officer	$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	$378,491	$250,697	$539,222	$127,794
2024	$101,544	$63,558	$410,540	$37,986
2023	$220,616	$134,134	$378,103	$86,482
2022	$287,973	$361,100	$288,029	$-73,127
2021	$449,240	$318,189	$403,736	$131,051
2020	$514,348	$416,302	$234,518	$98,046
2019	$202,159	$184,983	$140,996	$17,176
2018	$232,058	$262,809	$118,380	$-30,751

MORAINE TOWNSHIP CHARITABLE FUND CHARITABLE FUND