MORTON GOLF FOUNDATION (EIN 264351450) - 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

2010

Legal Domicile

Principal Officer

Tom Morton

Phone

9168080955

Tax Period

2023-01-01 to 2023-12-31

MORTON GOLF FOUNDATION, founded in 2010, is a small nonprofit in the Recreation & Sports sector that reported $387K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

The Morton Golf Foundation's mission is to provide funds to programs offering a healthy outdoor recreational environment that stresses the building of lasting personal relationships while seamlessly instilling life's core values for youth disabled and underserved in our community.

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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 $387,297

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $387,297

Expense Breakdown

Grants Paid $204,365

Salaries & Benefits $28,318

Fundraising Expenses $164,031

Program Expenses $27,200

Other Expenses $189,365

TOTAL EXPENSES $422,048

Year-over-Year Comparison

	2023	2022	Change
Revenue	$387,297	$340,127	+0.1%
Expenses	$422,048	$324,979	+0.3%
Net Income	$-34,751	$15,148	-3.3%

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

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

$25,966

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tom Morton	President	5.00	Officer Director	$0	$0	$0
Mike Woods	Vice President	1.00	Officer Director	$0	$0	$0
Ken Morton Jr	Secretary	1.00	Officer Director	$0	$0	$0
Ken Morton Sr	Honorary Director	0.50	Director	$0	$0	$0
Bob Rubin	Fund Development	0.50	Director	$0	$0	$0
Frank LaRosa	Fund Development	0.50	Director	$0	$0	$0
Todd Bollenbach	Fund Development	0.50	Director	$0	$0	$0
Dar Azimi	Fund Development	0.50	Director	$0	$0	$0
Rob Fong	Fund Development	0.50	Director	$0	$0	$0
Kathleen Foley	Fund Development	0.50	Director	$0	$0	$0
Rob Siebers	Fund Development	0.50	Director	$0	$0	$0
Terry Daubert	Treasurer	1.00	Officer Director	$0	$0	$0
Kirby Dusel	Fund Development	0.50	Director	$0	$0	$0
Brian Casey	Fund Development	0.50	Director	$0	$0	$0
Brad Benbrook	Fund Development	0.50	Director	$0	$0	$0
Ken Hurdle	Fund Development	0.50	Director	$0	$0	$0
Mike Fazio	Fund Development	0.50	Director	$0	$0	$0
Jane Siebers	Executive Director	32.00	Director	$25,966	$0	$25,966
Kelli Corlett	Community Ambassador	0.50	Director	$0	$0	$0
Barbara Allario	Fund Development	0.50	Director	$0	$0	$0
Kevin Sutherland	Honorary Board Member	0.25	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
2024	No data	No data	No data	No data
2023	$387,297	$422,048	$500,661	$-34,751
2022	$340,127	$324,979	$533,440	$15,148
2021	$406,973	$303,167	$519,896	$103,806
2020	$178,506	$140,022	$415,883	$38,484

MORTON GOLF FOUNDATION