Morgan Pressel Foundation Inc (EIN 272854677) - 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

Phone

5615583002

Tax Period

2024-07-01 to 2025-06-30

Morgan Pressel Foundation Inc, founded in 2010, is a community nonprofit in the Medical Research sector that reported $1.2M in total revenue in fiscal year 2024. Expenses of $1.1M left a modest 9% surplus.

Mission

For charitable, scientific and educational purposes.

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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 $1,233,239

Program Service Revenue $0

Investment Income $2,518

Other Revenue $0

TOTAL REVENUE $1,235,757

Expense Breakdown

Grants Paid $755,485

Salaries & Benefits $91,500

Fundraising Expenses $258,667

Program Expenses $755,485

Other Expenses $282,510

TOTAL EXPENSES $1,129,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,235,757	$1,220,073	+0.0%
Expenses	$1,129,495	$1,261,359	-0.1%
Net Income	$106,262	$-41,286	-3.6%

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

$86,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tara Clivio	Executive Dir.	20.00	Director	$86,000	$0	$86,000
Morgan Pressel	President	10.00	Officer Director	$0	$0	$0
Kay Renee	Secretary	1.00	Officer Director	$0	$0	$0
Marty I Weisfeld	Vice President	1.00	Officer Director	$0	$0	$0
Billi Marcus	Director	1.00	Director	$0	$0	$0
Madison Pressel	Director	1.00	Director	$0	$0	$0
Anthony Tranese	Director	1.00	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	$1,235,757	$1,129,495	$984,426	$106,262
2024	$1,220,073	$1,261,359	$880,751	$-41,286
2023	$980,471	$914,234	$887,334	$66,237
2022	$823,616	$949,368	$725,542	$-125,752
2021	$447,028	$1,100,727	$857,841	$-653,699
2020	$1,017,181	$919,663	$1,438,881	$97,518
2019	$944,114	$1,436,019	$1,287,814	$-491,905

Morgan Pressel Foundation Inc