MORRIS CALVARY TW (EIN 346507923) - 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

1912

Legal Domicile

Phone

2166897663

Tax Period

2023-01-01 to 2023-12-31

MORRIS CALVARY TW, founded in 1912, is a small nonprofit that reported $366K in total revenue in fiscal year 2023. Expenses of $1.7M exceeded revenue, resulting in a 362% operating deficit.

Mission

GRANTS ARE MADE ACCORDING TO TRUST AGREEMENT DATED APRIL 4, 1912 KEYBANK N A, AS TRUSTEE, MAKES DISTRIBUTIONS TO THE FOLLOWING: UNIVERSITY HOSPITAL OF CLEVELAND, ST VINCENT CHARITY HOSPITAL, SISIERS OF ST FRANCIS HEALTH. UNDER THE OHIO INSTITIONAL TRUST FUNDS ACT OF 1999, THESE BENEFICIARIES HAVE CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF EACH BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION.

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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 $350,719

Other Revenue $15,003

TOTAL REVENUE $365,722

Expense Breakdown

Grants Paid $1,534,202

Salaries & Benefits $152,010

Fundraising Expenses $0

Program Expenses $1,534,202

Other Expenses $3,916

TOTAL EXPENSES $1,690,128

Year-over-Year Comparison

	2023	2022	Change
Revenue	$365,722	$-151,876	-3.4%
Expenses	$1,690,128	$1,929,137	-0.1%
Net Income	$-1,324,406	$-2,081,013	-0.4%

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

N/A

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
N/A	TRUSTEE	1.0		$152,010	$0	$152,010

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	$365,722	$1,690,128	$27,499,696	$-1,324,406
2022	$-151,876	$1,929,137	$28,839,170	$-2,081,013
2021	$3,615,904	$1,692,756	$30,930,744	$1,923,148

MORRIS CALVARY TW