MORTON COMMUNITY FOUNDATION (EIN 371397503) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

SCOTT WITZIG

Phone

3092910434

Tax Period

2024-07-01 to 2025-06-30

MORTON COMMUNITY FOUNDATION, founded in 2000, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.0M in total revenue in fiscal year 2024. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.2M, a strong 80% operating margin.

Mission

THE MISSION OF THE MORTON COMMUNITY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE FOR MORTON AREA RESIDENTS, NOW AND FOR GENERATIONS TO COME. WE DO THIS BY: BUILDING COMMUNITY ENDOWMENT, INVESTING IN OUR COMMUNITY THROUGH STRATEGIC GRANT MAKING, TURNING DONORS' CHARITABLE DREAMS INTO PERMANENT LEGACIES, AND PROVIDING LEADERSHIP TO IDENTIFY AND ADDRESS CHANGING COMMUNITY NEEDS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,326,498

Program Service Revenue $2,596

Investment Income $667,185

Other Revenue $26,301

TOTAL REVENUE $4,022,580

Expense Breakdown

Grants Paid $508,614

Salaries & Benefits $177,578

Fundraising Expenses $34,497

Program Expenses $604,840

Other Expenses $101,914

TOTAL EXPENSES $788,106

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,022,580	$2,081,130	+0.9%
Expenses	$788,106	$1,037,366	-0.2%
Net Income	$3,234,474	$1,043,764	+2.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$128,069

Total Directors

$128,069

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT WITZIG	EXECUTIVE DIRECTOR	45.00	Officer Director	$124,520	$3,549	$128,069
ALI KLOPFENSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
ALISSA WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS RAJKUMAR	TRUSTEE	1.00	Director	$0	$0	$0
DEJAN MAKSIMOVIC	TRUSTEE	1.00	Director	$0	$0	$0
EMMA SANFORD	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY KING	TRUSTEE	1.00	Director	$0	$0	$0
JEFF MUNIZ	TRUSTEE	1.00	Director	$0	$0	$0
JOE SANDER	TRUSTEE	1.00	Director	$0	$0	$0
JUSTIN SIDNEY	TRUSTEE	1.00	Director	$0	$0	$0
LAURA LUGINBUHL	TRUSTEE	1.00	Director	$0	$0	$0
TIM GRYL	TRUSTEE	1.00	Director	$0	$0	$0
STACY LITERSKY	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAN MEMINGER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BARB GETZ	TREASURER	1.00	Officer Director	$0	$0	$0
CINDY HONEGGER	SECRETARY	1.00	Officer Director	$0	$0	$0
KIRK BODE	PAST PRESIDENT	1.00	Officer 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	$4,022,580	$788,106	$19,378,493	$3,234,474
2024	No data	No data	No data	No data
2023	$2,723,216	$1,282,371	$13,187,603	$1,440,845
2022	$3,821,125	$707,986	$11,249,928	$3,113,139
2021	$1,380,357	$688,762	$9,195,587	$691,595
2020	$1,515,824	$565,206	$7,153,850	$950,618
2019	$666,983	$617,094	$6,107,452	$49,889
2018	$1,669,517	$574,616	$5,982,098	$1,094,901

MORTON COMMUNITY FOUNDATION