Jamie & Darcy Morris Foundation Inc (EIN 465196768) - 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

2014

Legal Domicile

Principal Officer

James Morris

Phone

7707480608

Tax Period

2023-01-01 to 2023-12-31

Jamie & Darcy Morris Foundation Inc, founded in 2014, is a micro nonprofit in the Unknown sector that reported $79K in total revenue in fiscal year 2023. Expenses of $168K exceeded revenue, resulting in a 113% operating deficit.

Mission

Maintenance of historical building dedicated to the Coca Cola Company and its local impact. Maintenace and operation of the Doug Sanders Golf Museum to promote golf and raise money for local scholarships Promote the local history of Cedartown.

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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 $8,089

Program Service Revenue $0

Investment Income $5,665

Other Revenue $65,112

TOTAL REVENUE $78,866

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $139,267

Other Expenses $168,133

TOTAL EXPENSES $168,133

Year-over-Year Comparison

	2023	2022	Change
Revenue	$78,866	$74,122	+0.1%
Expenses	$168,133	$256,416	-0.3%
Net Income	$-89,267	$-182,294	-0.5%

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

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
JAMIE MORRIS	Chair	15.00	Officer	$0	$0	$0
DANIEL MORRIS	Vice Chair	15.00	Officer	$0	$0	$0
DARCY MORRIS	SEC/TREASURER	15.00	Officer	$0	$0	$0
JENNY BURCH	ACTIVITY DIRECTOR	15.00	Officer	$0	$0	$0
LEE JENNINGS	CPA	1.00	Officer	$0	$0	$0
CAROL CASEY	RECORDING SECRETARY	1.00	Officer	$0	$0	$0
JOHN HUSSER	LEGAL	1.00	Officer	$0	$0	$0
BEN BURCH	LEGAL	1.00	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
2024	No data	No data	No data	No data
2023	$78,866	$168,133	$4,228,223	$-89,267
2022	$74,122	$256,416	$4,198,205	$-182,294
2021	$2,980,485	$354,423	$4,553,144	$2,626,062
2020	$326,124	$121,403	$1,911,582	$204,721
2019	$504,704	$27,202	$1,694,602	$477,502
2018	$525,727	$64,218	$1,217,100	$461,509

Jamie & Darcy Morris Foundation Inc