MORNINGSTAR SENIOR LIVING FOUNDATION (EIN 471484857) - 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

MOLLIE SANTEE

Phone

6107461000

Tax Period

2022-07-01 to 2023-06-30

MORNINGSTAR SENIOR LIVING FOUNDATION, founded in 2014, is a small nonprofit in the Housing & Shelter sector that reported $485K in total revenue in fiscal year 2022. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $178K, a strong 37% operating margin.

Mission

THE FOUNDATION IS DEDICATED TO THE GROWTH AND FINANCIAL SUPPORT OF ITS AFFILIATED ORGANIZATIONS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $386,975

Program Service Revenue $0

Investment Income $100,905

Other Revenue $-2,874

TOTAL REVENUE $485,006

Expense Breakdown

Grants Paid $215,608

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $215,608

Other Expenses $91,145

TOTAL EXPENSES $306,753

Year-over-Year Comparison

	2022	2021	Change
Revenue	$485,006	$556,507	-0.1%
Expenses	$306,753	$270,858	+0.1%
Net Income	$178,253	$285,649	-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

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

$659,900

Total Directors

$659,900

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARRELL W CROOK	CHAIR	0.10	Officer Director	$0	$0	$0
CHRISTOPHER T HUNT	SEC'Y/TREASURER-MSLF, CFO-MSL	2.00	Officer Director	$0	$43,493	$267,516
SUSAN C DRABIC	BD MEMBER-MSLF, PRES. & CEO-MSL	2.00	Officer Director	$0	$22,456	$392,384
LINDA MCMEEKIN	BOARD MEMBER	0.10	Director	$0	$0	$0
BARBARA SEIFERT-SIGMON	BOARD MEMBER	0.10	Director	$0	$0	$0
RICHARD SOLLIDAY	BOARD MEMBER	0.10	Director	$0	$0	$0
COLLEEN LAVDAR	BOARD MEMBER	0.10	Director	$0	$0	$0
KENDAHL DIFELICE	BOARD MEMBER	0.10	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	$485,006	$306,753	$5,552,957	$178,253
2023	$415,192	$229,692	$5,903,302	$185,500
2022	$556,507	$270,858	$4,781,769	$285,649
2021	$724,960	$246,248	$5,329,279	$478,712
2020	$396,533	$356,120	$3,838,689	$40,413
2019	$313,481	$364,137	$3,548,206	$-50,656
2018	$476,042	$151,022	$3,473,495	$325,020

MORNINGSTAR SENIOR LIVING FOUNDATION