SALLY AND JOHN MORLEY FAMILY FUND (EIN 474676036) - 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

2015

Legal Domicile

Principal Officer

JOHN C MORLEY SR

Phone

2168613810

Tax Period

2021-01-01 to 2021-12-31

Mission

THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND TO CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE CLEVELAND FOUNDATION.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $5,423,319

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,423,319

Other Expenses $0

TOTAL EXPENSES $5,423,319

Year-over-Year Comparison

	2021	2020	Change
Revenue	N/A	$931,526	-1.0%
Expenses	$5,423,319	$473,983	+10.4%
Net Income	N/A	$457,543	N/A

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

$545,886

Total Directors

$199,199

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN C MORLEY SR	PRESIDENT	1.00	Director	$0	$0	$0
ROBERT H RAWSON JR	VICE PRESIDENT	0.50	Director	$0	$0	$0
JIM MORLEY	TRUSTEE	0.50	Director	$0	$0	$0
DAVID MORLEY	TRUSTEE	0.50	Director	$0	$0	$0
SPENCE MORLEY	TRUSTEE	0.50	Director	$0	$0	$0
FREDERICK G STUEBER	TRUSTEE	0.50	Director	$0	$0	$0
RANDELL MCSHEPARD	TRUSTEE	0.50	Director	$0	$0	$0
CHRISTOPHER RONAYNE	TRUSTEE	0.50	Director	$0	$0	$0
KATHLEEN HALLISSEY	TRUSTEE	0.50	Director	$0	$43,999	$199,199
GINGER F MLAKAR	SECRETARY	0.50	Officer	$0	$43,493	$217,409
ROSANNE POTTER	TREASURER	0.50	Officer	$0	$41,868	$328,477

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
2021	No data	$5,423,319	No data	No data
2020	$931,526	$473,983	$5,425,585	$457,543

SALLY AND JOHN MORLEY FAMILY FUND