Service League of Morgantown (EIN 556024127) - 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

1943

Legal Domicile

Tax Period

2024-04-01 to 2025-03-31

Service League of Morgantown, founded in 1943, is a micro nonprofit in the Human Services sector that reported $80K in total revenue in fiscal year 2024. The organization ran a surplus of $30K, a strong 37% operating margin.

Mission

Promote, aid and provide educational and charitable activities to our community.

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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 (2024)

Revenue Breakdown

Contributions & Grants $17,246

Program Service Revenue $4,790

Investment Income $31,204

Other Revenue $26,270

TOTAL REVENUE $79,510

Expense Breakdown

Grants Paid $15,128

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,907

Other Expenses $34,868

TOTAL EXPENSES $49,996

Year-over-Year Comparison

	2024	2023	Change
Revenue	$79,510	$79,114	+0.0%
Expenses	$49,996	$47,410	+0.1%
Net Income	$29,514	$31,704	-0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Donna Tennant	President	5.00	Officer Director	$0	$0	$0
Iris Smith	Vice President	5.00	Officer Director	$0	$0	$0
Vicki Auch	Assistant Treasurer	5.00	Officer Director	$0	$0	$0
Mary Behling	Treasurer	12.00	Officer Director	$0	$0	$0
Connie Erenrich	Recording Secretary	2.00	Officer Director	$0	$0	$0
Lu Waters	Corresponding Secretary	1.00	Officer Director	$0	$0	$0
Patsy Anderson	Board Member	1.00	Director	$0	$0	$0
Diana Claydon	Board Member	1.00	Director	$0	$0	$0
Cynthia Goellner	Board Member	1.00	Director	$0	$0	$0
Sue Carpenter	Board Member	1.00	Director	$0	$0	$0
Sally Kirkpatrick	Board Member	1.00	Director	$0	$0	$0
Sally Taylor	Parliamentarian	1.00	Director	$0	$0	$0
Terri Luke	Board Member	1.00	Director	$0	$0	$0
Marlene Pope	Board Member	1.00	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	$79,510	$49,996	$729,375	$29,514
2024	$79,114	$47,410	$694,550	$31,704
2023	$58,215	$39,438	$645,291	$18,777
2022	$62,823	$26,613	$667,031	$36,210
2021	$53,761	$22,246	$653,526	$31,515
2020	$56,562	$42,651	$570,189	$13,911
2019	$59,011	$38,360	$574,580	$20,651

Service League of Morgantown