OP MORGANTHALER FOUNDATION INC (EIN 592006907) - 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

1983

Legal Domicile

Principal Officer

SAMUEL J WILLIAMS

Phone

7278458701

Tax Period

2023-01-01 to 2023-12-31

OP MORGANTHALER FOUNDATION INC, founded in 1983, is a micro nonprofit that reported $60K in total revenue in fiscal year 2023. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $126K exceeded revenue, resulting in a 108% operating deficit.

Mission

EDUCATION AND TRAINING OF SPECIAL NEED CHILDREN AND ADULTS.

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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 $7,201

Program Service Revenue $0

Investment Income $53,163

Other Revenue $0

TOTAL REVENUE $60,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,439

Fundraising Expenses $0

Program Expenses $100,521

Other Expenses $52,365

TOTAL EXPENSES $125,804

Year-over-Year Comparison

	2023	2022	Change
Revenue	$60,364	$288,169	-0.8%
Expenses	$125,804	$151,410	-0.2%
Net Income	$-65,440	$136,759	-1.5%

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

Volunteers

N/A

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

$6,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE WILLIAMS	VICE PRES/SE	20.00	Officer	$6,400	$0	$6,400
RICHARD C WILLIAMS JR	DIRECTOR	0.00	Director	$0	$0	$0
SAMUEL J WILLIAMS	PRESIDENT	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	$60,364	$125,804	$1,927,387	$-65,440
2022	$288,169	$151,410	$1,767,522	$136,759
2021	$1,870,325	$144,473	$1,938,670	$1,725,852
2020	$67,301	$122,631	$16,597	$-55,330
2019	$69,685	$152,537	$64,442	$-82,852

OP MORGANTHALER FOUNDATION INC