ROEBLING TUW FBO MORTON PLANT FDN … - Form 990 Financial Data

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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

1959

Legal Domicile

Phone

2058203141

Tax Period

2023-01-01 to 2023-12-31

ROEBLING TUW FBO MORTON PLANT FDN (PRE 1, founded in 1959, is a small nonprofit that reported $272K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $115K, a strong 42% operating margin.

Mission

MANAGEMENT OF INVESTMENTS; REMIT THE NET INCOME TO SOLE CHARITY, MORTON PLANT MEASE FOUNDATION.

Program Service Accomplishments

Program 1

Expenses: $105,811

THE TRUST'S ONLY FUNCTION IS THE MANAGEMENT OF INVESTMENTS AND THE REMITTANCE OF THE INCOME TO THE SOLE BENEFICIARY, MORTON PLANT MEASE FOUNDATION (FORMERLY MORTON PLANT HOSPITAL).

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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 $0

Program Service Revenue $0

Investment Income $272,456

Other Revenue $0

TOTAL REVENUE $272,456

Expense Breakdown

Grants Paid $105,811

Salaries & Benefits $45,694

Fundraising Expenses $0

Program Expenses $105,811

Other Expenses $5,658

TOTAL EXPENSES $157,163

Year-over-Year Comparison

	2023	2022	Change
Revenue	$272,456	$292,248	-0.1%
Expenses	$157,163	$144,102	+0.1%
Net Income	$115,293	$148,146	-0.2%

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

N/A

Independent Members

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.0		$45,694	$0	$45,694

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$272,456	$157,163	$5,283,773	$115,293
2022	$292,248	$144,102	$5,172,253	$148,146
2021	$463,414	$135,015	$5,025,686	$328,399
2020	$149,407	$127,972	$4,697,208	$21,435
2019	$163,402	$135,580	$4,675,732	$27,822
2018	$198,192	$125,453	$4,647,880	$72,739

ROEBLING TUW FBO MORTON PLANT FDN (PRE 1