ROEBLING TUW FBO MORTON PLANT FDN (PRE 1

EIN: 596122343

BIRMINGHAM, AL

Total Revenue
$272,456
Total Expenses
$157,163
Total Assets
$5,283,773
Net Assets
$5,283,773
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
FL
Phone
2058203141
Tax Period
2023-01-01 to 2023-12-31

ROEBLING TUW FBO MORTON PLANT FDN (PRE 1, founded in 2013, is a small nonprofit that reported $198K in total revenue in fiscal year 2018. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $73K, a strong 37% operating margin.

Mission

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

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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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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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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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