THE JOELLA AND STEWART MORRIS FOUNDATION (EIN 760632523) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

CARALISA SIMON

Phone

7135151930

Tax Period

2023-01-01 to 2023-12-31

THE JOELLA AND STEWART MORRIS FOUNDATION, founded in 2000, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $2.5M left a modest 8% surplus.

Mission

RECEIVE AND MAINTAIN FUNDS TO PROVIDE SUPPORT TO EXEMPT ORGANIZATIONS UNDER IRC SEC 501(C)(3).

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,200,000

Program Service Revenue $0

Investment Income $547,066

Other Revenue $0

TOTAL REVENUE $2,747,066

Expense Breakdown

Grants Paid $2,387,570

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,399,849

Other Expenses $126,417

TOTAL EXPENSES $2,513,987

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,747,066	$2,185,889	+0.3%
Expenses	$2,513,987	$2,816,529	-0.1%
Net Income	$233,079	$-630,640	-1.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
ARCHIE DUNHAM	TRUSTEE	0.12	Director	$0	$0	$0
STANLEY WILLIAMS	TRUSTEE	0.12	Director	$0	$0	$0
STEWART MORRIS	TRUSTEE AND CHAIRMAN	0.25	Officer Director	$0	$0	$0
CARALISA SIMON	TRUSTEE AND PRESIDENT	0.25	Officer Director	$0	$0	$0
CARLOTTA COFFMAN	TRUSTEE AND SECRETARY	0.25	Officer Director	$0	$0	$0
MARY CURRIN	TRUSTEE	0.12	Director	$0	$0	$0
ANN NEESON	TRUSTEE	0.12	Director	$0	$0	$0
GLENN CLEMENTS JR	CHIEF FINANCIAL OFFICER	0.50	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	$2,747,066	$2,513,987	$7,396,511	$233,079
2022	$2,185,889	$2,816,529	$7,163,432	$-630,640
2021	$2,281,793	$1,782,760	$7,794,072	$499,033
2020	$4,135,730	$4,012,247	$7,295,039	$123,483

THE JOELLA AND STEWART MORRIS FOUNDATION