BILL AND SARA MORGAN REAL ESTATE FOUNDATION (EIN 760651865) - 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

2000

Legal Domicile

Principal Officer

STEPHEN D MAISLIN

Phone

7133332200

Tax Period

2023-01-01 to 2023-12-31

BILL AND SARA MORGAN REAL ESTATE FOUNDATION, founded in 2000, is a small nonprofit in the Arts, Culture & Humanities sector that reported $235K in total revenue in fiscal year 2023. Expenses of $269K exceeded revenue, resulting in a 15% operating deficit.

Mission

PROVIDE SUPPORT FOR 501(C)(3) ORGANIZATIONS

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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 $227,000

Investment Income $7,968

Other Revenue $0

TOTAL REVENUE $234,968

Expense Breakdown

Grants Paid $228,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $266,840

Other Expenses $41,330

TOTAL EXPENSES $269,330

Year-over-Year Comparison

	2023	2022	Change
Revenue	$234,968	$233,553	+0.0%
Expenses	$269,330	$269,414	0.0%
Net Income	$-34,362	$-35,861	0.0%

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

$761,826

Total Directors

$761,826

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA MORGAN	PRESIDENT	0.50	Officer Director	$0	$0	$0
STEPHEN D MAISLIN	SECRETARY	0.50	Officer Director	$0	$51,450	$761,826
MARY NELL LOVETT	DIRECTOR	0.50	Director	$0	$0	$0
ANNE L KINDER	DIRECTOR	0.50	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
2024	No data	No data	No data	No data
2023	$234,968	$269,330	$1,969,930	$-34,362
2022	$233,553	$269,414	$2,000,068	$-35,861
2021	$258,361	$267,810	$2,050,702	$-9,449
2020	$232,060	$271,159	$2,051,150	$-39,099
2019	$979,740	$221,812	$2,075,596	$757,928
2018	$162,662	$188,633	$1,307,815	$-25,971

BILL AND SARA MORGAN REAL ESTATE FOUNDATION