MORGAN HILL COMMUNITY FOUNDATION (EIN 800001382) - 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

2001

Legal Domicile

Principal Officer

BOB LIPSCOMB

Phone

4087227612

Tax Period

2023-01-01 to 2023-12-31

MORGAN HILL COMMUNITY FOUNDATION, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $117K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $46K, a strong 40% operating margin.

Mission

Support local non-profit organizations and endeavours that provide services or programs in the areas of recreation, arts, agriculture, life-long learning, science and technology, and social and health services in the Morgan Hill area.

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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 $76,651

Program Service Revenue $0

Investment Income $11,145

Other Revenue $29,453

TOTAL REVENUE $117,249

Expense Breakdown

Grants Paid $32,114

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,219

Other Expenses $38,650

TOTAL EXPENSES $70,764

Year-over-Year Comparison

	2023	2022	Change
Revenue	$117,249	$100,436	+0.2%
Expenses	$70,764	$191,704	-0.6%
Net Income	$46,485	$-91,268	-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

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
MARK TURNER	Advisor	1.00	Director	$0	$0	$0
STEVE COX	Secretary	1.00	Officer Director	$0	$0	$0
JOE TRAMMELL	Board Member	1.00	Director	$0	$0	$0
NATALIE PRCEVSKI	Board Member	0.00	Director	$0	$0	$0
MARIO BANUELOS	Board Member	1.00	Director	$0	$0	$0
ROB CHRISTOPHER	Vice President	1.00	Officer Director	$0	$0	$0
BOB LIPSCOMB	President	5.00	Officer Director	$0	$0	$0
PEGGY MARTIN	CFO	5.00	Officer Director	$0	$0	$0
PAMALA MEADOR	Board Member	1.00	Director	$0	$0	$0
NICK GAICH	Advisor	1.00	Director	$0	$0	$0
MATT WENDT	Board Member	1.00	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	$117,249	$70,764	$590,475	$46,485
2022	$100,436	$191,704	$540,990	$-91,268
2021	$315,267	$307,264	$641,305	$8,003
2020	$267,842	$224,542	$631,038	$43,300
2019	$187,751	$109,272	$1,043,478	$78,479
2018	$285,695	$279,196	$874,504	$6,499

MORGAN HILL COMMUNITY FOUNDATION