THE MORRIS MEMORIAL FOUNDATION

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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

2016

Legal Domicile

Principal Officer

JAMIE VARGAS

Phone

5107955796

Tax Period

2023-01-01 to 2023-12-31

THE MORRIS MEMORIAL FOUNDATION, founded in 2016, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $91K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 34% operating margin.

Mission

TO HOLD AN ANNUAL GOLF TOURNAMENT IN ORDER TO RAISE FUNDS. THESE FUNDS WILL BE GIVEN TO OTHER ORGANIZED EXEMPT ORGANIZATIONS IN NEED.

Program Service Accomplishments

Program 1

Expenses: $60,000 Revenue: $242,267

TO HOLD AN ANNUAL GOLF TOURNAMENT IN ORDER TO RAISE FUNDS. THESE FUNDS WILL BE GIVEN TO OTHER ORGANIZED EXEMPT ORGANIZATIONS IN NEED.

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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 $14,535

Program Service Revenue $0

Investment Income $0

Other Revenue $76,629

TOTAL REVENUE $91,164

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,000

Other Expenses $80

TOTAL EXPENSES $60,080

Year-over-Year Comparison

	2023	2022	Change
Revenue	$91,164	$68,976	+0.3%
Expenses	$60,080	$39,105	+0.5%
Net Income	$31,084	$29,871	+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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT JONES	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH GERALD SLAVONIA	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE VARGAS	PRESIDENT	2.00	Officer	$0	$0	$0
MICHAEL WALLACE	TREASURER	2.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$91,164	$60,080	$261,493	$31,084
2022	$68,976	$39,105	$230,156	$29,871
2021	$126,119	$62,520	$200,285	$63,599
2020	$10,212	$12,320	$136,686	$-2,108
2019	$99,980	$47,555	$138,794	$52,425
2018	$89,986	$85,575	$86,369	$4,411