MORRISON FOUNDATION (EIN 814453786) - 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

2017

Legal Domicile

Principal Officer

KATHERINE KENNEDY

Phone

5032584200

Tax Period

2024-07-01 to 2025-06-30

MORRISON FOUNDATION, founded in 2017, is a small nonprofit in the Human Services sector that reported $399K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $378K left a modest 5% surplus.

Mission

THE MORRISON FOUNDATION PARTNERS WITH THE COMMUNITY TO SUSTAIN AND EXPAND FINANCIAL SUPPORT OF MORRISON CHILD AND FAMILY SERVICES' WORK TO PROVIDE PREVENTION, FOSTER CARE, MENTAL HEALTH, AND SUBSTANCE ABUSE TREATMENT TO CHILDREN, YOUTH, AND FAMILIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $390,429

Program Service Revenue $0

Investment Income $20,558

Other Revenue $-12,168

TOTAL REVENUE $398,819

Expense Breakdown

Grants Paid $49,665

Salaries & Benefits $0

Fundraising Expenses $223,248

Program Expenses $49,665

Other Expenses $328,798

TOTAL EXPENSES $378,463

Year-over-Year Comparison

	2024	2023	Change
Revenue	$398,819	$333,311	+0.2%
Expenses	$378,463	$317,066	+0.2%
Net Income	$20,356	$16,245	+0.3%

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

$414,035

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN TAYLOR	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
NICHOLAS GALLO	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$11,844	$238,127
KATHERINE KENNEDY	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$2,275	$175,908

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	$398,819	$378,463	$976,929	$20,356
2024	$333,311	$317,066	$837,532	$16,245
2023	$329,549	$321,044	$944,281	$8,505
2022	$446,582	$433,855	$962,230	$12,727
2021	$380,228	$355,829	$925,770	$24,399
2020	$321,281	$317,654	$793,923	$3,627
2019	$288,226	$267,794	$832,643	$20,432
2018	$561,437	$195,685	$664,231	$365,752

MORRISON FOUNDATION