MORGAN LEWIS RELIEF FUND

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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

JAMI WINTZ MCKEON

Phone

2159635670

Tax Period

2017-10-01 to 2018-09-30

MORGAN LEWIS RELIEF FUND, founded in 2017, is a small nonprofit in the Human Services sector that reported $291K in total revenue in fiscal year 2017. Revenue surged 865% from the prior year, signaling strong growth momentum. The organization ran a surplus of $178K, a strong 61% operating margin.

Mission

THE MORGAN LEWIS RELIEF FUND WAS FORMED TO PROVIDE AID TO THE EMPLOYEES OF MORGAN LEWIS & BOCKIUS LLP, OR ITS AFFILIATES, AS WELL AS THE FAMILIES OF SUCH EMPLOYEES, AND OTHER INDIVIDUALS SUFFERING FINANCIAL NEED OR DISTRESS RESULTING FROM CATASTROPHIC EVENTS IN THEIR LIVES, SUCH AS NATURAL OR CIVIL DISASTERS.

Program Service Accomplishments

Program 1

Expenses: $107,475

THE ORGANIZATION MADE CHARITABLE RELIEF GRANTS RELATED TO NATURAL DISASTERS.

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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 (2017)

Revenue Breakdown

Contributions & Grants $291,211

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $291,211

Expense Breakdown

Grants Paid $107,475

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $107,475

Other Expenses $5,315

TOTAL EXPENSES $112,790

Year-over-Year Comparison

	2017	2016	Change
Revenue	$291,211	$30,185	+8.6%
Expenses	$112,790	$17,385	+5.5%
Net Income	$178,421	$12,800	+12.9%

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

N/A

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
JAMI WINTZ MCKEON	PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES DIASIO	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDREW RUCK	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID POLLAK	TREASURER	2.00	Officer Director	$0	$0	$0
VALERIE WANDLER	SECRETARY	2.00	Officer Director	$0	$0	$0
BRADY EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
JAMES DRAGNA	DIRECTOR	1.00	Director	$0	$0	$0
GRACE SPEIGHTS	DIRECTOR	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
2018	$291,211	$112,790	$191,221	$178,421