Morgenstern Workshop (EIN 823445957) - 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

Christian A Burkholder

Phone

2609978303

Tax Period

2024-01-01 to 2024-12-31

Morgenstern Workshop, founded in 2017, is a small nonprofit in the Employment sector that reported $124K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Net assets of $398K represent 39 months of operating reserves.

Mission

To provide a sheltered workshop for the disabled and special needs of the Amish.

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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 $113,426

Program Service Revenue $0

Investment Income $0

Other Revenue $10,426

TOTAL REVENUE $123,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,400

Program Expenses $116,355

Other Expenses $122,582

TOTAL EXPENSES $122,582

Year-over-Year Comparison

	2024	2023	Change
Revenue	$123,852	$100,690	+0.2%
Expenses	$122,582	$125,396	0.0%
Net Income	$1,270	$-24,706	-1.1%

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
John Q Schwartz	Chairman	5.00	Officer	$0	$0	$0
Alvin K Schwartz	Secretary	5.00	Officer	$0	$0	$0
Christian A Burkholder	Treasurur	10.00	Officer	$0	$0	$0
Eli A Weaver	Instructor	24.00		$13,500	$0	$13,500
Esther JM Schwartz	Instructor	24.00		$11,575	$0	$11,575
Jodi Overmyer-Bailey	Driver	10.00		$33,400	$0	$33,400
Derick L Franks	Driver	10.00		$26,750	$0	$26,750

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	$123,852	$122,582	$397,698	$1,270
2023	$100,690	$125,396	$396,428	$-24,706
2022	$156,225	$115,876	$368,670	$40,349
2021	$258,729	$74,767	$401,728	$183,962

Morgenstern Workshop