ALLEN MORRIS CHARITABLE FOUNDATION (EIN 832939967) - 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

2018

Legal Domicile

Principal Officer

DAVID D JOHNSON

Phone

4042520100

Tax Period

2025-01-01 to 2025-12-31

ALLEN MORRIS CHARITABLE FOUNDATION, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $334K in total revenue in fiscal year 2025. Revenue surged 260% from the prior year, signaling strong growth momentum. Expenses of $304K left a modest 9% surplus.

Mission

TO PROVIDE FUNDING TO CHARITIES IN FULFILLMENT OF THE EXEMPT PURPOSES OF NCCF.

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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 (2025)

Revenue Breakdown

Contributions & Grants $334,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $334,000

Expense Breakdown

Grants Paid $303,504

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $303,504

Other Expenses $151

TOTAL EXPENSES $303,655

Year-over-Year Comparison

	2025	2024	Change
Revenue	$334,000	$92,690	+2.6%
Expenses	$303,655	$139,196	+1.2%
Net Income	$30,345	$-46,506	-1.7%

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

$612,149

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANA E RING PARTIAL YEAR	TRUSTEE	1.00	Director	$0	$10,140	$179,009
W ALLEN MORRIS	TRUSTEE/PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHAN TCHIVIDJIAN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID D JOHNSON PARTIAL YEAR	TRUSTEE	1.00	Director	$0	$53,678	$433,140
YAZMIN GIL	TREASURER	1.00	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	$334,000	$303,655	$54,930	$30,345
2024	$92,690	$139,196	$22,656	$-46,506
2023	$155,000	$289,552	$7,775	$-134,552
2022	$132,807	$535,862	$49,517	$-403,055
2021	$611,307	$231,055	$467,898	$380,252

ALLEN MORRIS CHARITABLE FOUNDATION