ANDREW MCMORRIS FOUNDATION INC (EIN 834023798) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

ALISA MCMORRIS

Phone

6312524652

Tax Period

2024-01-01 to 2024-12-31

ANDREW MCMORRIS FOUNDATION INC, founded in 2019, is a small nonprofit in the Education sector that reported $155K in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 26% operating margin.

Mission

TO SUPPORT VARIOUS WORTHY LOCAL AND NON-LOCAL CHARITABLE CAUSES SUCH AS YOUTH ORGANIZATIONS, EDUCATIONAL & SCHOLARSHIP PROGRAMS AND COMMUNITY DEVELOPMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $165,615

Program Service Revenue $0

Investment Income $0

Other Revenue $-10,435

TOTAL REVENUE $155,180

Expense Breakdown

Grants Paid $37,717

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,848

Other Expenses $77,338

TOTAL EXPENSES $115,055

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,180	$103,087	+0.5%
Expenses	$115,055	$80,467	+0.4%
Net Income	$40,125	$22,620	+0.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ALISA MCMORRIS	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
JOHN MCMORRIS	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
DAWN SCHAEFER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LAURA GOODALE	TREASURER	3.00	Officer Director	$0	$0	$0
MELISSA CARPENTER	CORRESPONDING SECRETARY	1.00	Officer Director	$0	$0	$0
KIM DIPAOLA	RECORDING SECRETARY	3.00	Officer 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
2024	$155,180	$115,055	$99,852	$40,125

ANDREW MCMORRIS FOUNDATION INC