Morgan's Inclusion Initiative FKA Morgan's Wonderland Inclusion Foundation (EIN 845124052) - 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

2020

Legal Domicile

Principal Officer

Brent Fields

Phone

2104932811

Tax Period

2024-01-01 to 2024-12-31

Morgan's Inclusion Initiative FKA Morgan's Wonderland Inclusion Foundation, founded in 2020, is a community nonprofit in the Human Services sector that reported $4.2M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $773K, a strong 18% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS OF ALL AGES AND ALL ABILITIES THROUGH INITIATIVES THAT PRODUCE FULLY-INCLUSIVE, ULTRA-ACCESSIBLE EXPERIENCES.

🔒

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 $2,550,647

Program Service Revenue $17,004

Investment Income $174,758

Other Revenue $1,474,236

TOTAL REVENUE $4,216,645

Expense Breakdown

Grants Paid $420,000

Salaries & Benefits $2,017,932

Fundraising Expenses $0

Program Expenses $3,177,694

Other Expenses $1,005,955

TOTAL EXPENSES $3,443,887

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,216,645	$3,776,051	+0.1%
Expenses	$3,443,887	$6,144,983	-0.4%
Net Income	$772,758	$-2,368,932	-1.3%

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

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

$199,694

Total Directors

$301,913

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MALCOLM BRENT FIELDS	CEO	27.0	Director	$268,823	$33,090	$301,913
BRYAN R EDWARDS	CFO (THRU 9/27/24)	40.0	Officer	$132,581	$31,071	$163,652
MARY WORTH	CHIEF MARKETING OFFICER	40.0	Highest	$115,981	$5,177	$121,158
BROOKE KEARNEY	SPECIAL PROJECTS OFFICER	40.0	Highest	$97,429	$10,177	$107,606
DINDO NAVARRO	CFO (AS OF 10/21/24)	40.0	Officer	$35,179	$863	$36,042
GORDON V HARTMAN	CHAIR	0.0	Officer Director	$0	$0	$0
MARGARET M HARTMAN	SECRETARY	0.0	Officer Director	$0	$0	$0
GENERAL TOM HILL	DIRECTOR (AS OF 12/19/24)	0.0	Director	$0	$0	$0
GREG HARTMAN	DIRECTOR (AS OF 7/15/24)	0.0	Director	$0	$0	$0
HENRY CISNEROS	DIRECTOR (AS OF 12/19/24)	0.0	Director	$0	$0	$0
KENDRA DAVENPORT	DIRECTOR (AS OF 12/19/24)	0.0	Director	$0	$0	$0
EVA LONGORIA	DIRECTOR (AS OF 12/19/24)	0.0	Director	$0	$0	$0
BECKY HAMMON	DIRECTOR (AS OF 12/19/24)	0.0	Director	$0	$0	$0
HOMER BHULLAR	DIRECTOR (THRU 6/6/24)	0.0	Director	$0	$0	$0
JULI HENDERSON	DIRECTOR (THRU 6/6/24)	0.0	Director	$0	$0	$0
ANDY HILL	DIRECTOR (THRU 6/6/24)	0.0	Director	$0	$0	$0
CHANTEL KELLER	DIRECTOR (THRU 6/6/24)	0.0	Director	$0	$0	$0
L P BUDDY MORRIS	DIRECTOR (THRU 6/6/24)	0.0	Director	$0	$0	$0
MARK ROENIGK	DIRECTOR (THRU 6/6/24)	0.0	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	$4,216,645	$3,443,887	$27,417,853	$772,758
2023	$3,776,051	$6,144,983	$21,254,399	$-2,368,932
2022	$3,619,373	$2,954,350	$24,058,715	$665,023
2021	$21,840,113	$9,510,995	$24,438,940	$12,329,118

Morgan's Inclusion Initiative FKA Morgan's Wonderland Inclusion Foundation