MorningStar Foundation (EIN 921395672) - 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

2022

Legal Domicile

Principal Officer

Christine R Jaeger

Phone

3035970573

Tax Period

2025-01-01 to 2025-12-31

MorningStar Foundation, founded in 2022, is a small nonprofit in the International Affairs sector that reported $324K in total revenue in fiscal year 2025. The organization ran a surplus of $161K, a strong 50% operating margin.

Mission

The MorningStar Foundation proudly supports nonprofit organizations providing safe water for the community, homes for the family and education for the child in impoverished regions around the world.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $324,411

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $324,411

Expense Breakdown

Grants Paid $153,058

Salaries & Benefits $0

Fundraising Expenses $1,902

Program Expenses $160,258

Other Expenses $9,902

TOTAL EXPENSES $162,960

Year-over-Year Comparison

	2025	2024	Change
Revenue	$324,411	N/A	N/A
Expenses	$162,960	N/A	N/A
Net Income	$161,451	N/A	N/A

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
Christine Jaeger	/Board Chair	40.00	Officer	$0	$0	$0
John Jaeger	Board Member	1.00	Director	$0	$0	$0
Ken Jaeger	Board Member	1.00	Director	$0	$0	$0
Steve McConaghie	Board Member	1.00	Director	$0	$0	$0
Lorna Lee	Board Member	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
2025	$324,411	$162,960	$162,934	$161,451

MorningStar Foundation