THE MORRISON & FOERSTER FOUNDATION (EIN 943006979) - 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

1986

Legal Domicile

Principal Officer

KENNETH A KUWAYTI

Phone

4152687000

Tax Period

2023-01-01 to 2023-12-31

THE MORRISON & FOERSTER FOUNDATION, founded in 1986, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.1M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $4.5M left a modest 12% surplus.

Mission

THE MORRISON & FOERSTER FOUNDATION ENABLES THE PEOPLE OF MORRISON & FOERSTER TO FOCUS THEIR CHARITABLE GIVING ON NONPROFIT ORGANIZATIONS SERVING PEOPLE IN THE COMMUNITIES IN WHICH THE FIRM'S PERSONNEL LIVE AND WORK.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,934,646

Program Service Revenue $0

Investment Income $126,173

Other Revenue $0

TOTAL REVENUE $5,060,819

Expense Breakdown

Grants Paid $4,437,983

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,437,983

Other Expenses $28,769

TOTAL EXPENSES $4,466,752

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,060,819	$4,580,728	+0.1%
Expenses	$4,466,752	$4,053,418	+0.1%
Net Income	$594,067	$527,310	+0.1%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE A LEVITT	CHAIR/DIRECTOR	1.00	Officer Director	$0	$0	$0
KENNETH A KUWAYTI	PRESIDENT/DIRECTOR	0.50	Officer Director	$0	$0	$0
TREVOR L JAMES	SECRETARY/DIRECTOR	0.50	Officer Director	$0	$0	$0
CAITLIN SINCLAIRE BLYTHE	VICE-PRESIDENT/DIRECTOR	0.50	Officer Director	$0	$0	$0
DALE E CALDWELL	VICE-PRESIDENT/DIRECTOR &	0.50	Officer Director	$0	$0	$0
KIRA A DAVIS	VICE-PRESIDENT/DIRECTOR	0.50	Officer Director	$0	$0	$0
DAVID A EPHRAIM	VICE-PRESIDENT/DIRECTOR	0.50	Officer Director	$0	$0	$0
BRIAN M KRAMER	VICE-PRESIDENT/DIRECTOR	0.50	Officer Director	$0	$0	$0
JACLYN LIU	VICE-PRESIDENT/DIRECTOR	0.50	Officer Director	$0	$0	$0
SCOTT F LLEWELLYN	VICE-PRESIDENT/DIRECTOR	0.50	Officer Director	$0	$0	$0
PAUL D MCKENZIE	VICE-PRESIDENT/DIRECTOR	0.50	Officer Director	$0	$0	$0
HANNO TIMNER	VICE-PRESIDENT/DIRECTOR	0.50	Officer Director	$0	$0	$0
ALEX VAN DER WOLK	VICE-PRESIDENT/DIRECTOR	0.50	Officer Director	$0	$0	$0
J ALEX WARD	VICE-PRESIDENT/DIRECTOR	0.50	Officer Director	$0	$0	$0
ANNE M ELLIS	CHIEF OPERATING OFFICER	20.00	Officer	$0	$0	$0
ARTHUR M KELLER	CHIEF FINANCIAL OFFICER	0.50	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
2024	No data	No data	No data	No data
2023	$5,060,819	$4,466,752	$3,535,965	$594,067
2022	$4,580,728	$4,053,418	$2,941,898	$527,310
2021	$3,913,713	$3,949,564	$2,414,588	$-35,851
2020	$3,973,450	$3,251,950	$2,450,439	$721,500

THE MORRISON & FOERSTER FOUNDATION