Civic Intelligence

The Morby Family Charitable Foundation Inc

EIN 04-2943793 • Key Largo, FL

18 South Island DriveKey Largo, FL 33037
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2023

Net Margin

3rd percentile

-165%

Higher net margin than 3% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2023

Asset Growth

22nd percentile

-2.7%

Faster asset growth than 22% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2020 to 2023

Revenue Growth

28th percentile

-2.3%

Faster revenue growth than 28% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2020 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$23,211,991

Down $1,984,439 (-7.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$23,211,991

Down $1,984,439 (-7.9%) from 2020

Operations
Liabilities / Revenue20th percentileNet Margin3rd percentile

Revenue

Down

$746,566

Down $54,406 (-6.8%) from 2020

Expenses

Up

$1,977,737

Up $1,036,830 (+110%) from 2020

Net Income

Down

-$1,231,171

Down $1,091,236 (-780%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $16,776,943Liabilities 2011: $02011Assets 2012: $21,367,334Liabilities 2012: $02012Assets 2013: $22,953,334Liabilities 2013: $02013Assets 2014: $24,236,308Liabilities 2014: $0Net Assets 2014: $24,236,3082014Assets 2015: $22,737,008Liabilities 2015: $0Net Assets 2015: $22,737,0082015Assets 2016: $22,216,129Liabilities 2016: $0Net Assets 2016: $22,216,1292016Assets 2017: $23,821,388Liabilities 2017: $0Net Assets 2017: $23,821,3882017Assets 2018: $22,478,547Liabilities 2018: $0Net Assets 2018: $22,478,5472018Assets 2019: $25,068,712Liabilities 2019: $0Net Assets 2019: $25,068,7122019Assets 2020: $25,196,430Liabilities 2020: $0Net Assets 2020: $25,196,4302020Assets 2023: $23,211,991Liabilities 2023: $0Net Assets 2023: $23,211,9912023

Highlighted filing

2023

Assets$23,211,991
Liabilities$0
Net Assets$23,211,991
Open 2023 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $2,004,159Expenses 2011: $472,922Net Income 2011: $1,531,2372011Revenue 2012: $3,694,359Expenses 2012: $436,975Net Income 2012: $3,257,3842012Revenue 2013: $2,220,683Expenses 2013: $1,153,238Net Income 2013: $1,067,4452013Revenue 2014: $2,425,201Expenses 2014: $1,461,707Net Income 2014: $963,4942014Revenue 2015: $1,279,858Expenses 2015: $1,137,294Net Income 2015: $142,5642015Revenue 2016: $636,384Expenses 2016: $1,324,624Net Income 2016: -$688,2402016Revenue 2017: $1,269,177Expenses 2017: $1,214,395Net Income 2017: $54,7822017Revenue 2018: $775,240Expenses 2018: $1,241,631Net Income 2018: -$466,3912018Revenue 2019: $1,921,289Expenses 2019: $1,751,704Net Income 2019: $169,5852019Revenue 2020: $800,972Expenses 2020: $940,907Net Income 2020: -$139,9352020Revenue 2023: $746,566Expenses 2023: $1,977,737Net Income 2023: -$1,231,1712023

Highlighted filing

2023

Revenue$746,566
Expenses$1,977,737
Net Income-$1,231,171
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,211,991
Liabilities
$0
Net assets
$23,211,991
Revenue
$746,566
Expenses
$1,977,737
Net income
-$1,231,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$0.75$1.98$1.23
2020Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$0.80$0.94$0.14
2019Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$1.92$1.75$0.17
2018Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$0.78$1.24$0.47
2017Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$1.27$1.21$0.05
2016Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$0.64$1.32$0.69
2015Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$1.28$1.14$0.14
2014Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$2.43$1.46$0.96
2013Summary only. Only limited summary data is available for this year.$23.0$0.00$2.22$1.15$1.07
2012Summary only. Only limited summary data is available for this year.$21.4$0.00$3.69$0.44$3.26
2011Summary only. Only limited summary data is available for this year.$16.8$0.00$2.00$0.47$1.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Jul 29, 2025
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELINE C MORBYPres/Direc-$0--
JEFFREY MORBYTres/Direc-$0--
Filing and Contact Details

Filer

Filer Name
The Morby Family Charitable Foundation
EIN
04-2943793
Phone
3053679487
Address
18 SOUTH ISLAND DRIVE, KEY LARGO, FL 33037

Signing Officer

Name
Renat Lumpau
Title
Treasurer & Clerk
Phone
3053679487
Signed
2025-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
101 SEAPORT BLVD STE 500, BOSTON, MA 02210-2150
Preparer
Matthew Ostrelich
Phone
6175305000
Raw XML Appendix357 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01841300
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01841300
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JACQUELINE MORBY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt018 SOUTH ISLAND DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KEY LARGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033037
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03053679487
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JACQUELINE C MORBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01813500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SUPPLEMENTAL DETAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt018 SOUTH ISLAND DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KEY LARGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033037
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01813500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0687599
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01153701
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01222371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01841300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0534772
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01153701
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01495275
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1319700
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN/LOSS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1OTHER INCREASE/DECREASE
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FROM SCHEDULE K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt088676
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt088676
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020305
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt120000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt120000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020305
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt07589
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07589
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RENAT LUMPAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER & CLERK
ReturnHeader/BusinessOfficerGrp/PhoneNum03053679487
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-29
ReturnHeader/DisasterReliefTxt0FEMA-3615-EM: QUALIFIES FOR IRS DISASTER RELIEF EXTENSION UNTIL MAY 1, 2025.
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MORBY FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORB
ReturnHeader/Filer/EIN0042943793
ReturnHeader/Filer/PhoneNum03053679487
ReturnHeader/Filer/USAddress/AddressLine1Txt018 SOUTH ISLAND DRIVE
ReturnHeader/Filer/USAddress/CityNm0KEY LARGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 SEAPORT BLVD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0022102150
ReturnHeader/PreparerPersonGrp/PhoneNum06175305000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW OSTRELICH
ReturnHeader/ReturnTs02025-07-29T18:54:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

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