Civic Intelligence

Helen L Morris Foundation Inc.

990 • Fiscal year 2016 • EIN 16-1562098

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 28, 2016

Organization ProfileN/A
500 East AvenueRochester, NY 14607

(585) 271-4100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.00x

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

2016 filings • NTEE P • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

18th percentile

0.00x

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

2016 filings • NTEE P • $500k-$1M nonprofits • Source year 2016

Net Margin

3rd percentile

-146%

Higher net margin than 3% of similar nonprofits.

2016 filings • NTEE P • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2016 filings • NTEE P • $500k-$1M nonprofits • Source year 2016

Asset Growth

28th percentile

-5.7%

Faster asset growth than 28% of similar nonprofits.

2016 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

58th percentile

8.7%

Faster revenue growth than 58% of similar nonprofits.

2016 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$900,578

Down $53,981 (-5.7%) from 2015

Net Assets

Down

$900,578

Down $53,981 (-5.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin3rd percentile

Revenue

Up

$41,923

Up $3,369 (+8.7%) from 2015

Expenses

Up

$103,111

Up $44,656 (+76%) from 2015

Net Income

Down

-$61,188

Down $41,287 (-207%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $869,879Liabilities 2011: $0Net Assets 2011: $869,8792011Assets 2012: $891,367Liabilities 2012: $0Net Assets 2012: $891,3672012Assets 2013: $937,613Liabilities 2013: $0Net Assets 2013: $937,6132013Assets 2014: $994,730Liabilities 2014: $0Net Assets 2014: $994,7302014Assets 2015: $954,559Liabilities 2015: $0Net Assets 2015: $954,5592015Assets 2016: $900,578Liabilities 2016: $0Net Assets 2016: $900,5782016Assets 2017: $961,086Liabilities 2017: $0Net Assets 2017: $961,0862017Assets 2018: $863,348Liabilities 2018: $0Net Assets 2018: $863,3482018Assets 2019: $774,301Liabilities 2019: $0Net Assets 2019: $774,3012019Assets 2020: $802,637Liabilities 2020: $0Net Assets 2020: $802,6372020Assets 2021: $863,008Liabilities 2021: $0Net Assets 2021: $863,0082021Assets 2022: $791,079Liabilities 2022: $0Net Assets 2022: $791,0792022Assets 2023: $819,712Liabilities 2023: $0Net Assets 2023: $819,7122023Assets 2024: $941,766Liabilities 2024: $0Net Assets 2024: $941,7662024

Highlighted filing

2016

Assets$900,578
Liabilities$0
Net Assets$900,578
Open 2016 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $19,548Expenses 2011: $14,037Net Income 2011: $5,5112011Revenue 2012: $21,307Expenses 2012: $20,371Net Income 2012: $9362012Expenses 2013: $21,8202013Revenue 2014: $39,530Expenses 2014: $29,620Net Income 2014: $9,9102014Revenue 2015: $38,554Expenses 2015: $58,455Net Income 2015: -$19,9012015Revenue 2016: $41,923Expenses 2016: $103,111Net Income 2016: -$61,1882016Revenue 2017: $26,514Expenses 2017: $5,100Net Income 2017: $21,4142017Revenue 2018: $46,307Expenses 2018: $140,070Net Income 2018: -$93,7632018Revenue 2019: $58,440Expenses 2019: $167,747Net Income 2019: -$109,3072019Revenue 2020: $34,748Expenses 2020: $11,712Net Income 2020: $23,0362020Revenue 2021: $50,519Expenses 2021: $70,834Net Income 2021: -$20,3152021Revenue 2022: $77,949Expenses 2022: $2,044Net Income 2022: $75,9052022Revenue 2023: $59,921Expenses 2023: $1,924Net Income 2023: $57,9972023Revenue 2024: $48,840Expenses 2024: $179Net Income 2024: $48,6612024

Highlighted filing

2016

Revenue$41,923
Expenses$103,111
Net Income-$61,188
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 28, 2016
Return Version
2015v2.1
Gross Receipts
$41,923
Mission and Program Overview

Mission

To promote world peace and human rights, to foster the well-being of women, children, and the elderly, and to prevent cruelty to animals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$693,786$742,691▲ $48,905
Savings and Temporary Cash Investments$260,773$157,887▼ $102,886
Total Assets$954,559$900,578▼ $53,981
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$954,559$900,578▼ $53,981
Total Net Assets Fund Balance$954,559$900,578▼ $53,981
Total Liabilities and Net Assets / Fund Balance$954,559$900,578▼ $53,981
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jo Ann DeblingerPresident/treasurer
Patricia CampbellDirector
Richard GilbertDirector
Sandra TrippDirector
Jennifer LeonardSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$41,923
Other Revenue
$0
Change in Net Assets
$-61,188
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$101,616
Other Expenses$1,495
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$101,616--$101,616
Fees for Services Accounting-$1,370-$1,370
Other Expenses-$25-$25
Total Functional Expenses$101,616$1,495$0$103,111
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rochester Area Community Foundation DepositoryRochester, NY501(c)(3)To Fund Research on Establishing a Model for Respite Care for Family Caretakers of Alzheimers/dementia Patients.$101,616
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Patricia campbell(board member) reported to jennifer leonard (board member and secretary) at the rochester area community foundation.”

Form 990, Part VI, Section B, Line 11

“The form 990 is provided to the board for final review and is then filed.”

Form 990, Part VI, Section C, Line 19

“Governing documents and form 990 are available upon request. Form 990 is also available on www.guidestar.org.”

Form 990, Part VI

“The organization is a small supporting organization which does not necessitate the adoption of certain policies and procedures that would be necessary for larger exempt organizations in order to achieve transparency.”

Filing and Contact Details

Filer

Filer Name
Helen L Morris Foundation Inc
EIN
16-1562098
Phone
5852714100
Address
500 EAST AVENUE, ROCHESTER, NY 14607

Signing Officer

Name
Jo Ann Deblinger
Title
Pres./treasurer
Phone
5852714100
Signed
2016-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jo Ann Deblinger
Formed
1998
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Mengel Metzger Barr & Co Llp
Address
100 CHESTNUT STREET SUITE 1200, ROCHESTER, NY 14604
Preparer
Anthony Sandonato
Phone
5854231860
Raw XML Appendix391 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE WORLD PEACE AND HUMAN RIGHTS, TO FOSTER THE WELL-BEING OF WOMEN, CHILDREN, AND THE ELDERLY, AND TO PREVENT CRUELTY TO ANIMALS.
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0JO ANN DEBLINGER
IRS990/BooksInCareOfDetail/PhoneNum05852714100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 EAST AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014607
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0101616
IRS990/CYInvestmentIncomeAmt041923
IRS990/CYOtherExpensesAmt01495
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-61188
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0103111
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt041923
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO FUND RESEARCH ON ESTABLISHING A MODEL FOR RESPITE CARE FOR FAMILY CARETAKERS OF ALZHEIMERS/DEMENTIA PATIENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0101616
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01370
IRS990/FeesForServicesAccountingGrp/TotalAmt01370
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JO ANN DEBLINGER
IRS990/Form990PartVIISectionAGrp/PersonNm1JENNIFER LEONARD
IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICIA CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm3SANDRA TRIPP
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD GILBERT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt021218
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0101616
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0101616
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0101616
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt021218
IRS990/GrossReceiptsAmt041923
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt020705
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020705
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0693786
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0742691
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE WORLD PEACE AND HUMAN RIGHTS, TO FOSTER THE WELL-BEING OF WOMEN, CHILDREN, AND THE ELDERLY, AND TO PREVENT CRUELTY TO ANIMALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0954559
IRS990/NetAssetsOrFundBalancesEOYAmt0900578
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt021218
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt021218
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07207
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0NYS FILING FEE
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125
IRS990/OtherExpensesGrp/TotalAmt0100
IRS990/OtherExpensesGrp/TotalAmt125
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JO ANN DEBLINGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt057000
IRS990/PYInvestmentIncomeAmt038554
IRS990/PYOtherExpensesAmt01455
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-19901
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt058455
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt038554
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-61188
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0260773
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0157887
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0808
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt02086
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0808
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt02086
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0808
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt02086
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt02086
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt034578
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt034578
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt01773
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt034578
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt010934
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt034578
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt023644
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0101616
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt090682
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt023644
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt090682
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt090682
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt023644
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0101616
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt034578
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0101616
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0101616
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0954596
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01002983
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0255787
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0315786
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0698809
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0687197
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt014319
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt015045
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0940277
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0987938
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt032910
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt034578
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0954596
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01002983
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt032910
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt034578
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0223106737
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0101616
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROCHESTER AREA COMMUNITY FOUNDATION DEPOSITORY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0101616
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0101616
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FUND RESEARCH ON ESTABLISHING A MODEL FOR RESPITE CARE FOR FAMILY CARETAKERS OF ALZHEIMERS/DEMENTIA PATIENTS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROCHESTER AREA COMMUNITY FOUNDATION DEPOSITORY
IRS990ScheduleI/RecipientTable/RecipientEIN0223106737
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0500 EAST AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROCHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd014607
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PATRICIA CAMPBELL(BOARD MEMBER) REPORTED TO JENNIFER LEONARD (BOARD MEMBER AND SECRETARY) AT THE ROCHESTER AREA COMMUNITY FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE BOARD FOR FINAL REVIEW AND IS THEN FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990 IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION IS A SMALL SUPPORTING ORGANIZATION WHICH DOES NOT NECESSITATE THE ADOPTION OF CERTAIN POLICIES AND PROCEDURES THAT WOULD BE NECESSARY FOR LARGER EXEMPT ORGANIZATIONS IN ORDER TO ACHIEVE TRANSPARENCY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0954559
IRS990/TotalAssetsEOYAmt0900578
IRS990/TotalAssetsGrp/BOYAmt0954559
IRS990/TotalAssetsGrp/EOYAmt0900578
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01495
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0101616
IRS990/TotalFunctionalExpensesGrp/TotalAmt0103111
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0954559
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0900578
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0101616
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020705
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021218
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041923
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0954559
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0900578
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0954559
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0900578
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0500 EAST AVENUE
IRS990/USAddress/CityNm0ROCHESTER
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014607
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JO ANN DEBLINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES./TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05852714100
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN L MORRIS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0161562098
ReturnHeader/Filer/PhoneNum05852714100
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 EAST AVENUE
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014607
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161092347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENGEL METZGER BARR & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CHESTNUT STREET SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014604
ReturnHeader/PreparerPersonGrp/PhoneNum05854231860
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY SANDONATO
ReturnHeader/ReturnTs02016-11-04T09:26:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$900,578
Liabilities
$0
Net assets
$900,578
Revenue
$41,923
Expenses
$103,111
Net income
-$61,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.42$0.00$9.42$0.49$0.00$0.49
2023Summary only. Only limited summary data is available for this year.$8.20$0.00$8.20$0.60$0.02$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.91$0.00$7.91$0.78$0.02$0.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.63$0.00$8.63$0.51$0.71$0.20
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.03$0.00$8.03$0.35$0.12$0.23
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.74$0.00$7.74$0.58$1.68$1.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.63$0.00$8.63$0.46$1.40$0.94
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.61$0.00$9.61$0.27$0.05$0.21
2016Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.42$1.03$0.61
2015Detailed filing. Detailed filing data is available for this year.$9.55$0.00$9.55$0.39$0.58$0.20
2014Detailed filing. Detailed filing data is available for this year.$9.95$0.00$9.95$0.40$0.30$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.38$0.00$9.38$0.22
2012Summary only. Only limited summary data is available for this year.$8.91$0.00$8.91$0.21$0.20$0.01
2011Summary only. Only limited summary data is available for this year.$8.70$0.00$8.70$0.20$0.14$0.06