Civic Intelligence

The Morey Family Foundation Inc

EIN 20-0559815 • Naples, FL

Pub. 78 Eligible
6319 Burnham RoadNaples, FL 34119
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

13th percentile

-12%

Faster asset growth than 13% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

518%

Faster revenue growth than 97% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$3,292,983

Down $428,200 (-12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,292,982

Down $428,201 (-12%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin95th percentile

Revenue

Up

$806,089

Up $675,724 (+518%) from 2023

Expenses

Up

$165,521

Up $37,196 (+29%) from 2023

Net Income

Up

$640,568

Up $638,528 (+31300%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,717,860Liabilities 2011: $02011Assets 2012: $2,659,501Liabilities 2012: $02012Assets 2013: $2,568,823Liabilities 2013: $02013Assets 2014: $2,702,489Liabilities 2014: $0Net Assets 2014: $2,702,4892014Assets 2015: $2,605,531Liabilities 2015: $0Net Assets 2015: $2,605,5312015Assets 2016: $2,519,978Liabilities 2016: $0Net Assets 2016: $2,519,9782016Assets 2017: $2,471,568Liabilities 2017: $0Net Assets 2017: $2,471,5682017Assets 2018: $2,252,801Liabilities 2018: $34,900Net Assets 2018: $2,217,9012018Assets 2019: $2,212,503Liabilities 2019: $0Net Assets 2019: $2,212,5032019Assets 2020: $2,095,480Liabilities 2020: $0Net Assets 2020: $2,095,4802020Assets 2021: $2,839,801Liabilities 2021: $0Net Assets 2021: $2,839,8012021Assets 2022: $3,242,521Liabilities 2022: $0Net Assets 2022: $3,242,5212022Assets 2023: $3,721,183Liabilities 2023: $0Net Assets 2023: $3,721,1832023Assets 2024: $3,292,983Liabilities 2024: $0Net Assets 2024: $3,292,9822024

Highlighted filing

2024

Assets$3,292,983
Liabilities$0
Net Assets$3,292,982
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $27,642Expenses 2011: $166,413Net Income 2011: -$138,7712011Revenue 2012: $98,829Expenses 2012: $157,140Net Income 2012: -$58,3112012Revenue 2013: $76,205Expenses 2013: $166,883Net Income 2013: -$90,6782013Revenue 2014: $354,096Expenses 2014: $220,430Net Income 2014: $133,6662014Revenue 2015: $80,675Expenses 2015: $139,681Net Income 2015: -$59,0062015Revenue 2016: $58,038Expenses 2016: $143,594Net Income 2016: -$85,5562016Revenue 2017: $108,989Expenses 2017: $157,397Net Income 2017: -$48,4082017Revenue 2018: -$116,786Expenses 2018: $134,127Net Income 2018: -$250,9132018Revenue 2019: $126,816Expenses 2019: $135,565Net Income 2019: -$8,7492019Revenue 2020: $56,712Expenses 2020: $163,735Net Income 2020: -$107,0232020Revenue 2021: $304,199Expenses 2021: $152,053Net Income 2021: $152,1462021Revenue 2022: $116,333Expenses 2022: $148,982Net Income 2022: -$32,6492022Revenue 2023: $130,365Expenses 2023: $128,325Net Income 2023: $2,0402023Revenue 2024: $806,089Expenses 2024: $165,521Net Income 2024: $640,5682024

Highlighted filing

2024

Revenue$806,089
Expenses$165,521
Net Income$640,568
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,292,983
Liabilities
$0
Net assets
$3,292,982
Revenue
$806,089
Expenses
$165,521
Net income
$640,568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.81$0.17$0.64
2023Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.13$0.13$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.12$0.15$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.30$0.15$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.06$0.16$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.13$0.14$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.25$0.03$2.22$0.12$0.13$0.25
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.11$0.16$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.06$0.14$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.08$0.14$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.35$0.22$0.13
2013Summary only. Only limited summary data is available for this year.$2.57$0.00$0.08$0.17$0.09
2012Summary only. Only limited summary data is available for this year.$2.66$0.00$0.10$0.16$0.06
2011Summary only. Only limited summary data is available for this year.$2.72$0.00$0.03$0.17$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD J MOREYDir/Pres-$0--
GREGORY D MOREYDir/V.P.-$0--
TAMMY MOREYDirector-$0--
JED R MOREYDir/V.P.-$0--
EDEN MOREYDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Morey Family Foundation Inc
EIN
20-0559815
In Care Of
% RONALD J MOREY
Phone
2395985392
Address
6319 Burnham Road, Naples, FL 34119

Signing Officer

Name
Ronald Morey
Title
President
Phone
2395985392
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
WithumSmithBrown PC
Address
ONE TOWER CENTER BLVD 14TH FL, EAST BRUNSWICK, NJ 08816
Preparer
Brian T Lovett
Phone
7328281614
Raw XML AppendixShowing 400 of 481 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/AddressLine1Txt36319 Burnham Road
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06319 BURNHAM ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Naples Shelter for abused women
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NCH Healthcare Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Friends Academy
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Island Harvest
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Family Children's Association
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8St Jude Children's Research Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9SUDC Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10V Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Port Ledge School
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 Port Washington BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 10102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2Po Box 234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3270 Duck Pond RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4300 Lafayette St 210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5199 Second Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6100 East Old Country Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7650 S Wooded Hills Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt84301 Fairfax Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9101 Eisenhower Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1014600 Weston Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11355 Duck Pond Road
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Roslyn
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New Orleans
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Locust Valley
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016161
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0125327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00

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