Civic Intelligence

The Morey Family Foundation

EIN 20-2033108 • Gearhart, OR

PO Box 2759Gearhart, OR 97221-2630
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

16th percentile

-50%

Higher net margin than 16% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-38%

Faster revenue growth than 23% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$0

Down $947 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $947 (-100%) from 2022

Revenue

Down

$1,900

Down $1,150 (-38%) from 2022

Expenses

Down

$2,847

Down $401 (-12%) from 2022

Net Income

Down

-$947

Down $749 (-378%) from 2022

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $150,279Liabilities 2010: $0Net Assets 2010: $150,2792010Assets 2011: $149,674Liabilities 2011: $0Net Assets 2011: $149,6742011Assets 2012: $221,614Liabilities 2012: $0Net Assets 2012: $221,6142012Assets 2013: $71,794Liabilities 2013: $0Net Assets 2013: $71,7942013Assets 2014: $71,840Liabilities 2014: $0Net Assets 2014: $71,8402014Assets 2015: $118,575Liabilities 2015: $0Net Assets 2015: $118,5752015Assets 2016: $112,026Liabilities 2016: $0Net Assets 2016: $112,0262016Assets 2017: $108,170Liabilities 2017: $0Net Assets 2017: $108,1702017Assets 2018: $104,359Liabilities 2018: $0Net Assets 2018: $104,3592018Assets 2019: $102,850Liabilities 2019: $0Net Assets 2019: $102,8502019Assets 2020: $87,539Liabilities 2020: $0Net Assets 2020: $87,5392020Assets 2021: $1,145Liabilities 2021: $0Net Assets 2021: $1,1452021Assets 2022: $947Liabilities 2022: $0Net Assets 2022: $9472022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $3,8092010Expenses 2011: $3,6052011Expenses 2012: $6,2722012Expenses 2013: $156,8202013Revenue 2014: $4,000Expenses 2014: $3,954Net Income 2014: $462014Revenue 2015: $49,846Expenses 2015: $3,111Net Income 2015: $46,7352015Revenue 2016: $0Expenses 2016: $6,549Net Income 2016: -$6,5492016Revenue 2017: $0Expenses 2017: $3,856Net Income 2017: -$3,8562017Revenue 2018: $0Expenses 2018: $3,811Net Income 2018: -$3,8112018Revenue 2019: $0Expenses 2019: $1,509Net Income 2019: -$1,5092019Revenue 2020: $0Expenses 2020: $15,311Net Income 2020: -$15,3112020Revenue 2021: $25,000Expenses 2021: $111,394Net Income 2021: -$86,3942021Revenue 2022: $3,050Expenses 2022: $3,248Net Income 2022: -$1982022Revenue 2023: $1,900Expenses 2023: $2,847Net Income 2023: -$9472023

Highlighted filing

2023

Revenue$1,900
Expenses$2,847
Net Income-$947

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.02$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.03$0.03$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.25$1.11$0.86
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.00$0.15$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.00$0.02$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.00$0.04$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.00$0.04$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.00$0.07$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.50$0.03$0.47
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.04$0.04$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.57
2012Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.04
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Feb 1, 2023
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT MOREYPresident-$0--
TIMOTHY CLARK-MOREYVice President-$0--
JEANNINE MCGOWANSecretary-$0--
KIFFI HARRISBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Morey Family Foundation
EIN
20-2033108
Phone
5034756423
Address
PO BOX 2759, GEARHART, OR 97221-2630

Signing Officer

Name
Jeannine L Mcgowan
Title
President
Phone
5034756423
Signed
2023-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
5665 SW MEADOWS RD 200, LAKE OSWEGO, OR 97035
Preparer
Joylyn M Ankeney CPA
Phone
5036204489
Raw XML Appendix293 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
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02695
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02695
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03050
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-198
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0204
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0947
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT MOREY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TIMOTHY CLARK-MOREY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JEANNINE MCGOWAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KIFFI HARRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3BOARD MEMBER
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THERE IS A SCHOLARSHIP APPLICATION THAT SHOULD BE SUBMITTED ALONG WITH A PERSONAL STATEMENT AND RESUME
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE MOREY FAMILY FOUNDATION
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE SCHOLARSHIPS ARE MADE AVAILABLE TO STUDENTS IN GOOD STANDING WHO ARE ATTENDING OR APPLYING TO QUALIFIED POST-SECONDARY EDUCATIONAL INSTITUTIONS. SCHOLARSHIP SELECTION IS BASED PRIMARILY ON ACADEMIC PERFORMANCE AND FINANCIAL NEED.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0107816
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04557
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0100
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0112273
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0107816
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04457
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0112273
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0112373
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT AND TIMI MOREY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01536 SW HIGHLAND PARKWAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PORTLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd097221
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03050
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0204
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0204
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PO BOX RENTAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1224
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1224
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0OREGON TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt050
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNINE L MCGOWAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05034756423
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MOREY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORE
ReturnHeader/Filer/EIN0202033108
ReturnHeader/Filer/PhoneNum05034756423
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2759
ReturnHeader/Filer/USAddress/CityNm0GEARHART
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0972212630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930623286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRICH CPAS AND ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05665 SW MEADOWS RD 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097035
ReturnHeader/PreparerPersonGrp/PhoneNum05036204489
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOYLYN M ANKENEY CPA
ReturnHeader/ReturnTs02023-02-21T18:08:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEANNINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGOWAN
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

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