Civic Intelligence

The Morton Foundation

990PF • Fiscal year 2014 • EIN 20-5940440

Jan 01, 2014 to Dec 31, 2014 • Filed on May 21, 2015

Organization Profile
P O Box 302West Boxford, MA 01885

(617) 951-2777

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

53rd percentile

2.0%

Faster asset growth than 53% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

3561%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$123,073

Flat from 2014

Net Assets

$123,073

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin68th percentile

Revenue

Flat

$25,185

Flat from 2014

Expenses

Flat

$22,100

Flat from 2014

Net Income

Flat

$3,085

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$150K$100K$50K$0Assets 2011: $134,286Liabilities 2011: $02011Assets 2012: $131,645Liabilities 2012: $02012Assets 2013: $120,626Liabilities 2013: $0Net Assets 2013: $120,6262013Assets 2014: $123,073Liabilities 2014: $0Net Assets 2014: $123,0732014Assets 2014: $123,073Liabilities 2014: $12014Assets 2015: $140,862Liabilities 2015: $0Net Assets 2015: $140,8622015Assets 2016: $135,952Liabilities 2016: $0Net Assets 2016: $135,9522016Assets 2017: $131,453Liabilities 2017: $0Net Assets 2017: $131,4532017Assets 2019: $71,116Liabilities 2019: $0Net Assets 2019: $109,1652019Assets 2020: $107,523Liabilities 2020: $0Net Assets 2020: $107,5232020Assets 2021: $53,744Liabilities 2021: $12021Assets 2022: $32,298Liabilities 2022: $0Net Assets 2022: $32,2982022Assets 2023: $42,576Liabilities 2023: $12023

Highlighted filing

2014

Assets$123,073
Liabilities$0
Net Assets$123,073
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$50K$0-$50KRevenue 2011: $66,066Expenses 2011: $15,822Net Income 2011: $50,2442011Revenue 2012: $12,190Expenses 2012: $12,881Net Income 2012: -$6912012Revenue 2013: $688Expenses 2013: $11,707Net Income 2013: -$11,0192013Revenue 2014: $25,185Expenses 2014: $22,100Net Income 2014: $3,0852014Revenue 2014: $25,185Expenses 2014: $22,100Net Income 2014: $3,0852014Revenue 2015: $32,346Expenses 2015: $14,557Net Income 2015: $17,7892015Revenue 2016: -$1,283Expenses 2016: $10,794Net Income 2016: -$12,0772016Revenue 2017: $6,494Expenses 2017: $7,993Net Income 2017: -$1,4992017Revenue 2019: $3,587Expenses 2019: $10,600Net Income 2019: -$7,0132019Revenue 2020: $6,295Expenses 2020: $1,700Net Income 2020: $4,5952020Revenue 2021: -$28,427Expenses 2021: $3,545Net Income 2021: -$31,9722021Revenue 2022: $157Expenses 2022: $5,500Net Income 2022: -$5,3432022Revenue 2023: $1,799Expenses 2023: $3,166Net Income 2023: -$1,3672023

Highlighted filing

2014

Revenue$25,185
Expenses$22,100
Net Income$3,085
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 21, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD E MORTONTrustee-$0--
DONNA L MORTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Morton Foundation
EIN
20-5940440
Phone
6179512777
Address
P O BOX 302, WEST BOXFORD, MA 01885

Signing Officer

Name
Donald Morton
Title
Trustee
Phone
9783527318
Signed
2015-05-21
Discuss with paid preparer
Yes

Preparer

Firm
Nadeau Wadovick Llp
Address
875 CENTERVILLE ROAD, WARWICK, RI 02886-4381
Preparer
James N Nadeau CPA
Phone
4018234004
Raw XML Appendix333 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001885
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DONALD E MORTON
IRS990PF/StatementsRegardingActyGrp/PhoneNum06179512777
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DONALD E DONNA MORTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06179512777
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt018 PEARL ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WEST BOXFORD
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001885
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DONALD E MORTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SQUARE POND IMPROVEMENT ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY (501(
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0MEMBER OF ASSOCIATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHAPLEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004076
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt06796
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011838
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05817
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05817
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061152
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013204
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011838
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015110
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt021000
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013204
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt066969
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt053765
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0687
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0638
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD MORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09783527318
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MORTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORT
ReturnHeader/Filer/EIN0205940440
ReturnHeader/Filer/PhoneNum06179512777
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 302
ReturnHeader/Filer/USAddress/CityNm0WEST BOXFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001885
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050512283
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NADEAU WADOVICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0875 CENTERVILLE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0028864381
ReturnHeader/PreparerPersonGrp/PhoneNum04018234004
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES N NADEAU CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-06-01T14:57:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,073
Liabilities
$0
Net assets
$123,073
Revenue
$25,185
Expenses
$22,100
Net income
$3,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.43$0.00$0.02$0.03$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.00$0.06$0.05
2021Summary only. Only limited summary data is available for this year.$0.54$0.00$0.28$0.04$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.02$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.00$1.09$0.04$0.11$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.06$0.08$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.01$0.11$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.32$0.15$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.25$0.22$0.03
2014Summary only. Only limited summary data is available for this year.$1.23$0.00$0.25$0.22$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.01$0.12$0.11
2012Summary only. Only limited summary data is available for this year.$1.32$0.00$0.12$0.13$0.01
2011Summary only. Only limited summary data is available for this year.$1.34$0.00$0.66$0.16$0.50