Civic Intelligence

The Morgan Morton Family Foundation

EIN 22-3770880 • Kiawah Island, SC

9 Ocean Course DriveKiawah Island, SC 29455
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

5th percentile

-131%

Higher net margin than 5% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

14th percentile

-16%

Faster asset growth than 14% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$990,926

Down $190,776 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$990,926

Down $190,776 (-16%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin5th percentile

Revenue

Up

$146,498

Up $146,571 (+200782%) from 2023

Expenses

Up

$337,737

Up $281,259 (+498%) from 2023

Net Income

Down

-$191,239

Down $134,688 (-238%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,479,560Liabilities 2011: $02011Assets 2012: $1,661,451Liabilities 2012: $02012Assets 2013: $1,683,112Liabilities 2013: $02013Assets 2014: $1,871,161Liabilities 2014: $02014Assets 2015: $1,852,969Liabilities 2015: $02015Assets 2019: $1,535,625Liabilities 2019: $0Net Assets 2019: $1,535,6252019Assets 2020: $1,469,314Liabilities 2020: $0Net Assets 2020: $1,469,3142020Assets 2021: $1,279,057Liabilities 2021: $0Net Assets 2021: $1,279,0532021Assets 2022: $1,242,419Liabilities 2022: $0Net Assets 2022: $1,242,4192022Assets 2023: $1,181,702Liabilities 2023: $0Net Assets 2023: $1,181,7022023Assets 2024: $990,926Liabilities 2024: $0Net Assets 2024: $990,9262024

Highlighted filing

2024

Assets$990,926
Liabilities$0
Net Assets$990,926
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $416,118Expenses 2011: $90,383Net Income 2011: $325,7352011Revenue 2012: $198,929Expenses 2012: $135,211Net Income 2012: $63,7182012Revenue 2013: $226,685Expenses 2013: $18,991Net Income 2013: $207,6942013Revenue 2014: $252,586Expenses 2014: $62,872Net Income 2014: $189,7142014Revenue 2015: $180,195Expenses 2015: $102,101Net Income 2015: $78,0942015Revenue 2019: $90,611Expenses 2019: $459,744Net Income 2019: -$369,1332019Revenue 2020: $153,728Expenses 2020: $221,920Net Income 2020: -$68,1922020Revenue 2021: $356,552Expenses 2021: $541,111Net Income 2021: -$184,5592021Revenue 2022: $11,082Expenses 2022: $35,946Net Income 2022: -$24,8642022Revenue 2023: -$73Expenses 2023: $56,478Net Income 2023: -$56,5512023Revenue 2024: $146,498Expenses 2024: $337,737Net Income 2024: -$191,2392024

Highlighted filing

2024

Revenue$146,498
Expenses$337,737
Net Income-$191,239
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$990,926
Liabilities
$0
Net assets
$990,926
Revenue
$146,498
Expenses
$337,737
Net income
-$191,239
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.15$0.34$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.00$0.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.01$0.04$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.36$0.54$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.15$0.22$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.09$0.46$0.37
2015Summary only. Only limited summary data is available for this year.$1.85$0.00$0.18$0.10$0.08
2014Summary only. Only limited summary data is available for this year.$1.87$0.00$0.25$0.06$0.19
2013Summary only. Only limited summary data is available for this year.$1.68$0.00$0.23$0.02$0.21
2012Summary only. Only limited summary data is available for this year.$1.66$0.00$0.20$0.14$0.06
2011Summary only. Only limited summary data is available for this year.$1.48$0.00$0.42$0.09$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAUNDERS MORGAN MORTONPresident-$0--
JOANNE MORTONDirector-$0--
MARJORIE ADAMSDirector-$0--
JEFFREY MORTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Morgan Morton Family Foundation
EIN
22-3770880
Phone
9732067100
Address
9 OCEAN COURSE DRIVE, KIAWAH ISLAND, SC 29455

Signing Officer

Name
Saunders Morgan Morton
Title
President
Phone
9087812489
Signed
2025-05-12

Preparer

Firm
Beacon Trust
Address
163 MADISON AVE STE 600, MORRISTOWN, NJ 07960
Preparer
Cynthia Fusillo
Phone
9732067100
Raw XML Appendix312 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/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09732067100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0AN APPLICATION SHOULD BE IN WRITING, DESCRIBING IN DETAIL THE PROJECT FOR WHICH FUNDING IS REQUESTED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0S MORGAN MORTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KIAWAH CARES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COASTAL COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF MEMPHIS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt023 BEACHWALKER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11691 TURNBULL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2635 NORMAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KIAWAH ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORTH CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd029455
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd129405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd238152
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0320000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt068569
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068569
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0444691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0119046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0347868
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0347868
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0815168
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0251431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0444691
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0119046
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0320000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0251431
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01163036
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0911605
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MSSB 076890 MGMT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014477
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014477
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0349
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MSSB 076890
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0349
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0349
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0463
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt076
TaxesSchedule/TaxesDetail/Amt133
TaxesSchedule/TaxesDetail/Amt21471
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX - 076890
TaxesSchedule/TaxesDetail/CategoryTxt1NJ FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2SC PRIOR YEAR
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt076
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt133
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21471
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAUNDERS MORGAN MORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09087812489
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MORGAN MORTON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORG
ReturnHeader/Filer/EIN0223770880
ReturnHeader/Filer/PhoneNum09732067100
ReturnHeader/Filer/USAddress/AddressLine1Txt09 OCEAN COURSE DRIVE
ReturnHeader/Filer/USAddress/CityNm0KIAWAH ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029455
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473297514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEACON TRUST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0163 MADISON AVE STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORRISTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007960
ReturnHeader/PreparerPersonGrp/PhoneNum09732067100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA FUSILLO
ReturnHeader/ReturnTs02025-05-14T09:32:53-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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