Civic Intelligence

The Joel and Gail Morganroth Family

EIN 23-2244767 • Sarasota, FL

3936 Roberts Point RdSarasota, FL 34242
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

1st percentile

-6378%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

9th percentile

-16%

Faster asset growth than 9% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

38th percentile

1.7%

Faster revenue growth than 38% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,121,334

Down $523,991 (-32%) from 2024

Liabilities

Down

$0

Down $89 (-100%) from 2024

Net Assets

Down

$1,121,334

Down $523,902 (-32%) from 2024

Operations
Liabilities / Revenue30th percentileNet Margin1st percentile

Revenue

Down

$52,920

Down $5,230 (-9.0%) from 2024

Expenses

Up

$3,428,111

Up $3,413,913 (+24045%) from 2024

Net Income

Down

-$3,375,191

Down $3,419,143 (-7779%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $879Liabilities 2011: $0Net Assets 2011: $8792011Assets 2012: $779Liabilities 2012: $0Net Assets 2012: $7792012Assets 2013: $291,784Liabilities 2013: $0Net Assets 2013: $291,7842013Assets 2014: $1,135,963Liabilities 2014: $0Net Assets 2014: $1,135,9632014Assets 2015: $1,097,778Liabilities 2015: $0Net Assets 2015: $1,097,7782015Assets 2016: $934,537Liabilities 2016: $0Net Assets 2016: $934,5372016Assets 2017: $907,956Liabilities 2017: $0Net Assets 2017: $907,9562017Assets 2018: $879,986Liabilities 2018: $0Net Assets 2018: $879,9862018Assets 2019: $839,711Liabilities 2019: $0Net Assets 2019: $839,7112019Assets 2020: $813,763Liabilities 2020: $0Net Assets 2020: $813,7632020Assets 2021: $1,812,748Liabilities 2021: $0Net Assets 2021: $1,812,7482021Assets 2022: $1,819,300Liabilities 2022: $130Net Assets 2022: $1,819,1702022Assets 2023: $1,601,316Liabilities 2023: $32Net Assets 2023: $1,601,2842023Assets 2024: $1,645,325Liabilities 2024: $89Net Assets 2024: $1,645,2362024Assets 2025: $1,121,334Liabilities 2025: $0Net Assets 2025: $1,121,3342025

Highlighted filing

2025

Assets$1,121,334
Liabilities$0
Net Assets$1,121,334
Open 2025 Filing

Operations Trend

Revenue Growth38th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $502011Expenses 2012: $1002012Revenue 2013: $294,005Expenses 2013: $3,000Net Income 2013: $291,0052013Revenue 2014: $863,779Expenses 2014: $19,600Net Income 2014: $844,1792014Revenue 2015: $3,946Expenses 2015: $59,388Net Income 2015: -$55,4422015Revenue 2016: -$116,097Expenses 2016: $46,900Net Income 2016: -$162,9972016Revenue 2017: $22,237Expenses 2017: $48,418Net Income 2017: -$26,1812017Revenue 2018: $35,294Expenses 2018: $62,838Net Income 2018: -$27,5442018Revenue 2019: $38,400Expenses 2019: $77,243Net Income 2019: -$38,8432019Revenue 2020: $41,710Expenses 2020: $67,658Net Income 2020: -$25,9482020Revenue 2021: $1,174,263Expenses 2021: $564,647Net Income 2021: $609,6162021Revenue 2022: $48,835Expenses 2022: $42,413Net Income 2022: $6,4222022Revenue 2023: $51,193Expenses 2023: $1,037,892Net Income 2023: -$986,6992023Revenue 2024: $58,150Expenses 2024: $14,198Net Income 2024: $43,9522024Revenue 2025: $52,920Expenses 2025: $3,428,111Net Income 2025: -$3,375,1912025

Highlighted filing

2025

Revenue$52,920
Expenses$3,428,111
Net Income-$3,375,191
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,121,334
Liabilities
$0
Net assets
$1,121,334
Revenue
$52,920
Expenses
$3,428,111
Net income
-$3,375,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.05$3.43$3.38
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.06$0.01$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.05$1.04$0.99
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.05$0.04$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$1.17$0.56$0.61
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.04$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.02$0.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.12$0.05$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.00$0.06$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.86$0.02$0.84
2013Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.29$0.00$0.29
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 21, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL MORGANROTHDirector-$0--
GAIL MORRISONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMARIE SELBY BOTANICAL GARDENSTO FURTHER ITS EXEMPT PURPOSE-SARASOTA, FL, US$3,376,285
Paid GrantTEMPLE EMANU-ELTO FURTHER ITS EXEMPT PURPOSE-SARASOTA, FL, US$18,000
Paid GrantSARASOTA MEMORIAL HOSPITAL FOUNDATITO FURTHER ITS EXEMPT PURPOSE-SARASOTA, FL, US$16,750
Paid GrantMARIE SELBY BOTANTICAL GARDENSTO FURTHER ITS EXEMPT PURPOSE-SARSOTA, FL, US$8,500
Paid GrantMAIN LINE REFORM TEMPLETO FURTHER ITS EXEMPT PURPOSE-WYNNWOOD, PA, US$5,000
Paid GrantASOLO REP THEATERTO FURTHER ITS EXEMPT PURPOSE-SARASOTA, FL, US$2,000
Filing and Contact Details

Filer

Filer Name
The Joel and Gail Morganroth Family
EIN
23-2244767
Phone
2158404961
Address
3936 ROBERTS POINT RD, SARASOTA, FL 34242

Signing Officer

Name
Joel Morganroth
Title
Director
Signed
2026-01-21

Preparer

Firm
Miller & Miller Pa CPA
Address
5660 MARQUESAS CIR, SARASOTA, FL 34233
Preparer
Marc a Miller
Phone
9413664152
Raw XML Appendix274 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FURTHER ITS EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO FURTHER ITS EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO FURTHER ITS EXEMPT PURPOSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05555 N TAMIAMI TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11534 MOUND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21534 MOUND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3410 MONTGOMERY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4151 MCINTOSH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51515 S OSPREY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SARSOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WYNNWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd534239
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03426535
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/AppliedToCurrentYearAmt0330833
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0330833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0706624
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03803166
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03096542
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0706624
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03427375
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03096542
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03803166
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0706624
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12851288
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1DIFF IN BOOK PART 1 LN 25
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt088
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0INCOME TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt0736
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL MORGANROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOEL AND GAIL MORGANROTH FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOEL
ReturnHeader/Filer/EIN0232244767
ReturnHeader/Filer/PhoneNum02158404961
ReturnHeader/Filer/USAddress/AddressLine1Txt03936 ROBERTS POINT RD
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034242
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831270393
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER & MILLER PA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05660 MARQUESAS CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034233
ReturnHeader/PreparerPersonGrp/PhoneNum09413664152
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC A MILLER
ReturnHeader/ReturnTs02026-02-19T10:06:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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