Civic Intelligence

The Suzanne Morgan Memorial Foundation

EIN 23-2809409 • 501(c)3 • Haverford, PA

Profile

The organization operates exclusively for charitable and educational purposes within the guidelines of section 501(c)(3)of the irc of 1986, as amended, and operates exclusively for the benefit and support of one or more "qualified organizations" (organizations described in full compliance with rules and regulations of section 501(c)(3) and of either sections 509(a)(1) or 509(a)(2) of the irc), as selected from time to time by the board of directors. The initial selection is the cancer support community of philadelphia (formerly the wellness community - philadelphia).

222 Laurel LaneHaverford, PA 19041

none

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

5.1%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

-3.3%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$602

Up $29 (+5.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$602

Up $29 (+5.1%) from 2024

Revenue

Down

$29

Down $1 (-3.3%) from 2024

Expenses

Flat

$0

Flat from 2024

Net Income

Down

$29

Down $1 (-3.3%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $45,606Liabilities 2011: $02011Assets 2012: $40,644Liabilities 2012: $0Net Assets 2012: $40,6442012Assets 2013: $40,691Liabilities 2013: $0Net Assets 2013: $40,6912013Assets 2014: $20,501Liabilities 2014: $0Net Assets 2014: $20,5012014Assets 2015: $9,502Liabilities 2015: $0Net Assets 2015: $9,5022015Assets 2016: $4,502Liabilities 2016: $0Net Assets 2016: $4,5022016Assets 2017: $502Liabilities 2017: $0Net Assets 2017: $5022017Assets 2018: $506Liabilities 2018: $0Net Assets 2018: $5062018Assets 2019: $517Liabilities 2019: $0Net Assets 2019: $5172019Assets 2020: $527Liabilities 2020: $0Net Assets 2020: $5272020Assets 2021: $528Liabilities 2021: $0Net Assets 2021: $5282021Assets 2022: $528Liabilities 2022: $0Net Assets 2022: $5282022Assets 2023: $543Liabilities 2023: $0Net Assets 2023: $5432023Assets 2024: $573Liabilities 2024: $0Net Assets 2024: $5732024Assets 2025: $602Liabilities 2025: $0Net Assets 2025: $6022025

Highlighted filing

2025

Assets$602
Liabilities$0
Net Assets$602

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2011: $55Expenses 2011: $215Net Income 2011: -$1602011Revenue 2012: $38Expenses 2012: $5,000Net Income 2012: -$4,9622012Revenue 2013: $47Expenses 2013: $0Net Income 2013: $472013Revenue 2014: $10Expenses 2014: $20,200Net Income 2014: -$20,1902014Revenue 2015: $1Expenses 2015: $11,000Net Income 2015: -$10,9992015Revenue 2016: $0Expenses 2016: $5,000Net Income 2016: -$5,0002016Revenue 2017: $0Expenses 2017: $4,000Net Income 2017: -$4,0002017Revenue 2018: $4Expenses 2018: $0Net Income 2018: $42018Revenue 2019: $11Expenses 2019: $0Net Income 2019: $112019Revenue 2020: $10Expenses 2020: $0Net Income 2020: $102020Revenue 2021: $1Expenses 2021: $0Net Income 2021: $12021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $15Expenses 2023: $0Net Income 2023: $152023Revenue 2024: $30Expenses 2024: $0Net Income 2024: $302024Revenue 2025: $29Expenses 2025: $0Net Income 2025: $292025

Highlighted filing

2025

Revenue$29
Expenses$0
Net Income$29

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.03$0.00$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.03$0.00$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.02$0.00$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.01$0.00$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.00$4.00$4.00
2016Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.00$5.00$5.00
2015Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$0.00$11.0$11.0
2014Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$0.01$20.2$20.2
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.7$0.00$40.7$0.05$0.00$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.6$0.00$40.6$0.04$5.00$4.96
2011Summary only. Only limited summary data is available for this year.$45.6$0.00$0.06$0.22$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 13, 2026
Return Version
2024v5.5
Gross Receipts
$29
Mission and Program Overview

Mission

The organization operates exclusively for charitable and educational purposes within the guidelines of section 501(c)(3)of the irc of 1986, as amended, and operates exclusively for the benefit and support of one or more "qualified organizations" (organizations described in full compliance with rules and regulations of section 501(c)(3) and of either sections 509(a)(1) or 509(a)(2) of the irc), as selected from time to time by the board of directors. The initial selection is the cancer support community of philadelphia (formerly the wellness community - philadelphia).

Program Services

DescriptionGrantsExpenses
NONE$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH MORGANPresident Treasurer Direct-$0--
KEVIN S MORGANSecretary Director-$0--
JILL DUROVSIKDirector-$0--
ALIXANDRA MORGANDirector-$0--
JONATHAN ALBERTDirector-$0--
HOWARD SILVERMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Suzanne Morgan Memorial Foundation
EIN
23-2809409
Phone
6106426182
Address
222 LAUREL LANE, HAVERFORD, PA 19041

Signing Officer

Name
Keith a Morgan
Title
President
Phone
6106426182
Signed
2026-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
1001 CONSHOHOCKEN STATE ROAD STE, 2-600, WEST CONSHOHOCKEN, PA 19428-2908
Preparer
Joseph G Sullivan
Phone
6108622249
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividends. Amount: 29.

Raw XML Appendix161 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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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH A MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06106426182
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SUZANNE MORGAN MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUZA
ReturnHeader/Filer/EIN0232809409
ReturnHeader/Filer/PhoneNum06106426182
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ReturnHeader/ReturnTs02026-03-13T15:47:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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