Civic Intelligence

The Morningstar Foundation

990PF • Fiscal year 2015 • EIN 23-2855899

Jan 01, 2015 to Dec 31, 2015 • Filed on May 18, 2016

362 West Bridge StreetNew Hope, PA 18938

(410) 858-6109

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

57th percentile

3.3%

Faster asset growth than 57% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-41%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$177,956

Up $5,719 (+3.3%) from 2014

Net Assets

Up

$177,956

Up $5,719 (+3.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$15,109

Down $10,356 (-41%) from 2014

Expenses

Down

$9,390

Down $195 (-2.0%) from 2014

Net Income

Down

$5,719

Down $10,161 (-64%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $147,679Liabilities 2010: $0Net Assets 2010: $147,6792010Assets 2011: $143,056Liabilities 2011: $0Net Assets 2011: $143,0562011Assets 2012: $135,659Liabilities 2012: $0Net Assets 2012: $135,6592012Assets 2013: $156,357Liabilities 2013: $0Net Assets 2013: $156,3572013Assets 2014: $172,237Liabilities 2014: $0Net Assets 2014: $172,2372014Assets 2015: $177,956Liabilities 2015: $0Net Assets 2015: $177,9562015Assets 2016: $176,703Liabilities 2016: $0Net Assets 2016: $176,7032016Assets 2017: $184,923Liabilities 2017: $0Net Assets 2017: $184,9232017Assets 2018: $227,883Liabilities 2018: $0Net Assets 2018: $227,8832018Assets 2019: $221,248Liabilities 2019: $0Net Assets 2019: $221,2482019Assets 2020: $219,842Liabilities 2020: $0Net Assets 2020: $219,8422020Assets 2021: $231,951Liabilities 2021: $0Net Assets 2021: $231,9512021Assets 2022: $227,885Liabilities 2022: $0Net Assets 2022: $227,8852022Assets 2023: $218,274Liabilities 2023: $0Net Assets 2023: $218,2742023Assets 2024: $228,046Liabilities 2024: $0Net Assets 2024: $228,0462024

Highlighted filing

2015

Assets$177,956
Liabilities$0
Net Assets$177,956

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2010: $7,3322010Expenses 2011: $6,1062011Expenses 2012: $8,8332012Revenue 2013: $30,392Expenses 2013: $9,696Net Income 2013: $20,6962013Revenue 2014: $25,465Expenses 2014: $9,585Net Income 2014: $15,8802014Revenue 2015: $15,109Expenses 2015: $9,390Net Income 2015: $5,7192015Revenue 2016: $8,024Expenses 2016: $9,279Net Income 2016: -$1,2552016Revenue 2017: $17,676Expenses 2017: $9,456Net Income 2017: $8,2202017Revenue 2018: $56,928Expenses 2018: $13,968Net Income 2018: $42,9602018Revenue 2019: $7,621Expenses 2019: $14,115Net Income 2019: -$6,4942019Revenue 2020: $10,401Expenses 2020: $11,680Net Income 2020: -$1,2792020Revenue 2021: $28,008Expenses 2021: $15,899Net Income 2021: $12,1092021Revenue 2022: $13,021Expenses 2022: $17,028Net Income 2022: -$4,0072022Revenue 2023: $7,235Expenses 2023: $16,653Net Income 2023: -$9,4182023Revenue 2024: $25,015Expenses 2024: $14,849Net Income 2024: $10,1662024

Highlighted filing

2015

Revenue$15,109
Expenses$9,390
Net Income$5,719
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 18, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine Murphy RiggsPresident-$0--
Martha J MurphyVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Morningstar Foundation
EIN
23-2855899
Phone
4108586109
Address
362 West Bridge Street, New Hope, PA 18938

Signing Officer

Name
Katherine N Murphy
Title
President
Signed
2016-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Morgan Lewis & Bockius LLP
Address
1701 Market Street, Philadelphia, PA 19103-2921
Preparer
John Birkmire
Phone
2159635000
Raw XML Appendix276 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Goldman Sachs Capital Growth Class A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Goldman Sachs Concentrated Int'l Equity
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09762
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Katherine Murphy Riggs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Martha J Murphy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0362 West Bridge Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1362 West Bridge Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0New Hope
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1New Hope
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Katherine Murphy Riggs
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Katherine Murphy Riggs
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04106973016
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0362 West Bridge Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0New Hope
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd018938
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Accepts applications from organizations which focus on alleviating suffering of abused and disadvantaged children.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0For General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Girls Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0201 South Tuttle Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Sarasota
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034237
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
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/AppliedToCurrentYearAmt01554
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06640
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09484
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08194
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07930
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06640
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Morgan, Lewis & Bockius, LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01064
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02129
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01065
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0130
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0131
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0261
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine N Murphy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Morningstar Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MORN
ReturnHeader/Filer/EIN0232855899
ReturnHeader/Filer/PhoneNum04108586109
ReturnHeader/Filer/USAddress/AddressLine1Txt0362 West Bridge Street
ReturnHeader/Filer/USAddress/CityNm0New Hope
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018938
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Morgan Lewis & Bockius LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01701 Market Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Philadelphia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191032921
ReturnHeader/PreparerPersonGrp/PhoneNum02159635000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Birkmire
ReturnHeader/ReturnTs02016-05-18T10:05:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.25$0.15$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.07$0.17$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.13$0.17$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.28$0.16$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.10$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.08$0.14$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.57$0.14$0.43
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.18$0.09$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.08$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.15$0.09$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.25$0.10$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.30$0.10$0.21
2012Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.07
Peer Organizations

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