Civic Intelligence

The Morningstar Foundation

990PF • Fiscal year 2020 • EIN 23-2855899

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

43rd percentile

-0.6%

Faster asset growth than 43% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

36%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$219,842

Down $1,406 (-0.6%) from 2019

Net Assets

Down

$219,842

Down $1,406 (-0.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin29th percentile

Revenue

Up

$10,401

Up $2,780 (+36%) from 2019

Expenses

Down

$11,680

Down $2,435 (-17%) from 2019

Net Income

Up

-$1,279

Up $5,215 (+80%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

2020

Assets$219,842
Liabilities$0
Net Assets$219,842
Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

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

2020

Revenue$10,401
Expenses$11,680
Net Income-$1,279
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine Murphy RiggsPresidentPT$0--
Martha J MurphyVice PresidentPT$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 M Riggs
Title
President
Phone
4108586109
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Morgan Lewis & Bockius LLP
Address
1701 Market Street, Philadelphia, PA 19103
Preparer
Francis X Mehaffey
Phone
2159635000
Raw XML Appendix322 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/CategoryOrItemTxt0Goldman Sachs Capital Growth Class A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Goldman Sachs Concentrated Int'l Equity
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Goldman Sachs Short Duration Income Fund
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0128.22 GS Capital Growth Fund Class P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Capital Gains Dividends
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0127
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0219969
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010763
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0134
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0368
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04626
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Katherine Murphy Riggs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Martha J Murphy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Katherine Murphy Riggs
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0362 West Bridge Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0New Hope
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd018938
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04106973016
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter form, submit brief history; reason for grant; amount and IRS Exemption Letter.
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/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0For General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Indian Creek School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0680 Evergreen Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Crownsville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021032
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt01766
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09118
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010884
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08997
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09118
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Morgan, Lewis & Bockius, LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0797
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01593
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0796
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0127
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Cost Basis Adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt087
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt087
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine M Riggs
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04108586109
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/PreparerFirmEIN0230891050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Morgan Lewis & Bockius LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01701 Market Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Philadelphia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02159635000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Francis X Mehaffey
ReturnHeader/ReturnTs02021-11-15T10:55:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Katherine
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Riggs
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$219,842
Liabilities
$0
Net assets
$219,842
Revenue
$10,401
Expenses
$11,680
Net income
-$1,279
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