Civic Intelligence

Morris W Stroud 3Rd Tuw Pennswood #1

EIN 23-7651475 • 501(c)3 • Philadelphia, PA

C/O Glenmede 1650 Market St Ste 40Philadelphia, PA 19103
Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

16th percentile

$32,023

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

66th percentile

9.7%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-66%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,933,217

Up $2,130,178 (+24%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$10,933,217

Up $2,130,178 (+24%) from 2022

Operations
Liabilities / Revenue7th percentileNet Margin71st percentile

Revenue

Down

$538,438

Down $46,445 (-7.9%) from 2022

Expenses

Up

$444,120

Up $45,302 (+11%) from 2022

Net Income

Down

$94,318

Down $91,747 (-49%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$15M$10M$5.0M$0Assets 2021: $8,616,974Liabilities 2021: $0Net Assets 2021: $8,616,9742021Assets 2022: $8,803,039Liabilities 2022: $0Net Assets 2022: $8,803,0392022Assets 2025: $10,933,217Liabilities 2025: $0Net Assets 2025: $10,933,2172025

Highlighted filing

2025

Assets$10,933,217
Liabilities$0
Net Assets$10,933,217
Open 2025 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0Revenue 2021: $547,709Expenses 2021: $376,352Net Income 2021: $171,3572021Revenue 2022: $584,883Expenses 2022: $398,818Net Income 2022: $186,0652022Revenue 2025: $538,438Expenses 2025: $444,120Net Income 2025: $94,3182025

Highlighted filing

2025

Revenue$538,438
Expenses$444,120
Net Income$94,318
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$10,933,217
Liabilities
$0
Net assets
$10,933,217
Revenue
$538,438
Expenses
$444,120
Net income
$94,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.00$10.9$0.54$0.44$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.80$0.00$8.80$0.58$0.40$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.62$0.00$8.62$0.55$0.38$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 26, 2025
Return Version
2024v5.2
Gross Receipts
$3,506,626
Mission and Program Overview

Mission

Income shall be paid to the Center for Geriatrics & Gerontology, Columbia University, to be used to support scholarly clinical epidemiological activities whose goals are to prevent or delay losses that frequently accompany disability, chronic diseases, and aging.

Income shall be paid to the Center for Geriatrics and Gerontology, Columbia University, to be used to support scholarly clinical epidemiological activities whose goals are to prevent or delay losses that frequently accompany disability, chronic diseases, and aging.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$9,555,966$10,933,217▲ $1,377,251
Investments in Publicly Traded Securities$7,750,682$7,701,107▼ $49,575
Investments Other Securities$1,829,823$3,089,580▲ $1,259,757
Rtn Earn Endowment Incm Other Fnds$407,689--
Savings and Temporary Cash Investments$383,150$142,530▼ $240,620
Total Assets$9,963,655$10,933,217▲ $969,562
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,963,655$10,933,217▲ $969,562
Total Liabilities and Net Assets / Fund Balance$9,963,655$10,933,217▲ $969,562

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,089,580--
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleBaseTotal
The Glenmede Trust Co N aTrustee$32,023$32,023
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$341,281
Other Revenue
$197,157
Change in Net Assets
$94,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$403,047
Other Expenses$41,073
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$403,047--$403,047
Fees for Service Investment Mgmnt Fees$16,012$16,011-$32,023
Other Expenses-$2-$2
Total Functional Expenses$419,059$25,061$0$444,120
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Center for Geriatrics & GerontologyNew York, NY501(c)(3)To Provide Support to the Center for Scientific Approaches to Quality of Life in Health and Aging, Center for Geriatrics and Gerontology$403,047
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The glenmede trust company, n.a. As sole trustee arranges for the preparation of form 990. The form 990 is reviewed by the director of endowment and foundation advisory, an officer of the glenmede trust company, n.a., and the tax officer before filing with the irs and state agencies.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The entity's conflict of interest policy is monitored by trustee's compliance department”

Form 990, Page 6, Part VI, Line 19

“The supported charity has received a full copy of the entitys governing documents. The documents are also available upon reasonable request.”

Filing and Contact Details

Filer

Filer Name
MORRIS W STROUD 3RD TUW PENNSWOOD #1
EIN
23-7651475
Phone
2154196000
Address
C/O GLENMEDE 1650 MARKET ST STE 40, PHILADELPHIA, PA 19103

Signing Officer

Name
Melissa Burke
Title
Director
Phone
2154196000
Signed
2025-10-26
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7325164383
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“The change in beginning and ending net assets is due to beginning balance adjustment in the amount of ($407,020), partnership cost basis adjustments in the amount of $1,281,890, accrued interest effective after tax year in the amount of $735, accrued interest paid ($132) and cost basis adjustment of ($227).”

Raw XML AppendixShowing 400 of 424 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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IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt011477399
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IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0401709
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt011652182
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt010825789
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0401709
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0373219
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0403047
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0403047
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03089580
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueSecuritiesAmt03089580
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IRS990ScheduleI/RecipientTable/CashGrantAmt0403047
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT TO THE CENTER FOR SCIENTIFIC APPROACHES TO QUALITY OF LIFE IN HEALTH AND AGING, CENTER FOR GERIATRICS AND GERONTOLOGY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CENTER FOR GERIATRICS & GERONTOLOGY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0COLUMBIA UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0132907393
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 HAVEN AVENUE - TOWER 3-3DF
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010032
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PURSUANT TO THE ENTITY'S GOVERNING DOCUMENTS,THE ENTITY WAS FORMED, AND IS OPERATED, FOR THE SPECIFIC PURPOSE OF EXCLUSIVELY SUPPORTINGTHE CHARITABLE ORGANIZATION NAMED THEREIN.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1Income shall be paid to the Center for Geriatrics & Gerontology, Columbia University, to be used to support scholarly clinical epidemiological activities whose goals are to prevent or delay losses that frequently accompany disability, chronic diseases, and aging.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, QUESTION 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GLENMEDE TRUST COMPANY, N.A. AS SOLE TRUSTEE ARRANGES FOR THE PREPARATION OF FORM 990. THE FORM 990 IS REVIEWED BY THE DIRECTOR OF ENDOWMENT AND FOUNDATION ADVISORY, AN OFFICER OF THE GLENMEDE TRUST COMPANY, N.A., AND THE TAX OFFICER BEFORE FILING WITH THE IRS AND STATE AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENTITY'S CONFLICT OF INTEREST POLICY IS MONITORED BY TRUSTEE'S COMPLIANCE DEPARTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The supported charity has received a full copy of the entitys governing documents. The documents are also available upon reasonable request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CHANGE IN BEGINNING AND ENDING NET ASSETS IS DUE TO BEGINNING BALANCE ADJUSTMENT IN THE AMOUNT OF ($407,020), PARTNERSHIP COST BASIS ADJUSTMENTS IN THE AMOUNT OF $1,281,890, ACCRUED INTEREST EFFECTIVE AFTER TAX YEAR IN THE AMOUNT OF $735, ACCRUED INTEREST PAID ($132) AND COST BASIS ADJUSTMENT OF ($227).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0Columbia University
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0132907393
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0General Support
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(a)(3) SO III
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 Haven Ave - Tower 3-3DF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0New York
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09963655
IRS990/TotalAssetsEOYAmt010933217
IRS990/TotalAssetsGrp/BOYAmt09963655
IRS990/TotalAssetsGrp/EOYAmt010933217
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025061
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0419059
IRS990/TotalFunctionalExpensesGrp/TotalAmt0444120
IRS990/TotalGrossUBIAmt015759
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09963655
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010933217
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0419059
IRS990/TotalReportableCompFromOrgAmt032023
IRS990/TotalRevenueGrp/ExclusionAmt0522679
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0538438
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt015759
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09963655
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010933217
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01650 MARKET ST STE 4000
IRS990/USAddress/CityNm0PHILADELPHIA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019103
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA BURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02154196000

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