Civic Intelligence

The Morton Family Foundation

990PF • Fiscal year 2013 • EIN 27-4268017

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 30, 2014

Organization Profile
Foundation Source 501 Silverside RdSuite 12319809-1377

(800) 839-1754

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

$196,509

No earlier filing loaded for comparison.

Net Assets

$196,509

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin80th percentile

Revenue

$10,408

No earlier filing loaded for comparison.

Expenses

$7,807

No earlier filing loaded for comparison.

Net Income

$2,601

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2013: $196,509Liabilities 2013: $0Net Assets 2013: $196,5092013Assets 2014: $185,461Liabilities 2014: $0Net Assets 2014: $185,4612014Assets 2015: $183,419Liabilities 2015: $0Net Assets 2015: $183,4192015Assets 2016: $157,933Liabilities 2016: $0Net Assets 2016: $157,9332016Assets 2017: $140,613Liabilities 2017: $0Net Assets 2017: $140,6132017Assets 2018: $143,201Liabilities 2018: $0Net Assets 2018: $143,2012018Assets 2019: $129,360Liabilities 2019: $0Net Assets 2019: $129,3602019Assets 2020: $121,321Liabilities 2020: $0Net Assets 2020: $121,3212020Assets 2021: $108,611Liabilities 2021: $0Net Assets 2021: $108,6112021Assets 2022: $99,152Liabilities 2022: $0Net Assets 2022: $99,1522022Assets 2023: $96,442Liabilities 2023: $0Net Assets 2023: $96,4422023Assets 2024: $84,160Liabilities 2024: $0Net Assets 2024: $84,1602024

Highlighted filing

2013

Assets$196,509
Liabilities$0
Net Assets$196,509
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2013: $10,408Expenses 2013: $7,807Net Income 2013: $2,6012013Revenue 2014: $10,199Expenses 2014: $21,247Net Income 2014: -$11,0482014Revenue 2015: $6,660Expenses 2015: $8,702Net Income 2015: -$2,0422015Revenue 2016: -$4,166Expenses 2016: $21,320Net Income 2016: -$25,4862016Revenue 2017: $10,349Expenses 2017: $27,669Net Income 2017: -$17,3202017Revenue 2018: $26,539Expenses 2018: $23,951Net Income 2018: $2,5882018Revenue 2019: $3,714Expenses 2019: $17,555Net Income 2019: -$13,8412019Revenue 2020: $4,309Expenses 2020: $12,348Net Income 2020: -$8,0392020Revenue 2021: $10,832Expenses 2021: $23,542Net Income 2021: -$12,7102021Revenue 2022: $9,740Expenses 2022: $19,199Net Income 2022: -$9,4592022Revenue 2023: $2,720Expenses 2023: $5,430Net Income 2023: -$2,7102023Revenue 2024: $8,220Expenses 2024: $20,502Net Income 2024: -$12,2822024

Highlighted filing

2013

Revenue$10,408
Expenses$7,807
Net Income$2,601
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 30, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark MortonPres / Director / Sec-$0--
Filing and Contact Details

Filer

EIN
27-4268017
In Care Of
% c/o Foundation Source
Phone
8008391754

Signing Officer

Name
mark a morton
Title
president
Phone
8008391754
Signed
2014-04-30
Discuss with paid preparer
Yes

Preparer

Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix284 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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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01213
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04562
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09789
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05775
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08576
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04562
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01991
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01991
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2012
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0mark a morton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Morton Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MORT
ReturnHeader/Filer/EIN0274268017
ReturnHeader/Filer/InCareOfNm0% c/o Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine10Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/AddressLine20Suite 123
ReturnHeader/Filer/USAddress/City0Wilmington
ReturnHeader/Filer/USAddress/State0DE
ReturnHeader/Filer/USAddress/ZIPCode0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02014-05-13T21:20:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$196,509
Liabilities
$0
Net assets
$196,509
Revenue
$10,408
Expenses
$7,807
Net income
$2,601
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.08$0.21$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.10$0.19$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.11$0.24$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.04$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.04$0.18$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.27$0.24$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.10$0.28$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.04$0.21$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.07$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.10$0.21$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.10$0.08$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • <$500k nonprofits