Civic Intelligence

The Morton Family Foundation

990PF • Fiscal year 2023 • EIN 27-4268017

Jan 01, 2023 to Dec 31, 2023 • Filed on May 28, 2024

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-100%

Higher net margin than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.7%

Faster asset growth than 43% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-72%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$96,442

Down $2,710 (-2.7%) from 2022

Net Assets

Down

$96,442

Down $2,710 (-2.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin9th percentile

Revenue

Down

$2,720

Down $7,020 (-72%) from 2022

Expenses

Down

$5,430

Down $13,769 (-72%) from 2022

Net Income

Up

-$2,710

Up $6,749 (+71%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

2023

Assets$96,442
Liabilities$0
Net Assets$96,442
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

2023

Revenue$2,720
Expenses$5,430
Net Income-$2,710
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 28, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

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

Filer

Filer Name
The Morton Family Foundation
EIN
27-4268017
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
mark a morton
Title
president
Phone
8008391754
Signed
2024-05-28
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix286 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/ExcessFromYear4Amt09142
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04075
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054813
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt055866
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01037
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01037
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt1118
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2023
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2022
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0mark a morton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Morton Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MORT
ReturnHeader/Filer/EIN0274268017
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02024-05-30T16:29:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0mark a
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0morton
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,442
Liabilities
$0
Net assets
$96,442
Revenue
$2,720
Expenses
$5,430
Net income
-$2,710
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