Civic Intelligence

Morgan Family Foundation

EIN 30-0205024 • Yellow Springs, OH

506 S High St Ste BYellow Springs, OH 45387-1577
Siviq Scores

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

Liabilities / Assets

27th percentile

0.02x

Higher debt load relative to assets than 27% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.33x

Higher debt load relative to revenue than 55% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

8th percentile

-38%

Higher net margin than 8% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$223,880

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

55th percentile

6.5%

Faster asset growth than 55% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2022 to 2024

Revenue Growth

20th percentile

-7.0%

Faster revenue growth than 20% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$52,483,633

Up $2,928,793 (+5.9%) from 2023

Liabilities

Up

$789,566

Up $226,288 (+40%) from 2023

Net Assets

Up

$51,694,067

Up $2,702,505 (+5.5%) from 2023

Operations
Liabilities / Revenue55th percentileNet Margin8th percentile

Revenue

Down

$2,391,716

Down $3,929,098 (-62%) from 2023

Expenses

Down

$3,299,421

Down $71,761 (-2.1%) from 2023

Net Income

Down

-$907,705

Down $3,857,337 (-131%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$60M$40M$20M$0Assets 2018: $43,464,557Liabilities 2018: $499,700Net Assets 2018: $42,964,8572018Assets 2019: $49,135,845Liabilities 2019: $817,174Net Assets 2019: $48,318,6712019Assets 2020: $51,827,477Liabilities 2020: $199,747Net Assets 2020: $51,627,7302020Assets 2021: $56,637,730Liabilities 2021: $169,490Net Assets 2021: $56,468,2402021Assets 2022: $46,232,673Liabilities 2022: $415,020Net Assets 2022: $45,817,6532022Assets 2023: $49,554,840Liabilities 2023: $563,278Net Assets 2023: $48,991,5622023Assets 2024: $52,483,633Liabilities 2024: $789,566Net Assets 2024: $51,694,0672024

Highlighted filing

2024

Assets$52,483,633
Liabilities$789,566
Net Assets$51,694,067
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$10M$5.0M$0-$5.0MRevenue 2018: $3,521,411Expenses 2018: $3,009,232Net Income 2018: $512,1792018Revenue 2019: $3,302,508Expenses 2019: $3,006,301Net Income 2019: $296,2072019Revenue 2020: $1,582,241Expenses 2020: $3,009,071Net Income 2020: -$1,426,8302020Revenue 2021: $7,567,556Expenses 2021: $3,385,480Net Income 2021: $4,182,0762021Revenue 2022: $2,767,106Expenses 2022: $3,355,794Net Income 2022: -$588,6882022Revenue 2023: $6,320,814Expenses 2023: $3,371,182Net Income 2023: $2,949,6322023Revenue 2024: $2,391,716Expenses 2024: $3,299,421Net Income 2024: -$907,7052024

Highlighted filing

2024

Revenue$2,391,716
Expenses$3,299,421
Net Income-$907,705
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,483,633
Liabilities
$789,566
Net assets
$51,694,067
Revenue
$2,391,716
Expenses
$3,299,421
Net income
-$907,705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$52.5$0.79$51.7$2.39$3.30$0.91
2023Detailed filing. Detailed filing data is available for this year.$49.6$0.56$49.0$6.32$3.37$2.95
2022Detailed filing. Detailed filing data is available for this year.$46.2$0.42$45.8$2.77$3.36$0.59
2021Detailed filing. Detailed filing data is available for this year.$56.6$0.17$56.5$7.57$3.39$4.18
2020Detailed filing. Detailed filing data is available for this year.$51.8$0.20$51.6$1.58$3.01$1.43
2019Detailed filing. Detailed filing data is available for this year.$49.1$0.82$48.3$3.30$3.01$0.30
2018Detailed filing. Detailed filing data is available for this year.$43.5$0.50$43.0$3.52$3.01$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI M KUHNExec. Director/SecretaryFT$177,000$46,880$223,880
STEPHEN T WILLIAMSCFO/Assistant TreasurerPT$104,676$24,811$129,487
LEE M MORGANPresident-$5,000-$5,000
VICTORIA A MORGANVice President-$4,750-$4,750
BARCLAY CARRIARTreasurer-$4,750-$4,750
JUDITH THOMPSONDirector-$4,250-$4,250
ASHA MORGAN MORANDirector-$4,000-$4,000
ERIC HARTDirector-$4,000-$4,000
RONALD BRANDENBURGDirector-$4,000-$4,000
ERICA SMITHDirector-$2,750-$2,750
Filing and Contact Details

Filer

Filer Name
Morgan Family Foundation
EIN
30-0205024
Phone
9377679208
Address
506 S HIGH ST STE B, YELLOW SPRINGS, OH 45387-1577

Signing Officer

Name
Lori M Kuhn
Title
Executive Director & Secretary
Phone
9377679208
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
6 S PATTERSON BLVD, DAYTON, OH 45402
Preparer
Karen O Crim
Phone
9372980201
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