Civic Intelligence

The Morton Foundation

990 • Fiscal year 2018 • EIN 31-1676188

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

7309 E Livingston AveReynoldsburg, OH 43068

(614) 751-8227

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

81st percentile

$78,430

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

53rd percentile

2.4%

Faster asset growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$246,369

Up $5,835 (+2.4%) from 2017

Net Assets

Up

$246,369

Up $5,835 (+2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$521,720

Up $114,248 (+28%) from 2017

Expenses

Up

$468,082

Up $63,990 (+16%) from 2017

Net Income

Up

$53,638

Up $50,258 (+1487%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2016: $214,787Liabilities 2016: $0Net Assets 2016: $214,7872016Assets 2017: $240,534Liabilities 2017: $0Net Assets 2017: $240,5342017Assets 2018: $246,369Liabilities 2018: $0Net Assets 2018: $246,3692018Assets 2019: $511,871Liabilities 2019: $0Net Assets 2019: $511,8712019Assets 2020: $737,225Liabilities 2020: $62,200Net Assets 2020: $675,0252020Assets 2021: $1,300,197Liabilities 2021: $57,865Net Assets 2021: $1,242,3322021Assets 2022: $1,052,175Liabilities 2022: $0Net Assets 2022: $1,052,1752022Assets 2023: $900,931Liabilities 2023: $0Net Assets 2023: $900,9312023Assets 2024: $621,552Liabilities 2024: $0Net Assets 2024: $621,5522024

Highlighted filing

2018

Assets$246,369
Liabilities$0
Net Assets$246,369

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2016: $446,284Expenses 2016: $488,137Net Income 2016: -$41,8532016Revenue 2017: $407,472Expenses 2017: $404,092Net Income 2017: $3,3802017Revenue 2018: $521,720Expenses 2018: $468,082Net Income 2018: $53,6382018Revenue 2019: $746,961Expenses 2019: $501,984Net Income 2019: $244,9772019Revenue 2020: $533,169Expenses 2020: $399,552Net Income 2020: $133,6172020Revenue 2021: $945,465Expenses 2021: $435,591Net Income 2021: $509,8742021Revenue 2022: $479,838Expenses 2022: $564,034Net Income 2022: -$84,1962022Revenue 2023: $533,527Expenses 2023: $817,954Net Income 2023: -$284,4272023Revenue 2024: $637,701Expenses 2024: $924,880Net Income 2024: -$287,1792024

Highlighted filing

2018

Revenue$521,720
Expenses$468,082
Net Income$53,638
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$701,839
Mission and Program Overview

Mission

Impacting the lives of young people by providing education programs that build character, instill life enhancing values and promote healthy choices through the game of golf.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$206,849$198,882▼ $7,967
Land, Buildings, and Equipment, Net$0$43,672▲ $43,672
Cash and Non-Interest-Bearing Accounts$33,685$3,815▼ $29,870
Total Assets$240,534$246,369▲ $5,835
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$240,534$246,369▲ $5,835
Total Net Assets Fund Balance$240,534$246,369▲ $5,835
Total Liabilities and Net Assets / Fund Balance$240,534$246,369▲ $5,835

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$43,672$4,028$47,700
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Cheri JenkinsExecutive DirectorFT$78,430$78,430

Board Members and Trustees

NameTitle
Jason JobPresident/board Member
Jeff CullmanVice President/board Membe
Andy RoseBoard Member
Brad McleanBoard Member
Corey DayhuffBoard Member
Dan SullivanBoard Member
Geoff OrtlipBoard Member
Heather DittyBoard Member
Jan HenselBoard Member
Jim SpraggBoard Member
Joseph BettendorfBoard Member
Paul WashingtonBoard Member
Ray HammanBoard Member
Russ HodgeBoard Member
Saundra CookeBoard Member
Tod OrtlipBoard Member
David BersonSecretary/board Member
Wayne RobinsonTreasurer/board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$411,980
Program Service Revenue
$63,648
Investment Income
$43,387
Other Revenue
$2,705
All Other Contributions
$275,430
Change in Net Assets
$53,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$248,973
Other Expenses$193,754
Grants and Similar Amounts Paid$25,355
Total Fundraising Expense$21,340
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$137,943$10,097$5,179$153,219
Current Officers, Directors, Trustees, and Key Employees$70,610$5,168$2,652$78,430
Payroll Taxes$15,597$1,142$585$17,324
Fees for Services Other$1,543$14,704-$16,247
Office Expenses$2,041$6,431$5,937$14,409
Grants to Domestic Orgs$13,750--$13,750
Grants to Domestic Individuals$11,605--$11,605
Travel$6,594$246-$6,840
Information Technology$4,991$21-$5,012
Insurance$2,427$2,119-$4,546
Occupancy$567$3,860-$4,427
Depreciation Depletion$4,028--$4,028
Advertising$2,198$79$489$2,766
Other Expenses$1,781-$16$1,797
All Other Expenses$90$952$620$1,662
Total Functional Expenses$401,923$44,819$21,340$468,082
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Ohio State UniversityColumbus, OH501(c)3Scholarships for the Professional Golf Management Program$13,750
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$105,833
Fundraising Gross Income$103,312
Gaming Gross Income$3,226
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
T'S FOR TEE$69,850$60,600$3,182$57,418
ORTY'S OUTING$111,410$38,510$13,383$25,127
Total Events$239,862$103,312$105,833$-2,521
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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, Part VI, Section A, Line 2

Board members tod and geoff ortlip are father and son.

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by the entire board prior to submission with the irs.

Form 990, Part VI, Section B, Line 12C

The organization regularly monitors and enforces compliance with conflicts of interest. The organization upholds a policy for the disclosure of conflicts of interest.

Form 990, Part VI, Section B, Line 15A

An independent board of directors obtains information from first tee national and other similarly sized organizations in the columbus area to assess appropriate executive compensation. The deliberation and decisions of the board area documented in board minutes. There are no other compensated officers/key employees.

Form 990, Part VI, Section C, Line 18

The form 990 is available written request.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are available upon written request.

Filing and Contact Details

Filer

Filer Name
The Morton Foundation
EIN
31-1676188
Phone
6147518227
Address
7309 E LIVINGSTON AVE, REYNOLDSBURG, OH 43068
Doing Business As
The First Tee of Central Ohio

Signing Officer

Name
Cheri Jenkins
Title
Executive Director
Phone
6147518227
Signed
2019-11-12

Organization Details

Principal Officer
Cheri Jenkins
Formed
1999
Legal Domicile
Oh
Voting Board Members
18
Independent Board Members
18
Employees
14
Volunteers
75

Preparer

Firm
John Gerlach & Company Llp
Address
37 W BROAD ST STE 800, COLUMBUS, OH 43215
Preparer
Jon Yerian CPA
Phone
6142242164
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

To impact the lives of young people by providing educational programs that build character, instill life enriching values and promote healthy choices through the game of golf.

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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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IRS990/InformationTechnologyGrp/TotalAmt05012
IRS990/InsuranceGrp/ManagementAndGeneralAmt02119
IRS990/InsuranceGrp/ProgramServicesAmt02427
IRS990/InsuranceGrp/TotalAmt04546
IRS990/InvestmentIncomeGrp/ExclusionAmt08957
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08957
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0206849
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0198882
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04028
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt043672
IRS990/LandBldgEquipCostOrOtherBssAmt047700
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt074286
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0IMPACTING THE LIVES OF YOUNG PEOPLE BY PROVIDING EDUCATION PROGRAMS THAT BUILD CHARACTER, INSTILL LIFE ENHANCING VALUES AND PROMOTE HEALTHY CHOICES THROUGH THE GAME OF GOLF.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0240534
IRS990/NetAssetsOrFundBalancesEOYAmt0246369
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt034430
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt034430
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-2521
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2521
IRS990/NetIncomeFromGamingGrp/ExclusionAmt03226
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt03226
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-51003
IRS990/NoncashContributionsAmt07296
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03860
IRS990/OccupancyGrp/ProgramServicesAmt0567
IRS990/OccupancyGrp/TotalAmt04427
IRS990/OfficeExpensesGrp/FundraisingAmt05937
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06431
IRS990/OfficeExpensesGrp/ProgramServicesAmt02041
IRS990/OfficeExpensesGrp/TotalAmt014409
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM COSTS - CAMPS/C
IRS990/OtherExpensesGrp/Desc1OTHER FUNDRAISING
IRS990/OtherExpensesGrp/Desc2PROGRAM COSTS - METRO P
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt05862
IRS990/OtherExpensesGrp/FundraisingAmt116
IRS990/OtherExpensesGrp/ProgramServicesAmt084226
IRS990/OtherExpensesGrp/ProgramServicesAmt120048
IRS990/OtherExpensesGrp/ProgramServicesAmt221884
IRS990/OtherExpensesGrp/ProgramServicesAmt31781
IRS990/OtherExpensesGrp/TotalAmt084226
IRS990/OtherExpensesGrp/TotalAmt125910
IRS990/OtherExpensesGrp/TotalAmt221884
IRS990/OtherExpensesGrp/TotalAmt31797
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02000
IRS990/OtherRevenueTotalAmt02000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05179
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010097
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0137943
IRS990/OtherSalariesAndWagesGrp/TotalAmt0153219
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0585
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01142
IRS990/PayrollTaxesGrp/ProgramServicesAmt015597
IRS990/PayrollTaxesGrp/TotalAmt017324
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHERI JENKINS
IRS990/PriorPeriodAdjustmentsAmt03200
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt063648
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt063648
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0392373
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt018250
IRS990/PYInvestmentIncomeAmt017387
IRS990/PYOtherExpensesAmt0113773
IRS990/PYOtherRevenueAmt0-47688
IRS990/PYProgramServiceRevenueAmt045400
IRS990/PYRevenuesLessExpensesAmt03380
IRS990/PYSalariesCompEmpBnftPaidAmt0272069
IRS990/PYTotalExpensesAmt0404092
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0407472
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt053638
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt065648
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0141190
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0102136
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt045000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0288326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0411980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0395473
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0400349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0184804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0194254
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01586860
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08957
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010312
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05687
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015989
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014048
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt054993
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063648
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt045400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053368
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt049514
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0262875
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0103312
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt092950
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt096300
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0220466
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0235355
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0748383
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08957
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010312
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05687
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015989
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt054993
IRS990ScheduleA/InvestmentIncomeCYPct00.02070
IRS990ScheduleA/InvestmentIncomePYPct00.02320

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