Civic Intelligence

The Morton and Spapperi Family Foundation

EIN 32-6409207 • Vienna, VA

612 CENTER STREET SOUTH Suite 100Vienna, VA 22180
Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

Higher debt load relative to assets than 50% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.10x

Higher debt load relative to revenue than 74% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

60th percentile

5.7%

Faster asset growth than 60% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

103%

Faster revenue growth than 88% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$583,346

Up $31,521 (+5.7%) from 2023

Liabilities

Up

$2,030

Up $2,003 (+7419%) from 2023

Net Assets

Up

$581,316

Up $29,518 (+5.3%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin88th percentile

Revenue

Up

$20,196

Up $10,249 (+103%) from 2023

Expenses

Down

$10,567

Down $566 (-5.1%) from 2023

Net Income

Up

$9,629

Up $10,815 (+912%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$600K$400K$200K$0Assets 2020: $443,453Liabilities 2020: $3,500Net Assets 2020: $439,9532020Assets 2021: $566,638Liabilities 2021: $1,866Net Assets 2021: $564,7722021Assets 2022: $515,520Liabilities 2022: $684Net Assets 2022: $514,8362022Assets 2023: $551,825Liabilities 2023: $27Net Assets 2023: $551,7982023Assets 2024: $583,346Liabilities 2024: $2,030Net Assets 2024: $581,3162024

Highlighted filing

2024

Assets$583,346
Liabilities$2,030
Net Assets$581,316
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $10,328Expenses 2020: $37,476Net Income 2020: -$27,1482020Revenue 2021: $116,050Expenses 2021: $9,368Net Income 2021: $106,6822021Revenue 2022: $96,423Expenses 2022: $10,772Net Income 2022: $85,6512022Revenue 2023: $9,947Expenses 2023: $11,133Net Income 2023: -$1,1862023Revenue 2024: $20,196Expenses 2024: $10,567Net Income 2024: $9,6292024

Highlighted filing

2024

Revenue$20,196
Expenses$10,567
Net Income$9,629
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$583,346
Liabilities
$2,030
Net assets
$581,316
Revenue
$20,196
Expenses
$10,567
Net income
$9,629
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.83$0.02$5.81$0.20$0.11$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.10$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.16$0.01$5.15$0.96$0.11$0.86
2021Detailed filing. Detailed filing data is available for this year.$5.67$0.02$5.65$1.16$0.09$1.07
2020Detailed filing. Detailed filing data is available for this year.$4.43$0.04$4.40$0.10$0.37$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE SPAPPERI-MORTONTrustee, PresidentPT$0--
KENT MORTONTrustee, ChairmanPT$0--
LEISA RUSSELLChief Financial Officer-$0--
Filing and Contact Details

Filer

Filer Name
The Morton and Spapperi Family Foundation
EIN
32-6409207
In Care Of
% JULIE SPAPPERI-MORTON
Phone
5712462258
Address
612 CENTER STREET SOUTH Suite 100, VIENNA, VA 22180

Signing Officer

Name
Kent Morton
Title
Trustee, Chairman
Phone
5712462258
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer
Lawrence Luebcke
Phone
2127733000
Raw XML Appendix332 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VIENNA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd022180
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JULIE SPAPPERI-MORTON
IRS990PF/StatementsRegardingActyGrp/PhoneNum05712462258
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.RESTORENATURE.ORG
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JULIE SPAPPERI-MORTON
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1KENT MORTON
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04158
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028008
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt023850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05666
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021920
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt023850
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03736
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03736
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04158
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03736
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027586
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TELECOMMUNICATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01680
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11116
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21339
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt323
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01680
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21339
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt338
OtherIncreasesSchedule/OtherIncreasesDetail/Amt019889
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05964
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03948
TaxesSchedule/TaxesDetail/Amt0400
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENT MORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE, CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05712462258
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Morton and Spapperi Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MORT
ReturnHeader/Filer/EIN0326409207
ReturnHeader/Filer/InCareOfNm0% JULIE SPAPPERI-MORTON
ReturnHeader/Filer/PhoneNum05712462258
ReturnHeader/Filer/USAddress/AddressLine1Txt0612 CENTER STREET SOUTH Suite 100
ReturnHeader/Filer/USAddress/CityNm0VIENNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022180
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100018604
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lawrence Luebcke
ReturnHeader/ReturnTs02025-11-15T07:11:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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