Civic Intelligence

The Morris and Phyllis Friedman

EIN 33-1609616 • Warren, OH

8700 E Market St Suite 1Warren, OH 44484
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

$1,215,019

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$1,215,019

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$0

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2024: $1,215,019Liabilities 2024: $0Net Assets 2024: $1,215,0192024

Highlighted filing

2024

Assets$1,215,019
Liabilities$0
Net Assets$1,215,019
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$0Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,215,019
Liabilities
$0
Net assets
$1,215,019
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 25, 2024 to Dec 31, 2024
Signed
Jun 30, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN FRIEDMANPresident, Trustee-$0--
DAVID A HOSO CPASecretary, Trustee-$0--
PATRICK P O'CONNOR CPATreasurer, Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Morris and Phyllis Friedman
EIN
33-1609616
Phone
3308569222
Address
8700 E MARKET ST SUITE 1, WARREN, OH 44484

Signing Officer

Name
David a Hoso
Title
Trustee
Phone
3308569222
Signed
2025-06-30
Discuss with paid preparer
Yes

Preparer

Firm
O'CONNOR HOSO & LOREE LLC
Address
8700 E MARKET ST SUITE 1, WARREN, OH 44484
Preparer
Scott K Loree CPA
Phone
3308569222
Raw XML Appendix243 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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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TRANSFER FROM THE MORRIS AND PHYLLIS FRIEDMAN FOUNDATION FEIN 27-1622793
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ReturnHeader/ReturnTs02025-06-30T10:16:20-05:00
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ReturnHeader/TaxPeriodBeginDt02024-11-25
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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