Civic Intelligence

Burton D Morgan Foundation Inc.

990T • Fiscal year 2023 • EIN 34-6598971

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 21, 2024

Organization Profile

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22 Aurora StHudson, OH 44236

(330) 655-1660

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2020: $188,965,982Liabilities 2020: $1,114,748Net Assets 2020: $187,851,2342020Assets 2021: $213,245,422Liabilities 2021: $1,433,196Net Assets 2021: $211,812,2262021Assets 2022: $173,175,106Liabilities 2022: $2,171,314Net Assets 2022: $171,003,7922022Assets 2023: $186,139,622Liabilities 2023: $1,122,831Net Assets 2023: $185,016,7912023Assets 2024: $202,790,094Liabilities 2024: $2,328,400Net Assets 2024: $200,461,6942024

Latest loaded filing

2024

Assets$202,790,094
Liabilities$2,328,400
Net Assets$200,461,694
Open 2024 Filing

Operations Trend

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

$20M$10M$0-$10MRevenue 2020: $19,355,232Expenses 2020: $7,921,522Net Income 2020: $11,433,7102020Revenue 2021: $12,585,270Expenses 2021: $10,334,616Net Income 2021: $2,250,6542021Revenue 2022: $7,374,725Expenses 2022: $11,725,143Net Income 2022: -$4,350,4182022Revenue 2023: $12,510,340Expenses 2023: $10,875,475Net Income 2023: $1,634,8652023Revenue 2024: $15,153,041Expenses 2024: $11,699,387Net Income 2024: $3,453,6542024

Latest loaded filing

2024

Revenue$15,153,041
Expenses$11,699,387
Net Income$3,453,654
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 21, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Burton D Morgan Foundation Inc
EIN
34-6598971
Phone
3306551660
Address
22 AURORA ST, HUDSON, OH 44236

Signing Officer

Name
Daniel Hampu
Title
President/CEO
Phone
3306551660
Signed
2024-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1001 WATER ST STE 500, TAMPA, FL 33602
Preparer
Kristen Barnett
Phone
8133162300
Raw XML Appendix102 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt00
IRS1120ScheduleD/Form4797GainOrLossAmt011131
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0-90733
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-6
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-101864
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-6
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-101918
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt153
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt21
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1COMMONFUND CAPITAL NATURAL RESOURCES PAR
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IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-101864
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-6
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IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-6
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt0684546
IRS990T/BooksInCareOfDetail/PersonNm0DENISE M GRIGGS
IRS990T/BooksInCareOfDetail/PhoneNum03306551660
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt022 AURORA ST
IRS990T/BooksInCareOfDetail/USAddress/CityNm0HUDSON
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IRS990T/BookValueAssetsEOYAmt0186139622
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IRS990T/PaidTaxLiabilityAmt00
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt01850
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0202443
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0202443
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0202443
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0QUALIFIED PARTNERSHIP INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt0200593
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0200593
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
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IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0200593
IRS990T/TotalUBTIComputedAmt0200593
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL HAMPU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03306551660
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURTON D MORGAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BURT
ReturnHeader/Filer/EIN0346598971
ReturnHeader/Filer/PhoneNum03306551660
ReturnHeader/Filer/USAddress/AddressLine1Txt022 AURORA ST
ReturnHeader/Filer/USAddress/CityNm0HUDSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044236
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 WATER ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033602
ReturnHeader/PreparerPersonGrp/PhoneNum08133162300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN BARNETT
ReturnHeader/ReturnTs02024-10-23T14:45:25-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$203$2.33$200$15.2$11.7$3.45
2023Detailed filing. Detailed filing data is available for this year.$186$1.12$185$12.5$10.9$1.63
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$173$2.17$171$7.37$11.7$4.35
2021Detailed filing. Detailed filing data is available for this year.$213$1.43$212$12.6$10.3$2.25
2020Detailed filing. Detailed filing data is available for this year.$189$1.11$188$19.4$7.92$11.4