Civic Intelligence

Morgan Family Foundation

EIN 35-2124850 • Carmel, IN

11250 N Gray RdCarmel, IN 46033-9703
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

51st percentile

1.8%

Higher net margin than 51% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

2.8%

Faster asset growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-22%

Faster revenue growth than 32% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$50,878

Up $1,400 (+2.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$50,878

Up $1,400 (+2.8%) from 2023

Revenue

Down

$77,901

Down $21,428 (-22%) from 2023

Expenses

Down

$76,501

Down $17,287 (-18%) from 2023

Net Income

Down

$1,400

Down $4,141 (-75%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2020: $435,876Liabilities 2020: $0Net Assets 2020: $435,8762020Assets 2021: $342,115Liabilities 2021: $0Net Assets 2021: $342,1152021Assets 2022: $330,782Liabilities 2022: $0Net Assets 2022: $330,7822022Assets 2023: $49,478Liabilities 2023: $0Net Assets 2023: $49,4782023Assets 2024: $50,878Liabilities 2024: $0Net Assets 2024: $50,8782024

Highlighted filing

2024

Assets$50,878
Liabilities$0
Net Assets$50,878

Operations Trend

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

$400K$200K$0-$200KRevenue 2020: $367,464Expenses 2020: $93,213Net Income 2020: $274,2512020Revenue 2021: $62,562Expenses 2021: $178,839Net Income 2021: -$116,2772021Revenue 2022: $84,064Expenses 2022: $96,652Net Income 2022: -$12,5882022Revenue 2023: $99,329Expenses 2023: $93,788Net Income 2023: $5,5412023Revenue 2024: $77,901Expenses 2024: $76,501Net Income 2024: $1,4002024

Highlighted filing

2024

Revenue$77,901
Expenses$76,501
Net Income$1,400

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 3, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROXANNA L MORGANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Morgan Family Foundation
EIN
35-2124850
Phone
3177142236
Address
11250 N GRAY RD, CARMEL, IN 46033-9703

Signing Officer

Name
Roxanna Morgan
Title
Trustee
Phone
3175806565
Signed
2025-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
3925 RIVER CROSSING PKWY STE 100, INDIANAPOLIS, IN 46240
Preparer
Susie M Keaton
Phone
3174722200
Raw XML Appendix290 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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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1IN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd046033
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd146033
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROXANNA MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03175806565
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORGAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORG
ReturnHeader/Filer/EIN0352124850
ReturnHeader/Filer/PhoneNum03177142236
ReturnHeader/Filer/USAddress/AddressLine1Txt011250 N GRAY RD
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0460339703
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481111111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03925 RIVER CROSSING PKWY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03174722200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSIE M KEATON
ReturnHeader/ReturnTs02025-05-08T00:59:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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