Civic Intelligence

Morton Family Foundation

990PF • Fiscal year 2015 • EIN 36-3605391

Jan 01, 2015 to Dec 31, 2015 • Filed on May 15, 2016

Organization Profile
420 East Ohio Street Unit 4FChicago, IL 60011

(312) 944-1620

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

57th percentile

$57,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

61st percentile

2.7%

Faster asset growth than 61% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

47th percentile

1.1%

Faster revenue growth than 47% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,224,012

Up $83,962 (+2.7%) from 2014

Net Assets

Up

$3,224,012

Up $83,962 (+2.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin75th percentile

Revenue

Up

$437,800

Up $4,642 (+1.1%) from 2014

Expenses

Down

$353,838

Down $116,866 (-25%) from 2014

Net Income

Up

$83,962

Up $121,508 (+324%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,140,050Liabilities 2014: $0Net Assets 2014: $3,140,0502014Assets 2015: $3,224,012Liabilities 2015: $0Net Assets 2015: $3,224,0122015Assets 2016: $3,184,676Liabilities 2016: $0Net Assets 2016: $3,184,6762016Assets 2017: $3,081,851Liabilities 2017: $0Net Assets 2017: $3,081,8512017Assets 2018: $3,006,377Liabilities 2018: $0Net Assets 2018: $3,006,3772018Assets 2019: $2,926,065Liabilities 2019: $0Net Assets 2019: $2,926,0652019Assets 2020: $2,832,484Liabilities 2020: $0Net Assets 2020: $2,832,4842020Assets 2021: $2,718,591Liabilities 2021: $0Net Assets 2021: $2,718,5912021Assets 2022: $2,384,168Liabilities 2022: $0Net Assets 2022: $2,384,1682022Assets 2023: $2,325,884Liabilities 2023: $0Net Assets 2023: $2,325,8842023Assets 2024: $2,286,882Liabilities 2024: $0Net Assets 2024: $2,286,8822024

Highlighted filing

2015

Assets$3,224,012
Liabilities$0
Net Assets$3,224,012
Open 2015 Filing

Operations Trend

Revenue Growth47th percentile

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

$500K$0-$500KRevenue 2014: $433,158Expenses 2014: $470,704Net Income 2014: -$37,5462014Revenue 2015: $437,800Expenses 2015: $353,838Net Income 2015: $83,9622015Revenue 2016: $206,267Expenses 2016: $245,603Net Income 2016: -$39,3362016Revenue 2017: $157,920Expenses 2017: $260,745Net Income 2017: -$102,8252017Revenue 2018: $124,281Expenses 2018: $199,755Net Income 2018: -$75,4742018Revenue 2019: $122,984Expenses 2019: $203,296Net Income 2019: -$80,3122019Revenue 2020: $99,309Expenses 2020: $192,890Net Income 2020: -$93,5812020Revenue 2021: $56,928Expenses 2021: $170,821Net Income 2021: -$113,8932021Revenue 2022: -$183,299Expenses 2022: $151,124Net Income 2022: -$334,4232022Revenue 2023: $78,277Expenses 2023: $136,061Net Income 2023: -$57,7842023Revenue 2024: $111,538Expenses 2024: $148,940Net Income 2024: -$37,4022024

Highlighted filing

2015

Revenue$437,800
Expenses$353,838
Net Income$83,962
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 15, 2016
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES FREYPresidentPT$57,000-$57,000
WILLIAM O'KEEFESec/Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED SCHEDULEUNRESTRICTEDPCCoraopolis, PA, US$219,890
Filing and Contact Details

Filer

Filer Name
Morton Family Foundation
EIN
36-3605391
In Care Of
% CHARLES FREY
Phone
3129441620
Address
420 East Ohio Street Unit 4F, CHICAGO, IL 60011

Signing Officer

Name
Charles Frey
Title
President
Phone
8473814403
Signed
2016-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Miller Cooper & Co Ltd
Address
1751 Lake Cook Road Suite 400, Deerfield, IL 60015
Preparer
Avrum Katz
Phone
8472055000
Raw XML Appendix358 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/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0162 BUCKLEY ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Barrington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060010
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CHARLES FREY
IRS990PF/StatementsRegardingActyGrp/PhoneNum08473814403
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORMAT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Charles Frey
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08473814403
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0420 E Ohio St 4F
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Chicago
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060011
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0219890
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0451 McCormick Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Coraopolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015108
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0219890
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/AppliedToCurrentYearAmt0151792
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0151792
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0179930
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0178923
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030766
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0215149
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt079580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt079580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0681304
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt076536
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0179930
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0178923
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030766
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0215149
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0228328
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt076536
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0760884
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0684348
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt023200
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0CHEVY TRAILBLAZER
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt023200
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0155211
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0JACKSON HOLE INVESTMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0155211
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0155211
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1US TREASURY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2IL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt041574
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17584
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Teton Preferred Transport, LLC Income
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019337
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12330
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY/MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02330
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019337
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BalanceDueAmt0215
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BorrowerPersonNm0SCOTT SMITH
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LoanOriginalAmt0216
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES FREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08473814403
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Morton Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MORT
ReturnHeader/Filer/EIN0363605391
ReturnHeader/Filer/InCareOfNm0% CHARLES FREY
ReturnHeader/Filer/PhoneNum03129441620
ReturnHeader/Filer/USAddress/AddressLine1Txt0420 East Ohio Street Unit 4F
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER COOPER & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01751 Lake Cook Road Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Deerfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08472055000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Avrum Katz
ReturnHeader/ReturnTs02018-08-30T12:01:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,224,012
Liabilities
$0
Net assets
$3,224,012
Revenue
$437,800
Expenses
$353,838
Net income
$83,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.11$0.15$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.08$0.14$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.18$0.15$0.33
2021Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.06$0.17$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.10$0.19$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.12$0.20$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.12$0.20$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.16$0.26$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.21$0.25$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.44$0.35$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.43$0.47$0.04