Civic Intelligence

Morningstar Foundation

EIN 36-3926901 • Skokie, IL

Pub. 78 Eligible
9725 Woods Drive 1001Skokie, IL 60077
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2021

Asset Growth

92nd percentile

80%

Faster asset growth than 92% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

869%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$338,592

Up $38,579 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$338,592

Up $38,579 (+13%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin96th percentile

Revenue

Up

$66,074

Up $45,472 (+221%) from 2023

Expenses

Up

$27,495

Up $15,171 (+123%) from 2023

Net Income

Up

$38,579

Up $30,301 (+366%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$400K$300K$200K$100K$0Assets 2014: $141,793Liabilities 2014: $0Net Assets 2014: $141,7932014Assets 2015: $153,893Liabilities 2015: $0Net Assets 2015: $153,8932015Assets 2016: $162,976Liabilities 2016: $0Net Assets 2016: $162,9762016Assets 2017: $176,322Liabilities 2017: $0Net Assets 2017: $176,3222017Assets 2018: $196,562Liabilities 2018: $0Net Assets 2018: $196,5622018Assets 2019: $210,703Liabilities 2019: $0Net Assets 2019: $210,7032019Assets 2020: $220,465Liabilities 2020: $0Net Assets 2020: $220,4652020Assets 2021: $397,608Liabilities 2021: $0Net Assets 2021: $397,6082021Assets 2022: $291,735Liabilities 2022: $0Net Assets 2022: $291,7352022Assets 2023: $300,013Liabilities 2023: $0Net Assets 2023: $300,0132023Assets 2024: $338,592Liabilities 2024: $0Net Assets 2024: $338,5922024

Highlighted filing

2024

Assets$338,592
Liabilities$0
Net Assets$338,592
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2014: $22,955Expenses 2014: $22,343Net Income 2014: $6122014Revenue 2015: $21,667Expenses 2015: $9,567Net Income 2015: $12,1002015Revenue 2016: $10,517Expenses 2016: $1,434Net Income 2016: $9,0832016Revenue 2017: $22,842Expenses 2017: $9,496Net Income 2017: $13,3462017Revenue 2018: $34,687Expenses 2018: $14,447Net Income 2018: $20,2402018Revenue 2019: $25,718Expenses 2019: $11,577Net Income 2019: $14,1412019Revenue 2020: $21,494Expenses 2020: $11,732Net Income 2020: $9,7622020Revenue 2021: $208,257Expenses 2021: $31,114Net Income 2021: $177,1432021Revenue 2022: $71,755Expenses 2022: $177,628Net Income 2022: -$105,8732022Revenue 2023: $20,602Expenses 2023: $12,324Net Income 2023: $8,2782023Revenue 2024: $66,074Expenses 2024: $27,495Net Income 2024: $38,5792024

Highlighted filing

2024

Revenue$66,074
Expenses$27,495
Net Income$38,579
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$338,592
Liabilities
$0
Net assets
$338,592
Revenue
$66,074
Expenses
$27,495
Net income
$38,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.66$0.27$0.39
2023Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.21$0.12$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.72$1.78$1.06
2021Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$2.08$0.31$1.77
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.21$0.12$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.26$0.12$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.35$0.14$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.23$0.09$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.11$0.01$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.22$0.10$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.23$0.22$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE C FRISCHSecretary-$0--
LARAH KENT TANNENBAUMDirector-$0--
THOMAS A KORMANSecretary-$0--
PAUL A KENTTreasurer-$0--
FRANCES B KENTPresident-$0--
KATHERINE MAY MADDENDirector-$0--
COLEEN KENT KARPFDirector-$0--
MICHAEL D FRISCHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Morningstar Foundation
EIN
36-3926901
Phone
8472130999
Address
9725 Woods Drive 1001, Skokie, IL 60077

Signing Officer

Name
Frances B Kent
Title
President
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
H D Roseth & Associates
Address
302 SAUNDERS RD STE 200, RIVERWOODS, IL 60015
Preparer
Danny Roseth
Phone
8475971970
Raw XML Appendix282 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/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FRANCES B KENT
IRS990PF/StatementsRegardingActyGrp/PhoneNum08472130999
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt016200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANTS FOR ADVANCEMENT OF STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP FUND FOR ADVANCEMENT OF STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0NORTHWESTERN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1THE UNIVERSITY OF TEXAS PERMIAN BAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01201 DAVIS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14901 E UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ODESSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd179762
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026200
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/AppliedToCurrentYearAmt023295
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023295
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0156833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01178
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0161891
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03880
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0156833
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01178
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027175
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03880
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0161891
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0158011
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0282
TaxesSchedule/TaxesDetail/Amt148
TaxesSchedule/TaxesDetail/Amt215
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2IL ANNUAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0254
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt143
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt213
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt028
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt22
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCES B KENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Morningstar Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MORN
ReturnHeader/Filer/EIN0363926901
ReturnHeader/Filer/PhoneNum08472130999
ReturnHeader/Filer/USAddress/AddressLine1Txt09725 Woods Drive 1001
ReturnHeader/Filer/USAddress/CityNm0Skokie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060077
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363466704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H D ROSETH & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 SAUNDERS RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIVERWOODS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08475971970
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Danny Roseth
ReturnHeader/ReturnTs02025-05-14T11:11:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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