Civic Intelligence

The Morrow Foundation

990PF • Fiscal year 2023 • EIN 41-1859316

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 07, 2024

440 Bunchberry DrMaineville, OH 45039

(937) 620-2650

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

17th percentile

-33%

Higher net margin than 17% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

28th percentile

-3.1%

Faster asset growth than 28% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-42%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$2,261,075

Flat from 2023

Net Assets

$2,261,075

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Flat

$218,026

Flat from 2023

Expenses

Flat

$290,476

Flat from 2023

Net Income

Flat

-$72,450

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $76,681Liabilities 2010: $0Net Assets 2010: $76,6812010Assets 2011: $85,305Liabilities 2011: $0Net Assets 2011: $85,3052011Assets 2012: $2,438,963Liabilities 2012: $0Net Assets 2012: $2,438,9632012Assets 2013: $2,462,775Liabilities 2013: $0Net Assets 2013: $2,462,7752013Assets 2014: $2,401,672Liabilities 2014: $12014Assets 2015: $2,322,267Liabilities 2015: $0Net Assets 2015: $2,322,2672015Assets 2016: $2,278,320Liabilities 2016: $0Net Assets 2016: $2,278,3202016Assets 2017: $2,199,195Liabilities 2017: $0Net Assets 2017: $2,199,1952017Assets 2018: $2,409,628Liabilities 2018: $0Net Assets 2018: $2,409,6282018Assets 2019: $2,465,955Liabilities 2019: $12019Assets 2020: $2,436,653Liabilities 2020: $0Net Assets 2020: $2,436,6532020Assets 2021: $2,552,719Liabilities 2021: $12021Assets 2022: $2,333,525Liabilities 2022: $0Net Assets 2022: $2,333,5252022Assets 2023: $2,261,075Liabilities 2023: $0Net Assets 2023: $2,261,0752023Assets 2023: $2,261,075Liabilities 2023: $12023

Highlighted filing

2023

Assets$2,261,075
Liabilities$0
Net Assets$2,261,075

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $4,4352010Expenses 2011: $4,6712011Expenses 2012: $30,8142012Revenue 2013: $174,746Expenses 2013: $150,934Net Income 2013: $23,8122013Revenue 2014: $130,917Expenses 2014: $192,020Net Income 2014: -$61,1032014Revenue 2015: $142,531Expenses 2015: $221,936Net Income 2015: -$79,4052015Revenue 2016: $185,438Expenses 2016: $229,385Net Income 2016: -$43,9472016Revenue 2017: $149,086Expenses 2017: $228,211Net Income 2017: -$79,1252017Revenue 2018: $445,554Expenses 2018: $235,121Net Income 2018: $210,4332018Revenue 2019: $308,004Expenses 2019: $251,677Net Income 2019: $56,3272019Revenue 2020: $237,211Expenses 2020: $266,513Net Income 2020: -$29,3022020Revenue 2021: $152,618Expenses 2021: $36,552Net Income 2021: $116,0662021Revenue 2022: $377,416Expenses 2022: $596,610Net Income 2022: -$219,1942022Revenue 2023: $218,026Expenses 2023: $290,476Net Income 2023: -$72,4502023Revenue 2023: $218,026Expenses 2023: $290,476Net Income 2023: -$72,4502023

Highlighted filing

2023

Revenue$218,026
Expenses$290,476
Net Income-$72,450
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 7, 2024
Return Version
2023v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA ELLIOTDirector-$0--
CHERYL NEWTONDirector-$0--
KATHERINE CAUDILL-RIOSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Morrow Foundation
EIN
41-1859316
Phone
9376202650
Address
440 BUNCHBERRY DR, MAINEVILLE, OH 45039

Signing Officer

Name
Lisa Elliot
Title
Director
Phone
5135495139
Signed
2024-02-07

Preparer

Firm
Tenney Coons & Associates Llp
Address
4510 W 77TH ST STE 100, EDINA, MN 55435-5502
Preparer
Paul Coons
Phone
9529219504
Raw XML Appendix356 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd245208
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0280000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0280000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LISA ELLIOTT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0440 BUNCHBERRY DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MAINEVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045039
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09376202650
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt085000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt185000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt230000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt380000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SOCIETY OF WOMEN IN ENGINEERING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MIAMI UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JOHN BURROUGHS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MINNESOTA HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF MN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0725 E CHESTNUT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1755 S PRICE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2345 KELLOGG BOULEVARD W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3200 OAK STREET SE STE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OXFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1631241866
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2551021906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd355455
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0280000
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/AppliedToCurrentYearAmt0105
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0279895
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0273529
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0280000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0273424
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0279895
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MN FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt08518
TaxesSchedule/TaxesDetail/Amt1733
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX BASED ON INV INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0733
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA ELLIOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05135495139
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MORROW FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0411859316
ReturnHeader/Filer/PhoneNum09376202650
ReturnHeader/Filer/USAddress/AddressLine1Txt0440 BUNCHBERRY DR
ReturnHeader/Filer/USAddress/CityNm0MAINEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045039
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410956806
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TENNEY COONS & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04510 W 77TH ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554355502
ReturnHeader/PreparerPersonGrp/PhoneNum09529219504
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL COONS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-26T12:13:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELLIOT
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.22$0.29$0.07
2023Summary only. Only limited summary data is available for this year.$2.26$0.00$0.22$0.29$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.38$0.60$0.22
2021Summary only. Only limited summary data is available for this year.$2.55$0.00$0.15$0.04$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.24$0.27$0.03
2019Summary only. Only limited summary data is available for this year.$2.47$0.00$0.31$0.25$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.45$0.24$0.21
2017Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.15$0.23$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.19$0.23$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.14$0.22$0.08
2014Summary only. Only limited summary data is available for this year.$2.40$0.00$0.13$0.19$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.17$0.15$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00