Civic Intelligence

Morgan Lewis Foundation

990 • Fiscal year 2019 • EIN 47-1813365

Oct 01, 2018 to Sep 30, 2019 • Filed on May 11, 2020

Organization ProfileN/A
1701 Market StreetPhiladelphia, PA 19103

(215) 963-5670

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-70%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

19th percentile

-5.2%

Faster asset growth than 19% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

132%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,894,844

Down $158,295 (-5.2%) from 2018

Net Assets

Down

$2,894,844

Down $158,295 (-5.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin4th percentile

Revenue

Up

$236,801

Up $134,648 (+132%) from 2018

Expenses

Up

$402,442

Up $138,927 (+53%) from 2018

Net Income

Down

-$165,641

Down $4,279 (-2.7%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $1,104,081Liabilities 2014: $0Net Assets 2014: $1,104,0812014Assets 2015: $1,015,930Liabilities 2015: $0Net Assets 2015: $1,015,9302015Assets 2016: $2,956,411Liabilities 2016: $0Net Assets 2016: $2,956,4112016Assets 2017: $3,040,125Liabilities 2017: $0Net Assets 2017: $3,040,1252017Assets 2018: $3,053,139Liabilities 2018: $0Net Assets 2018: $3,053,1392018Assets 2019: $2,894,844Liabilities 2019: $0Net Assets 2019: $2,894,8442019Assets 2020: $4,157,817Liabilities 2020: $0Net Assets 2020: $4,157,8172020Assets 2021: $3,682,669Liabilities 2021: $0Net Assets 2021: $3,682,6692021Assets 2022: $3,106,304Liabilities 2022: $0Net Assets 2022: $3,106,3042022Assets 2023: $3,192,973Liabilities 2023: $0Net Assets 2023: $3,192,9732023Assets 2024: $3,808,414Liabilities 2024: $0Net Assets 2024: $3,808,4142024

Highlighted filing

2019

Assets$2,894,844
Liabilities$0
Net Assets$2,894,844
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2014: $1,104,081Expenses 2014: $0Net Income 2014: $1,104,0812014Revenue 2015: $9,957Expenses 2015: $40,030Net Income 2015: -$30,0732015Revenue 2016: $1,910,587Expenses 2016: $142,814Net Income 2016: $1,767,7732016Revenue 2017: $62,317Expenses 2017: $227,325Net Income 2017: -$165,0082017Revenue 2018: $102,153Expenses 2018: $263,515Net Income 2018: -$161,3622018Revenue 2019: $236,801Expenses 2019: $402,442Net Income 2019: -$165,6412019Revenue 2020: $1,355,284Expenses 2020: $276,395Net Income 2020: $1,078,8892020Revenue 2021: $548,954Expenses 2021: $1,512,688Net Income 2021: -$963,7342021Revenue 2022: $440,914Expenses 2022: $395,633Net Income 2022: $45,2812022Revenue 2023: $357,971Expenses 2023: $530,614Net Income 2023: -$172,6432023Revenue 2024: $1,646,441Expenses 2024: $1,508,184Net Income 2024: $138,2572024

Highlighted filing

2019

Revenue$236,801
Expenses$402,442
Net Income-$165,641
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
May 11, 2020
Return Version
2018v3.1
Gross Receipts
$403,459
Mission and Program Overview

Mission

The morgan lewis foundation is organized and operated for charitable and educational purposes, including providing scholarships to deserving college and law school students and grants to other qualified charitable organizations.

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,053,139$2,894,844▼ $158,295
Total Assets$3,053,139$2,894,844▼ $158,295
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,053,139$2,894,844▼ $158,295
Total Net Assets Fund Balance$3,053,139$2,894,844▼ $158,295
Total Liabilities and Net Assets / Fund Balance$3,053,139$2,894,844▼ $158,295
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Amanda D SmithPresident
Charlene S ShimadaDirector
Grace E SpeightsDirector
Marcia NotarangeloDirector
Michelle Park ChiuDirector
Nagwa HultquistDirector
Rahul KapoorDirector
Sara WellsDirector
Timothy W LevinDirector
Robert E McdonnellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$139,541
Program Service Revenue
$0
Investment Income
$97,260
Other Revenue
$0
All Other Contributions
$122,495
Change in Net Assets
$-165,641
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$315,000
Other Expenses$87,442
Total Fundraising Expense$83,895
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$290,000--$290,000
Grants to Domestic Orgs$25,000--$25,000
Fees for Services Accounting-$3,190-$3,190
Other Expenses-$357$83,895$357
Total Functional Expenses$315,000$3,547$83,895$402,442
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Clara CollegeSanta Clara, CA501(c)(3)To Support the Howard S. and Alida S. Charney Hall of Law Building Fund at Santa Clara Univeresity School of Law.$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Morgan, lewis & bockius llp is the sole member of the organization.”

Form 990, Part VI, Section A, Line 7A

“Morgan, lewis & bockius llp appoints the organization's directors.”

Form 990, Part VI, Section A, Line 7B

“Morgan, lewis & bockius llp has the power to amend or repeal the organization's bylaws.”

Form 990, Part VI, Section B, Line 11B

“The form 990 was prepared by the outside accountants and reviewed by the directors before filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“When a covered person becomes aware of a possible covered transaction, he or she has a duty to take the following actions: (a) immediately disclose the existence and all material facts of the possible covered transaction to the president; (b) refrain from using his or her personal influence to encourage entering into the covered transaction; and (c) physically excuse himself or herself from participation in any discussions regarding the covered transaction with officers, directors, and employees of the organization, except to respond to requests for information. In order to assist the organization in identifying potential covered transactions, each covered person who currently serves as an officer or director annually completes and signs a conflict of interest declaration provided by the organization and updates such declaration as necessary to reflect changes during the course of the year. Completed declarations are available for inspection by the board of directors and the officers of the organization and by such other persons as the president may deem appropriate.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon reasonable request.”

FORM 990, PART VII, SECTION A:

“The day-to-day operations of the organization are managed by a volunteer board of directors.”

Filing and Contact Details

Filer

Filer Name
Morgan Lewis Foundation
EIN
47-1813365
Phone
2159635670
Address
1701 MARKET STREET, PHILADELPHIA, PA 19103

Signing Officer

Name
Robert Mcdonnell
Title
Treasurer
Phone
2159635670
Signed
2020-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda D Smith
Formed
2014
Legal Domicile
De
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
10

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Richard J Locastro CPA
Phone
3019519090
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE HOWARD S. AND ALIDA S. CHARNEY HALL OF LAW BUILDING FUND AT SANTA CLARA UNIVERESITY SCHOOL OF LAW.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0UNDER THE AGREEMENTS WITH THE SCHOOLS, GRANTS ARE TO BE USED PAY FOR TUITION AND FEES UNDER A SCHOLARSHIP. THE SCHOOL IS RESPONSIBLE FOR NOTIFYING THE FOUNDATION IF A RECIPIENT CEASES TO BE ENROLLED AT THE SCHOOL PRIOR TO FULL PAYMENT AND USE OF THE SCHOLARSHIP. IF A RECIPIENT LOSES ELIGIBILITY FOR THE SCHOLARSHIP, THE SCHOLARSHIP WILL TERMINATE. THE GIFT TO SANTA CLARA UNIVERSITY SCHOOL OF LAW WAS FOR THE HOWARD S. AND ALIDA S. CHARNEY HALL OF LAW BUILDING FUND. USE OF THE GIFT WAS NOT MONITORED AFTER AWARD.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MORGAN, LEWIS & BOCKIUS LLP IS THE SOLE MEMBER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MORGAN, LEWIS & BOCKIUS LLP APPOINTS THE ORGANIZATION'S DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MORGAN, LEWIS & BOCKIUS LLP HAS THE POWER TO AMEND OR REPEAL THE ORGANIZATION'S BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE DIRECTORS BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WHEN A COVERED PERSON BECOMES AWARE OF A POSSIBLE COVERED TRANSACTION, HE OR SHE HAS A DUTY TO TAKE THE FOLLOWING ACTIONS: (A) IMMEDIATELY DISCLOSE THE EXISTENCE AND ALL MATERIAL FACTS OF THE POSSIBLE COVERED TRANSACTION TO THE PRESIDENT; (B) REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE ENTERING INTO THE COVERED TRANSACTION; AND (C) PHYSICALLY EXCUSE HIMSELF OR HERSELF FROM PARTICIPATION IN ANY DISCUSSIONS REGARDING THE COVERED TRANSACTION WITH OFFICERS, DIRECTORS, AND EMPLOYEES OF THE ORGANIZATION, EXCEPT TO RESPOND TO REQUESTS FOR INFORMATION. IN ORDER TO ASSIST THE ORGANIZATION IN IDENTIFYING POTENTIAL COVERED TRANSACTIONS, EACH COVERED PERSON WHO CURRENTLY SERVES AS AN OFFICER OR DIRECTOR ANNUALLY COMPLETES AND SIGNS A CONFLICT OF INTEREST DECLARATION PROVIDED BY THE ORGANIZATION AND UPDATES SUCH DECLARATION AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. COMPLETED DECLARATIONS ARE AVAILABLE FOR INSPECTION BY THE BOARD OF DIRECTORS AND THE OFFICERS OF THE ORGANIZATION AND BY SUCH OTHER PERSONS AS THE PRESIDENT MAY DEEM APPROPRIATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REASONABLE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE DAY-TO-DAY OPERATIONS OF THE ORGANIZATION ARE MANAGED BY A VOLUNTEER BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, SECTION A:
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,894,844
Liabilities
$0
Net assets
$2,894,844
Revenue
$236,801
Expenses
$402,442
Net income
-$165,641
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$1.65$1.51$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.36$0.53$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.00$3.11$0.44$0.40$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.55$1.51$0.96
2020Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$1.36$0.28$1.08
2019Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.24$0.40$0.17
2018Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.10$0.26$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.06$0.23$0.17
2016Summary only. Only limited summary data is available for this year.$2.96$0.00$2.96$1.91$0.14$1.77
2015Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.01$0.04$0.03
2014Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$1.10$0.00$1.10