Civic Intelligence

The Moran Foundation

990 • Fiscal year 2016 • EIN 74-6091194

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 09, 2016

Organization ProfileWWW.MORAN-FOUNDATION.ORG
450 Clay Point CTHouston, TX 77024-6701

(713) 664-5258

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

251%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

5th percentile

-26%

Faster asset growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$148,672

Down $51,010 (-26%) from 2015

Net Assets

Down

$148,141

Down $50,773 (-26%) from 2015

Liabilities

Down

$531

Down $237 (-31%) from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$20,205

Down $23,026 (-816%) from 2015

Expenses

Down

$30,566

Down $1,207 (-3.8%) from 2015

Net Income

Down

-$50,771

Down $21,819 (-75%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$300K$200K$100K$0Assets 2011: $278,577Liabilities 2011: $25,262Net Assets 2011: $253,3152011Assets 2012: $251,019Liabilities 2012: $24,921Net Assets 2012: $226,0982012Assets 2013: $244,735Liabilities 2013: $558Net Assets 2013: $244,1772013Assets 2014: $228,238Liabilities 2014: $372Net Assets 2014: $227,8662014Assets 2015: $199,682Liabilities 2015: $768Net Assets 2015: $198,9142015Assets 2016: $148,672Liabilities 2016: $531Net Assets 2016: $148,1412016Assets 2017: $111,746Liabilities 2017: $801Net Assets 2017: $110,9452017Assets 2018: $89,020Liabilities 2018: $593Net Assets 2018: $88,4272018Assets 2019: $52,657Liabilities 2019: $275Net Assets 2019: $52,3822019Assets 2020: $14,559Liabilities 2020: $11,244Net Assets 2020: $3,3152020Assets 2021: $11,369Net Assets 2021: $11,3692021Assets 2022: $14,228Liabilities 2022: $02022Assets 2023: $8,773Net Assets 2023: $8,7302023Assets 2024: $7,160Net Assets 2024: $7,1602024Assets 2025: $2,551Liabilities 2025: $0Net Assets 2025: $2,5512025

Highlighted filing

2016

Assets$148,672
Liabilities$531
Net Assets$148,141
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$50K$0-$50K-$100KExpenses 2011: $40,1972011Expenses 2012: $37,0572012Expenses 2013: $34,0562013Revenue 2014: $17,828Expenses 2014: $34,139Net Income 2014: -$16,3112014Revenue 2015: $2,821Expenses 2015: $31,773Net Income 2015: -$28,9522015Revenue 2016: -$20,205Expenses 2016: $30,566Net Income 2016: -$50,7712016Revenue 2017: -$1,275Expenses 2017: $35,921Net Income 2017: -$37,1962017Revenue 2018: $13,971Expenses 2018: $36,489Net Income 2018: -$22,5182018Revenue 2019: -$920Expenses 2019: $35,125Net Income 2019: -$36,0452019Revenue 2020: -$31,710Expenses 2020: $17,357Net Income 2020: -$49,0672020Revenue 2021: $4,6702021Revenue 2022: $2,859Expenses 2022: $0Net Income 2022: $2,8592022Revenue 2023: $709Expenses 2023: $43Net Income 2023: $6662023Revenue 2024: $874Expenses 2024: $900Net Income 2024: -$262024Revenue 2025: $531Expenses 2025: $323Net Income 2025: $2082025

Highlighted filing

2016

Revenue-$20,205
Expenses$30,566
Net Income-$50,771
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 9, 2016
Return Version
2015v2.1
Gross Receipts
$3,566,923
Mission and Program Overview

Mission

Funding research projects in pathology and medicine

Funding of research in the areas of clinical chemistry, medicine and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$116,306$175,613▲ $59,307
Rtn Earn Endowment Incm Other Fnds$198,914$148,141▼ $50,773
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$83,376$-26,941▼ $110,317
Total Assets$199,682$148,672▼ $51,010
Liabilities
Accounts Payable and Accrued Expenses$768$531▼ $237
Total Liabilities$768$531▼ $237
Net Assets / Fund Balance
Total Net Assets Fund Balance$198,914$148,141▼ $50,773
Total Liabilities and Net Assets / Fund Balance$199,682$148,672▼ $51,010

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$4,060-
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Cary M MoranTrustee
Jeanne M CunninghamTrustee
John a MoranTrustee
Tom a CunninghamTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-19,891
Other Revenue
$-314
Change in Net Assets
$-50,771
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,566
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$7,465$1,866-$9,331
Fees for Service Investment Mgmnt Fees-$6,883-$6,883
Other Expenses$5,000$6,336-$5,000
Fees for Services Accounting-$2,000-$2,000
Interest-$1,016-$1,016
Total Functional Expenses$12,465$18,101$0$30,566
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
No
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“John a moran/jeanne m cunningham - brother/sister relationship john a moran/cary m moran - husband/wife”

Form 990, Part VI, Section B, Line 11

“The return is prepared by a certified public accounting firm with experience in nonprofit taxation. The trustees of the organization are provided a copy of the return to review and approve, prior to filing.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
The Moran Foundation
EIN
74-6091194
Phone
7136645258
Address
450 CLAY POINT CT, HOUSTON, TX 77024-6701

Signing Officer

Name
John a Moran
Title
Trustee
Phone
7136645258
Signed
2016-12-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John a Moran
Formed
1969
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Mohle Adams
Address
3900 ESSEX LANE SUITE 1000, HOUSTON, TX 77027
Preparer
John C Mitchell Iii
Phone
7136291381
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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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IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0146481
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0227258
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt010107
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt06687
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0136374
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0220571
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt02197
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt03409
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0144284
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0223849
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt05050
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt07835
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0146481
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0227258
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt05050
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt07835
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741180155
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd04
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE METHODIST HOSPITAL RESEARCH INSTITUTE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt05000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04060
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt04060
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN A MORAN/JEANNE M CUNNINGHAM - BROTHER/SISTER RELATIONSHIP JOHN A MORAN/CARY M MORAN - HUSBAND/WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM WITH EXPERIENCE IN NONPROFIT TAXATION. THE TRUSTEES OF THE ORGANIZATION ARE PROVIDED A COPY OF THE RETURN TO REVIEW AND APPROVE, PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0199682
IRS990/TotalAssetsEOYAmt0148672
IRS990/TotalAssetsGrp/BOYAmt0199682
IRS990/TotalAssetsGrp/EOYAmt0148672
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018101
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012465
IRS990/TotalFunctionalExpensesGrp/TotalAmt030566
IRS990/TotalGrossUBIAmt0-314
IRS990/TotalLiabilitiesBOYAmt0768
IRS990/TotalLiabilitiesEOYAmt0531
IRS990/TotalLiabilitiesGrp/BOYAmt0768
IRS990/TotalLiabilitiesGrp/EOYAmt0531
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0198914
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0148141
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt012465
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016085
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-35976
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-20205
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-314
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0199682
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0148672
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0450 CLAY POINT COURT
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077024
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.MORAN-FOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN A MORAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07136645258
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MORAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORA
ReturnHeader/Filer/EIN0746091194
ReturnHeader/Filer/PhoneNum07136645258
ReturnHeader/Filer/USAddress/AddressLine1Txt0450 CLAY POINT CT
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770246701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741067601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOHLE ADAMS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03900 ESSEX LANE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07136291381
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C MITCHELL III
ReturnHeader/ReturnTs02016-12-14T11:49:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,672
Liabilities
$531
Net assets
$148,141
Revenue
-$20,205
Expenses
$30,566
Net income
-$50,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.01$0.00$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.01$0.01$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.01$0.00$0.01
2022Summary only. Only limited summary data is available for this year.$0.14$0.00$0.03$0.00$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.11$0.03$0.32$0.17$0.49
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.52$0.01$0.35$0.36
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.01$0.88$0.14$0.36$0.23
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.01$1.11$0.01$0.36$0.37
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.01$1.48$0.20$0.31$0.51
2015Detailed filing. Detailed filing data is available for this year.$2.00$0.01$1.99$0.03$0.32$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.18$0.34$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$0.01$2.44$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.25$2.26$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.25$2.53$0.40