Civic Intelligence

Joseph James Morelli Legacy Foundation Inc

EIN 83-1939846 • 501(c)3 • Park City, UT

Profile

The joseph james morelli legacy foundation honors joseph's spirit, by supporting high school and college students diagnosed with dyslexia who are planning to pursue careers in stem (science, technology, engineering, math) by: 1. Awarding scholarships to ease the financial burden of education and recognize achievement 2. Empowering our scholarship recipients to realize their potential through the morelli foundation mentoring program 3. Creating a sense of community in which our scholarship recipients and families can feel supported. Through our programs, we convey to our scholarship recipients that we view dyslexia as a learning difference that can drive them to be stronger, more determined, dedicated and able to shine brighter, as they learn to believe in themselves the way we believe in them.

7585 Ranch Club TrailPark City, UT 84098

morelli.foundation

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.00x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

79th percentile

28%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

42%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$563,587

Up $94,357 (+20%) from 2023

Liabilities

Up

$1,562

Up $1,562 from 2023

Net Assets

Up

$562,025

Up $92,795 (+20%) from 2023

Operations
Liabilities / Revenue42nd percentileNet Margin79th percentile

Revenue

Up

$338,413

Up $100,808 (+42%) from 2023

Expenses

Up

$244,105

Up $23,539 (+11%) from 2023

Net Income

Up

$94,308

Up $77,269 (+453%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$600K$400K$200K$0Assets 2019: $221,336Liabilities 2019: $1,118Net Assets 2019: $220,2182019Assets 2020: $237,233Liabilities 2020: $683Net Assets 2020: $236,5502020Assets 2021: $295,217Liabilities 2021: $430Net Assets 2021: $294,7872021Assets 2022: $445,517Liabilities 2022: $0Net Assets 2022: $445,5172022Assets 2023: $469,230Liabilities 2023: $0Net Assets 2023: $469,2302023Assets 2024: $563,587Liabilities 2024: $1,562Net Assets 2024: $562,0252024

Highlighted filing

2024

Assets$563,587
Liabilities$1,562
Net Assets$562,025
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$400K$300K$200K$100K$0Revenue 2019: $304,269Expenses 2019: $84,311Net Income 2019: $219,9582019Revenue 2020: $118,306Expenses 2020: $101,974Net Income 2020: $16,3322020Revenue 2021: $199,647Expenses 2021: $137,442Net Income 2021: $62,2052021Revenue 2022: $323,143Expenses 2022: $161,292Net Income 2022: $161,8512022Revenue 2023: $237,605Expenses 2023: $220,566Net Income 2023: $17,0392023Revenue 2024: $338,413Expenses 2024: $244,105Net Income 2024: $94,3082024

Highlighted filing

2024

Revenue$338,413
Expenses$244,105
Net Income$94,308
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$563,587
Liabilities
$1,562
Net assets
$562,025
Revenue
$338,413
Expenses
$244,105
Net income
$94,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$0.02$5.62$3.38$2.44$0.94
2023Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$2.38$2.21$0.17
2022Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$3.23$1.61$1.62
2021Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$2.00$1.37$0.62
2020Detailed filing. Detailed filing data is available for this year.$2.37$0.01$2.37$1.18$1.02$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.01$2.20$3.04$0.84$2.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 7, 2025
Return Version
2024v5.0
Gross Receipts
$414,560
Mission and Program Overview

Mission

The joseph james morelli legacy foundation (the foundation) is a 501(c)(3) nonprofit organization formed on august 20, 2018, with its mission to honor josephs spirit. Through the awarding of scholarships, the foundation recognizes students, who like joseph struggle with dyslexia, and empower them to believe in themselves. The foundation supports high school and college students with dyslexia who wish to pursue a degree in a science, technology, engineering or mathematics (stem) field. The foundation also began a mentorship program in 2020, which uses a peer-to-peer mentoring strategy and aims to enhance the foundations mission and have a lasting impact on selected dyslexic students.

The joseph james morelli legacy foundation honors joseph's spirit, by supporting high school and college students diagnosed with dyslexia who are planning to pursue careers in stem (science, technology, engineering, math) by: 1. Awarding scholarships to ease the financial burden of education and recognize achievement 2. Empowering our scholarship recipients to realize their potential through the morelli foundation mentoring program 3. Creating a sense of community in which our scholarship recipients and families can feel supported. Through our programs, we convey to our scholarship recipients that we view dyslexia as a learning difference that can drive them to be stronger, more determined, dedicated and able to shine brighter, as they learn to believe in themselves the way we believe in them.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$406,682$475,344▲ $68,662
Cash and Non-Interest-Bearing Accounts$52,675$83,936▲ $31,261
Prepaid Expenses and Deferred Charges$9,367$4,307▼ $5,060
Accounts Receivable$506--
Total Assets$469,230$563,587▲ $94,357
Liabilities
Accounts Payable and Accrued Expenses-$1,562-
Total Liabilities$0$1,562▲ $1,562
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$469,230$562,025▲ $92,795
Total Net Assets Fund Balance$469,230$562,025▲ $92,795
Total Liabilities and Net Assets / Fund Balance$469,230$563,587▲ $94,357
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Dr Barbara Wirostko MorelliPresident
Lisa RaianiAssistant Tr
Robert B MercerSecretary
Kay PriestlyTreasurer
Anne IvanhoeVice Preside
Marcy AbateVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$313,773
Program Service Revenue
$0
Investment Income
$24,640
Other Revenue
$0
All Other Contributions
$313,773
Change in Net Assets
$94,308

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$79,127Avg. Share Price
Other Non Cash Contri Table7$6,401Fair Market Value
Total Noncash Contributions10$85,528-

Audited Revenue Reconciliation

Revenue per Audited Statements
$338,413
Revenue Not Reported on Form 990
$-1,513
Total Revenue per Audited Statements
$336,900
Total Revenue per Form 990
$338,413
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$144,250
Other Expenses$99,855
Total Fundraising Expense$8,043
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$144,250--$144,250
Fees for Services Other$8,766$4,826$2,884$16,476
Office Expenses$6,691$1,202$1,590$9,483
Other Expenses$322$3,270$3,466$3,270
Fees for Services Accounting-$2,500-$2,500
Insurance-$660-$660
All Other Expenses$352$93$103$548
Total Functional Expenses$223,499$12,563$8,043$244,105

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$244,105
Total Expenses per Audited Statements$244,105
Total Expenses per Form 990$244,105
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
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 2

“Dr. Barbara wirostko morelli dr. Joseph morelli president board member spouse dr. Barbara wirostko morelli julia morelli president board member daughter”

Form 990, Page 6, Part VI, Line 11B

“The treasurer reviews the 990 for completeness and accuracy, and then presents the return to the officers for their review. Once reviewed by the officers, the draft of the return is distributed to the board before signing and filing the return.”

Form 990, Page 6, Part VI, Line 12C

“Board members, officers, and volunteers are made aware of the conflict of interest policy and are required to disclose any potential issues as they arise.”

Form 990, Page 6, Part VI, Line 15A

“The officers are not compensated.”

Form 990, Page 6, Part VI, Line 15B

“The officers are not compensated, there are no key employees of the organization.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request. Form 990 and the audited financial statements are available on the foundation's website.”

Filing and Contact Details

Filer

Filer Name
Joseph James Morelli
EIN
83-1939846
Phone
8016739336
Address
7585 RANCH CLUB TRAIL, PARK CITY, UT 84098

Signing Officer

Name
Lisa Raiani
Title
Assistant Treasurer
Phone
8016739336
Signed
2025-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Barbara Wirostko Morelli
Formed
2018
Legal Domicile
Ut
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
24

Preparer

Firm
Armanino Advisory LLC
Address
170 S MAIN STREET STE 800, SALT LAKE CITY, UT 84101
Preparer
Sam Dedrickson
Phone
8014332140
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The joseph james morelli legacy foundation honors joseph's spirit, by supporting high school and college students diagnosed with dyslexia who are planning to pursue careers in stem (science, technology, engineering, math) by: 1. Awarding scholarships to ease the financial burden of education and recognize achievement 2. Empowering our scholarship recipients to realize their potential through the morelli foundation mentoring program 3. Creating a sense of community in which our scholarship recipients and families can feel supported. Through our programs, we convey to our scholarship recipients that we view dyslexia as a learning difference that can drive them to be stronger, more determined, dedicated and able to shine brighter, as they learn to believe in themselves the way we believe in them.”

Form 990, Page 1, Part I, Line 6

“The organization has 8 board members who are all volunteers for the organization, performing whatever administrative or other functions as needed; 11 scholarship committee members who are tasked with reviewing applications and choosing candidates to recommend for scholarships; and 5 other volunteers who provide various services as needed to help the organization.”

Raw XML Appendix365 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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IRS990/MissionDesc0THE JOSEPH JAMES MORELLI LEGACY FOUNDATION HONORS JOSEPH'S SPIRIT, BY SUPPORTING HIGH SCHOOL AND COLLEGE STUDENTS DIAGNOSED WITH DYSLEXIA WHO ARE PLANNING TO PURSUE CAREERS IN STEM (SCIENCE, TECHNOLOGY, ENGINEERING, MATH) BY: 1. AWARDING SCHOLARSHIPS TO EASE THE FINANCIAL BURDEN OF EDUCATION AND RECOGNIZE ACHIEVEMENT 2. EMPOWERING OUR SCHOLARSHIP RECIPIENTS TO REALIZE THEIR POTENTIAL THROUGH THE MORELLI FOUNDATION MENTORING PROGRAM 3. CREATING A SENSE OF COMMUNITY IN WHICH OUR SCHOLARSHIP RECIPIENTS AND FAMILIES CAN FEEL SUPPORTED. THROUGH OUR PROGRAMS, WE CONVEY TO OUR SCHOLARSHIP RECIPIENTS THAT WE VIEW DYSLEXIA AS A LEARNING DIFFERENCE THAT CAN DRIVE THEM TO BE STRONGER, MORE DETERMINED, DEDICATED AND ABLE TO SHINE BRIGHTER, AS THEY LEARN TO BELIEVE IN THEMSELVES THE WAY WE BELIEVE IN THEM.
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IRS990/ProgSrvcAccomActy2Grp/Desc0MENTORING PROGRAM: THE PROGRAM PAIRS COLLEGE FRESHMEN WITH PEER MENTORS TO HELP THEM NAVIGATE THE CHALLENGES THAT COLLEGE PRESENTS, PARTICULARLY FOR STUDENTS WITH LEARNING DIFFERENCES. MENTORS ARE CURRENT OR FORMER SCHOLARSHIP RECIPIENTS, EITHER UPPERCLASSMEN OR RECENT GRADUATES. THE MENTORS SUPPORT THEIR MENTEES AND HELP EQUIP THEM WITH SKILLS THEY NEED TO CONFIDENTLY SUCCEED. THERE WERE 16 PAIRS OF STUDENTS IN THE SPRING SEMESTER AND 20 PAIRS IN THE FALL SEMESTER. THE PROGRAM IS EXPANDING TO PROVIDE ADDITIONAL SUPPORT AND GUIDANCE TO THE MENTORS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt033224
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATIONAL OUTREACH PROGRAM: THE PURPOSE OF THE PROGRAM IS TO EDUCATE AND INFORM ON THE NEEDS OF STUDENTS WITH LEARNING DISABILITIES SUCH AS DYSLEXIA, WHICH INCLUDES THE SUPPORT, ACCOMMODATIONS, AND RESOURCES THAT ARE NECESSARY. FAMILIES EVEN TODAY ARE STILL FIGHTING ACROSS THIS COUNTRY TO GET RESOURCES THAT ENABLE THEIR CHILDREN WITH LEARNING DISABILITIES TO GET THE ACCOMMODATIONS THEY ARE LEGALLY ENTITLED TO UNDER THE INDIVIDUALS WITH DISABILITIES EDUCATION ACT. THE FOUNDATION PARTNERS WITH LIKE-MINDED ORGANIZATIONS, PROVIDES SUPPORT AND PARTICIPATED IN EVENTS THAT EDUCATE AND PROMOTE AWARENESS OF THESE NEEDS. THE FOUNDATION ALSO HAS FOCUSED ON CREATING A SENSE OF COMMUNITY FOR THE SCHOLARSHIP RECIPIENTS AND FAMILIES.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0197408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0115814
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013019
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IRS990ScheduleD/TotalRevenuePerForm990Amt0338413
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IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0ITEM DONATIONS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE JOSEPH JAMES MORELLI LEGACY FOUNDATION HONORS JOSEPH'S SPIRIT, BY SUPPORTING HIGH SCHOOL AND COLLEGE STUDENTS DIAGNOSED WITH DYSLEXIA WHO ARE PLANNING TO PURSUE CAREERS IN STEM (SCIENCE, TECHNOLOGY, ENGINEERING, MATH) BY: 1. AWARDING SCHOLARSHIPS TO EASE THE FINANCIAL BURDEN OF EDUCATION AND RECOGNIZE ACHIEVEMENT 2. EMPOWERING OUR SCHOLARSHIP RECIPIENTS TO REALIZE THEIR POTENTIAL THROUGH THE MORELLI FOUNDATION MENTORING PROGRAM 3. CREATING A SENSE OF COMMUNITY IN WHICH OUR SCHOLARSHIP RECIPIENTS AND FAMILIES CAN FEEL SUPPORTED. THROUGH OUR PROGRAMS, WE CONVEY TO OUR SCHOLARSHIP RECIPIENTS THAT WE VIEW DYSLEXIA AS A LEARNING DIFFERENCE THAT CAN DRIVE THEM TO BE STRONGER, MORE DETERMINED, DEDICATED AND ABLE TO SHINE BRIGHTER, AS THEY LEARN TO BELIEVE IN THEMSELVES THE WAY WE BELIEVE IN THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS 8 BOARD MEMBERS WHO ARE ALL VOLUNTEERS FOR THE ORGANIZATION, PERFORMING WHATEVER ADMINISTRATIVE OR OTHER FUNCTIONS AS NEEDED; 11 SCHOLARSHIP COMMITTEE MEMBERS WHO ARE TASKED WITH REVIEWING APPLICATIONS AND CHOOSING CANDIDATES TO RECOMMEND FOR SCHOLARSHIPS; AND 5 OTHER VOLUNTEERS WHO PROVIDE VARIOUS SERVICES AS NEEDED TO HELP THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DR. BARBARA WIROSTKO MORELLI DR. JOSEPH MORELLI PRESIDENT BOARD MEMBER SPOUSE DR. BARBARA WIROSTKO MORELLI JULIA MORELLI PRESIDENT BOARD MEMBER DAUGHTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER REVIEWS THE 990 FOR COMPLETENESS AND ACCURACY, AND THEN PRESENTS THE RETURN TO THE OFFICERS FOR THEIR REVIEW. ONCE REVIEWED BY THE OFFICERS, THE DRAFT OF THE RETURN IS DISTRIBUTED TO THE BOARD BEFORE SIGNING AND FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS, OFFICERS, AND VOLUNTEERS ARE MADE AWARE OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO DISCLOSE ANY POTENTIAL ISSUES AS THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE OFFICERS ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE OFFICERS ARE NOT COMPENSATED, THERE ARE NO KEY EMPLOYEES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA RAIANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08016739336
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH JAMES MORELLI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LEGACY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0170 S MAIN STREET STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
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ReturnHeader/PreparerPersonGrp/PhoneNum08014332140
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM DEDRICKSON
ReturnHeader/ReturnTs02025-09-15T11:43:22-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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