Liabilities / Assets
58th percentile
Higher debt load relative to assets than 58% of similar nonprofits.
Joseph James Morelli Legacy Foundation
990EZ • Fiscal year 2020 • EIN 83-1939846
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
59th percentile
Higher debt load relative to revenue than 59% of similar nonprofits.
Net Margin
62nd percentile
Higher net margin than 62% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
55th percentile
Faster asset growth than 55% of similar nonprofits.
Revenue Growth
16th percentile
Faster revenue growth than 16% of similar nonprofits.
Balance Sheet
Assets
Up$237,233
Up $15,897 (+7.2%) from 2019
Net Assets
Up$236,550
Up $16,332 (+7.4%) from 2019
Liabilities
Down$683
Down $435 (-39%) from 2019
Revenue And Expenses
Revenue
Down$118,306
Down $185,963 (-61%) from 2019
Expenses
Up$101,974
Up $17,663 (+21%) from 2019
Net Income
Down$16,332
Down $203,626 (-93%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- May 17, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $118,306
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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SCHOLARSHIP AWARDS AND MENTORING TO STUDENTS WITH DYSLEXIA. DURING THE YEAR, THE FOUNDATION PROVIDED SCHOLARSHIPS TO 45 STUDENTS ATTENDING VARIOUS U.S. EDUCATIONAL INSTITUTIONS AND INITIATED A PEER TO PEER MENTORING PROGRAM FOR 10 STUDENTS THIS YEAR. | $83,126 | $91,867 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DR BARBARA W MORELLI | President | PT | $0 | - | - |
| ROBERT B MERCER | Secretary | - | $0 | - | - |
| KAY PRIESTLY | Treasurer | - | $0 | - | - |
| MARCY ABATE | Vice Preside | - | $0 | - | - |
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
- Kay Priestly
- Title
- Treasurer
- Phone
- 8016739336
- Signed
- 2021-05-17
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Cooper Savas LLC
- Address
- 6405 SOUTH 3000 EAST 201, SALT LAKE CITY, UT 84121-6990
- Preparer
- Jennifer K Greco
- Phone
- 8014532080
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10
“Cash contribution: 75,626 relationship: none cash contribution: 7,500 relationship: none”
Form 990-ez, Part I, Line 16
“Expenses programming underwriting 780 tee shirts 814 facebook 13 software subscription cost 4,952 website 670 insurance 244 miscellaneous 127 licenses & permits 75 total 7,675”
Form 990-ez, Part II, Line 24
“Accounts receivable 0 2,970 total 0 2,970”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 1,118 683”
Form 990-ez, Part III
“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.”
Form 990-ez, Part III, Line 28
“Scholarship awards and mentoring to students with dyslexia. During the year, the foundation provided scholarships to 45 students attending various u.s. Educational institutions and initiated a peer to peer mentoring program for 10 students this year.”
Raw XML Appendix148 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.
| Path | # | Value |
|---|---|---|
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| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | ROBERT B MERCER |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | KAY PRIESTLY |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | MARCY ABATE |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | KAY PRIESTLY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8016739336 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7585 N RANCH CLUB TRAIL |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PARK CITY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | UT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 84098 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 221336 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 234263 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 115814 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 16332 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 9272 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 221336 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 237233 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 83126 |
| IRS990EZ/GrossReceiptsAmt | 0 | 118306 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2492 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 220218 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 236550 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 220218 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 236550 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DR BARBARA W MORELLI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ROBERT B MERCER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KAY PRIESTLY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MARCY ABATE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 2970 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7675 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1901 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SCHOLARSHIP AWARDS AND MENTORING TO STUDENTS WITH DYSLEXIA. DURING THE YEAR, THE FOUNDATION PROVIDED SCHOLARSHIPS TO 45 STUDENTS ATTENDING VARIOUS U.S. EDUCATIONAL INSTITUTIONS AND INITIATED A PEER TO PEER MENTORING PROGRAM FOR 10 STUDENTS THIS YEAR. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 83126 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 91867 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | UT |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1118 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 683 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 101974 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 91867 |
| IRS990EZ/TotalRevenueAmt | 0 | 118306 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://MORELLI.FOUNDATION |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 115814 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 303924 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 419738 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 2492 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 345 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 2837 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 348094 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 71644 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 115814 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 303924 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 419738 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 422575 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | CASH CONTRIBUTION: 75,626 RELATIONSHIP: NONE CASH CONTRIBUTION: 7,500 RELATIONSHIP: NONE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES PROGRAMMING UNDERWRITING 780 TEE SHIRTS 814 FACEBOOK 13 SOFTWARE SUBSCRIPTION COST 4,952 WEBSITE 670 INSURANCE 244 MISCELLANEOUS 127 LICENSES & PERMITS 75 TOTAL 7,675 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS RECEIVABLE 0 2,970 TOTAL 0 2,970 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,118 683 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | SCHOLARSHIP AWARDS AND MENTORING TO STUDENTS WITH DYSLEXIA. DURING THE YEAR, THE FOUNDATION PROVIDED SCHOLARSHIPS TO 45 STUDENTS ATTENDING VARIOUS U.S. EDUCATIONAL INSTITUTIONS AND INITIATED A PEER TO PEER MENTORING PROGRAM FOR 10 STUDENTS THIS YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KAY PRIESTLY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8016739336 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-05-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | JOSEPH JAMES MORELLI |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | LEGACY FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | JOSE |
| ReturnHeader/Filer/EIN | 0 | 831939846 |
| ReturnHeader/Filer/PhoneNum | 0 | 8016739336 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7585 RANCH CLUB TRAIL |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PARK CITY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 84098 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 464368213 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | COOPER SAVAS LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6405 SOUTH 3000 EAST 201 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SALT LAKE CITY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 841216990 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8014532080 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-05-17 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JENNIFER K GRECO |
| ReturnHeader/ReturnTs | 0 | 2021-05-17T20:29:36-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | KAY |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | PRIESTLY |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $237,233
- Liabilities
- $683
- Net assets
- $236,550
- Revenue
- $118,306
- Expenses
- $101,974
- Net income
- $16,332