Civic Intelligence

Joseph James Morelli Legacy Foundation

990EZ • Fiscal year 2021 • EIN 83-1939846

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 14, 2022

Organization ProfileMORELLI.FOUNDATION
7585 Ranch Club TrailPark City, UT 84098

(801) 673-9336

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

75th percentile

31%

Higher net margin than 75% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

69th percentile

24%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

69%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$295,217

Up $57,984 (+24%) from 2020

Net Assets

Up

$294,787

Up $58,237 (+25%) from 2020

Liabilities

Down

$430

Down $253 (-37%) from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin75th percentile

Revenue

Up

$199,647

Up $81,341 (+69%) from 2020

Expenses

Up

$137,442

Up $35,468 (+35%) from 2020

Net Income

Up

$62,205

Up $45,873 (+281%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$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

2021

Assets$295,217
Liabilities$430
Net Assets$294,787
Open 2021 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$199,647
Expenses$137,442
Net Income$62,205
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 14, 2022
Return Version
2021v4.0
Gross Receipts
$199,647
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 (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. In 2020, the foundation launched a peer-to-peer mentoring program for scholarship recipients. The foundation also added an educational outreach program, establishing a collaborative network of institutions and people to provide continued education and support to students and their parents. These additional programs enhance the foundation's mission and provide additional support to scholarship recipients as they face the challenges of college.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP AWARDS AND MENTORING TO STUDENTS WITH DYSLEXIA. DURING THE YEAR, THE FOUNDATION PROVIDED SCHOLARSHIPS TO 52 STUDENTS ATTENDING VARIOUS U.S. EDUCATIONAL INSTITUTIONS.$86,500$91,749
PEER-TO-PEER MENTORING PROGRAM FOR SCHOLARSHIP RECIPIENTS. THIS PROGRAM ENHANCES THE FOUNDATIONS MISSION AND PROVIDES ADDITIONAL SUPPORT TO SCHOLARSHIP RECIPIENTS AS THEY FACE THE CHALLENGES OF COLLEGE.$18,087$20,514
EDUCATIONAL OUTREACH PROGRAM, TO ESTABLISH A NETWORK OF INSTITUTIONS AND INDIVIDUALS TO PROVIDE CONTINUED EDUCATION TO STUDENTS AND THEIR PARENTS.$1,500$2,269
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR BARBARA W MORELLIPresidentPT$0--
ROBERT B MERCERSecretary-$0--
KAY PRIESTLYTreasurer-$0--
MARCY ABATEVice 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
2022-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Cooper Savas LLC
Address
6405 SOUTH 3000 EAST 201, SALT LAKE CITY, UT 84121-6990
Preparer
Bradley Carter
Phone
8014532080
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 86,500 relationship: none cash contribution: 18,087 relationship: none”

Form 990-ez, Part I, Line 16

“Expenses programming underwriting 9,421 software subscription cost 3,003 software subscription cost 59 software subscription cost 177 website 1,334 insurance 249 miscellaneous 75 licenses & permits 75 total 14,393”

Form 990-ez, Part I, Line 20

“Investment loss -113 unrealized losses on investments -3,855”

Form 990-ez, Part II, Line 24

“Accounts receivable 2,970 658 prepaid expenses and deferred charges 0 2,967 total 2,970 3,625”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 683 430”

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. In 2020, the foundation launched a peer-to-peer mentoring program for scholarship recipients. The foundation also added an educational outreach program, establishing a collaborative network of institutions and people to provide continued education and support to students and their parents. These additional programs enhance the foundation's mission and provide additional support to scholarship recipients as they face the challenges of college.”

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PEER-TO-PEER MENTORING PROGRAM FOR SCHOLARSHIP RECIPIENTS. THIS PROGRAM ENHANCES THE FOUNDATIONS MISSION AND PROVIDES ADDITIONAL SUPPORT TO SCHOLARSHIP RECIPIENTS AS THEY FACE THE CHALLENGES OF COLLEGE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 86,500 RELATIONSHIP: NONE CASH CONTRIBUTION: 18,087 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PROGRAMMING UNDERWRITING 9,421 SOFTWARE SUBSCRIPTION COST 3,003 SOFTWARE SUBSCRIPTION COST 59 SOFTWARE SUBSCRIPTION COST 177 WEBSITE 1,334 INSURANCE 249 MISCELLANEOUS 75 LICENSES & PERMITS 75 TOTAL 14,393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENT LOSS -113 UNREALIZED LOSSES ON INVESTMENTS -3,855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 2,970 658 PREPAID EXPENSES AND DEFERRED CHARGES 0 2,967 TOTAL 2,970 3,625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 683 430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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. IN 2020, THE FOUNDATION LAUNCHED A PEER-TO-PEER MENTORING PROGRAM FOR SCHOLARSHIP RECIPIENTS. THE FOUNDATION ALSO ADDED AN EDUCATIONAL OUTREACH PROGRAM, ESTABLISHING A COLLABORATIVE NETWORK OF INSTITUTIONS AND PEOPLE TO PROVIDE CONTINUED EDUCATION AND SUPPORT TO STUDENTS AND THEIR PARENTS. THESE ADDITIONAL PROGRAMS ENHANCE THE FOUNDATION'S MISSION AND PROVIDE ADDITIONAL SUPPORT TO SCHOLARSHIP RECIPIENTS AS THEY FACE THE CHALLENGES OF COLLEGE.
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ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$295,217
Liabilities
$430
Net assets
$294,787
Revenue
$199,647
Expenses
$137,442
Net income
$62,205
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